Edit ACH Account Information on File in the Vault

You can edit ACH account information on file in the Vault.

Instructions

1. Click Vault in the left menu.
2. Search for the vaulted ACH information.
3. Locate the vaulted ACH account information that you want to modify, and then click the pencil icon under Edit.
4. Change the Electronic Check Information or Account Information as needed and click Submit.
5. A new Pre-Authorized Healthcare Form (PAHCF) will generate, and you can email it or print a copy for the patient.
   To email the PAHCF: Enter the patient's email address > add a descriptive subject for the email > if desired, add a custom message to explain that the signed form is required to consent to ongoing installment payments > click Email.
   To print the PAHCF: Click the Print button—a print preview window will appear for you to view the PAHCF or choose to Print it.

The newly generated PAHCF will overwrite the original when you edit the Vault record.