PatientFi

How PatientFi works

From finding an enrolled provider to your first payment, here is what happens at each step of a PatientFi loan.

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The PatientFi process, start to finish

  1. Find a provider that offers PatientFi

    PatientFi only works at enrolled practices. Many clinics share a direct application link or a QR code on a brochure. You can also search by practice, specialty or location in the PatientFi directory.

  2. Complete the application

    You enter your name, contact details, home address, income and housing situation. PatientFi runs a soft credit check, which does not affect your credit score. Unfreeze your credit report first, or the check cannot run.

  3. Review your offers

    If approved, you see your spending limit and plan options. These can include fixed-rate plans with a set APR and 0% promotional plans. Look for the words “if paid in full”: that means the promotion is deferred interest.

  4. Your provider sends the charge

    After treatment is scheduled, the practice submits the charge. You review it and accept or reject it in the Account Portal, where you can also read your loan terms.

  5. Get your welcome letter

    Within 3 to 5 business days of accepting, PatientFi emails a welcome letter with your billing account details and Payment Portal access.

  6. Repay monthly

    Your first payment is due 30 days after you accept. Pay by debit card or bank account (ACH) online, by phone, or by check. PatientFi does not accept prepaid cards or HSA/FSA cards for payments.

Two portals, two jobs

PortalWhat you do there
Account PortalReview and accept or reject provider charges, see loan terms and agreements, track your spending limit
Payment PortalMake payments, set up autopay, change payment methods, view statements and balances

Both use passwordless sign-in with a one-time code sent to your phone or email. Step-by-step help is in our PatientFi login guide.

Fixed-rate plan vs 0% promotion

FeatureFixed-rate plan0% if paid in full
InterestCharged from the start at your APRNone if paid in full by the deadline; otherwise interest from the purchase date can apply
Monthly paymentSame every monthA minimum is set, but it may not clear the balance in time
Due dateCan be changed once over the loanSet by the contract, cannot be changed
APR6.99% to 32.99%, set by your credit profileApplies back to the start if not paid in full
Autopay0.25% APR discount0.25% APR discount; required for 0% offers
Best forPredictable budgetingPaying off quickly

If you choose a 0% promotion, divide the balance by the number of promotional months and pay at least that amount, or use the PatientFi calculator. Do not assume the minimum payment is enough.

What PatientFi can pay for

PatientFi is used for elective and out-of-pocket care at enrolled practices, including plastic surgery, med spa treatments, dermatology, fertility and IVF, hair restoration, cosmetic dentistry, audiology and LASIK. For fertility patients, financing can also cover medications, labs and testing. See procedures PatientFi covers.

Frequently asked questions

How long is a PatientFi approval good for?

Approvals can be used at your provider for a set window after approval. Check the expiration shown in your Account Portal, and ask your provider to send the charge before it lapses.

Can I apply for PatientFi over the phone?

No. PatientFi says applications are not taken over the phone. Apply on your phone, tablet or computer through your provider’s link or search.patientfi.com.

When is my first PatientFi payment due?

The due date is set 30 days from the day you accept the transaction. You can start making payments online 3 to 5 days after accepting, once your Payment Portal access is active.

Can I combine two PatientFi loans?

No. Each new charge from a provider opens a separate loan with its own terms, and loans cannot be merged.

Sources

  1. Official site: How it works
  2. Help Center: The complete guide
  3. Help Center: General FAQ
  4. Help Center: Understanding your portals
  5. CB Insights company profile

Need another way to pay for your procedure?

Compare personal loan offers from independent lenders that you can use at any clinic. Checking offers will not affect your credit score. It is a separate service from your provider’s financing.

Check loan offers