To set up your FYI account, you need to enter the details of the credit card to use for the payment. This is a mandatory step before any data can be migrated onto the FYI platform.
Adding your Billing Details for the First Time
To add your billing details for the first time:
- From FYI, click Settings in the top right-hand corner.
- Select Practice settings from the drop-down, then select Admin.
- Go to the Account tab.
- Scroll to the bottom of the page where you will find the Payment section.
- Enter your credit card details and click Update Billing Details.
Note: To change your preferred billing details at any time, you can use the same steps as above change the credit card.
Refer also to the articles in the section Your FYI Account Set Up.