Getting Started:
Step 1: You must first link the patients together by following the instructions outlined HERE.
Step 2: In this example, we will be in Mom, Emma's account. Select the patient's [Family Wallet] (lock icon).
Step 3: Check the boxes for which linked patients/family members will have this card shared with them. This will automatically update each time you select a box.
In this example, we are sharing Emma's HSA card with her husband, Robert. And her debit card was shared with her husband, Robert, and their children Claire and Daniel.
To learn how to process a payment using shared billing from the Family Wallet CLICK HERE.