How to Link a Bank Account in the Dandy Portal

To add a bank account and set it as the primary payment method in the Practice Portal, follow these steps below:

  1. In the Dandy Portal, click on the gear icon to access Account Settings, then click on Practice settings
  2. Scroll down on the Practice settings page to view Payment Methods
  3. Click Add payment method and select Link bank account
  4. Enter Routing number, Account number, and Confirm account number in the popup:
  5. Click Link bank account. Note: By performing this action, this will set the bank account as the primary payment method. 
  6. The bank account has now been added and no other steps are required. 
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