Managing Payment Information in the Dandy Portal

Efficiently manage your practice’s payment methods through the Dandy Portal. This article guides you through reviewing and updating your payment information, whether using Dandy Chairside or the Dandy Portal.

Through the Dandy Portal

  • From the Dandy Portal homepage, click the Account Settings (⚙️) icon and select 'Practice Settings'.

  • Scroll to 'Payment Methods' to review and update payment information.

Through Dandy Chairside

  • Access 'Payment Methods' under 'My Practice' in the Account tab.
  • Review and update payment details as needed.

Keeping Your Financial Account Information Secure

Dandy is committed to the security of your financial account information. We do not store details such as ACH bank account information or credit and debit card numbers. Instead, this sensitive data is transmitted to Stripe, our payment processor. Stripe holds a PCI Service Provider Level 1 certification, representing the highest and most stringent level of certification in the payments industry. To understand how Stripe safeguards your financial account information, click here for further details.

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