Overview: Manage bank accounts, credit cards, debit cards, and monthly billing schedules within the Dandy Portal to ensure timely payments and data security.
Manage Bank Account (ACH) Payments
Linking a bank account provides a fee-free payment option and automatically designates the account as the default payment method.
Log in to the Dandy Portal.
Select the Account Settings (⚙️) icon and click Practice Settings.
Navigate to the bottom of the Practice Settings page and select Link Bank Account.
Enter the Routing number and Account number in the popup window.
Confirm the Account number and select Link bank account.
Add Credit or Debit Cards
Practice members can add cards to the Dandy Portal for recurring monthly transactions.
Access the Dandy Portal and navigate to Practice Settings.
Select the + Other methods option at the bottom of the page.
Enter the card number, expiration date, and CVV in the provided fields.
Verify the card details and click Add Credit Card.
Note: If the practice has multiple payment methods, use the Payment methods section to set a primary method.
Understand Processing Fees and Payment Schedules
Dandy automates payment processing based on the following monthly schedule and fee structure.
Monthly Payment Processing
Automatic Charge Date: All payments are processed automatically on the 8th of each month.
Date Changes: Dandy cannot change the recurring monthly payment due date.
Fee Structure by Payment Type
| Payment Method | Processing Fee |
|---|---|
| ACH / Bank Account | No fee (0%) |
| Debit Card | No fee (0%) |
| Credit Card | 2.9% fee per transaction |
Request One-Time Payment Exceptions
If funds are unavailable by the 8th of the month, the practice may authorize a one-time payment for a different date.
Draft an email from the practice's registered email address.
Address the request to billingandcollections@meetdandy.com.
Submit the request before the 8th of the month.
Include the specific date authorized for the one-time charge in the email body.
Note: Standard auto-charge settings will resume on the 8th for all subsequent months.
Mail Personal Checks
Practices may mail physical checks for payment.
Requirements: All checks must include a remittance slip (printed invoice).
Mailing Address: DANDY P.O. Box 738550 Dallas, TX 75373-8550
Deadline: Checks must be mailed by the 8th of the month. Payments received after the 21st are considered overdue.
Financial Data Security
Dandy prioritizes the security of financial information through a partnership with a certified payment processor.
Storage: Dandy does not store bank account numbers or full credit/debit card details.
Processor: All sensitive data is transmitted to Stripe.
Certification: Stripe maintains PCI Service Provider Level 1 certification, the most stringent standard in the payments industry.