If you plan on processing ACH (directly debiting from patient's checking accounts) the first thing you'll need to do is to contact Bluefin and ensure that your account is set up to handle ACH processing. Once you've confirmed that you are, just let us know and we'll enable this flag on your account.
Once it's enabled on our end you'll have the option of adding a bank account as a payment method for a patient. To add a new account just click on the pencil icon in the top right of the patient's basic Information block, and then select the Billing Info tab and the click the "Add new payment method+" button in the top right:
The resulting pop-up will prompt you to add a credit card, but as long as ACH is enabled on your account you'll see a link in the bottom right to add an ACH account instead:
Just add the information from the patient's check and click Save ACH Account to add the account as an option for payment. Once it's added it will appear along-side credit card options as a payment method when you're checking a patient out, and you'll be able to select it as a preferred payment option for subscriptions or other scheduled payments.
ACH payments currently can not be processed via the patient portal, but this functionality is coming soon.