Effortlessly Update Your Payment Method in Chartnote: Step-by-Step Guide

How to Update your Credit Card Information on Chartnote

This guide provides step-by-step instructions on how to update your payment method in Chartnote. By following these simple steps, you can easily add a new credit card and make it your default payment method, ensuring a seamless payment experience for your next subscription payment.


Step-by-step

  1. Open Settings
    Click Settings in your Chartnote account.

  2. Go to Billing
    Click Billing & Plans.

  3. Start a change
    Click Update Plan to open the subscription editor.

  4. Open payment method editor
    Click the edit (pencil) icon next to your payment method.

  5. Add a new card
    Click Add payment method.

  6. Enter card details
    Type your card number, expiration date, CVC, and billing ZIP/postal code.

  7. Save
    Click Update to save the new payment method.


Tips

  • Make sure the billing address matches what your bank has on file to avoid declines.

  • If you’re replacing an expired card, double-check the expiration date and CVC.


    • Related Articles

    • Chartnote - Pricing Information

      Chartnote offers flexible pricing options designed for healthcare professionals with varying documentation needs. Below you'll find detailed information about our current plans and payment options. Current Plans ------------- Free Plan Limited usage ...
    • How to Downgrade Your Chartnote Subscription

      This guide provides a step-by-step process to downgrade your Chartnote subscription. By following these instructions, you can easily switch to a lower plan and save money. Additionally, you will receive a prorated credit that will be applied to your ...
    • How to Update the Chartnote Chrome Extension

      Follow along with this simple, step-by-step tutorial. This guide will help you ensure that you're utilizing the latest features and updates of the Chartnote Chrome extension. <br> Step-by-step Open the Extensions menu Click the ...
    • Monthly vs Yearly Plan

      On the Subscription page, you will see your Current Plan which can be billed as a monthly or yearly plan. You are able cancel your subscription at any time before the next billing cycle. If you do not cancel your subscription, it will continue to ...
    • How to Create and Use Snippets in Chartnote

      A comprehensive, step‑by‑step tutorial for clinicians and staff who want to build smart, reusable text blocks ("snippets") and deploy them quickly in Chartnote and in web‑based EHRs. Create your first snippet Open Library → Snippets From Chartnote on ...