Your plan and account payment method

#Open the page

Left menu → Settings → Account and billing.

#Click the payment method row

In the Overview card, click the value next to Payment method. On a fresh account it reads None on file.

#Read the dialog

Title Update payment method, description Manage the default card and billing address for account billing. It has two sections.

#Enter the card

Under Payment method (Add a new card or keep the current default card.) fill in Card number * and the expiry and security-code fields beside it. The card fields are hosted by Stripe, so GEN Health never sees the raw number.

#Save the card

Click Save payment method. Open in Stripe beside it opens your record in Stripe’s own dashboard; it does not save anything here.

#Add the billing address

Under Billing address (Account-level billing address used with the default payment method.) fill in Street address, Apt, suite, etc. (optional), City, State, and ZIP code. Click Save billing address. This is a separate save from the card.

#Close and confirm

Click Close dialog. The Payment method row should now show a card, not None on file.

#Open the dropdown

In the Overview card, click the Billing contact select.

#Pick an admin

Only Client Admins appear. If yours is missing, add them from /dashboard → Users → Add first.

#Open the dialog

In the Overview card, click View agreements.

#Read the table

The Agreements dialog holds a permanent record of Terms, Privacy Policy, and Business Associate Agreement acceptances, with columns Agreement, User name, Email, Date, Time, and PDF.

#If it is empty

It reads No agreement records yet. Records appear once someone on your team accepts the policies during account setup.