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Storing Cards in TheraManager

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Table of Contents

You also have the ability to store payment methods for your patients in Biller Genie. Step 1 Step 2 Step 3 Step 4 Step 5

You also have the ability to store payment methods for your patients in Biller Genie.

 

Step 1

Go to Customers > Add Customer.

 

Step 2

Enter in the patient's information > click Add Customer.

Note: The Patient ID must be provided for every patient. This ID will link the patient created in TheraManager with their associated payment methods saved in Biller Genie.

 

Step 3

Once the patient is created, you’ll be sent to their profile, where you can click on Stored Payment Method.

 

Step 4

On the Stored Payment Methods page click Add a Stored Payment Method.

 

Step 5

Enter in the payment method’s information and click Add Card.

 

The payment method is now saved and ready to be used in TheraManager.

theramanger card storage

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