Storing Cards in Theramanger
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You’ll also have the ability to store payment methods for your patients through Biller Genie.
Go to Customers > Add Customer.
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.
Once the patient is created, you’ll be sent to their profile, where you can click on Stored Payment Method.
On the Stored Payment Methods page click Add a Stored Payment Method.
Enter in the payment method’s information and click Add Card.
Now the payment method has been saved and is ready to be used in Theramanager.