Overview

To process payments in TheraManager using Biller Genie, you must first connect the two systems.

Once connected, TheraManager will display a Biller Genie payment pop-up when posting payments for patients.

How To Connect

Step 1

Log in to your Biller Genie account.

Step 2

Navigate to:

Add-Ons > TheraManager
 

Step 3

Enter your QuicDoc PM Client ID and Client Secret.
Click Connect to QuicDoc PM.

Once successfully connected:

• Your TheraManager account will be integrated with Biller Genie.
• A Biller Genie payment pop-up will appear when processing payments in TheraManager.
• You will be able to run transactions using new or stored payment methods.

Running a Payment After Connecting

1. Open a patient record in TheraManager
2. Select Post Payment
3. Choose to process the payment
4. The Biller Genie pop-up will appear
5. Enter card information or select a stored payment method

Still Having Trouble?

If the pop-up does not appear or the integration fails, contact the Biller Genie support team at support@billergenie.com and include the following details:

• Confirmation that the integration is connected under Add-Ons
• Any error messages displayed
• Whether this is a new connection or previously working setup