Overview

Once TheraManager is connected to Biller Genie, you can:

• Store payment methods for patients
• Process payments directly inside TheraManager
• Manage transactions in the Biller Genie portal
• Customize account settings and branding

This article covers the most common workflows.

Storing Payment Methods for Patients
 

To save a card for future use, the patient must exist in the Biller Genie portal.
 

Step 1

In Biller Genie, navigate to:

Customers > Add Customer

Step 2

Enter the patient’s information.

Important:
The Patient ID must match exactly with the Patient ID in TheraManager.
This ensures proper syncing between systems.

Click Add Customer.
 

Step 3

After creating the customer, open their profile and select:

Stored Payment Methods
 

Step 4

Click Add a Stored Payment Method.

Step 5

Enter the payment details and click Add Card.

The payment method is securely tokenized and saved in Biller Genie’s vault.

The stored card is now available for use inside TheraManager.

Using a Stored Card in TheraManager
 

Step 1

In TheraManager, open the patient record and select Post Payment.

Step 2

When the Biller Genie pop-up appears, select Stored Card.

Step 3

Log in with your Biller Genie username and password.

Step 4

Select the stored payment method and complete the transaction.

Running a New Card

When processing a payment through TheraManager:

• Enter card details manually
• Or use a connected card reader (if applicable)

The transaction will process through Biller Genie.

Reports & Transaction Management

You can view and manage transactions directly in the Biller Genie portal.

Navigate to:

Reports > All Transactions

From here, you can:

• View transaction details
• Void or refund a transaction
• Print or email receipts

Control Panel Settings

Branding

Customize your payment page and receipts:

• Go to Control Panel > Branding
• Upload your logo
• Crop if needed
• Click Upload

Users

Add staff logins:

• Go to Control Panel > Users
• Click Add New User
• Enter name and email

Virtual Terminal

If you need to process a payment outside of a patient record, you can use:

Add-Ons > Virtual Terminal

Most transactions will be run directly inside TheraManager.

Still Having Trouble?

If you experience issues storing cards or running payments, contact the Biller Genie support team at support@billergenie.com and include the following details:

• Patient ID used
• Whether the card is stored in Biller Genie
• Any error messages shown in the pop-up
• Whether this is affecting one patient or multiple

Providing this information will help our support team assist you more efficiently.