Storing Cards in Theramanger

You’ll also have the ability to store payment methods for your patients through 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.

 

Now the payment method has been saved and is ready to be used in Theramanager.