This article explains how you can add the patient payment info in Admin Portal


How to Save Patient Payment Information:


1. Click the Patient(s) tab from the left navigation to access the list of patients in TherapyPMS.


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2. In the All Patients list, identify the patient to add the payment information and click the patient’s name.


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3. Click the Payment Info option to add their card information in the Patient Info screen. Then click the Add Card button on the right corner.


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4. In the Add Card pop-up screen enter the below information:

  1. Name on Card
  2. Status of the Card
  3. Choose between a Visa Card or a Master Card 
  4. Enter the Visa/Master Card number
  5. Enter the CVV
  6. Select the expiry month and year of the card
  7. Then click the Save button to add the card to TherapyPMS


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5. After saving the card details, the information will appear in the Payment Info screen. There are options to Edit card details (pencil icon) and Delete the card details.


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We do not store any financial or card details anywhere on our system. The details collected to make any payment are taken securely and passed directly to a payment gateway to make the payment