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 TherapyPM.


A screenshot of a computer

Description automatically generated

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


A screenshot of a computer

Description automatically generated

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.

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

  1. Name on Card
  2. Status of the Card
  3. Enter the Card number
  4. Select the expiry month and year of the card
  5. Enter the CVV
  6. Then click the Save button to add the card to TherapyPM

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. Also, all the pending and approved transactions will be shown in the table.


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