This article details on the ways to complete service payment.


This is the second step in patient statement processing. After generating the invoice, admins can make payment through a Patient Credit Card (for patients with credit cards added to the system) | Charge Credit (complete payment with created deposits in the admin portal) | Generate Payment URL link (for patients without a card added to TherapyPM).


How to Manage Patient Statement


  1. Click on Patient Statement under the Billing option in the left navigation.
  2. In the Patient Statement module, click the Manage Statement(s) tab.
  3. Sort By – Sort the table by Invoice, Patient, Date Range, or Date of Submission. Then, filter the selection based on the chosen sort field, select the paid status, and click Go to generate the table. The data table will display the invoice details, and the due date can be edited.

  4. Action (...) Button Options: Click on the three dots to choose these options.

    1. Print invoice – Click on this action button to view the invoice which can be printed and downloaded.

    2. Email invoice – Use this action button to email the selected invoice(s) to the client.

    3. Get paid through CC – One of the ways to pay the patient invoice. Complete payment of the selected invoice(s). The patient should have a card on file for successful payment.

    4. Charge Credit - One of the ways to pay the patient invoice. In this screen, all the deposit(s) will be available. Click the Apply To Invoice button to apply the credit charge to the invoice. Then click the Go button. If the credit amount is the maximum amount that can be applied to the credit charge. For example: If the invoice amount is $30 and the created deposit amount is $18. The total amount that can be paid off using a credit charge with this deposit is $18. Once the payment is applied, the invoice will show it is paid in the Manage Statement screen.

    5. Get Payment URL - Clicking the option will copy the payment URL link. This link can be shared to complete the service payment. Paste the link in the web browser to view the payment screen.

  5. Drop-Down Option: Select the statements and choose an option from the drop-down menu. 

    1. Show Detail(s) – Click this option to view the selected invoice(s) payment statement and the generated table will also have an option to retract the statement(s).

    2. Update Due Date – Bulk update the due date of the selected invoices (use the checkbox to select multiple invoices).