Log on to your TherapyPM portal using this link https://app.therapypms.com/.
Go to Appointment > List View.
(Fig. 1)
Use the filters to select your desired appointment details.
(Fig. 2)
On the Action column (left), click on the three horizontal dots (...).
(Fig. 3)
Select the charge patient option in the action column.
(Fig. 4)
Enter the amount, and process the charge.
(Fig. 5)
For example, After the session with Brown Airi, go to his appointment and enter the session cost to charge his account.
How to add a new credit card for a patient?
Log on to your TherapyPM portal using this link https://app.therapypms.com/.
Go to Patients (left) and scroll down or select the preferred patient.
(Fig. 1)
Go to Payment Info.
(Fig. 2)
Click on Add Card on the top right corner.
(Fig. 3)
Enter the card details and save them for future charges.
(Fig. 4)
For example, If Brown Airi wants to use a new card for payments, you can add it to his file during or after the session.