Add Card on File   Navigate to the Patients module from the left-hand menu to access your full patient list. Select the patient you’d like to add paymen...

Step 1: Prepare the Primary Deposit  Go to Cash Posting. Open the Primary Deposit. Click Go to view details. Make sure:   The deposit status is upd...

To manage Self-Pay billing in TherapyPM, follow the steps below:   Step 1: Processing invoices   1. After the session is completed, begin by processing ...

The Charge Patient option is typically used to collect the client’s balance in advance or immediately after a session. 1. Go to the Appointment module. ...

Within the Manage Statement tab, you can complete payments in multiple ways depending on the patient’s setup. Below is a breakdown of the available payment ...