Does managing payments feel like a maze without an end? Say no more!
With TherapyPM’s Paystri integration, therapy practices get a simple, automated, and secure way to handle patient payments. You can save cards on file, generate invoices, process statements, and last but not least, enable patients to pay directly from the portal.
This playbook demonstrates how TherapyPM and Paystri work together to simplify your financial workflow and strengthen your practice’s revenue.
Why Paystri Integration?
Manual billing, delayed payments, and scattered financial data get overwhelming and exhausting over time. With Paystri, you can avoid this chaos.
Here’s what TherapyPM x Paystri provides:
- Secure, compliant way to store and process card payments
- Easy invoicing and statement management
- Faster collections with “pay now” options
- Transparent payment history for both admin and patients
- Automated credit application and session-based billing
Whether you charge for individual sessions, multi-service appointments, or sending bulk statements, you can manage the entire flow smoothly.
What Does the Playbook Cover?
Add & Manage Patient Payment Information
TherapyPM allows admins to securely add a patient’s card on file directly from the Admin Portal.
- Add card details (cardholder name, card number, expiry date, and CVV).
- Edit or delete stored cards anytime
- View pending & approved transactions instantly
- Zero card data storage on TherapyPM servers since Paystri handles everything.
Pay safely and seamlessly without repetition in manual entry.
Process Payments Via the Admin Portal
- Generate Patient Statements: Admins can select date ranges, fetch statements for single/multiple patients, download data (CSV, Excel), generate invoices, and retract statements with one click.
- Manage Statements: Once invoices are generated, admins can edit due dates, print/email invoices, get instant payment with card-on-file, apply existing patient credits, and generate a payment URL.
Charge Patients for Sessions
Charge patients directly based on their scheduled sessions, whether individual or multi-service appointments.
- View provider, CPT codes, units, and authorized rates
- Automatically calculate billing amounts
- Add 3% processing fee (optional)
- Charge through saved card or add a new method on the spot
- Generate payment link (if required).
Patient Portal Payments
Let patients take full control of their invoices from their own portal. They can:
- View outstanding invoices
- Pay using card-on-file or add new cards
- Download printed invoices
- See transaction history and stored cards.
Transparent Payment History
Both admins and patients get clear visibility into:
- All payment logs
- Added cards
- Completed transactions
- Session-based charges
- Applied credits
Stop wrestling with billing chaos and start running your practice with confidence. Get paid faster, speed up collections, and keep financial processes airtight.
Download the free TherapyPM x Paystri Integration Playbook now!
