Apply for TherapyNotes Payment Processing Services

TherapyNotes offers integrated payment processing through our merchant services partner, CardConnect. Because CardConnect is a third-party vendor, an application is required to initiate the process of activating this feature. Our Merchant Services team is available to assist with each step of the application process and can be reached at (215) 658-4550 x3.

The funds you collect from payment processing are deposited directly into your bank account the next day when the transaction occurs before 9:30 pm ET.

Note: Because payment services are managed by CardConnect, a third-party vendor, integrated payment processing is not free during your free trial of TherapyNotes.

CardConnect Customer Signup

Role Required: Practice Administrator

To start the application process:

Click the User Icon > Settings > Patient Credit Card Processing
Click the Apply Now button

Enter your email address to begin the application process and then click Apply Now. A new browser tab will open the CardConnect website that will allow you to apply for CardPointe. You will want to create a username and password for your merchant account.

Note: Your payment processing fees are taken out separately from TherapyNotes, and are withdrawn directly from your bank account at the start of each new month.

Application Process

Begin the application process by entering your Business Contact Info, Business Address, and Business Legal Mailing Address.

Note: Your Business Address must be a valid physical address to allow CardConnect to verify the validity of the location or applicant. If you are working remotely, you may list a home address in this field. This information is not visible to clients.

Add Your Business Details

From the drop-down menus, select Years in Business, Type of Ownership, and Tax Filing Method.

Enter Banking and Processing Information

Add your Bank Name, select Account Type, enter Routing and Account numbers.

Note: At this time, CardConnect will not accept applications with online-only bank accounts (such as Bluevine or Green Dot). We apologize for the inconvenience.

Average Annual Card Volume is the yearly volume you expect to charge in total for all types of cards. For example $5000.00/year in total charges per Visa/MasterCard/Discover/AMEX.

The Average Transaction Amount is the typical charge you will be having a client pay for service. For example, $75/session.

Submit the Application

Once the application has been signed and submitted, accounts are typically approved within 1-3 business days. If additional information is required during this process, you will receive an email from TherapyNotes Merchant Services team with the requested info and further steps. You will receive an email from TherapyNotes once your payment processing merchant account has been approved. Below is an example of the email you would receive from TherapyNotes:

Support for Payment Services

In nearly all cases, the TherapyNotes Merchant Services team will be able to assist you with questions about payment processing and allocating payments in your TherapyNotes account. If we cannot resolve the issue for you, we will contact the processor on your behalf. You can reach our Merchant Services team by calling (215) 658-4550, extension 3.