With a TherapyNotes merchant account, you can charge a client's credit, debit, or HSA card directly in TherapyNotes. 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.
If you haven't yet applied for a merchant account, click the User Icon > Settings > Patient Credit Card Processing to get started, or read Payment Processing Application and Fees for more information.
While you can type card information to store or charge in TherapyNotes, swiping cards is faster and more secure. CardPointe, the payment processing gateway we use for card processing, supports point-to-point encryption to keep card data secure. With the supported card reader, card information is encrypted as soon as it is swiped and remains encrypted until it reaches CardConnect's secure decryption environment, keeping confidential card data safe from hacking and fraud. Once the card is swiped, the encrypted information is securely put on file for the patient.
The only reader supported by TherapyNotes is the MagTek Dynamag encrypted card reader (pictured below), which must be purchased directly from CardConnect. No other readers will work with TherapyNotes. The MagTek Dynamag reader requires a USB port to connect and is compatible with all Macintosh and Windows computers. For unsupported devices such as iPads or tablets, you may still type card information into TherapyNotes or use a card that's already on file.
To learn how to charge and store cards in TherapyNotes, read Integrated Payment Processing.