For Version 6.1 and Higher

Once you have your Cash Practice® ID, key codes, and credit card swiper, log into the ChiroTouch® Front Desk application. You are ready to process transactions inside ChiroTouch®.

To access the Payment screen from the Ledger:

Step 1:From the Patient Ledger, click on [New] → [Payment].

To access the Payment screen when checking out a patient:

           A.   Select a patient who is checked in and click the [Check Out] button.

           B.   From the Patient Check Out screen, click the [Payment] button.

Step 2: On the Payment screen, click on the [Amount Collected] field → type in the payment amount → and click [OK].

Step 3: Select the [Credit Card] button and the [Process Payment Online] button (if not already defaulted).

Step 4: Click the [Post Payment] button.

Note: If you chose a default Cash Practice® Provider in the Payment Setup screen (Step 17 of THIS article), this dialog box will not appear. Please skip to next step.

Step 5: Select [Virtual Terminal - Keyed].

Note: If this is a new transaction and a client account has not been created inside Cash Practice® the” Add New Account”  screen may appear, Client demographic information from ChiroTouch® will automatically pre-populate into this section – confirm the information and hit the save button at the bottom of the pop-up screen. Then repeat steps to process the payment. 

Step 6: Select Transaction Options

  • Amount: The amount you typed into the [Amount Collected] gets transferred over. 
  • Processing Method: Defaulted to "Process Now" with the option to select "Schedule Later" allowing for scheduling a one-time payment to run on a specific date. 
  • Patient Account: The patient name will transfer over from the ledger you started off in.
  • New: Select this button if you need to type in a new card number or bank account for the patients auto-debit.
    • Fill in your patients card information and their billing address info.
    • Billing Vault: (Optional) You can check off the box to save this new card as the patients default card, as well as nickname the card.  
  • Card On-File: This will allow you to access any cards saved on file.
    • Note: If the patient has a card saved as their default, that card will autofill in the drop-down menu (however, you can select a different card if needed).
  • Card Swipe: Use a Cash Practice® USB Card Swiper or Scriptel Signature device to swipe a card and collect payment information for the payment.
  • Check: This tool allows you to record the transactions as being collected with a check, with a space to add the check #. It's very important that you have strong procedures in place as to how your office collects, records, and tracks checks.
  • Cash: This tool allows you to record the transactions as being collected with cash. It's very important that you have strong procedures in place as to how your office collects, records, and tracks cash.
  • Card EMV: Select this option if using one of our integrated EMV chip terminals, you will be prompted differently on how to process the payment
  • Gift Card: If the patient wants to pay for their visit with a gift card purchased at your office with Cash Practice's Gift Card Program, select this option if you have to key-enter or type the card number
  • Gift Card Swipe: Again, if the patient wants to pay for their visit with a gift card purchased at your office with Cash Practice's Gift Card Program, select this option if you have to key-enter or type the card number
  • Set as Default: If the card you are using is the card the patient wishes to make their default, select the [Set as Default] button. 
  • Merchant Account: The defaulted merchant account will be displayed, but if using multiple merchant accounts with us, make the correct selection here. For more information, contact our Merchant Services Department by phone at (877) 343-8950 x102) or email MerchantAccounts@CashPractice.com
  • Comments: (OPTIONAL) Add a comment for your team's eyes only. This will be displayed on the Posted Payments Report when reviewing the transaction details in the future
  • Show Additional Options: (OPTIONAL) By clicking the drop-down, you have the capability to assign auto-debit groups, Drip-Education campaigns for frequent contact, and Patient Groups to better organize your patient lists

Step 7: When ready, click on the [Process Card On-File for $X] button.

Step 8: (Optional) Capture the [e-signature] from the client. [Skip] this step if not using [e-sign].

Step 9: The patient's receipt will display on the next screen. Click on the [New EZ Pay SOF] button if you need to add one (click HERE for more info on [New EZ Pay SOF].

Click the Print button to print this receipt, or Close button to close this dialog box.

Step 10: This payment will automatically reflect in the patient's ledger as long as you wait for the receipt to fully load.