Auto-Debit System:
1. Set up your merchant accounts by completing the application process so that you’re able to process payments. (Allow 2-5 business days for bank approval.)
                1. a. Equipment (Optional): Order any USB card swipers, EMV terminals, or CP Mobile card swipers if you plan on physically swiping/inserting chipped credit cards from your patients. *This is optional because you do not need any equipment in order to process one-time payments or schedule recurring payments.
3. Add account users to your Cash Practice account.
4. Complete Auto-Debit System® training.
5. When merchant accounts are approved, complete the Auto-Debit System® Setup.
6. Complete ChiroTouch Integration.

Care Package Setup in the ChiroTouch® Maintenance Screen:
1. If you’re giving patients a prompt pay discount related to financial plans from the Care Plan Calculator, we recommend that you use the ChiroTouch® Care Package feature within the patient ledger. You will need to create a few Care Package templates in the Maintenance Screen, which you can then quickly customize per patient within their ledger. The few minutes you spend on creating this will help reduce any future time spent balancing patient ledgers.

2. Using the Care Package feature in ChiroTouch® will account for your full usual and customary fees to be listed in the ledger properly and as the services are rendered the care package will apply the discounts in order to balance out the patient ledgers correctly.

NOTE: Care Packages are unrelated to the Cash Plan Calculator®. 

Wellness Score® System:
1. Complete Wellness Score® System training.
2. Complete ChiroTouch® Integration. (If you already completed CT-CP integration with the Auto-Debit System®, then you may skip this step.) 
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1. Apply to become a ChiroHealthUSA® (CHUSA) provider.
    1. When setting up your CHUSA discounts, we recommend not opting for an ala carte discount schedule.  The integration is best used with a simple percentage discount and/or max per visit discount schedule. See HERE for details.
Cash Plan Calculator System®:
1. Complete Care Plan Calculator® System training.
2. When your CHUSA discounts have been approved by CHUSA, enter your discount schedule in the Care Plan Calculator® Setup.
3. Create a variety of plan templates you can copy and customize for individual clients.
4. When posting your services to your EHR you should always be listing out your usual and customary fees. You would then apply the discount as a write-off. Some EHR’s have a setting in the ledger that will allow you to automatically adjust the ledgers based upon discount rules. Please contact your EHR provider for more information.
Auto-Debit System®:
1. Setup your merchant accounts by completing the application process so that you’re able to process payments. (Allow 2-5 business days for bank approval.)
                1. a. Equipment (Optional): Order any USB card swipers, EMV terminals, or CP Mobile card swipers if you plan on physically swiping/inserting chipped credit cards from your patients. *This is optional because you do not need any equipment in order to process one-time payments or schedule recurring payments.
3. Add account users to your Cash Practice account. 
4. Complete Auto-Debit System® training.
5. When merchant accounts are approved, complete the Auto-Debit System® Setup. 
6. Complete ChiroTouch® Integration.

Care Package Setup in the ChiroTouch® Maintenance Screen:
1. If you’re giving patients a discount for ChiroHealthUSA® covered services or prompt pay discounts related to financial plans from the Care Plan Calculator®, we recommend that you use the ChiroTouch® Care Package feature within the patient ledger. You will need to create a few Care Package templates in the Maintenance Screen, which you can then quickly customize per patient within their ledger. The few minutes you spend on creating this will help reduce any future time spent balancing patient ledgers.

2. Using the Care Package feature in ChiroTouch® will account for your full usual and customary fees to be listed in the ledger properly and as the services are rendered the care package will apply the discounts in order to balance out the patient ledgers correctly.

NOTE: Care Packages are unrelated to the Care Plan Calculator®. 

Wellness Score® System:
1. Complete Wellness Score® System training.
2. Complete ChiroTouch® Integration. (If you already completed CT-CP integration with the Auto-Debit System®, then you may skip this step.)

_________________________________________________________________________________________________________________________________________________________________________

1. Apply to become a ChiroHealthUSA® (CHUSA) provider. 
   1.When setting up your CHUSA discounts, we recommend not opting for an ala carte discount schedule.  The integration is best used with a simple percentage discount and/or max per visit discount schedule. See HERE for details.

Cash Plan Calculator System®:
1. Complete Care Plan Calculator® System training.
2. When your CHUSA discounts have been approved by CHUSA, enter your discount schedule in the Care Plan Calculator® Setup.
3. Create a variety of plan templates you can copy and customize for individual clients.
4. When posting your services to your EHR you should always be listing out your usual and customary fees. You would then apply the discount as a write-off. Some EHR’s have a setting in the ledger that will allow you to automatically adjust the ledgers based upon discount rules. Please contact your EHR provider for more information.