Before you're able to process any transactions you must first:
- Have an active subscription and merchant accounts turned on in the Auto-Debit System
- Reach out to Genius/eTHOMAS support and give them your Cash Practice Integration Keys to enter into your account
Once the above two items are completed, you must access the Auto-Debit System Setup, by following the instructions HERE. Skip over to Step 8. See the below image:
- Select Step 8 Software
- Choose Genius Solutions Thomas as your Third Party Software
- Choose the date to start the automatic imports
- "Yes" will be selected for auto-saving new patients
- Click the [Save Step/Next] button
Note: If you've already been using your Cash Practice account, you must also enter the patient's account number from Genius/eTHOMAS into the patient account within Cash Practice to prevent duplication. See HERE for details.
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