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Genius/eTHOMAS: Integration Details

Updated on August 8, 2024

Before you're able to process any transactions you must first:

  1. Have an active subscription and merchant accounts turned on in the Auto-Debit System
  2. Ensure all necessary Account Users are added as shown here: How do I add an account user?
  3. Reach out to Genius/eTHOMAS support and provide them with your Cash Practice Integration Keys to enter into your Genius/eTHOMAS software

Once the above items are completed, you must access the Auto-Debit System Setup as shown HERE, to complete the integration. Once you have accessed the setup, you will follow the instructions below:

  1. Select Step 6 Software
  2. Choose [Genius Solutions eThomas] as your [EHR Software]
  3. Select a date to start the automatic imports
  4. "Yes" will be selected for auto-saving new patients
  5. 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.

 

Tags: eThomas Auto Post sync
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