Integrating Herfert with Cash Practice

Step 1: You must be able to log into the Admin account OR  as an Account User that has been given permission to the [User Profile] →[My Account] →[System Settings].

*If you do not see [My Account] in your [User Profile] you are not logged in as Admin OR you do not have permission to access this information. You must contact your Admin on the account to collect this information.

 

Step 2: Scroll down to the bottom of the Settings page. Confirm OR select the [Third Party Software] as Herfert → click [Save].

 

 

Step 3: Sign in to Herfert → Click Customize → Select System Configuration from the drop-down menu 

 

Step 4: Select the tab Interface Options → Add Cash Practice

 

 

Your integration is now complete!

Note: If you've already been using your Cash Practice account, you must also enter the patient's account number from Herfert into the patient account within Cash Practice to prevent duplication. See HERE for details.

 

Locating Herfert Account Numbers

 

Patient IDs can be located in the top left-hand corner of the patient record within Herfert.

 

 

 

Importing Payments

Step 1: To export your Posted Payments Report Generator™, log into your CashPractice.com account

Step 2: Prior to exporting, you will need to make sure each of your patient's accounts has their Herft ID entered inside of Cash Practice®. The Herfert ID is the first field on the Add New Patient or Edit Patient pages. Only patients with a Herfert ID will have transactions exported to the download report.

Step 3: From the Dashboard → Click on the [End of Day for MM/DD/YYYY] or select the [Search Payments] button.

  • [Search Payments]: Refine your report with the search options for the transaction(s) you would like to download and click the [Search] button.

 

 

 

Step 4:  Click the [Exports] drop-down menu in the top left corner of the report→ Select [Export Herfert Import File]. 

 

 

Step 5: Click [OK] to Export Herfert File, then click on the large gray button that says [Download File for Herfert Import] and this will automatically open a window to save the file to the Downloads folder on your computer. You do not need to open the file. 

 

 

 

Step 6: The file will be saved to your computer's [Downloads] section so you can import it into Herfert. 

Step 7: Import the saved export file to Herfert.

Step 8: Open any patient account in Herfert software and click [Auto Post] 

 

 

Step 9: Browse your hard drive and locate the saved Cash Practice® Export File. Select and [Upload]. The utility will import a transaction into a patient's ledger only once. So you do not have to worry about accidentally importing the same transaction multiple times.

 

Step 10: Once you import the file you will see a notification stating [Auto Posting Complete]. At this time, it is also a good practice to delete the file from your hard drive. There's no need to save it!