• Before importing your patients, please make sure that you have enough space in your account to accommodate the file. (Most accounts have a database size of 500-1,000 patients.)
     
  • We do not recommend that you import inactive patients unless you are using the Drip-Education® Email Marketing System.
     
  • If you're only using the Auto-Debit System® or Cash Plan Calculator® System, there is no reason to import a huge list of patients when only a handful of them will be on a payment plan.

 

Use the following instructions ONLY if you have existing patients in your Cash Practice® account that has their Genesis® account information saved OR if you do not have any existing patients in your Cash Practice® account

Step 1: Log into Genesis® → access the [Reports] menu at the top of the page.

Step 2: From the menu access [Patients]→[Patient List]

Step 3:  At the bottom of the patient list page, change the default to CASH PRACTICE® and then click on [search].

Step 4: To export your newly formatted list, select the worksheet icon button to the left at the bottom of the page.      

Step 5:  A new tab/page will open with the information needed for the export.

Step 6: Select all of the text on the newly opened page and copy (Ctrl- C)

Step 7: Open Microsoft Excel, and in cell A1 right-click and select [Paste Special] choose [text] and [ok].

Step 8: In Excel go to file- save as.

Step 9: Name the file, do not include spaces or hyphens in the file name.

Step 10: Save as type MUST be CSV (Comma Delimited)

Step 11: Save the file somewhere you can easily access it- we suggest the desktop. The file contains each of your patient's Genesis® account numbers. This number will be inserted into the 3rd Party Software Acct Number field to allow Genesis® & Cash Practice® Systems to sync.

Note: Steps 12-17 are performed in your Cash Practice® account.

Step 12: Log into Cash Practice®→ go to [Patient] → [Patient Tools]→ [Import Patients]

Step 13: Patient Importer Screen will load.

Step 14: Click the [Choose File] button to locate the exported file.

Step 15: Click the [Upload] button.

Step 16: When the file has been uploaded, you will have a message box letting you know the file is processing.

Step 17: You may check on the status of your upload by going to [Patients]→ [Patient Tools]→ [Import Patients]→ [Import Results] Tab