How the integration works: Genesis® opens directly to the CashPractice.com site and directly to the Patient Record you requested from Genesis®. From there you can access the payment tools and all activity within Cash Practice®.

 

*Note: Before you can access your CashPractice.com account within Genesis®, you must first complete the following:

  1. Subscribe to Cash Practice within Genesis
  2. Complete the Cash Practice/Genesis integration 

 Step 1: In Genesis®, go to the [Schedule].

Step 2: Select any patient, then click [More]→ [Cash Practice®].

Step 3: From the Patient Record, select the payment tool you will use to process or schedule a payment. (Auto-Debit Scheduler™, Virtual Terminal, or EZ Swiper™).

 

Step 4: Once the payment is accepted, the transaction will be posted to the patient's ledger in Billing Precision® automatically within 15 minutes. This integration will post alerts to Genesis in the Workbench→Tasks (Office View) section and the Quick Stop (Patient View).