IMPORTANT: If using a PC, you must have Microsoft Windows 10 or higher to use this integration

Getting started: NOTE: Steps 1-4 is performed in your Cash Practice® account.

Step 1: From the [User Profile] menu → go to [My Account] → [System Settings].

 

Step 2: From the [System Settings] page, select the [Third Party Software] drop-down section→ select "Genesis" in the [Third Party Software (TPS)] drop-down field→ enter your Genesis® Account ID (this is NOT required)→ click [Save].

 

Step 3: At the top of the page, select the [Integrated TPS Keys] button.

 

Step 4: Collect the Integration Keys. The two Integration Keys located on this page are unique to your Cash Practice® membership- the CP_ ID and the CP_ MKey.  The [Clerk_Key(s)] are unique to each Account User. All user account privileges and login times are respected. CLICK HERE for instruction on how to create Cash Practice® user accounts.

 

NOTE: Steps 5-12 are performed in your Genesis® account.

Step 5: Next, login into your Genesis® account.

Step 6: In Genesis®, go to [Configuration]→ [3rd Party Services]→ [Merchant Configuration].

Step 7:  Enter your Provider Identifier. This is your CP_ ID. Be sure to check that an extra space wasn't added to the front or back of the code if you copy/pasted the code. 

Step 8: Enter your Provider Key. This is your  CP_ MKey. Be sure to check that an extra space wasn't added to the front or back of the code if you copy/pasted the code.

Step 9: The [Date Start] field is only needed if you do not want to start transferring payments from your Cash Practice® account immediately. The date here would be the date you wish to start the transfers.

Step 10: Enter your unique Clerk Keys. You will see a list of all your users in the space below.  Select a login that should have access and enter their Clerk Key in the right-hand column. (The Clerk_Key(s) are unique to each Account User).

Step 11: Once all codes have been entered click the [Save] button at the bottom left side of the page.

 

You are now ready to begin using Genesis® with CashPractice.com. This integration will post alerts to Genesis in the Workbench→Tasks (Office View) section and the Quick Stop (Patient View).