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

You must first add account users for all of your staff:

It is highly recommended that you create separate and unique usernames and passwords for your account users and not just give them your admin username to use. The purpose is to maintain security and prevent those account users from areas of CashPractice.com you do not want them to have access to. Their Clerk Key will identify their activity for tracking usage. In addition, you can control what the account user can do and when they can log in. Click HERE for instructions on how to add Account Users to Cash Practice®.

Getting started: 

NOTE: Steps 1-4 are performed in your Cash Practice® account.

Step 1: You must be able to log into the Admin account OR as an Account User that has been given permission to hover over the [Systems] menu, click on [Auto-Debit System] → [Setup] → then [ADS Settings].

Step 2: Click on [Step 6 Software]

  • EHR Software: Select "Genesis" from the drop-down menu.
  • Last Auto-Import Date: Click inside the field to prompt the calendar and choose which day you would like your payments to start syncing with Genesis.
  • Auto-Save New Patients: If you wish to have the system automatically create the patient record for you inside of Cash Practice, keep this setting as "Yes" (recommended).
  • Click on the [Save Step/ Next] button to save your changes.  

Step 3: Go back to [Step 6 Software] and click on the [View TPS Keys] tab.

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 instructions on how to create Cash Practice® user accounts.

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

Step 5: Next, log 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).