How to sync an individual transaction from Cash Practice, to your patient's ClinicMind ledger

Option 1: From the patient's ClinicMind ledger

Step 1: From ClinicMind

Type in your patient's last name in the "Last Name" field and select [Enter] on your keyboard.
Select the patient's ledger in the pop-up window.

Step 2: Once your patient's ledger is selected:

Click on the [More] drop-down menu.
Then select the [Cash Practice®] button to open the patient's Cash Practice patient record.

Step 3: From the patient's Cash Practice patient record:

1. Click on the [Auto-Debit System] tab.

2. Next, click on the [Billing History] button.

Step 4: Locate the transaction you need to manually sync to ClinicMind:

NOTE: Cash Practice will apply an automated comment that the payment has been auto-posted to the patient's ledger. If the transaction still does not show in the patient's ledger, proceed with the instructions below.

Click on the [More] drop-down menu.
Select [Post to ClinicMind].

Option 2: From the "End of Day Report" directly in Cash Practice

Step 1: Under the "Payments" section, click on the [MM/DD/YYYY] button.

Step 2: Locate the transaction you need to manually sync to ClinicMind:

Click on the [More] drop-down menu.
Select [Post to ClinicMind].

Option 3: From the "Posted Payments Report Generator™" directly in Cash Practice

Step 1: Under the "Payments" section, click on the [Search Payments] button.

Step 2: Use the search options to define what transactions you are looking for. For more search options, click on the [Show More Search Options] tab at the top.

Step 3: Locate the transaction you need to manually sync to ClinicMind:

Click on the [More] drop-down menu.
Select [Post to ClinicMind].