Getting started:

Step 1: In ClinicMind®, go to [Reports] →[Reconciliation] → [Merchant Transfers].

Step 2: Locate the "Load Status" column and check for any FAILS (transactions not loaded successfully).

Step 3: If you have fails, locate the load error column, this column will tell you why the transaction did not post.  

Step 4: Next, you must take action by doing one of the following:

  1. Retry (try loading again). Retrying will require you to correct the reason the transaction didn’t sync correctly.
  2. Clear (manually post into the patient ledger)

In order for your Posted Payment Report Generator™ to sync to ClinicMind®, you must complete your ClinicMind® Integration, and you must enter your patients' ClinicMind® IDs into their Cash Practice® patient accounts 

  • For instructions on how to set up your ClinicMind® integration, CLICK HERE.
  • For instructions on how to enter the ClinicMind® ID number into your Cash Practice® patient accounts, CLICK HERE.
  • This integration will post alerts to ClinicMind® in the Workbench → Tasks (Office View) section and the Quick Stop (Patient View)
Should you need additional assistance, you must open a support ticket within ClinicMind® so they can assist in resolving the matter.