NOTE: To use the integration you must contact Platinum System with your Cash Practice integration keys for your account and all users.

What is the EZ Swiper™?

It's a quick and easy way to process a one-time payment using a physical credit card and your USB card swiper.

It will automatically use the Patient Record you are working from, allowing you to process quickly.

Getting Started:

Step 1: Locate the patient account in Platinum by clicking on the magnifying glass icon from the top right side of the page. This will open a search window allowing you to type the "Search Criteria". Click [ENTER].

Step 2: Open the Cash Practice® app by clicking on the [C. Pract] button.

Step 3: This will load the Cash Practice® tools window. Click on the [Cash Practice] button in the Contact section.

Step 4: This opens directly in the Patient's Record in the full CashPractice.com website. Click on the EZ Swiper™ icon (lightning bolt).

Step 5: Type the Amount you are collecting, Tab, or Click to Swipe, Swipe the card through your USB card swiper.

  • Patient Account: The patient will be pre-selected here

  • Amount/Payment Splitter: Enter the dollar amount for the patient here, or if needing to split the payment amongst multiple family members, follow the instructions HERE

  • Billing Type: 

    • Card Swipe: Use a Cash Practice® USB Card Swiper or Scriptel Signature device to swipe a card and collect payment information for the payment.
    • Card EMV: Select this option if using one of our integrated EMV chip terminals, you will be prompted differently on how to process the payment
  • Billing Vault: 
    • Save to Billing Vault: (optional) Either leave checked or unchecked depending on if you want to save this information for future use
    • Set as Default Card: (optional) designate this as the patents default/preferred billing information
    • Add the associated billing information
  • Merchant Account: The defaulted merchant account will be displayed, but if using multiple merchant accounts with us, make the correct selection here. For more information, contact our Merchant Services Department by phone at (877) 343-8950 x102) or email MerchantAccounts@CashPractice.com
  • Comments: (OPTIONAL) Add a comment for your team's eyes only. This will be displayed on the Posted Payments Report when reviewing the transaction details in the future
  • Show Additional Options: (OPTIONAL) By clicking the drop-down, you have the capability to assign auto-debit groups, Drip-Education campaigns for frequent contact, Patient Groups to better organize your patient lists, and a comment

Step 2:  Click the [Process] button at the bottom of the screen.

Step 3: (OPTIONAL) Capture the [e-signature] from the patient.

Step 4: Print the receipt by clicking on the [Logo].

Step 5: After the transaction is complete and you are finished with the receipt, close the page.

Be sure to Synchronize/Download your payments from Cash Practice® with Platinum System® daily.

This can be done at the start of the business day, the end of the adjusting shift, and even at the end of the business day. Click HERE for instructions on synchronizing payments.