Platinum System Integration and Training

[Start Here] Platinum System: [SETUP] How to integrate your Auto-Debit System with your Platinum account for Frictionless Payments

There is no need to post payments from Cash Practice into Platinum manually. Just complete a one-time setup and your payments will auto-post into patient ledgers automatically!

Platinum System: How do I use my Cash Practice account within my Platinum Software?

Platinum users have the ability to access Cash Practice directly from the Front Desk application! This means you can easily process payments, create plans, wellness reports, send emails, and more!

Platinum System: How to process one-time payments within Platinum

This article contains step-by-step instructions on processing a one-time payment with a physical card OR billing on file.

Platinum System: How to process a swiped transaction within Platinum

This article contains step-by-step instructions on processing a one-time payment with a physical credit card and your usb card swiper.

Platinum System: How to schedule recurring payments within Platinum

This article contains step-by-step instructions on scheduling recurring payments with a physical card OR billing on file.

Platinum System: How do I Synchronize/Download my transactions from Cash Practice® to Platinum?

There is no need to manually post payments from Cash Practice into Platinum. With a click of a button you can have all of the payments imported into the patients ledgers within seconds!

Platinum System: Where to find the correct TPS ID