Daily Procedures: What are the daily procedures I should follow to balance/close at the beginning and end of the day?

It's recommended that each business day, you manage your payment reports and take action on any missing or declined payments.

FAQ: Do I have to manually batch my transactions at the end of the day?

Payments: What Does the Transaction and Deposit Summary Mean on the Payments Report?

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!