Deposits: How do I reconcile my bank deposits? (verify deposits)

Forms: How do I store a patient's signature & billing on file using the EZ Pay Signature-On-File Authorization form? (Scripting included!)

Eliminate physical and digital receipts for one-time transactions by having signed payment authorizations on file! Free up your time & make it EASY for patients to pay!

Gift Cards: How do I access the Gift Card Balance Report?

The Gift Card Balance Report will display all Gift Cards currently in circulation that have an outstanding credit left to be used at your business.

Gift Cards: How do I check the value/status of a Gift Card?

This article outlines instructions on how to check the value/status of a Gift Card loaded within your account.

Gift Cards: How do I transfer a Gift Card balance?

We've made it quick and easy to transfer balances from one Gift Card to another. Note: This will only work with Gift cards purchased from your CashPractice.com account.

How can I review the billing charges on my account?

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

Plan Settings: How do I add a Credit/Balance to a plan?