Welcome to using Cash Practice® Systems! Below is everything you will need to turn a new team member into a Cash Practice® Systems Master!
Step 1: Create a new user account in Cash Practice® Systems:
Have integrated software? The new account users [clerk-key] will need to be entered into your EHR for proper integration:
- ChiroHD: [SETUP] How to integrate your Auto-Debit System with your ChiroHD account for Frictionless Payments
- ChiroTouch® [ADS] [WSS]: How to set up a new staff member to use the integration with ChiroTouch®
- Eclipse® Integration for the Auto-Debit System®
- Genesis®: Integration (skip to step 11)
- Genius/eTHOMAS: Integration details
- PayDC: [SETUP] How do I integrate PayDC with Cash Practice?
- Platinum: Please contact Platinum to request integration be completed
Step 2: Learn about the benefits of using Cash Practice® Systems in your office:
Login to CashPractice.com and go to the [Systems] menu. Review the importance of each system using the Loyal Patient Journey.
Step 3: Schedule a time with your Account Success Manager to determine a training schedule:
OR
- Access Our Online Training:
- *NEW MEMBERS START HERE*: How to get the most from the Cash Practice® Systems- This also includes a tour video of Cash Practice and videos on integrated software!
Step 4: Watch the Cash Practice® Academy Success Videos
This library of videos includes coaching videos with our Founder & CEO, Dr. Miles Bodzin, valued at over $1,200! Everything from implementing the Systems and Behavioral Psychology to running a successful business.
Please be sure to provide your Cash Practice® account number when contacting Support. Account: Where can I find my Cash Practice® account number?
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