Training: I have a new staff member, where do they start with Cash Practice® Systems? New Staff Member Checklist

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:

• Account Users: How do I add an account user?

Have integrated software? The new account users [clerk-key] will need to be entered into your EHR for proper integration: 

• ChiroHD: Integration Instructions
• ChiroTouch [ADS] [WSS]: How to set up a new staff member to use the integration with ChiroTouch
• Eclipse: No clerk key is needed for integration
• Genesis: Integration Instructions (skip to step 11)
• Genius/eTHOMAS: Integration Instructions
• Herfert: No clerk key is needed for integration
• iPatientCare: Integration Instructions
• PayDC: Integration Instructions
• 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:

• ASM: How do I schedule a meeting with my Account Success Manager?

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 and review the CP Business Growth Suite & Loyal Patient Journey

Our 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.

• Where do I access the Cash Practice® Academy Success Library?

The CP Business Growth Suite & Loyal Patient Journey is always available on your Dashboard. This outlines that long-term practice success is based on high patient retention. Review all 3 buttons beneath to toggle through this valuable information. 

Our Support Team is available Monday - Friday, 5:30 am- 4:30 pm PST. You can call us at 877-343-8950 x102 or email Support@CashPractice.com

Please be sure to provide your Cash Practice® account number when contacting Support.  Account: Where can I find my Cash Practice® account number?