Training outline:
1. (REQUIRED) Watch On-Demand Video Training: Auto-Debit System®
2. Schedule a 15-minute Progress check-in web meeting for your office to answer any additional questions or to give you a little extra help. (Instructions below)
- If you have not already received a link from your Account Success Manager, contact our Member Support Dept. to schedule at 877-343-8950 x102 or email
- Complete Software Integration:
- ChiroHD
- ChiroTouch - Their server version only (their Cloud version does not integrate with Cash Practice Systems)
- Eclipse
- Genesis®/Billing Precision®/Vericle®
- Genius Solutions/eTHOMAS
- PayDC
- Platinum System
- Who should train: We recommend that all staff involved in collecting payments and billing participate in training. After having watched the on-demand training videos to learn and understand the basics, a 15-minute progress check-in is completed, and your office still needs more assistance/training time, we are more than happy to schedule a longer web meeting with your office. To accommodate our members, we have special times set aside Mon-Fri. Contact our Member Support Dept. to schedule training at 877-343-8950 x102 or email Support@CashPractice.com
-OR-
Getting Started:
Step 1: Merchant Account Setup
Merchant accounts need to be set up so the bank knows where to deposit the money. To get started with setting up your merchant accounts, click HERE. *Do not let this hold you up from training- please continue to the next step!
Step 2: (REQUIRED) Watch On-Demand Video Training: Auto-Debit System®
Step 3: (Optional) Third-Party Software Integration Setup:
- ChiroHD
- ChiroTouch - Their software version only (their Cloud version does not integrate with Cash Practice Systems)
- Eclipse
- Genesis®/Billing Precision®/Vericle®
- Genius Solutions/eTHOMAS
- PayDC
- Platinum System
All other Patient Management Software users can skip to Step 4.
Step 4: (Optional) Enter patient information (For Non-Integrated Software Users)