My Account Guide

TPS Setup: Where do I find my third party software keys?

In order for your EHR software to communicate with CashPractice.com, you will need all of your integration keys plugged into the integrated EHR software. 

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

Referral Program: How do I refer friends and earn credit?

Manage Account: How do I Request to Close my Cash Practice® Account?

Logo: How do I resize and upload my logo?

Account: Forgot Username / Password

Account Information: How do I change my password? (Admin)

Security: How do I make a secure password?

Account Information: Where can I view or edit my Admin email address?

Account Information: Where do I change my username? (Admin)

Account Users: How do I select which account users will get email alerts?

Account Users: How do I disable/inactivate an account user?

Account Users: How do I add an account user?

Account Settings: How can I be notified if my password is about to expire?

Account: Where can I find my Cash Practice® account number?

Associates & Providers: How do I add an Associate/Provider?

Account Users: How to turn on/off account user permissions for payment stats (Trends, Posted Payment, Auto-Debit)

Account Users: How does an account user create other user accounts?

Account Users: How do I upload a photo to my user account?

Account Users: Why can't an account user edit their own permissions?

Account Users: I created an account user, why can't I give them certain permissions?

Account Users: My Account: Why/how do I give an account user Admin [My Account] permissions?

Account Users: How/why would I kill an account users session?

Cash Practice® Push Notifications

My Account: System Settings

Customize your systems account settings from one convenient location!

Push Notifications: How to unblock/allow notifications

Dashboard: How to Clear Messages from the Message Center

The Message Center is to help you and your team stay up to date with upcoming Cash Practice® events, updates to the website and more!

System Settings: How to change the currency symbol/type

Preferences: How To Turn a Transparent/PNG Logo Into a JPEG File - Dell Computer

Is the background of your logo turning black once uploaded to Cash Practice®? This is typically caused by having a transparent background or your logo being a PNG file. Please read the information below to walk through the steps of changing your logo from PNG to JPEG.

How to edit your Cash Practice account user email address

Account Users: How do I edit account user access permissions?

Account Users: Where do I change my username/ password? (User)

Updating Information: How do I update my address, phone, or fax number?

The company address will be displayed on care plans, payment receipts, authorization forms, reports, emails and more.

Account Users: Where can I edit account user login times?

Preferences: How do I change the color of the website?

Preferences: How do I upload my company logo and/or my photo?

Referral Program: Where do I find my referral number?