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ClinicMind® (Genesis®) Integration and Training

ClinicMind® (Genesis®) Integration and Training

This section covers all integration and training material for the ClinicMind® (Genesis®) software.

Last updated on 19 Mar, 2026

Articles

[Start Here] Getting Started: Where do I start with ClinicMind (Genesis) Integration for the Auto-Debit System®?

ClinicMind®: How to subscribe to Cash Practice within ClinicMind (Genesis)

ClinicMind®: How to set up the ClinicMind® (Genesis) Integration

IMPORTANT: If using a PC, you must have Microsoft Windows 10 or higher to use this integration

ClinicMind®: How to use Cash Practice® within ClinicMind® (Genesis®) Software?

Open Cash Practice from ClinicMind® software to access the payments tools, Billing Vault, and more, directly from the patient record.

ClinicMind®: How to process product purchases through the ClinicMind® (Genesis) point of sale feature

Learn how to easily sell products through your Cash Practice integration by utilizing the Point of Sale feature. This allows you to quickly populate the price for the item and streamline the payment processing for a seamless shopping experience.

ClinicMind® (Genesis®) CP eStatements

Get paid faster for less with CP eStatements! Patients can securely pay their bills online with automated eStatements generated with the ClinicMind® & Cash Practice integration.

ClinicMind®: How do I sync the Posted Payment Report Generator™ to ClinicMind® (Genesis®)?

ClinicMind®: My payments are not posting to ClinicMind® (Genesis®). Now what?

ClinicMind®: How do I export patients from ClinicMind® (Genesis®)?

How to sync an individual transaction from Cash Practice, to your patient's ClinicMind® (Genesis) ledger

Do you have a transaction that's not showing up in a patient's ledger? You can easily sync it to ClinicMind®. Simply use the [Post to ClinicMind] button for that individual transaction, and it will appear in their ledger.

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[Start Here] Getting Started: Where do I start with ClinicMind (Genesis) Integration for the Auto-Debit System®?

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