This guide provides step-by-step instructions for downloading and printing essential data from your Cash Practice® account. Whether for internal auditing or routine record-keeping, these resources help you easily export specific components of a patient’s history, including care plans, wellness reports, and payment history.
Use the links below to find step-by-step instructions for exporting each specific record type:
1. Exporting Your Patient List
If you need a comprehensive list of all patients currently in your system (including contact info and demographics), follow this guide to generate an Excel or CSV file.
2. Downloading Patient Care Plans
Documentation of a patient’s enrolled care plans can be downloaded or printed for your records. This section covers how to access, download or print assigned care plans.
3. Exporting Wellness Score® Reports
To provide a clinical snapshot of a patient's progress through care, you can export or print their Wellness Score® results.
4. Exporting Payment & Transaction History
For financial record-keeping, you can export a complete list of transactions. This guide explains how to pull a patient's payment history into an Excel spreadsheet.