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Cash Practice® Systems Help Center

Search our knowledge base to get answers to your questions, access video training & more!

START HERE: On-Demand Training - Welcome to the CP Family!

New Members - Start Here

START HERE: On-Demand Training - Welcome to the CP Family!

Last updated on 14 Jul, 2026

The practices that have the most success with implementing Cash Practice Systems, train as a team, so let's get started with system training!

We recommend focusing on one system at a time. For each system, you will first watch the training video and complete the recommended setup. Once you have watched the training video, you can schedule a call with a trainer to review any questions. To get that scheduled, please call (877) 343-8950 ext. 102 or email Support@CashPractice.com

Build Patient Loyalty With The Four F's of Patient Retention!

ImageProvide Feedback that's Intuitive with The Wellness Score® System

Loyal patients need feedback on how they're progressing with care. Patients just get it when you show them the need for your products and services with report cards. Click here to watch The Wellness Score System Training Videos 

ImageForecast Care with The Care Plan Calculator® System

Loyal patients need a game plan. Offering care plans with affordable payment options gives them the peace of mind to know their commitments. Click here to watch the Care Plan Calculator System Training Videos

ImageFrictionless Payment Experience with The Auto-Debit System®

Loyal patients need convenience, ease, and a frictionless payment experience. Automatically collect credit card and ACH payments for one-time and recurring payments. Click here to watch the Auto-Debit System Training Videos 

ImageFrequent Contact with The Drip-Education® System

Loyal patients need to hear from you frequently. Consistently educate, market, and communicate with your patients using automated email marketing campaigns. Click here to watch the Drip-Education System Training Videos

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