Platinum System: How do I use my Cash Practice account within my Platinum Software?

Getting Started:

To use the integration you must contact Platinum System with your Cash Practice integration keys for your account and all users.

Step 1: Locate the patient account in Platinum by clicking on the magnifying glass icon from the top right side of the page. This will open a search window allowing you to type the "Search Criteria". Click [ENTER].

Step 2: Open the Cash Practice® tool by clicking on the [C. Pract] button.

Step 3. This will load the Cash Practice® tools window. From here  you have access to the following items:

1. Contact → [Cash Practice]: This will open the Patient Record within the CashPractice.com website allowing access to the payment tools such as the Auto-Debit Scheduler™, Virtual Terminal, EZ Swiper™, and the entire website.

2. Payments → [Regular] & [Auto-Debit]: 

   • [Regular]: This opens the Virtual Terminal for processing a one-time payment

   • [Auto-Debit]: This opens the Auto-Debit Scheduler™

3. Synchronization → [Download Transactions]: Downloading the transactions triggers the Platinum System® to being importing payments from Cash Practice® to your software. Accurately updating patient ledgers with all collected transactions. This is required as transactions do not automatically import or post to Platinum System®.