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[IMPORTANT] Why you should be logging into your Cash Practice® account on a regular basis.

System Guide

[IMPORTANT] Why you should be logging into your Cash Practice® account on a regular basis.

By dedicating a few minutes each business day to your Cash Practice account, you can ensure you're collecting what you're owed and maximizing your practice's revenue potential.

Last updated on 14 Sept, 2025

We want you to have the greatest possible success using Cash Practice® Systems!

Having served our members for over a decade, we have identified that practices that rely on an EHR integration only end up missing out on over 90% of what Cash Practice® Systems can do.

We find that practices with the greatest success are those that log in to CashPractice.com directly and use it regularly.

What’s The Big Deal About Integration?
Most integrations are limited to payment processing only. Because we offer so much more than simple payment processing, we find that when practices rely on integrated auto-posting - (some) get lazy and stop looking at payment reports, stats, and action items, leaving lost revenue on the table. Furthermore, they fail to fully utilize other tools to increase the success and growth of their practice.

In addition, if you fail to log in to CashPractice.com directly, any payments processed outside of your EHR, such as mobile payments and payments processed by your patients with online forms, will be missed. This includes when patients pay online for a previously declined payment and your online bill pay form connected to your website.

We encourage you to get into the habit of opening CashPractice.com and your EHR on your desktop daily.

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Paying Attention To The Dashboard
As soon as you log in to your CashPractice.com account, you will easily see a dashboard displaying:

  • Payment StatisticsMissing Payments

  • Payments Requiring Action From You

  • Cards About To Expire/Have Expired

  • Patients With 1-2 Payments Left

  • CP Mobile™ Transactions

  • CP Online Form™ Transactions

  • Payments that your patients processed

  • Announcements, Promotions & More!

 

 

 

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