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Cash Practice Merchant Migration

This article will cover the migration process for offices using Cash Practice in their legacy EHR.

Updated this week

πŸŽ‰ Your migration is just around the corner, and we’re here to assist! πŸŽ‰

Pre Migration

  1. Please inform Cash Practice that you will be migrating to ChiroHD

    1. Cash Practice Systems Phone: (877) 343-8950

    2. Cash Practice Systems Email: [email protected]
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  2. Cash Practice will prepare your new account, however, do not enter your new credentials until after the migration of data from your legacy EHR is complete.

Post Migration

  1. As soon as your migration is completed, our Migration Team will send your updated Patient list to Cash Practice on your behalf for mapping.
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  2. It will take a few hours for Cash Practice to complete this process and Cash Practice will reach out to schedule 10 minutes where you are not using your Cash Practice account. They will finalize mapping during this time.
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  3. Cash Practice will call or email you once complete. Upon completion, you will enter your Cash Practice credentials by navigating to
    ​Your Live ChiroHD Location -> Settings - Initial Setup -> Integrations -> Merchant Services
    Please set your Payment Sync Start Date as your Go-Live Date.
    🎯 Any payments run directly through the Cash Practice website (during the mapping) will sync into ChiroHD.
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  4. Perform a hard refresh on every computer.
    (Command+Shift+r on mac or control+F5 on windows).
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  5. You can click on the Money Shortcut on the Patient Snapshot or the New Transaction button within the Patient Profile to quickly run a transaction!
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    OR

Questions? We're here to help!

  1. Email us at [email protected]
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  2. Join us for a Zoom Call!
    Open Zoom Wednesday afternoons (1-3 EST). πŸ‘‰ Wed Afternoon Open Zoom
    Open Zoom Thursday mornings (10:30-12 EST) πŸ‘‰ Thursday Morning Open Zoom
    ​OR
    Schedule a private Q&A Zoom Call Click Here -> Q&A Zoom Call
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  3. Use our integrated CHAT Support Widget at the bottom right corner of your ChiroHD Location home screen.

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