Patients Section Guide

Manage Patient List: How do I delete a patient account?

Manage Patients: How do I turn on/off a patient account?

If you need to hide a patient record instead of deleting or inactivating it, you can do so by following these instructions.

Managing Patient Billing: How do I update a patient's billing information?

Manage Patient List: How can I activate/inactivate a patient account?

If you want to free up patient space by inactivating patients or active a returning patient, follow these instructions.

Manage Patients: Why am I unable to inactivate a patient account?

Manage Patients: How to manually inactivate patients in mass

Manage Patients: How do I turn the Patient Mailing List Status ON/OFF?

Don't want your patient to be on your email list? This article will show you how to turn off the patient from receiving any emails from you.

Manage Patients: Simpler Patient Search Results

Manage Patients: The Patient Profile explained

The Patient Profile is a quick visual representation of which systems your patient is currently apart of.

How to Pull a List of Patients Who Were Added Into Cash Practice During a Certain Time Frame

Do you need to locate your new patient's patient account but can't quite remember their name? As long as you remember the time frame from when they were added in as a patient, it's easy to locate them!

Patients: How Do I Add Notes to A Patient Record?

Adding notes to patient records is a great way to organize patient information for future use. 

Shortcuts: Where to Access Your Patient's Record

Patients: How to pull our most popular types of lists of patients

There may be times where your office might need a list of certain patients for record-keeping, marketing, or curiosity purposes. This article outlines the most popular lists searched by our members.

Patients: How to search for patients and display them on a Google Map

Generating a Google Map of where your patients are located can be extremely helpful for marketing purposes such as coming up with a by-area marketing plan, or you're just curious to see who your more local clients are.

Patient Groups: How do I search for patients assigned to a specific group?

Assigning Providers: How do I assign a patient to a provider?

Depending on how many providers you have in your account, you can assign patients to their correct provider so that care plans, receipts, emails, wellness scores, and stats have the correct provider name on the documents.

Patient Groups: How can I remove a patient account from a [Patient Group]?

Patient Search: How do I search for a patient or a specific list of patients?

Manage Patients: How do I view/edit a [Patient Record]?

Manage Patient List: How do I import my Client/Patient list into Cash Practice?

Manage Patients: How do I add a new patient?

Patient Groups: How do I create a patient group?

Manage Patient List: Can I upload a purchased list of patients?

Patient Groups: How do I add patients to a patient group?

Categorize your patients into groups in order to target market a specific group of people and more!

Managing Bounced/Returned Emails: Bounced Email Report

When emails are sent to your patients, they can be returned (bounced) for a variety of reasons. The best way to prevent emails from being returned/bounced is to ask your patients to add your email address to their email address book (contacts) and/or their email white-list. To view a list of patients whose emails have been bounced, follow these steps:

Managing Bounced/Returned Emails: What do I do with bounced emails?

Custom: How do I create Patient Custom Fields?

Need to capture more patient information than there are fields for? Maybe you need to collect the patient insurance type, spouse's name, referral type, etc? You can collect and capture information using the Patient Custom Fields.

Patient Search: How do I search by Patient Custom Fields?

Manage Patients: Why am I unable to delete a Patient account?

How Do I Export Patients From Cash Practice®?

Manage Patients: How do I change the Patient Settings?

Manage Patients: How to link/unlink patient accounts

Linking patient accounts allows your office the ability to split payments in our one-time payment tools. This also shares billing information among those linked for easy processing for families and friends.

Manage Patients: How to inactivate patients automatically