How do import our payments into ChiroTouch?
This is a simple 2-Step Process that will SAVE you TONS of time. Instead of posting each of your payments one-at-a-time in ChiroTouch, you can import them all at once. We find the best way to implement this process is at the beginning and end of your day, you should simply log in to CashPractice.com and click the Posted Payment Status Summary on the home page (top right). Then follow the steps outlined below. Step 1: Export Your Posted Payments. • Prior to exporting, you need to make sure each of your client accounts have their ChiroTouch Account Number assigned. This is the first field on the Add New Client or Edit Client pages. Only Clients with a ChiroTouch Account number are exported. • To do this go to the Auto-Debit System -> Posted Payment Report Generator. • Click the Search (with any search parameters), and click the search button. • Once the results appear, click the Download Report icon in the top left corner of the report. • The report will be created and the page will relo
