How do I add a patient that paid using cash/our card processor?

If a patient signs up for a plan using the card processor in your office or using cash you will create them in BoomCloud as you would with any other patient, with the only difference being that you will set the payment info as "Cash". You will then make a note in the patient's account using the "Notes" tab at the top of the member details page to document that the patient paid for their plan. To change their renewal date, at the bottom of the screen in payment info. select "Bank Account" then edit the calendar at the bottom left, then switch back to "Cash" and save. If the cash option is not available, call a representative at (385) 225-9364.