Financial (Global) Classic (US) Course

This course covers all things ledger. The training videos have a running time of 3 hours. Review this course if your office is currently using the Tx Card Classic, Global merchant processor practicing in the US.

Request Access

Course curriculum

1. Welcome!
2. Presenting and Completing Case Closer
3. Adding a contract
1. Downpayment & Setting up Autopayments
2. Quiz
1. Signing Contract & Informed Consent
1. Filing Insurance
2. Quiz
1. Treatment Plan Activated Classic Tx Card
1. Ledger Navigation
1. Adjustments
2. Additional Resources
1. Starts Manager Tab
1. Processing Autopayments
1. Batch Payments
1. Batch Statements Tab
2. Additional Resources
1. Daily Deposit Report
1. Financial Coordinator
2. Case Closer Tab
3. Case Closer Pro Flowchart
1. Contracted In Network Insurance Providers-CAN SKIP IF THIS DOES NOT APPLY TO YOUR PRACTICE
1. Optional Practice Activity- Apply your learning in WaveOrtho

About this course

Free
23 lessons
2.5 hours of video content

Financial (Global) Classic (US) Course

Course curriculum

Adding a contract

Downpayment & Setting up Autopayments

Signing Contract & Informed Consent

Filing Insurance

Treatment Plan Activated

Ledger Navigation

Adjustments

Starts Manager Tab

Processing Autopayments

Batch Payments- Insurance & Resp Party

Batch Statements Tab- Statements, Late Fees, COT Claims

Daily Deposit Report

Additional Resources

Contracted In Network Insurance Providers-CAN SKIP IF THIS DOES NOT APPLY TO YOUR PRACTICE

Homework

About this course