Financial Course (Clover) PRO (Canadian Offices)

This course covers all things ledger. The training videos have a running time of 1 hour 55 minutes. This is for practices using Clover Merchant Services and the Pro Treatment Card located in Canada.

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Course curriculum

1. Welcome!
1. Adding a contract
1. Downpayment & Setting up Autopayments
2. Quiz
1. Signing Contract & Informed Consent
1. Canadian Claims
1. Treatment Plan Activated Pro Tx Card
1. Ledger Navigation
1. Adjustments
2. Additional Resources
1. Processing Autopayments
1. Batch Payments
1. Batch Statements Tab
1. Daily Deposit Report
2. Additional Resource
1. Optional Practice Activity- Apply your learning in WaveOrtho

About this course

Free
16 lessons
2 hours of video content

Financial Course (Clover) PRO (Canadian Offices)

Course curriculum

Welcome!

Adding a contract

Downpayment & Setting up Autopayments

Signing Contract & Informed Consent

Filing Insurance

Treatment Plan Activated

Ledger Navigation

Adjustments

Processing Autopayments

Batch Payments- Insurance & Resp Party

Batch Statements Tab- Statements & Late Fees

Daily Deposit Report

Optional Practice Activity- Apply your learning in WaveOrtho

About this course