Financial (Fiserv) PRO (US) Course

Course curriculum

1. Welcome!
1. Presenting and Completing Case Closer in office
2. Adding a contract
1. Downpayment & Setting up Autopayments
2. Quiz
1. Signing Contract & Informed Consent
1. Filing Insurance
2. Quiz
1. Treatment Plan Activated Pro 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. Continuation of Treatment Claims-US OFFICES ONLY
1. Daily Deposit Report
2. Additional Resource
1. Financial Quick Guide
2. Case Closer Tab
3. Case Closer Pro Flow Chart
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