Financial (Non-Integrated) Classic (Canada) 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, using a non integrated merchant processor practicing in Canada.

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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
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
1. Daily Deposit Report
1. Financial Coordinator
2. Case Closer Tab
3. Case Closer Pro Flowchart
1. Optional Practice Activity- Apply your learning in WaveOrtho

About this course

Free
20 lessons
2 hours of video content

Financial (Non-Integrated) Classic (Canada) 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

Daily Deposit Report

Additional Resources

Homework

About this course