Financial Course (Clover) Classic (US Offices)

This course covers all things ledger. The training videos have a running time of 2 hours 29 minutes. This is for practices using Clover Merchant Services and the Classic Treatment Card located in the United States.

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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. Filing Insurance
2. Quiz
1. Treatment Plan Activated Classic Tx Card
1. Ledger Navigation
1. Adjustments
2. Additional Resources
1. Processing Autopayments
1. Batch Payments
1. Batch Statements Tab
2. Additional Resources
1. Daily Deposit Report
2. Additional Resource
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
19 lessons
2.5 hours of video content

Financial Course (Clover) Classic (US 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, COT Claims

Daily Deposit Report

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

Optional Practice Activity- Apply your learning in WaveOrtho

About this course