Financial (Fiserv) Classic (US) Course

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
2. Additional Resource
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