The following videos are recommended to help in the training process for new employees of the practice.
Specific to Accounting
Basic Accounting
- Breaking Down an Invoice
- Create an Invoice Manually
- Create an Invoice Within an Encounter
- Apply Granted Credit
- Credits and Refunds
- Receive Patient Payment
- Receive Patient Partial Payment
- Post Patient Pre-Payment
Advanced Accounting
- Accounting Dashboards and Invoices
- Create Patient Statements
- Collections & NSF
- Insurance Payment Group Posting
- Insurance Payment Line Item Posting
- Posting Net Positive Payments
- Posting Net Negative Payments
- Fee Schedules
- Finance Charge Plans
- Enter Tax Rate
- Canada Only - Auto Posting (ERA)