Training Agenda ©2014 Comprehensive Finance, LLC

Training Agenda

©2014 Comprehensive Finance, LLC

Table of Contents

1) Training Agenda2) Level I Certification

1. The Compassionate Difference2. Presenting Compassionate Finance3. Loan Application Process4. Billing, Collecting and Late Payments

3) Level 2 Certification1. Accessing pending and saved loan applications2. Accessing a patient’s loan information3. Reporting – Statements – posting payments4. Reporting – Portfolio A/R Aging – payment statuses5. Reporting – Portfolio Info – collected and outstanding

4) Bonus Modules1. Accounting for Compassionate Finance loan payments2. Financial Solutions Form

5) Training Conclusion


Overview

• Each certification is made up of learning modules with quizzes.

• Read and click through each module and then take the quiz.

• Quizzes consist of multiple choice and true/false questions.

• You must pass each quiz with 100% before moving to the next.

• Once you pass all modules you will receive your certification.

• You can download and save/print the modules in the “Additional Reference” area on the right side of the training.

• For assistance during this training call: 866-846-8266


Certification I Modules

• How Compassionate Finance is different

• Presenting Compassionate Finance to your patients

• Processing patient loan applications

• Billing, collecting and late payment issues


Certification II Modules

• Accessing pending or saved loan applications

• Accessing patient account information

• Reporting: Statements – Used to account for payments

• Reporting: Portfolio A/R Aging – Statuses of your loans

• Reporting: Portfolio Info – Amounts Collected & Outstanding

Bonus Modules

These modules are recommended and do not have quizzes

• Using a Financial Solutions Form (FSF) to assist in the financial arrangements discussion

• Posting patient loan payments in your dental software

• FAQs


Certifications I & II

• Certification I is required of all team members responsible for discussing payment options with patients.

• Certification II is required of all Office Managers and any other members of the team responsible for posting payments into your own internal systems.



Click the arrows to view the reference material for each course..


Click on each module you wish to download and save to your computer and/or print to have for future reference.

For assistance during this training call: 866-846-8266

Write this number down

Click “Next Module” to begin training


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Documents

Training Agenda ©2014 Comprehensive Finance, LLC