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💵Financial

  • Contract Basics
  • Prepare for the Day
  • Auto-Pay Plans
  • What To Do When a Patient Loses Insurance
  • Void a Transaction
  • Create a Contract With Insurance
  • Create a Contract Without Insurance
  • Correct a Payment Posted to the Wrong Account
  • Refund a Non-TopsPay Payment
  • Enter Charges and Payments
  • Ending the Day
  • Calculate Net Production and Net Collections
  • How Statements Work
  • Reschedule a Contract Charge
  • Change a Transaction Date
  • Deactivate a Contract with Insurance
  • Deactivate a Contract Without Insurance
  • Write Off a Balance
  • Post an Insurance Payment (Single Patient)
  • Post an Insurance Payment (Multiple Patients)
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