Tops Knowledge Base

💵 Financial

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  • Correcting a Contract (No Insurance)
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  • 💵Webinar: Tops Financial Foundations: Part 3 — Advanced Financials
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  • Refund a Payment or Credit
  • Manage Insurance Payments with Recouped Funds
  • Add Insurance After a Contract Has Been Activated or Deactivated
  • Accounts with Due Now Credits
  • What to Do When a Patient's Insurance Benefit Increases
  • Modifying or Deactivating an AutoPay Plan
  • Create a Custom Receipt
  • Manage and Review Auto-Pay Plans
  • Auto-Pay Plans
  • How Statements Work
  • Update Future Contract Charges
  • The Deposit Slip and Deposit Report
  • Ending the Day
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