topsOrtho™ Training Resources
The training is done one-on-one with a certified instructor via screen share.
Attendees get hands-on practice and a chance to ask questions!
Treatment Coordinator2 hours
This course is designed for a new employee hired as a Treatment Coordinator to review creating new patients and making a new patient appointment, using patient flow, creating/managing referee, entering diagnosis and treatment planning information, understanding treatment phases, and treatment plans, creating a basic contract and reviewing contract window to present fee, managing the D7 for follow up on pending patients and managing referrals.
Managing your Claims Matrix2 hours
This course is designed for a financial coordinator that has not filed insurance with tops and is now going to file insurance using tops. We review required insurance information, creating policyholders and employer policies, claim generation, and managing the claims matrix (all task menus) and managing eclaim statuses and insurance reporting.
Financial/Insurance Coordinator4 hours
This course is scheduled in 2-2hour sessions. Designed for a new financial/insurance coordinator and reviews all financial and insurance curriculum in tops. Beginning with transactions and receipting moving into contracts, statements, autopay plans, creating policyholders and employer policies and managing the claims matrix (all task menus), and managing eclaim statuses if you e-file and financial reporting.
D7 Matrix1 hour
This course reviews how to manage your D7 Patient Care Tracking report. We review the data entry points that affect this matrix and then how you use it to manage starts, pending patients, patients in extended care, and basically all unarchived patients.
New Employee2 hours
This course teaches the basics of navigating topsOrtho. We review creating patients and referrers, making, rescheduling, and canceling appointments, the appointment book, recalls, posting transactions, basic ledger understanding, reviews the entire patient chart, utilizing iportfolio.
Letter Templates2 hours
This course teaches creating custom letters in practice set up, utilizing the editing tools, creating backgrounds, duplicating locked templates, importing and exporting tops letter templates, posting letters, managing the letters/forms matrix.