Training Agenda ©2014 Comprehensive Finance, LLC

Table of Contents 1)Training Agenda 2)Level I Certification 1.The Compassionate Difference 2.Presenting Compassionate Finance 3.Loan Application Process 4.Billing, Collecting and Late Payments 3)Level 2 Certification 1.Accessing pending and saved loan applications 2.Accessing a patient’s loan information 3.Reporting – Statements – posting payments 4.Reporting – Portfolio A/R Aging – payment statuses 5.Reporting – Portfolio Info – collected and outstanding 4)Bonus Modules 1.Accounting for Compassionate Finance loan payments 2.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: ©2014 Comprehensive Finance, LLC

Certification I Modules How Compassionate Finance is different Presenting Compassionate Finance to your patients Processing patient loan applications Billing, collecting and late payment issues ©2014 Comprehensive Finance, LLC

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 ©2014 Comprehensive Finance, LLC

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 ©2014 Comprehensive Finance, LLC

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. ©2014 Comprehensive Finance, LLC

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