OrthoFi 
Job Aids

OrthoFi 
Self-Paced Programs

All Job Aids
Quick Link

All Self-Paced Programs
Quick Link

General Information
Job Aids                                  

OrthoFi Solution

Communication Tab

Patient Letter  

Staff End of Day Check List

User Rights Glossary

User Management 

Miscellaneous Charges
Job Aids

Miscellaneous Charges  

Miscellaneous Charges Insurance Process

General Information
Self-Paced Programs

OrthoFi University Orientation

OrthoFi Solution

OrthoFi System Demonstration 

OrthoFi Dashboard Navigation

OrthoFi JumpStart Training

OrthoFi Connect Training                                                                         

New Patient/Observation Patient 
Job Aids

Answers to Patient Questions

New Patient Exam Creation

Observation Patient Exam Creation

Pre-OrthoFi Record-Start Exam Creation

Patient Forms

Patient Forms Email Timing

Exam Management

Observation Patient Management

Insurance Services
Job Aids

Insurance Eligibility Management

Insurance Eligibility Reverification

Insurance Eligibility Unable to Verify

Eligibility SLA

Insurance Pre-Authorization Process

Insurance Appliance Placement Verification

Insurance EOB Upload

Insurance Payment Management Deposit and Reconciliation

Insurance Claim Summary Page

Patient Information Upload

New Patient/Observation Patient
Self-Paced Programs

 New Patient Creation Training 

Insurance Services
Self-Paced Programs

Insurance Eligibility and Processing Service Training

Treatment Presentation/Contracts
Self-Paced Programs

OrthoFi Payment Slider

Disclosure Document and Service Contract

Flexible Payment Plan Training

Treatment Presentation/Contracts 
Job Aids

Treatment Plan Build

Payment Slider Presentation

Payment Slider Outcomes

Flexible Payment Plan Build

Deferred Down Payment

Disclosure Document Presentation

Disclosure Document Example

Service Contract Presentation

Service Contract Example

Patient Account Receivables
Job Aids

Collect Payment Method 

Patient Account Management

Patient Ledger 

Managing Patient Invoices

Refinancing Patient Contract

OrthoFi Underpay Policy

Patient Account Receivables
Self-Paced Programs

Deposit Report Enhancements

Patient Ledger

Miscellaneous Charges
Self-Paced Programs

Miscellaneous Charges