About this event
Adjustments are one of the most powerful, and often misunderstood, tools in Tops.
From insurance discounts and professional courtesies to ledger corrections and write-offs, adjustments impact patient balances, financial reporting, and the accuracy of your records.
But with so many adjustment types available, how do you know which one to use?
Join us for Episode 5 of Tops Unplugged as we break down (+) and (-) adjustments, common use cases, and best practices for maintaining accurate ledgers and reporting.
Your Questions Drive the Conversation
When you register, you’ll have the opportunity to submit up to three questions related to adjustments and financial workflows.
We review every submission and use your questions to help shape the discussion, ensuring each session remains relevant to the real-world situations practices encounter every day.
If your question is better suited for a future episode, we’ll save it for that topic. If we’re unable to address your question during the session, we’ll follow up afterward to help point you in the right direction.
In just 30 minutes, we’ll cover:
• Understanding the difference between (+) and (-) adjustments
• When to use an adjustment instead of a payment or charge
• Insurance discounts and write-offs
• Professional and family courtesies
• Correcting ledger entries
• Writing off unpaid balances
• Choosing the appropriate adjustment type
• How adjustments impact patient balances and reports
Why Attend?
“I know I need an adjustment—but which one should I use, and what will it do to my reports?”
Short. Practical. Actually Useful.
Episode 1 of a 3 part series
The most reliable and secure practice management system for your orthodontic practice. Painless management of patient care, treatment planning, appointment scheduling, staff management, insurance, payments, analytics and more, in one solution.
