Patient Folder > 
Finance page.
Open a patient folder and click the Finance tab.
Use the Add Contract Member tool to add another billing party or insurance plan onto an existing contract.
Patient Folder > Finance page.
Open a patient folder and click the Finance tab.
Choose contract - Select a contract from the list at the left of the window. If the contract group you want is collapsed, click the [+] button to expand it so you can see all the billing names. (See "View Patient Finances" for details.)
Launch Add Member tool - Choose Add Contract Member from the Patient ribbon bar. (This option is not available when you have selected to work with a partial contract, that is, a treatment phase that has charge and/or payment transactions but no formal contract created..)
Select new financially-responsible party or insurance coverage - Choose the parties to add to the contract and click Save. You can only select responsible parties that and insurance plans that are assigned to the patient folder. (When the patient receives insurance benefit money directly, the patient is responsible for paying you all financial obligations, and you do not include the insurance company as a member of the financial contract. You do, however, assign the insurance plan to the responsible party, and create an Insurance Detail record for that plan so that you can submit insurance forms on behalf of the patient.)
Edit structure - Use the Contract Structure editor to change the total contract fee, modify the allocation of the treatment fee, or adjust the payment schedule for a billing party. You might use this editor, for example, when you add a billing party or insurance to the contract and need to reallocate the fee among all contract members, or when you want to place a contract "on hold" for a length of time. See "Edit Contract Structure" for details.
Insurance detail records - Whenever you include a responsible party's insurance plan as a member of a financial contract, a new insurance detail record is created automatically. You must, however, open the insurance detail record to complete the form submission fields as needed. See "Insurance Details" for details
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