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Edit Contract 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.

Use the Contract Detail editor, not the Contract Structure editor to assign a late fee policy and contract class, and to change the treatment phase associated with the contract. See "Edit Contract Details" for details about these features.

How to Get Here

Open patient finance page - Open patient > Finance page.
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 Contract Structure editor - Choose Contract Structure 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.)

Use This Feature

Increase / decrease contract fee - Use the Treatment Fee tab of the Contract Structure editor to increase or decrease the total contract fee, affecting your total production. See "Adjust Total Contract Fee" for details.
Allocate fee among contract members - Use the Allocation tab of the Contract Structure editor to specify the amount each billing party and insurance member is responsible for. Note that this tab is available only when two or more responsible parties and/or insurance details are assigned to the contract. See "Adjust Contract Fee Allocation" for details.
Modify fee structure - Use the Fees tab of the Contract Structure editor to work with the initial fees, periodic fees, and retention fees for each responsible party, and to apply treatment fee adjustments such as family discounts. See "Adjust Contract Fees & Schedules" for details.
Manage open-ended fees - Use the Open-Ended Fees tab of the Contract Structure editor to manage and close open-ended contract fees. See "Manage Open-Ended Contract Fees" for details.
Review contract structure -Use the Summary tab of the Contract Structure editor to compare the payment schedules for all parties in the selected contract, and review any changes you have made to the structure. See "Review & Save Contract Structure" for details.
Save - Once you click Save at the bottom of any Contract Structure editor tab, your changes become permanent, and your new structure is considered the "original". See "Review & Save Contract Structure" for details.

Notice!

Trigger a Workflow With This Event - You can trigger a workflow to start whenever you save a Contract Structure change. See "Workflow Trigger Editor" for details

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