Adjust Total Contract Fee

Use the Treatment Fee tab of the Contract Structure editor to increase or decrease the total contract fee, affecting your total production.

• Do not use this tab to apply itemized adjustments that decrease the fee for an individual billing party, but do not affect the contract production amount, such as "Paid in Full", "Courtesy Discount", or "Transfer Out". Those discounts should be applied on the Fees tab instead. See "Adjust Contract Fees & Schedules" for details.

Get Started

• Create adjustment descriptions - Use the Contract Fee Adjustments editor to list the reasons for increasing or decreasing a patient's total contract fee. See "Set Up Contract Fee Adjustment Types" for details.

How to Get Here

• Open patient finance page - Open patient > Finance page.

   

  

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• 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.)

   

  

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• Launch Contract Structure editor - Choose Contract Structure from the Patient ribbon bar.

   

  

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  (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

• Open Treatment Fee tab - Click the Treatment Fee tab of the Contract Structure editor. The top of the window details the contract fee, and lists any adjustments that have already been applied.

   

  

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• Add adjustment - Choose the adjustment description, and enter the amount to apply, and click Add. To enter a negative amount, Include a minus sign ( - ) or surround the amount in parenthesis.

   

  

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• Review & reallocate fee - After adding a contract adjustment, you will need to review the contract fee allocation and affected payment schedules.

  When increasing the total fee, the entire adjustment amount will be allocated to the first billing party (if there are multiple billing parties); when decreasing the fee, the adjustment amount will be subtracted from first billing party, with additional billing parties being affected if the adjustment amount is greater than the amount currently allocated to a party. You can use the Allocation tab to reallocate the total fee as needed. See "Adjust Contract Fee Allocation" for details.

  In addition, the fee schedule for any billing party that was affected by the adjustment will need to be modified to accommodate the changed financial obligation. See "Adjust Contract Fees & Schedules" for details.

• Review & save - Once you click Save at the bottom of the Contract Structure editor, your changes become permanent: You might want to go to the Summary tab to compare the details of the original payment schedule with your proposed changes first. See "Review & Save Contract Structure" for details.

More Information

• These transactions appear in the Adjusted Treatment Fee Totals section of your Transaction report.

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