Manage Open-Ended Contract Fees

Use the Open-Ended Fees tab of the Contract Structure editor to manage and close open-ended contract fees.

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.)

• Open-Ended Fees tab - Click the Open-Ended Fees tab at the top of the Contract Structure editor.

   

  

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Use This Feature

• Modify open-ended contract fees - You can change the amount to charge, the fee interval, and the next fee date as needed. Any open-ended fees that have already been charged out will not be affected by your change.

• Cancel open-ended contract - To stop charging open-ended fees, enter an end date.

• Review & save - You can go to the Summary tab to compare the details of the original payment schedule with your proposed changes. Once you click Save at the bottom of the Contract Structure editor, your changes become permanent and the summary is reset so that your new payment schedule is considered the "original". See "Review & Save Contract Structure" for details.

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