Review & Save 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.

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 Summary tab - Click the Summary tab of the Contract Structure editor.

   

  

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Use This Feature

• Review contract members - The current payment plan for all responsible parties and insurance companies assigned to this contract appear at the top of the window. Any insurance coverage is listed directly to the right of the associated responsible party.

   

  

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• Level one details (summary) - Enable the first-level detail tab to see a summary of the payment schedule for each account, including the number of transactions scheduled for each type of fee, and the total amount of money allocated to each fee type.

   

  

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• Level two details (summary & dates)  - Enable the second-level detail tab to see the summary, with the addition of the initial, adjustment and retention fee dates, and the number and amount of each series of period fees.

   

  

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• Level three details (individual transactions) - Enable the third-level detail tab to see the individual transactions that make up the payment schedule.

   

  

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• Review original vs modified payment structure - If you make changes to a payment schedule, the original payment schedule appears at the top of the Summary window, and the proposed changes appear at the bottom for comparison.

  Once you click Save at the bottom of any Contract Structure editor tab, your changes become permanent and the summary is reset so that your new payment schedule is considered the "original".

Notice!

• View current payment schedules - Use the Details option of the Finance page to compare the payment schedules for all parties in the selected contract. You can change the level of information that you see, but you cannot edit payment schedules from this window. See "View Patient Finances" for details.

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