Set Up Contract Classes

Use the Contract Class editor to categorize your patients’ financial obligations, and assist you in making decisions about certain contract situations. As your billing parties' situations change, the class associated with their financial contracts can change, too.

How to Get Here

Home Ribbon Bar - Editors > Financial > Contract Class. (You can also search for the editor you want to work with.)

 

Click Editors from the Tools section of the Home ribbon bar.

Select Financial in the list at the left and select the Contract Classes option.

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Setup

Choose Record to Work With - Your existing list of contract class descriptions appears alphabetically. Click to select the description to work with.

 

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Create New Record- Click in the empty row at the bottom of your list, and type a new description.

 

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Edit Description - Click to select the description to change, then type your changes. The list is re-alphabetized automatically.

Inactive / Active Flag - Once you create a record, you cannot delete it. You can, however, flag it inactive. Inactive records cannot be selected for your patient contracts.

Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Notice!

Assign Classes to Contracts - You specify the default contract class(es) to apply to new contracts with the Contract Template Editor. Of course, you can assign different class(es) to individual contracts as needed with the Contract Details editing feature.

OrthoBanc contract class description recommended - If you use the OrthoBanc integration, we recommend you create one or more "OrthoBanc" contract class descriptions so that you can easily subgroup patients that use OrthoBanc payment processing. See "About the OrthoBanc Integration" for details.

• Set Up Financials
  • Contract Class Editor
  • Contract Fee Adjustments Editor
  • Contract Templates Editor
  • Late Fee Editor
  • Financial User Options
  • Miscellaneous Charge Types Editor
  • Payment Accounts Editor
  • System Financial Settings Editor
  • Transaction Adjustments Editor

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