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 or descriptions 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.

How to Get Here

1. Open Patient Finance Page - Patient folder > Finance page.

   

2. Choose Contract - Select a contract from the list at the left of the window. If the treatment phase you want to work with is collapsed, click the [+] button to expand it so you can see all the billing names. (See "Patient Finance Page" for details.)

   

3. Launch Contract Structure Editor - Patient ribbon bar > Edit section > Contract Structure. (An Edge Cloud patient folder must be open for the Patient ribbon bar to be available.)

   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.

Change Fee Allocations - Use the Allocation tab of the Contract Structure editor to specify the amount each billing party and insurance member is responsible for. 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 and Descriptions - Use the Fees tab of the Contract Structure editor to work with the initial fees, periodic fees, and retention fees for each member of the contract. You can also change fee descriptions, and apply non-production adjustments such as family discounts, from the Fees tab. See "Modify Payment Schedules and Apply Adjustments" 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. See "Review & Save Contract Structure" for details.

Review & Save - We recommend that before you save changes to your Contract Structure editor, you go to the Summary tab to compare the details of the original contract with your proposed changes. 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.

More Information

Trigger a Workflow - Use the Contract Changed workflow trigger to activate a workflow whenever you change the contract structure of an existing patient contract.

View Patient Contract Details - Enable the Details option at the top of the Finance page of the patient folder, then use the bottom half of the window to review and compare 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 "Patient Finance Page" for details.