Adjust Contract Fee Allocation

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.

How to Get Here

  1. Click to OpenOpen Patient Finance Page - Patient folder > Finance page.

  2. Click to OpenChoose 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.)

  1. Click to OpenLaunch 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.

  1. Click to OpenOpen Allocation Tab - Click the Allocation tab at the top of the Contract Structure editor.

Use This Feature

Click to OpenManually Adjust Allocation Amounts - You can manually adjust the total contract fee among all contract members by entering the amounts in the billing grid at the top of the window. Click the name of the contract member you want to work with, then enter the appropriate amounts.

RP Amount - Enter the amount the billing party is responsible for in the RP Amount field for that billing party, including any associated insurance allowance.

Contract Portion - If the party does not have insurance, the RP Amount field will equal the Contract Portion field. If the party has insurance, enter the amount the insurance is expected to pay you in the Contract Portion field of the insurance detail. The Contract Portion field of the billing party adjusts automatically so that the sum of the Contract Portion fields equal the RP Amount field.

Current Fees / Fees to Allocate - The Current Fees column shows you how much money has already been allocated to a payment plan for this party. The Fees to Allocate column shows you how much money still needs to be allocated to a payment plan. The sum of the Current Fees column and the Fees to Allocate column equals the Contract Portion column for that party.

Click to OpenUse Reallocation Tool - Instead of manually entering allocation amounts, you can use the allocation tool at the left of the window to adjust the financial obligations of your contract members.

Adjust Payment Schedules - After applying the reallocation, you will need to adjust your payment plans to accommodate the financial differences. See "Modify Payment Schedules and Apply Adjustments" for details about modifying payment plans.

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

These transactions appear in the Changed Treatment Fees section of your Transaction report.

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