Delete a Contract

If you create a contract in error, you can delete it as long as no financial transactions or electronic insurance submissions have been associated with it.

Use This Feature

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. Delete Empty Contract - Patient ribbon bar > Contract section > Delete Contract.

   What Does "Empty" Mean? The contract cannot have had any transactions posted to it (i.e. contract charges, miscellaneous charges, or receipts), and insurance contracts cannot have been associated with any electronic insurance submissions.

   

   If you delete an insurance contract, only that contract is removed. However, if you delete a contract assigned to a responsible party, all associated insurance detail contracts are removed as well. (So, all associated insurance detail contracts must be eligible for deletion as well.)

   In addition, you can delete empty insurance detail pages from the patient folder. See "Patient Insurance Details" for details.