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.

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.

   

4. Open Summary Tab - Click the Summary tab at the top of the Contract Structure editor.

   

Use This Feature

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

Choose Level to View - Use the Detail buttons to select the level of information to view: Summary only, summary and contract dates, or the entire payment plan structure.

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.

Saved Changes Become "Original" - 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".

More Information

View Current Payment Schedules - 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.