Adjust Total Contract Fee

Use the Treatment Fee tab of the Contract Structure editor to increase or decrease the total contract fee, affecting your total production.

Get Started

Create Adjustment Descriptions - Use the Contract Fee Adjustments editor to list the reasons for increasing or decreasing a patient's total contract fee. See "Set Up Contract Fee Adjustment Types" for details.

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. 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 Treatment Fee Tab - Click the Treatment Fee tab at the top of the Contract Structure editor. The top of the window details the contract fee, and lists any adjustments that have already been applied.

   

5. Add Adjustment - Enter the adjustment description, and the amount to apply. Then click Add. To enter a negative amount, Include a minus sign, or surround the amount in parenthesis(i.e. "-150.00" or (150.00) ).

   

6. Reallocate Fees and Payment Schedules - After adding a contract adjustment, you will need to review the contract fee allocation and affected payment schedules.

   Initial Allocation - When the adjustment increases the contract fee, the entire adjustment amount is added to the first billing party's financial obligation. When the adjustment decreases the contract fee, the entire adjustment amount is subtracted from the first billing party's obligation. If that party's financial obligation is reduced to zero, and the entire adjustment amount has not yet been accounted for, the remaining amount is subtracted from additional billing parties.

   Reallocation Tasks - After applying an adjustment, be sure to review the Allocation tab to properly allocate the new contract fee among the contract members. See "Adjust Contract Fee Allocation" for details. Then, use the Fees tab to adjust the payment schedule of any affected billing party. See "Modify Payment Schedules and Apply Adjustments" for details.

7. 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

Adjustment Audit Trail - Changes to contract fees appear in the Adjusted Treatment Fee Totals section of your Transaction report.