Manage Open-Ended Contract Fees

Use the Open-Ended Fees tab of the Contract Structure editor to manage and close open-ended contract fees.

Get Started

Create an Open-Ended Contract - As you create a new contract, you must enable the open-ended contract option, and enter an open-ended arrangement for at least one contract member. Once a contract is saved, you cannot return to the Contract Setup screen to enable the open-ended option. See "Create a New Contract " 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 Open-Ended Fees Tab - Click the Open-Ended Fees tab at the top of the Contract Structure editor. This tab is available only if you enabled the Open Ended Contracts option, and set up at least one open-ended agreement when you first created the contract.

   

5. Work With Open-Ended Contracts - You can add open-ended fees to additional contract members, modify existing open-ended agreements, and close open-ended contracts from this window.

   Add Open-Ended Fees - If the contract has a member that does not yet have an open-ended agreement, enable the Is Open Ended option for that billing party, and enter the account details (the amount to charge out at each interval, the date to start charging, and the time interval. These fees are in addition to any total contract fee allocated to this party.

   Modify Open-Ended Fees - You can change the amount to charge, the fee interval, and the next fee date for existing open-ended arrangements as needed. Any fees that have already been charged out will not be affected by your change.

   Stop Open-Ended Contract - To stop charging open-ended fees, you must disable (un-check) the Is Open Ended option for the contract: Simply entering a final charge date does NOT stop charging the open-ended fee.

6. Save Your Changes - Click Save to save the changes you have made and close the editing window.