Set Up Contract Classes

Use the Contract Class editor to categorize your patients’ financial obligations, and assist you in making decisions about certain contract situations. As your billing parties' situations change, the class associated with their financial contracts can change, too. You can optionally add standard Gaidge descriptions to this list.

How to Get Here

Open Contract Classes Editor - Home ribbon bar > Tools section > Editors > Financial > Contract Classes. (You can also use the Search field to look for the editor you want to work with.)

Choose Your Settings

Add a Description - Click in a blank field at the bottom of the editor and type your description.

Edit Descriptions - Click in the field you want to modify and type your changes, or cut, copy, and pasteYou can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. as needed. The list is re-alphabetized automatically.

Save Changes - Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

More Information

Print - You may want to print this list as a report for reference. See "Contract Class List" for details.

Assign Classes to Contracts - You specify the default contract class(es) to apply to new contracts with the Contract Template Editor. Of course, you can assign different class(es) to individual contracts as needed with the Contract Details editing feature.

OrthoBanc Contract Class Description Recommended - If you use the OrthoBanc integration, we recommend you create one or more "OrthoBanc" contract class descriptions so that you can easily subgroup patients that use OrthoBanc payment processing. See "OrthoBanc Integration" for details.

Insert Standard Gaidge Responses - (Optional.) - Enable the Gaidge integration to connect your Edge Cloud practice data with your Gaidge practice performance analysis system, and automatically add standard Gaidge responses to your Contract Classes, Start Origin, and Treatment Classification editors. If you later disable the integration, the responses are not removed from the editors. See "Edge Cloud / Gaidge Integration" for details.

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.