Add a Contract Member

1. Open the Add Contract Member Editor - Open the patient's Finance page. Choose the contract to work with at the left of the window, then select Add Contract Member from the Edit section of the Patent ribbon bar.

   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.

   

2. Select Billing Party or Insurance - Choose the billing party to add to the contract and click Save. You can select any responsible party or insurance detail associated with the patient, unless a responsible party is flagged with Exclude from Financials on the Family panel of the patient Home page. You can add new responsible parties from the Family panel, and add insurance details to the associated Responsible Party page.

   Insurance Benefits - When the patient receives insurance benefit money directly, the patient is responsible for paying you all financial obligations, and you do not include the insurance company as a member of the financial contract. You do, however, assign the insurance plan to the responsible party, and create an Insurance Detail record for that plan so that you can submit insurance forms on behalf of the patient.

   

3. Edit Contract Structure - After adding a contract member, you will need to open the Contract Structure editor and 1) Use the Allocation tab to distribute the treatment fee amount all contract members, and 2) Use the Fees tab to set up each party's payment plan. See "Contract Structure Editor" for details.

Insurance Detail Records - Whenever you include a responsible party's insurance plan as a member of their contract, a new insurance detail record is created automatically. After completing the contract, be sure to open the patient's Insurance page to complete the form submission fields and other details as needed. See "Patient Insurance Page" for details

Contract Member Audit Trail - When you add a new member to a contract, you generally also allocate a portion of the treatment fee to that member, and adjust the payment plans of existing members. These transactions will show up on the Changed Treatment Fees section of the Transaction report, with a $0.00 net change.