Use the contracts and payment plans function to set up your contracts, payment plans, visit charges, and monthly fees. You can enter a total contract balance and set up payments to be rolled in monthly, quarterly, semi-annually, or annually until treatment is completed. Production is updated as each charge is rolled in.
Payment plans function the same as contracts, but production figures are not updated each month. Payment plans are used for services that are produced in a single visit or to refinance delinquent accounts without duplicating production. The patient is able to spread payments over a period of time.
Important: Before you can work with contracts, you must convert your balances.
Setting Up Contracts with Insurance or Multiple Responsible Parties