Activating an Ortho Contract

Typically, you create and save a contract before activating it. An activated contract is one on which some activity has occurred; for example, the initial fee has been charged to production, or the initial insurance claim has been activated. Because the activity on the claim begins when the orthodontic appliances are placed, this is the date the claim should be activated.

While there is no automatic way to activate a contract when appliances are placed, you can use the Automation Expert to set up a reminder. See Using the Automation Expert for more information.

To activate an ortho contract:

Right-click on the patient's appointment and select Ledger from the menu. The patient’s Ledger is displayed.
Click Ortho Contracts. The Contract Pick List is displayed.
Highlight the patient's contract in the list and click Edit. The Contract window is displayed. Ensure that the details of the contract are correct.
In the Ortho appliance placed – actual field, enter today’s date. If the appliance was placed prior to today, enter that date instead of today's date.
Change the Contract status field to Active. A message is displayed.
Click Yes. If you make a mistake, change the status back to Pending activation before you click OK.
Click OK.