Managing Patient Accounts > Using Ortho Contracts

Editing an Ortho Contract

You can edit any aspect of a contract as long as its status is still pending. After activating a contract, you are limited in the changes you can make.

After an ortho contract is activated, you can edit the following information:

• Description

• Dates in the Contract Information section

• Estimated Prim ins and Estimated Sec ins amounts If you edit these, then you must edit the related Insurance tabs, as well as the Responsible Party tab, to reallocate the new amounts for each schedule.

• In the payment or claims schedules, the payment and charge amounts, the number of payments, or both. If the First payment due date or First recurring charge date field has not been disabled, you can edit it and the new date will become the date of the first of all the new payments that are calculated. If the field is disabled, you must manually edit the schedule to change specific dates.

After you change any of these fields, click Calc sched on each tab to recalculate the schedule with the new information.

After activation, you can no longer edit the following information:

• Patient If you activated a contract for the wrong patient, close the entire contract and set it up again.

• Contract status The only change you can make to the status is to close the entire contract.

• Contract total amount

• Initial fee You cannot edit the Initial fee in any form: amount, producer, procedure code, or due date, on any tab where it has already been charged out or submitted.

• Any payments, charges, or claims in any of the schedules that have already been charged or submitted.
   

• When you change the number of payments, the total number of payments in the schedule changes. This number includes any that have already been charged out.

On the Responsible Party, Primary Insurance and Secondary Insurance tabs, edits to the following fields affect only future charges unless you change the Number of payments field and recalculate the schedule:

• Payment frequency

• Recurring payment amount

• Producer

• Tx Code to charge to production

When you make a change to the Primary Insurance or Secondary Insurance tab, make sure you consider any changes that might be necessary to the Primary Claim or Secondary Claim tabs.

On the Primary Claim and Secondary Claim tabs, you can edit the following fields:

• Monthly fee

• Est length of tx (months)

• Freq. of submissions

• Detail type

• First cont of tx claim date (if available)

If you change any of these, you must click Calculate claims schedule to recalculate the remaining claim dates.

Related Topics

Using the Ortho Contracts Feature

Using the Ortho Contracts Feature

Creating a New Ortho Contract

Completing the Contract Information Section

Updating Ortho Contract Insurance Coverage Information

Activating an Ortho Contract

Closing an Ortho Contract

Installing the DataTrac Ortho Documents

Using the Primary and Secondary Insurance Tabs

Using the Responsible Party Tab