Managing Patient Accounts > Using Ortho Contracts
The Office Expert performs the following tasks related to contracts:
Posts any entries in any schedules on the Responsible Party, Primary Insurance and Secondary Insurance tabs that are dated today or in the past. There is no entry in the Office Expert window for this; it happens automatically.
Generates any continuation-of-treatment claims from any schedules on the Primary Claim or Secondary Claim tabs that are dated today or in the past. All claims are marked waiting to submit. Electronic claims are submitted during the next submission. Paper claims must be printed: From the File menu, select Print > Contract claims.
Identifies any pending contracts that appear to be past due for activation based on the Initial fee due date on the Responsible Party, Primary Insurance and Secondary Insurance tabs, and the Initial claim submit date field on the Primary Claim and Secondary Claim tabs. Any such contracts are identified individually in the Office Expert, in the A/R area, with the description: Pending Contract is past due.