Using Ortho Contracts

The Ortho Contract feature was created for dentists who perform some orthodontic procedures, but who are not orthodontic specialists.

Ortho contracts differ from payment plans in the following ways:

Ortho Contracts

Payment Plans

No limit to number of contracts for a Responsible Party

Limited to one per Responsible Party

Total amount of contract is charged to production over the life of contract, according to the schedule

All charges made up front; Responsible Party follows schedule to pay off balance.

Can handle continuation-of-treatment insurance claims required for orthodontic treatment

Have no interaction with insurance

 

During the life of the ortho contract, the Office Expert automatically charges out the Responsible Party and insurance amounts, and generates continuation-of-treatment claims according to their respective schedules.

An ortho contract includes the following items:

 

Related Topics

Creating a New Contract

Entering Contract Schedule Information

Using the Responsible Party Tab

Using Primary and Secondary Insurance Tabs

Using Primary and Secondary Claim Tabs

Activating a Contract

Editing a Contract

Closing the Entire Contract

Installing the DataTrac Ortho Documents

Setting Up the Ortho Documents

Using the Office Expert with Contracts