Setting Up Orthodontic Contracts

Related Training

Setting Up Orthodontic Contracts Recorded Class

Orthodontic Clinical Summary Recorded Class

Sensei Cloud enables you to create and manage contracts for a patient's orthodontic treatment. You can create as many contracts as needed over the course of a patient's treatment. You can also create contracts with varying down payment amounts and payment schedules. You can print them for approval.

If a guarantor pre-pays their portion in full, you can create a contract that schedules charges to the applicable insurance plan throughout the course of treatment.

When saved, the contract is placed in a Pending state; it can then be edited, activated, or cancelled. You can also print a Truth in Lending disclosure statement, which you can scan and upload to the patient files.

When activated, the initial contract charges are posted to the Patient Ledger, which tracks both the total, overall balance and the current balance. Periodic contract charges are automatically posted to the ledger, based on the contract’s schedule and updates to the patient’s current balance.