Set Up Contract Classes

Use the Contract Class table to categorize your patients’ financial obligations, and assist you in making decisions about certain contract situations. As your billing parties' situations change, the class associated with their financial contracts can change, too.

How to Get Here

Choose Your Settings

Choose Record to Work With - Your existing list of contract class descriptions appears alphabetically. Click to select the description to work with.

Create New Record- Click in the empty row at the bottom of your list, and type a new description.

Edit Description - Click to select the description to change, then type your changes. The list is re-alphabetized automatically.

Delete descriptions - Select the record to work with, then press Delete on your keyboard. If the record is linked to patient folders, you can reassign them if needed, or use Clear Links to erase the response in the patient folder as well as removing it from the table.

Save your changes - Click Close to save the changes you have made and close the editing window.

Notice!

Assign Classes to Contracts - You specify your default contract class in your Contract Properties. However, you may assign different class(es) to individual contracts on the Contract tab of the patient folder, or the Treatment Fee tab of the Contract Editor.

OrthoBanc contract class description recommended - If you use the OrthoBanc integration, we recommend you create one or more "OrthoBanc" contract class descriptions so that you can easily subgroup patients that use OrthoBanc payment processing. See "Set Up & Use OrthoBanc Integration" for details.

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