Contract Audit - No Allocation Change

Run the Contract Audit - No Allocation Change report to obtain a list of changes to patient contracts that did not result in a change of total financial obligation. You can run the report for any range of dates or Transaction reports.

How to Get Here

ViewPoint Main Menu Practice Reports > Financial > Contract Audit - No Allocation Change.

Run This Report

First & Last Report Dates or Numbers - Enter the first and last transaction dates to include, or specify a range of Transaction report numbers to include. Note that contract changes to not appear on the report until you have finalized the Transaction report.

Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

Doctor - Choose to include only the records for a specific orthodontist, or include the records for all orthodontists in your practice.

Finish

Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

Review Report Data - The report columns identify the patient and billing party, the date the contract was changed, and the number of the final Transaction report on which the change occurred. In addition, the report contrasts the contract's Amount Due and Final Contract Charge (i.e. the last scheduled period fee date and amount) as calculated both before and after the change. The differences in the financial columns indicate how the change affects the contract's payment plan. (For example, a lower Amount Due and a later Final Contract Charge after the change may indicate that an initial fee was removed, and a period fee with a later date was added to the contract.) Only changes that do not result in a net change of the contract's total treatment fee are included on the Contract Audit - No Allocation Change report. Changes that alter a contract's total financial obligation are clearly listed on your Transaction report, as well as the Adjustments, Tx Fees, and Changes report.

More Information

View Specific Contract Changes - Use the Contract Changes button on Contract tab of the patient folder to view additional details about changes that have been applied to a specific contract. See "Patient Folder Contracts" for details.

Open topic with navigation