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. You can optionally add standard Gaidge descriptions to this list.

How to Get Here

Open Contract Class Table - ViewPoint main menu > System Tables > Financial > Contract Class.

Choose Your Settings

Add a Description - Click in a blank field at the bottom of the table and type your description.

Edit Descriptions - Click in the field you want to modify and type your changes, or cut, copy, and paste You can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. as needed. 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 to a different description, or clear the links.

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

More Information

Print - Click Print to send the list to your printer.You may also want to print the list as a report. See "Contract Class List" for details.

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 "ViewPoint / OrthoBanc Integration" for details.

Insert Standard Gaidge Responses - (Optional.) - Use Data Tool 35, found on the Non-Destructive #2 tab of the data tool window, to add standard Gaidge responses to your list. Any responses you have already created will not be affected. Note, however, that using the data tool will add Gaidge responses to all relevant tables, including Start Origin, Phase Classification, Contract Class, and Transaction Adjustment Classification. See "Use Data Tools" for details about running the tool.