Split Contract With Insurance On Account 1
Mom and Dad are splitting the contract fee and Mom is account 1 holder as custodial parent AND she has orthodontic insurance. The total of treatment fee after insurance is being split equally between Mom and Dad.
The first time you deal with this, please call Tops Support (770.627.2527). Once you have walked through it with a Support member, you can use this article as a reminder of the process!
Account 1 Contract:
- Open the patient's chart; go to View > Patient Info... or press Command I.
- Click the Contracts/Ledgers tab.
- Click the New tab and select the appropriate Treatment Plan.
- Click Quick Contract. The Quick Contract Worksheet displays.
- Check the box Accept Assignment; the right side of the contract worksheet unlocks.
- Create the contract with the full treatment fee amount with expected insurance for the full expected insurance amount.
- On the patient copayment side, make the copay amounts what they should be for just the amount that Account 1 will be responsible for.
Example: Total contract = $6000
Insurance = $2000
Account 1 will pay $2000 - $500 down and 20 monthly installments of $75.00
Account 2 will pay $2000 - $500 down and 20 monthly installments of $75.00
The quick contract for Account 1 will include 47 Copay Charges to edit later.
- Record, then Activate contract for Account 1. The Insurance Claim will auto-generate. You can close this claim and send it later.
- Decrease the Account 1 contract total by the amount of the Account 2 contract. Do this by Editing Copay Charges as well as Amount (Insurance) Charges to balance the out-of-pocket charges for client and original expected insurance.
Example: Select all of the zero amount column charges and click delete selected charges (this handles the value of the account 2 contract) and expected insurance goes up to $4000, then edit the amount column charges to zero for the number of charges to cover the $2000 increase and expected insurance will revert back to $2000.
Account 2 Contract:
- Record and activate the contract for Account 2 for $2000.
The sum of both contracts combined will equal the total original treatment fee of $6000.