Update Future Contract Charges

Managing a patient’s contract schedule may require adjustments from time to time. Charges may not always align with the patient’s expected monthly payments, or updates may be needed due to changes in treatment or billing arrangements.

Common scenarios include:

• Scheduled charges posting later than expected
• The need to pause (freeze) a contract and shift future charges
• Skipping a payment for a patient
• Correcting mismatched monthly charge amounts

In these cases, you can update the patient’s future scheduled charges directly within their contract worksheet to ensure the billing schedule remains accurate.

Locate and Update Scheduled Contract Charges

• Locate the patient using Command-1
• Open the patient’s active contract worksheet
• Identify the future scheduled charges that need to be adjusted

Option 1: To edit an individual charge

• Double-click the scheduled date to open the charge date or charge amount that needs editing. (posted charges will display a checkmark)
• Update the date and/or amount as needed
• Click Record Contact to lock in your changes.

Option 2: To modify multiple scheduled charges

Update the first charge date and amount

• Double-click the scheduled date to open the charge date or charge amount that needs editing. (posted charges will display a checkmark)
• Update the date and/or amount as needed

Remove Additional Charges

• Highlight the applicable future charges that need to be updated.
• Click Delete Selected Charges
• Before deleting, note the total contract amount to ensure accuracy when re-entering charges

Reinsert updated charges:

• Click Insert Charges Below
• Enter the number of charges and the charge amount
• Charges will be automatically scheduled starting with the next monthly date
• Click Record Contact to lock in your changes.