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lswanger
Canine II

Adding a Contract with an Exsisting Contract

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Hello All, I'm a new Office Manager and trying to learn OrthoTrac.  I have a patient that is not yet paid their entire current contract and I need to enter an additional contract for more treatment.  Is this possible?  Where do I begin?  Thank you in advance for your assistance! ~ Lisa

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DFletcher
CS Dental Employee
CS Dental Employee

Re: Adding a Contract with an Exsisting Contract

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When you set up a contract for a patient with an existing balance, the Existing Balance Transfer window is displayed. This window displays the patient’s outstanding balance and enables you to indicate how much, if any, of the balance you want to transfer to the contract.

To transfer an existing balance to a new contract:

  1. Type the amount of the balance you want to add to the contract and press Enter. The amount is displayed in the Total to Transfer field.

  2. In the + New Contract field, type the total amount of the new contract and press Enter. The total of the transfer amount and the new contract is displayed in the Total Contract field.

  3. Click OK. The Financial Functions — Contracts and Payment Plans window is displayed, and the balance amount is added to the contract total.

If the patient still has an existing Contract - Add the new amount to the existing contract:

      1.  Balance adjustment - Choose Total Only - and add the additional amount to the contract.   

      2.  Click OK - Navigate to the Financial Functions - Contracts and Payment Plans window to spread             the payment amounts

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2 Replies
DFletcher
CS Dental Employee
CS Dental Employee

Re: Adding a Contract with an Exsisting Contract

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When you set up a contract for a patient with an existing balance, the Existing Balance Transfer window is displayed. This window displays the patient’s outstanding balance and enables you to indicate how much, if any, of the balance you want to transfer to the contract.

To transfer an existing balance to a new contract:

  1. Type the amount of the balance you want to add to the contract and press Enter. The amount is displayed in the Total to Transfer field.

  2. In the + New Contract field, type the total amount of the new contract and press Enter. The total of the transfer amount and the new contract is displayed in the Total Contract field.

  3. Click OK. The Financial Functions — Contracts and Payment Plans window is displayed, and the balance amount is added to the contract total.

If the patient still has an existing Contract - Add the new amount to the existing contract:

      1.  Balance adjustment - Choose Total Only - and add the additional amount to the contract.   

      2.  Click OK - Navigate to the Financial Functions - Contracts and Payment Plans window to spread             the payment amounts

View solution in original post

Katharine
CS Dental Employee
CS Dental Employee

Re: Adding a Contract with an Exsisting Contract

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Welcome to OrthoTrac, Lisa! In addition to @DFletcher 's response, here is a link to the online help for OrthoTrac. You may be interested in the section on Setting Up Contracts and Payment Plans.

Several offices that use our software have said that they find the help useful for training new employees, so I hope it will help with getting acquainted with OrthoTrac.

Best regards, and have a good day!

Katharine