cancel
Showing results for 
Search instead for 
Did you mean: 
dbalhoff
Canine II

Contract Removal

Jump to solution

Problem with contract removal is when current and total are the same the contract is removed without any notice. Patients and parents call with anger and frustration because they will receive a bill stating the owe a large amount. Some of these patient are on auto draft and some pay on their own. We shouldn't have to try an explain to the responsible party why their contract has been deleted and apologize for this continuous error. 

0 Kudos
Reply
1 Solution

Accepted Solutions
Anon
Not applicable

Re: Contract Removal

Jump to solution

Good day Dr. Balhoff ( @dbalhoff ), 

I am not quite sure what you mean by "removed without any notice".  When the final charge for a given contract is rolled by the Monthly Roll, the contract will automatically be removed by this and a "Final Charge Applied - Contract Removed" will be written to the ledger, as follows:

prcarter_2-1637158925971.png

This is by design. 

If, on the other hand, you do a Current-Only balance adjustment for a positive amount to set the Current Balance equal to the Total Balance, you are effectively telling OrthoTrac you want the entire balance to be due now -- which is the same thing as telling OrthoTrac that the contract has completed.  When performing this type of adjustment, the following warning message is displayed:

prcarter_0-1637158490425.png

If you select No, the adjustment is cancelled and the contract is not removed.  If you select Yes, the adjustment sets the current balance to equal to total and the contract is then removed per the warning. The following line is then written to the ledger indicating the contract was removed because of the current-only balance adjustment:

prcarter_1-1637158581007.png

This should explain why contracts are removed when you set the current balance equal to the total balance. I cannot think of any situations offhand where the entire balance would be due now but there would still be a "contract".  By definition, if any balance remains to be paid at a future date and is not due now, the Current Balance will be smaller than the Total Balance. 

Regards,

Phil Carter / OrthoTrac Escalations

 

View solution in original post

1 Reply
Anon
Not applicable

Re: Contract Removal

Jump to solution

Good day Dr. Balhoff ( @dbalhoff ), 

I am not quite sure what you mean by "removed without any notice".  When the final charge for a given contract is rolled by the Monthly Roll, the contract will automatically be removed by this and a "Final Charge Applied - Contract Removed" will be written to the ledger, as follows:

prcarter_2-1637158925971.png

This is by design. 

If, on the other hand, you do a Current-Only balance adjustment for a positive amount to set the Current Balance equal to the Total Balance, you are effectively telling OrthoTrac you want the entire balance to be due now -- which is the same thing as telling OrthoTrac that the contract has completed.  When performing this type of adjustment, the following warning message is displayed:

prcarter_0-1637158490425.png

If you select No, the adjustment is cancelled and the contract is not removed.  If you select Yes, the adjustment sets the current balance to equal to total and the contract is then removed per the warning. The following line is then written to the ledger indicating the contract was removed because of the current-only balance adjustment:

prcarter_1-1637158581007.png

This should explain why contracts are removed when you set the current balance equal to the total balance. I cannot think of any situations offhand where the entire balance would be due now but there would still be a "contract".  By definition, if any balance remains to be paid at a future date and is not due now, the Current Balance will be smaller than the Total Balance. 

Regards,

Phil Carter / OrthoTrac Escalations

 

View solution in original post