Correcting contract schedule

[htrohatos]

We have a patient whose contract was entered incorrectly.  They started treatment in December of last year, with the initial fee processed correctly as the start date, but the contract start date was entered as December 15 2022 instead of Dec 15 2021.  They have paid in full, but their account shows no monthly charges yet.  They need to access their charges for insurance purposes.

Is it possible to run the roll to encompass the missed dates for just this one account?

Or is there another way to correct this?

[DFletcher · Accepted solution]

Good afternoon @htrohatos !

You can edit the contract and enter the amount of the charges for December through May to roll in May and then the regular monthly charge each month after.

That would probably be the easiest solution.  

[htrohatos]

By edit contract, do you mean enter a lump sum charge that totals all the missed charges in May and then continue regular monthly charges in June?  Wouldn't I be able to just run a roll and that would capture all the missed charges dating back to December?