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Canine II

Financial Estimater and contracts

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If you populate the fee schedule into the financial estimater does it automatically populate the contract form? 

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Re: Financial Estimater and contracts

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Good day Frank ( @CWalsh250 ), 

Information from the Financial Estimator tool is not directly imported into the Contracts screen since the tool is just that: an estimator of numbers.  However, once the Financial Estimator tool information is saved, the Add Contract screen is immediately opened and a summary screen of the agreed upon financed amounts is displayed as a separate window to the left of the financial function window. This summary screen can then be used as a reference to enter the contract. Below is a screenshot of the summary screen:

prcarter_0-1596031493969.png

If the user closes the financial screen to add the Contract in at a later time, they can access the same Financial Estimator Accepted Amounts summary by clicking the Financial Estimator Tool icon next to the radio buttons for Contract, Payment Plan, etc on the Contract function window (see below).

prcarter_1-1596031585629.png

Regards,

Phil Carter / OrthoTrac Escalations

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Moderator
Moderator

Re: Financial Estimater and contracts

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Good day Frank ( @CWalsh250 ), 

Information from the Financial Estimator tool is not directly imported into the Contracts screen since the tool is just that: an estimator of numbers.  However, once the Financial Estimator tool information is saved, the Add Contract screen is immediately opened and a summary screen of the agreed upon financed amounts is displayed as a separate window to the left of the financial function window. This summary screen can then be used as a reference to enter the contract. Below is a screenshot of the summary screen:

prcarter_0-1596031493969.png

If the user closes the financial screen to add the Contract in at a later time, they can access the same Financial Estimator Accepted Amounts summary by clicking the Financial Estimator Tool icon next to the radio buttons for Contract, Payment Plan, etc on the Contract function window (see below).

prcarter_1-1596031585629.png

Regards,

Phil Carter / OrthoTrac Escalations

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Canine II

Re: Financial Estimater and contracts

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Thank you 🙂

Eager to try it out.

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