I'm tagging robert.angus and johnathan.d from the support team. They should be able to assist with this question.
Hello Angie (angierhodes123)
Are there any particular questions that you might have about the Ortho Contracts that I could answer? I'll give a general break down of how they work. The link Jeremy posted is good for learning the basics of what an Ortho contract is and how to enter it.
But basically, it is a type of payment plan specifically created for orthodontic contracts. It will create a pay plan for the patient/Responsible party, with a payment schedule, If they are not paying the full amount owed by them up front.
It will also generate the claims on a schedule that is needed for the work being performed. When the date comes it will post a charge for both patient responsibility and insurance responsibility. and you can post the payments that counter the charges prior to or after those charges post. On the dates when claims are supposed to generate, once the Office Expert for the day is ran, the claim will show up in the insurance claim list to be sent out electronically. The claim will be linked to the insurance responsible charge on the ledger.
If you have any further questions, feel free to ask here or give us a call at 800.603.4438 and one of our technical representatives will be able to assist you.
Are you able to set up the patients payplan via their personal credit/debit card in the ortho contracts also just like the normal payplans on ledger??
Unfortunantly no, we are not able to assign a credit card to an ortho contract.
The only possible work around for this would be to make it so that the initial payment for the responsible party is the whole amount the patient is to pay. Then, once it places that initial charge on to the ledger after activating the contract, set up a normal pay plan and have the credit card attached to it.