Contracts (Non-Orthodontic or Orthodontic) from Patient Payment Plans
Ability to define document templates with system types of Ortho Consent or Non Ortho Consent.
Ability to create Orthodontic and Non-Orthodontic Contracts from the Patient Payment Plan tab.
To create a contract, there will be a red plus icon in the top right corner.
A green plus icon indicates that a contract has already been submitted.
The contracts are tracked from the Patient Payment Plan schedule. Note that multiple contracts can be signed per payment plan schedule.
Once a contract has been created, a PDF icon will appear beside the green plus icon in the top right corner. By hovering on the icon, the contract will display as a link. Selecting the link will open the document. Note only the most recent contract will be displayed.
Once created, the document is also available from the Patient Documents panel.
Crosswalk Codes
Ability to manage the cross walking of dental procedures to medical procedures and medical procedures to dental procedures in Practice Settings.
Ability to apply a Crosswalk Charge from CDT - CPT or CPT to CDT via the patient charge transfer screen.
Display of applied Crosswalk Codes on Patient Financial screens.
Warning provided when a crosswalk transfer from one payer to another is initiated.
