How to Manage Patient Contracts

Use the Patient tab to manage contracts for an individual patient. Use the Location Contracts list to view and manage the full list of contracts for your location. 

Individual Patient 

To manage a patient's contract:

1. From the Patient tab, select Financials > Contracts.  The Contracts window is displayed for the patient. 
2. Under Actions, find a list of the patient's contracts. You can filter this list by Active, Pending, Inactive, or All.
   
3. Select the contract you want to view.
4. Use the Actions menu to manage the contract.

Location

Use the Location Contracts list to view and manage the contracts for your location
(Location > Financial > Contracts).  You can:

• Use the filters to display contracts by Status, Provider, Dates, or Production Value.
• Print the Current View or Export the Contract List.
• Cancel Pending Contracts. 

Sample Report