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