How to Update an Ortho Contract Charge Schedule

Sensei Cloud enables practices to manually edit the ongoing terms and charge schedule for active Ortho Contracts. You have the ability to make one-off changes to a single scheduled charge, or you can apply the change to all of the remaining scheduled charges/payments. 

The following changes can be made to a patient's Ortho Contract Charge Schedule:

• Adjusting a future, scheduled contract charge so patients can make a one-time payment for a different amount than the originally agreed upon amount
• Altering the payment amount for all remaining scheduled charges
• Changing the date that the charges fall on each month (e.g., the 15th of each month)

This feature allows you to work with patients on a case-by-case basis and accommodate their unique circumstances and changing needs. 

To edit the Charge Schedule for an Ortho Contract:

1. From the Patient tab, select Financials > Contracts. The Contracts window is displayed.
2. Select a contract from the list in the left side panel. 
3. Under Actions, select Edit Contract.
4. Scroll to the Guarantor Charge Schedule. From here you can update any of the following items:
   -- Charge frequency
   -- Next charge date
   -- Downpayment amount
   -- Charge amount
   -- # Chgs Remaining
5. You can edit the same fields for an Insurance Charge Schedule section as well, if applicable (US Only). 
   Note: You can adjust the charge schedules for both the Guarantor and Insurance independently of each other. 
6. Scroll to the Charge History and Schedule section.
   
7. For either the Guarantor or an Insurance Plan charge schedule, you can click on a Charge Amount hyperlink for a scheduled contract charge to edit the charge. When a charge is selected, the Edit Charge window is displayed.
8. From this window, you can update the charge amount, date, and decide whether to apply the change(s) to all future contract charges. 
   
   Note: 
   -- If the payment amount is increased or decreased, the number of remaining scheduled payments may change. A message is displayed at the bottom of the window if this is the case.
   
   -- If there is only one final contract charge remaining, you cannot increase the amount.
   -- You cannot select a date in the past, and any charges that have already been charged out cannot be edited. 
   -- Selecting Apply to All applies the change(s) to all future contract charges. Leave this option deselected if you are trying to make a change for a single charge. 
   --  When Apply to All is selected, all remaining future payment amounts update to match the edited amount or the edited date (e.g., if changed from the 1st to the 15th, all remaining payments shift to the 15th of their respective months). The final charge might be a different amount than selected if the payment amount cannot be split evenly within the remaining number of months/charges. 
9. Click Set.
   Note: You can select Revert Unsaved Changes to reverse any contract changes you have applied up until you click Save Contract. 
   
10. Click Save Contract.

See How to Create an Ortho Contract for more information.