The Contract Billing feature allows you to create billing contracts or payment plans for patients. The contract billing workflow involves the following steps:
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As Contract Billing can be a complicated subject, we advise that you contact MacPractice Support to evaluate whether Contract Billing is a good solution for payment plans for your accounts, and to walk you through the intricacies of the feature.
The alternative to using contract billing is to set up installment amounts on statements.
Create a Treatment Plan
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If you use Insurance Estimating, estimate charges and confirm the estimates are accurate. The original treatment plan estimates will affect how the contract charges are adjusted.
For more information on creating treatment plans, click here for an article covering this topic.
If you are including insurance information on your Billing Contract, you must first contact insurance or file a predetermination claim to verify details.
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Post procedures that are not part of the patient's contract to a separate incident and make sure the Charge via Contract checkbox is not selected for any charges that are not a part of the contract. For more information on creating and using incidents, click here.
As contract procedures are performed, move the charges from the Treatment Plan to the Transactions area of the Ledger. Select the charges, then select Move to Transactions within the Treatment menu. Always select the Charge via Contract checkbox in the New Charge window when posting a procedure to the contract.
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Return to the Transactions list and you will see a new Contract Charge posted to the patient's account. Enter a ; patient payment as you normally would, by clicking on the Payment menu and selecting the type of payment you wish to enter. Make sure you apply the patient's payment to his or her contract charge and save.
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In order to print your billing contract, you will need to activate the Contract Billing Agreement form in References > Forms.
Once this form is active, you can select your contract from the ledger choose Print > Print Contract Billing and you will be able to print appropriately.
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