Version 14.19
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About New Insurance Contracts
Path: Billing tab > Contracts button > + button
The New Insurance Contract window creates a new insurance contract. Select the CPT Type and Effective Date to begin creating the new contract.
New Insurance Contracts Map
Number | Section | Description |
1 | CPT Type | Select the CPT Type to initialize when creating a new insurance contract. |
2 | Effective Date | The Effective Date sets the date when the insurance contract became active. |
3 | Save button | The Save button saves the CPT Type selection and Effect Date for the new insurance contract. |
4 | Cancel button | The Cancel button cancels the creation of the new insurance contract. |
Version 14.10
About New Insurance Contracts
Path: Utilities Menu > Manage Practice > Insurance Contracts > + button (Keyboard Shortcut keys: [Alt][U][P][C])
The New Insurance Contract window creates a new insurance contract. Select the CPT Type and Effective Date to begin creating the new contract.
New Insurance Contracts Map
Number | Section | Description |
1 | CPT Type | Select the CPT Type to initialize when creating a new insurance contract. |
2 | Effective Date | The Effective Date sets the date when the insurance contract became active. |
3 | Save button | The Save button saves the CPT Type selection and Effect Date for the new insurance contract. |
4 | Cancel button | The Cancel button cancels the creation of the new insurance contract. |
