We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

New Insurance Contract

Version 14.19

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
SectionDescription

1

CPT TypeSelect the CPT Type to initialize when creating a new insurance contract.
2
Effective DateThe Effective Date sets the date when the insurance contract became active.

3

Save buttonThe Save button saves the CPT Type selection and Effect Date for the new insurance contract.

4

Cancel buttonThe 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
SectionDescription

1

CPT TypeSelect the CPT Type to initialize when creating a new insurance contract.
2
Effective DateThe Effective Date sets the date when the insurance contract became active.

3

Save buttonThe Save button saves the CPT Type selection and Effect Date for the new insurance contract.

4

Cancel buttonThe Cancel button cancels the creation of the new insurance contract.