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We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

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.