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.