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Contract Classes Editor

Use the Contract Class editor to categorize your patients' contracts, and assist you in making decisions about certain financial situations. As a responsible party's situation changes, the class(es) associated with their financial contracts can change, too. You can optionally add standard Gaidge descriptions to this list.

Open the Contract Classes Editor​

Select Editors from the Tools section of the Home ribbon bar. Then, from the Financial section, open the Contract Classes editor. (You can also use the Search field to look for the editor you want to work with.)

Contract Class Settings and Options​

Add a Description​

 - Click in a blank field at the bottom of the editor and type your description.

Edit Descriptions - Click in the field you want to modify and type your changes, or cut, copy, and paste You can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. as needed. The list is re-alphabetized automatically.

Insert Standard Gaidge Responses​

 - (Optional.) - Enable the Gaidge integration in your System Integrations editor to connect your Edge Cloud practice data with your Gaidge practice performance analysis system, and automatically add standard Gaidge responses to your Contract Classes, Start Origin, and Treatment Classification editors. If you later disable the integration, the responses are not removed from the editors. See "Edge Cloud / Gaidge Integration" for details.

Add OrthoBanc Contract Class Description - If you use the OrthoBanc integration, we recommend you create one or more "OrthoBanc" contract class descriptions so that you can easily subgroup patients that use OrthoBanc payment processing. See "OrthoBanc Integration" for details.

Inactive Option​

Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

Print this List - You may want to print this list as a report for reference. See "Contract Class List" for details.

Save Changes​

Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Assign Classes to Contracts​

Contract Template Defaults - *(For non-*Edge Proposal users.) Set up the default contract class(es) to apply to new contracts with the Contract Template Editor.

Edge Proposal Template Defaults - (For Edge Proposal users.) Set up the default contract class(es) to apply to Edge Proposal templates with the Edge Proposal Templates editor.

Existing Contracts - Choose the contract class(es) to apply to existing with the Contract Details editor.

Run the Contract Class List report to obtain the list of all contract categories you have created. Both active and inactive records are included in the report.