(Topic Last Updated On: 05/05/2010)
This report displays a financial contract entered for a patient on the Financial Contract screen, including a complete list of all payment due dates and amounts. The text beneath the 'Total Due' field makes this report a binding contract between the patient and the facility. Generally this report is printed then signed by both the patient and a staff member, then filed in the patient's chart.
Payment Dates
This column displays the 'Start Due Date' for every 'Financial Contract' scheduled event scheduled for the patient, indicating the date each payment is due.
Current Status
This column displays the current 'Event Status' for every 'Financial Contract' scheduled event scheduled for the patient, indicating that a payment is 'Pending', 'Overdue', or 'Completed'. 'Financial Contract' events begin as 'Pending' when the contract is generated. If events are not marked as 'Completed' in the system by the 'Start Due Date', they will appear as 'Overdue' on subsequent dates.
Payment Amount
This column displays the amount of payment that is due on each 'Payment Date'.
Patient CID
This field displays the patient's 'State ID (CID)' number as entered on the Patient Profile screen.
Contract Start Date
This field displays the first 'Start Due Date' for the 'Financial Contract' scheduled events generated when the contract was saved, indicating the date on which the first payment is due.
Total Due
This field displays the total amount of money scheduled to be paid by the patient, which is the sum of the contract's 'Payment Amounts'.
Patient ID
This parameter allows users to limit the report data to display only one patient's contract. If this field is left blank all saved Financial Contracts in the system will be displayed.