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Adding Facility Contracts

A company may have contracts for its healthcare products with a facility or provider organization, in addition to contracts with individual providers. For example, they may have a contract with a pharmacy or clinic. Each contract is based upon one of the company's healthcare products and may have different terms, payment preferences, and payment methods.

End users can set up payment preferences and payment methods for facilities. Their company may have more than one contract with a facility. They can set up different payment arrangements and methods for each contract.

To add a facility contract

1. Navigate to the Facilities screen > Facility List view.
2. In the Facilities list, drill down on the desired facility.
3. Click the Contracts view tab.
4. In the Contracts list, add a record and complete the necessary fields.
5. If payments will be made by EFT or check, scroll down to the Payment Preferences - Check form and select one of the following from the drop-down list:
   • Payment Preferences - Check. To add information for check payments.
   • Payment Preferences - EFT. To add information for electronic funds transfer payments.
6. Complete the necessary fields.