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Setting Up Contract Specifications

Tools > System Maintenance > Tables

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There are four sections you can configure:

  • Contract Status
  • Contract Type
  • Insurance Code
  • Payment Type

Contract Status​

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In the Contract Status window, you will find the system default contract statuses (shown above) as well as any custom contract statuses you’ve created. In this screen, you can add new statuses as well as print, review, edit, and delete existing statuses.

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The flowchart above displays the chronological flow of the standard contract statuses.

Contract Type​

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In the Contract Type window, you will find the system default contract types as well as any custom types that have been added (shown above). In this screen, you can add new types as well as print, review, edit, and delete existing types.

CON (Regular Contract): This contract type is generally used when selling a product.

FLAT (Flat Fee): This contract type is generally used when selling a service.

Insurance Code​

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In the Insurance Code window, you will find the system default insurance codes as well as any custom codes that have been added. In this screen, you can add new codes as well as print, review, edit, and delete existing codes.

Payment Type​

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In the Payment Type window, you will find the system default payment types as well as any custom types that have been added. In this screen, you can add new types as well as print, review, edit, and delete existing types.