Maintain Contract Documents

Use this procedure to add contract document records to the system.

Procedure

1. To access the Contract Document Maintenance page, select Go To > Contract Maintenance > Contract Document Maintenance. 
2. Specify the criteria for the new contract document you want to add, and then click Add Contract Document. When the contract is successfully added, the message Add was successful! appears.
3. Optionally, you can perform any of the following tasks while on this page:
   • Click Display Contract Documents to get a list of all contract documents in the system.
   • Click View Image to open a PDF file showing the scanned contract. For more information, refer to View a Contract Image or Rate Image.
   • Edit the contract document, and click Update Contract Document to record any changes you make. For more information, refer to View or Edit a Contract Document.
   • Click Reset to return a blank page and start over on the Contract Document Maintenance page. You lose any populated fields or results lists when you click Reset.
   • Delete the contract document by clicking Delete Contract Document. For more information, refer to Delete a Contract Document.
   • Click Go to Contract Profile to open the associated contract profile. For more information, refer to Maintain Contract Profiles.
   • Click Add to Documentation Log to add the new contract document to the Documentation Log. For more information, refer to Maintain the Documentation Log.
   • Click the Order Contract Documents by Termination Date check box to so order the contract documents for the profile.

Use this procedure to view or modify contract document records in the system.

Procedure

1. To access the Contract Document Maintenance page, select Go To > Contract Maintenance > Contract Document Maintenance. 
2. Select the document you want to view or edit in the Contract Document drop down list,

-or-

If you are uncertain of which contract document you need to view or edit:

• Type the appropriate selection criteria in one or more fields and click Display Contract Documents. The Contract Document Maintenance page lists all the contract documents that meet your criteria.

• If you leave the selection criteria fields blank, the search will return every contract document in the system.

• Select the appropriate entry in the Contract Name field. The appropriate data is loaded into the criteria fields. 

3. Make the necessary edits, and then click Update Contract Document. The Update was successful! message appears.
4. Optionally, you can perform any of the following tasks on this page:
   • Add a new contract document to the system. For more information, refer to Add a Contract Document.
   • Click Display Contract Documents to get a list of all contract documents in the system.
   • Click View Image to open a PDF file showing the scanned contract. For more information, refer to View a Contract Image or Rate Image.
   • Click Reset to return a blank page and start over on the Contract Document Maintenance page. You lose any populated fields or results lists when you click Reset.
   • Delete the current contract document. For more information, refer to Delete a Contract Document.
   • Click Go to Contract Profile to open the associated contract profile. For more information, refer to Maintain Contract Profiles.
   • Click Add to Documentation Log to add the new contract document to the Documentation Log. For more information, refer to Maintain the Documentation Log.
   • Click the Order Contract Documents by Termination Date check box to so order the contract documents for the profile.

Use this procedure to delete a contract document from the system.

Procedure

1. To access the Contract Document Maintenance page, select Go To > Contract Maintenance > Contract Document Maintenance. 
2. Select the document you want to delete in the Contract Document drop down list. The appropriate data is loaded into the criteria fields. 
3. Click Delete Contract Document. The Delete successful! message appears.
4. Optionally, you can perform any of the following tasks on this page:
   • Add a new contract document to the system.For more information, refer to Add a Contract Document.
   • Click Display Contract Documents to get a list of all contract documents in the system.
   • Click View Image to open a PDF file showing the scanned contract. For more information, refer to View a Contract Image or Rate Image.
   • Click Reset to return a blank page and start over on the Contract Document Maintenance page. You lose any populated fields or results lists when you click Reset.
   • Delete another contract document, using the procedure outlined above.
   • Click Go to Contract Profile to open the associated contract profile. For more information, refer to Maintain Contract Profiles.
   • Click Add to Documentation Log to add the new contract document to the Documentation Log. For more information, refer to Maintain the Documentation Log.
   • Click the Order Contract Documents by Termination Date check box to so order the contract documents for the profile.

The following table explains fields on the Contract Document Maintenance page. For internal users only, the source information is given for some fields, in the format: “Table.Field.” iinventory_condoc_maintenance.asp

Field	Description
Company	Name of insurance company or other company issuing the document
Contract Name	Complete name of the actual contract
Date	Date the contract document was last edited
Effective Date	Effective date of the current contract rates
Image ID	Unique file name of the contract image
New Rate Date	Date new rates were added to the contract document
No.	Sequential reference number of the line item
Received Date	Date FinThrive received the contract
Termination Date	Date the contract is no longer effective or is terminated
User	Last user to edit the contract document