The "Contracts" functionality from the "Staff" menu is used to manage contracts signed by the medical staff. After selecting this functionality there is displayed a search engine of staff. In the search engine you can see the "Contracts list preview" button, which allows you to quickly view the list of all contracts. When you click it, a new window opens with the list of contracts. Each contract has a "Go" button that allows you to quickly go to the personnel contracts.

Searching can be done by any combination of the following criteria:

• First name
• Surname
• PESEL
• Right to practice number

After entering the search criteria and pressing the "Search" button, there is displayed a list of employees that meet the search criteria and for each there is the "Choose" button.

When you click "Choose" button at a person from the staff, there is displayed a list of contracts of staff (or information about lack of the contracts) and the "Add contract" button below allowing to enter a new contract.

After clicking "Add contract" button, there is displayed a form to add a new contract, where next to the basic data of contract can be entered also its content and the position corresponding to the terms of settlement of the contract. Entering content is done by using an editor that allows text formatting (change font size, alignment, bold, italic, underline, strikethrough, subscript, superscript), the creation of bullets (numbered and unnumbered), insert symbols and tables on the principle such as editors like OpenOffice, LibreOffice or Microsoft Word. Placing the tags {TAG NAME} in the content of the contract will cause that they will be automatically replaced with appropriate data. The following tags have been defined:

• {X} - automatically generated records corresponding to defined contract positions
• {DATA} - date of contract signing
• {NUMER} - contract number
• {OD} - date of beginning of contract validity
• {DO} - date of end of contract validity
• {PLACOWKA_NAZWA_1}, {PLACOWKA_NAZWA_2}, ... - place names taken from defined contract positions
• {PLACOWKA_ADRES_1}, {PLACOWKA_ADRES_2}, ... - place addresses taken from defined contract positions
• {ZAKLAD_NAZWA} - name of company
• {ZAKLAD_SIEDZIBA} - seat address of company
• {ZAKLAD_KRS} - KRS of company
• {ZAKLAD_REGON} - REGON of company
• {ZAKLAD_NIP} - NIP of company
• {PERSONEL_IMIE} - staff name
• {PERSONEL_NAZWISKO} - staff surname
• {PERSONEL_ADRES} - staff address
• {PERSONEL_NPWZ} - staff RTPN
• {PERSONEL_NIP} - staff NIP
• {PERSONEL_REGON} - staff REGON

In the form of adding the contract it is possible to define any number of contract’s positions of five different types:

• positions of the contract in relation to NFZ’s visits
• positions of the contract in relation to commercial visits
• positions of the contract in relation to NFZ’s services
• positions of the contract in relation to commercial services
• positions of the contract in relation to internal services

Positions of the contract in relation to NFZ’s visits determine the rate by which the staff will have charged payment for carrying out the NFZ’s visits that meet certain conditions. The rates can be defined as the amount per visit (payment due to staff depends on the number of visits carried out by him), or the amount per hour (payment due to staff is dependent on the duration of the visits carried out by him). For each rate can specified the conditions under which the payment should be implemented according to the rate. Conditions can be defined as any combination of the following criteria:

• place - identification of place means that the payment of the specified rate will be implemented only for visits carried out in the specified place
• specialty - identification of specialty means that the payment of the specified rate will be implemented only for the visits carried out in a given specialty clinics
• visit kind - identification of the kind of visits means that the payment of the specified rate will be implemented only for realized visits of particular kind (scheduled, additional)
• visit type - identification of the type of visits means that the payment of the specified rate will be implemented only for realized visits of particular type; a list of possible types of visits to select is only available when you select specialty
• procedure - identification of the procedure code (ICD-9) means that the payment of the specified rate will be implemented only for realized visits where staff done the procedure of the particular code
• days - identification of the type of days means that the payment of the specified rate will be implemented only for the visits carried out in the indicated days (weekdays, weekends, certain day of the week, holidays, specified day); when the rate is applying to visits realized a certain date there should be given a specific date which such situation is concerning
• hours - identification of the hours means that the payment of the specified rate will be implemented only for the visits carried out in certain hours

Positions of the contract in relation to commercial visits determine the rate by which the staff will have charged payment for carrying out the commercial visits that meet certain conditions. The rates can be defined as the amount per visit (payment due to staff depends on the number of visits carried out by him), the amount per hour (payment due to staff is dependent on the duration of the visits carried out by him), percent per visit (payment due to staff is a percentage of receivables collected by a health care from patient per visit), the formula for the visit (payment due to staff depends on the receivables collected by a health care from the patient for the visit and calculated according to a defined pattern operates on the debts ). For each rate can specified the conditions under which the payment should be implemented according to the rate. Conditions can be defined as any combination of the following criteria:

• place - identification of place means that the payment of the specified rate will be implemented only for visits carried out in the specified place
• specialty - identification of specialty means that the payment of the specified rate will be implemented only for the visits carried out in a given specialty clinics
• visit kind - identification of the kind of visits means that the payment of the specified rate will be implemented only for realized visits of particular kind (scheduled, additional)
• visit type - identification of the type of visits means that the payment of the specified rate will be implemented only for realized visits of particular type; a list of possible types of visits to select is only available when you select specialty
• procedure - identification of the procedure code (ICD-9) means that the payment of the specified rate will be implemented only for realized visits where staff done the procedure of the particular code
• days - identification of the type of days means that the payment of the specified rate will be implemented only for the visits carried out in the indicated days (weekdays, weekends, certain day of the week, holidays, specified day); when the rate is applying to visits realized a certain date there should be given a specific date which such situation is concerning
• hours - identification of the hours means that the payment of the specified rate will be implemented only for the visits carried out in certain hours

Positions of the contract in relation to NFZ’s services determine the rate by which the staff will have charged payment for carrying out the NFZ’s services that meet certain conditions. The rates are defined as the amount per service (payment due to staff depends on the number of services carried out by him, which have been settled with the NFZ, what means that they are accepted by the NFZ). For each rate can specified the conditions under which the payment should be implemented according to the rate. Conditions can be defined as any combination of the following criteria:

• place - identification of place means that the payment of the specified rate will be implemented only for services carried out in the specified place
• specialty - identification of specialty means that the payment of the specified rate will be implemented only for the visits carried out in a given specialty clinics
• service type - identification of the type of service means that the payment of the specified rate will be implemented only for service realized in clinics of particular type;
• range of services - identification of the code of range of services means that the payment of the specified rate will be implemented only for the realized services assigned to the range of services under contracts with the NFZ
• service - identification of the service code means that the payment of the specified rate will be implemented only for realized services having this service code under contracts with the NFZ.
• procedure - identification of the procedure code (ICD-9) means that the payment of the specified rate will be implemented only for services realized during the visits when staff done the procedure with particular code
• days - identification of the type of days means that the payment of the specified rate will be implemented only for the services carried out in the indicated days (weekdays, weekends, certain day of the week, holidays, specified day); when the rate is applying to services realized a certain date there should be given a specific date which such situation is concerning
• hours - identification of the hours means that the payment of the specified rate will be implemented only for the services carried out in certain hours

Positions of the contract in relation to commercial services determine the rate by which the staff will have charged payment for carrying out the commercial services that meet certain conditions. The rates can be defined as the amount per service (payment due to staff depends on the number of services carried out by him), percent per service (payment due to staff is a percentage of receivables collected by a health care per service), the formula for the visit (payment due to staff depends on the receivables collected by a health care for the service and calculated according to a defined pattern operates on the debts ). For each rate can be specified conditions under which the payment should be implemented according to the rate. Conditions can be defined as any combination of the following criteria:

• place - identification of place means that the payment of the specified rate will be implemented only for services carried out in the specified place
• service type - identification of the type of service means that the payment of the specified rate will be implemented only for service realized in clinics of particular type or for extra services (realized beyond visits)
• clinic price list - identification of clinic price list means that the payment of the specified rate will be implemented only for the services realized according to the indicated clinic price list
• payer price list - identification of payer price list means that the payment of the specified rate will be implemented only for the services realized according to the indicated payer price list
• service - identification of the service means that the payment of the specified rate will be implemented only for realized services of this type
• procedure - identification of the procedure code (ICD-9) means that the payment of the specified rate will be implemented only for services realized during the visits when staff done the procedure with particular code
• days - identification of the type of days means that the payment of the specified rate will be implemented only for the services carried out in the indicated days (weekdays, weekends, certain day of the week, holidays, specified day); when the rate is applying to services realized a certain date there should be given a specific date which such situation is concerning
• hours - identification of the hours means that the payment of the specified rate will be implemented only for the services carried out in certain hours

Contract positions relating to commercial services may apply both to services performed as part of visits as well as to extra services performed outside visits. In order for a commercial service item to apply only to visits, it must at least indicate the place or service type (except for the "extra services" option) or the price list or procedure or range of hours, as this data is only available for visits (not available for extra services). In order for a contract position relating to commercial services to apply only to extra services, the service type "extra services" must be indicated next to it. For a commercial service contract position to apply to both visits and extra services, DO NOT indicate the place, service type, procedure, and time range for that position. Also, DO NOT indicate both the clinic's price list and the payer's price list at any of the items in the contract, as the service is settled either according to the clinic's price list or according to the payer's price list, and not both at the same time.

Positions of the contract in relation to internal services determine the rate by which the staff will have charged payment for carrying out the internal services that meet certain conditions. The rates can be defined as the amount per service (payment due to staff depends on the number of services carried out by him). For each rate can be specified conditions under which the payment should be implemented according to the rate. Conditions can be defined as any combination of the following criteria:

• place - identification of place means that the payment of the specified rate will be implemented only for services carried out in the specified place
• service - identification of the service means that the payment of the specified rate will be implemented only for realized services of this type
• procedure - identification of the procedure code (ICD-9) means that the payment of the specified rate will be implemented only for services realized during the visits when staff done the procedure with particular code
• days - identification of the type of days means that the payment of the specified rate will be implemented only for the services carried out in the indicated days (weekdays, weekends, certain day of the week, holidays, specified day); when the rate is applying to services realized a certain date there should be given a specific date which such situation is concerning
• hours - identification of the hours means that the payment of the specified rate will be implemented only for the services carried out in certain hours

The rates defined as an amount or a percentage are floating-point numbers determined with an accuracy of up to two places after the decimal point. The rates defined as formula (for commercial visits and services) are created as ports of the source code in the Groovy programming language (http://www.groovy-lang.org/documentation.html). In the content of formula in the parameter called amount is available the amount of the fee for the visit / service for which the formula can operate. The value representing the result of the formula should be placed in the content of the formula after the return keyword. At any field of rate allows the entering the formula there is the "Verify" button. This button becomes active when you select a formula as a kind of rates and makes it easier to create and test formulas. Click on this button opens a new window with a field for entering a formula and a field to enter the test amount. To ensure proper operation of the formula, after entering the test amount and content of the formula, click "Verify" button. If the content of the formula is not a valid code in the Groovy programming language, the system reports an error, and if it is a valid code in the Groovy programming language then in the "Result" field will be the result of calculation of the formula using a specified test amount. Entering any amendments to the content of the formula and re-test for different test amounts you can make sure of the correctness of created formula. Clicking on "Use" button closes the test formula and the final content of the formula is automatically inserted into the data form of contract. In the case of rates defined as a percentage or formula, the basis for the calculation is the amount due for the visit / service before granting the discount, if any.

In the data form of contract for each of the five types of positions there is also available a "More" button, the click of which opens a form in a new window, which allows you to enter another contract position - after entering the data into the form, save it by clicking the "Save" button.

Positions of the contract does not have to be exclusive - you can define multiple positions of the contract under which there will be calculated payment for the same visit / service (eg. The definition of the rate for each commercial visit and rates for each commercial service will mean that for each commercial visit will be calculated payment basing on the first rates and additionally for each commercial service realized during this visit will be calculated additional value of payments by second rate). This solution allows you to build multiple mechanisms of provision calculation.

To modify the data of a contract position, click the "Edit" button by the given position. The contract position form will open in a new window, the same as in the case of adding, with the difference that it is filled with the position data. After making changes, the data should be saved.

To remove a contract position, click the "Delete" button by the position and confirm your intention.

After entering all contract data, save it.

At each contract there are five buttons:

• Copy - allows to quickly create a copy of the contract
• Edit - allows to edit the data contract
• Delete - allows to delete the contract
• Print - allows to download a PDF file with the content of the contract to print
• Settlement - allows you to view and print the status of the contract with amounts due to personnel caused by the execution of this contract

If there is a need for a new contract, which will be slightly different from the existing one, then the easiest way is to create a copy of an existing contract and then modify the data of that copy. To create a copy of the contract, click "Copy" button at the contract list. There will appear a window asking you to enter the name of a copy of the contract.

After entering the name of a copy of the contract and confirming by pressing "OK" button on the list of contracts will appear a newly created copy.

A copy differs from the original contract only name. To modify the other data, click the "Edit" button.

If you want to modify the contract data, click "Edit" at the contract list. There will appear the data form of the contract the same as at adding a new contract, but filled with data. After making changes (editing data of contract has the same rules as at adding a new contract), save them by clicking the "Save" button below the form.

If there is need to remove the contract, click the "Delete" button at the contract list. There will be displayed the data form of contract identical as at editing contract data but in read-only mode. Pressing the "Delete" button below the form removes the contract from the system.

To print the contract, click "Print" button at the contract list. It opens the PDF document with the contents of the contract to print.

To check the status of the contract click "Settlement" button at the contract on the list. You will see a table with the list of positions of the contract. For each position there are given:

• realization conditions
• rate, according to which there is calculated value of the payment due to staff by realization of visits / services that meet specified conditions
• value of payments due to staff by realization of visits / services that meet specified conditions

At each position of the contract in the table there is "Details" button allows you to view (in new window) realized visits / services that make up the amount of the payment due to staff.

In the case of positions of the contract relating to NFZ’s visits, in details for each visit there are visible date, type, clinic, rate and value of the payment due to staff for realization of the visit.

In the case of positions of the contract relating to commercial visits, in details for each visit there are visible date, type, clinic, visit cost, rate and value of the payment due to staff for realization of the visit.

In the case of positions of the contract relating to NFZ’s services, in details for each service there are visible date, type, clinic, service name, multiplicity, rate and value of the payment due to staff for realization of the visit.

In the case of positions of the contract relating to commercial services two tables may be displayed: one for services provided as part of visits, where the details for each service show the date of the visit, type of visit, clinic, patient, name of the service, number of performances, unit price, rate and value of the payment due to the staff for the implementation a given visit, the second for extra services (performed outside visits), where the details for each service include the date of its performance, name, quantity, unit price, rate and value of payment due to the staff for the performance of a given extra service.

In the case of positions of the contract relating to internal services, in details for each service there are visible date of the visit, type of visit, clinic, patient, name of the service, unit price, rate and value of the payment due to the staff for the implementation a given service.

Above the table showing the status of realization of the contract there is a form to display the status of realization of the contract at any time. To view the status of realization of the contract in a given period in the form should be set border dates of the period and press the "Display" button - then a table showing the status of realization of the contract will be limited to visits / services provided in a given period. Preview of the status of realization of the contract in any period is applicable in case of monthly periods of the contract settlement.

Under the table showing the status of the contract, the "Print (detailed settlement)" buttons are visible, after which you click the PDF document presenting the status of the contract with a breakdown into individual items and details of visits / services carried out under a given contract item, and "Print (general settlement) ", after clicking on which opens a PDF document showing the status of the contract with a breakdown into individual items.

NOTICE!

Commercial visits / services provided free of charge are not included in the contract settlement!