Creating fee schedules

You can create fee schedules for use with billing and insurance. You can attach a fee schedule to a provider, to an insurance plan, to a location in your organization, or to a patient (as a discount plan).

To create a fee schedule

1. On the Fee Schedules page, clicktap Create New.

   

   The options for creating a fee schedule become available.

   

2. Set the fields as necessary.

   • Name of fee schedule - Enter a name for the fee schedule.

   • Copy existing - To base this fee schedule on an existing fee schedule, select the fee schedule you want to copy from the drop-down list, and clicktap Copy.

3. (Optional) To import fees from a .csv file, clicktap the Bulk Edit menu and select Import fees from file.

4. (Optional) To increase or decrease all the fees in the fee schedule by the same amount or percentage, complete the following:

   1. ClickTap the Bulk Edit menu and select Increase all by to display the Bulk Edit - Increase All window.

   

   2. Under Increase all fees by, enter a positive or negative number (e.g., 20 or -20), and select $ or %.

   3. Select the Round up resulting values to the nearest dollar checkbox if you want to round up the new fees.

   4. If you are increasing fees, to ignore any current fees with a $0.00 amount (they will stay at $0.00; only non-zero fees will be increased), select the Exclude $0.00 fees from increase checkbox.

   5. ClickTap Proceed. The resulting fees display in the New Fee column.

5. For each procedure, complete any of the following as necessary:

   • Under New Fee, enter or modify the fee that you charge as needed.

   • If you do not want to allow an automatic write-off to be posted, select the checkbox in the No Write-off column.

   Tips:

   • To select or clear every procedure's checkbox at the same time, select or clear the checkbox at the top of the No Write-off column.

   • To select the checkboxes of a range of adjacent procedures at once, select the first checkbox of the range, hold the Shift key, and select the last checkbox of the range.

   • The Hide inactive procedures checkbox is selected by default, so only active procedures display. To temporarily display inactive procedures too, clear the checkbox.

   • To search for a procedure, enter a code or description in the Search by code/description field.

6. ClickTap Create.