Printer Friendly PDFCreating and Using Fee Schedules
How to create and use different fee schedules that can be applied to individual clients.
For access to your fee schedules, navigate to your User Settings.
Click on the "Manage Fee Shedules" button on the toolbar to open the Fee Schedules pop-up window.
The Manage Fee Schedules pop-up window will appear.
If you don't have any fee schedules created yet, the notice will remind you to create your first one.
Enter the initial set of fee values.
Enter the fee values to use as the starting point for this schedule.
The initial fee values are entered for all CPT codes.
The initial set of fee values are entered for all CPT codes. Now you can selectively edit the fee values for different CPT codes, if desired. For clarity, you can also delete the CPT codes that you might not use (you can always add them back in later).
Edit the fees for different CPT codes.
Enter the different fees to associate with the different CPT codes for this schedule, if desired. Here, in the example, is a simplified schedule for "Siggy's Normal Schedule."
To create additional schedules, you can start with a copy of the current one.
To create another schedule starting with the same values as the current one, use Duplicate Schedule in the toolbar. Enter the name of the new schedule when prompted.
Modify the fee values for the new fee schedule.
In the new, duplicate schedule, now you can modify the fee values to establish a different set of fees for this schedule.
Navigate to any existing schedule to bring it into view.
Using the schedule drop-down list, you can bring any existing schedule into view.
To apply a fee schedule to a client, navigate to the Client Setup.
Fee schedules can be applied to a client by navigating to the Client Setup layout, then click on the "View Fee List" button. (Note that you must have chosen an initial default visit type before you will be able to view the fees for a client.)
Fee schedules can be selected, applied or viewed from within the Client Fees window.
From within the Client Fees pop-up window, select the desired fee schedule from the drop-down list at the bottom of the window. You can then apply it or view it.
Apply a fee schedule to a client.
After selecting the desired fee schedule, click "Apply" to apply it to all the fees for the current client. Note that any fees you have already entered will be overwritten.
Allow the current client fees to be replaced with the fee schedule fees.
Click "OK" to allow all the current fees to be replaced by the fees in the selected fee schedule.
The client fees will be set to those in the fee schedule.
The selected fee schedule is applied for the client and displayed in the fees list for that client. Any fee can be edited, if desired. Note that changes made for an individual client do not affect the fee schedule. To change fees in the fee schedule, click "View" from the Client Fees window, or use "Manage Fee Schedules" from the User Settings layout, then edit the fee values in the Manage Fee Schedules window. (Fees will be changed in the fee schedule only and will not affect client fees for which that fee schedule was originally applied. You must re-apply the fee schedule if you wish to update the client fees.)