You can update the fee schedules you use to bill patients and insurance for services and products. Changing a fee schedule does not affect procedures that have already been posted or submitted to insurance.
Important: Changing a fee schedule, such as to update the UCR fees or the fees of an insurance plan, does not update the fees that are associated with treatment-planned procedures. You must either edit the fees manually for the procedures in a treatment plan case or delete and re-create the case and procedures.
To update a fee schedule
On the Settings menu, under Production, click (or tap) Fee Schedules.
The Fee Schedules page opens.
Select a fee schedule.
The options for editing the fee schedule become available.
If the fee schedule has multiple versions, select the version that you want to update from the Fee schedule version list. This list is available only if the fee schedule has multiple versions.
Do any of the following as needed:
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Change the name of the fee schedule in the Name of fee schedule box.
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To set the end date for the fee schedule and make a new version of the fee schedule that will become effective after the specified date, do the following:
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Click (or tap) Set End Date.
The Set End Date for This Version of the Fee Schedule dialog box appears.
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If this is not the first version of the fee schedule, specify the Start date. This box is available only if there is an existing previous version. Changing the start date affects the end date of the previous version.
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Specify the End date. The next version will become effective on the day after the specified end date for this version. If there is an existing next version, changing the end date for this version affects the start date of the next version.
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Click (or tap) Set & Save. Ignore step 5 unless you are going to make changes to the fees of any version of the fee schedule.
Notes regarding multiple versions:
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A procedure with an Other status uses the version of a fee schedule that is effective on the date of the appointment. This affects scheduled production.
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A procedure with a Tx Plan status uses the version of a fee schedule that is effective on the date of the procedure. This affects scheduled production if the procedure is attached to an appointment.
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An insurance estimate is determined from the version of a fee schedule that is effective on the service date of the procedure for which the calculation is being made.
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A write-off is determined from the version of a fee schedule that is effective on the service date of the procedure for which the calculation is being made.
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The day sheet, aged receivables, and oustanding claims reports determine production from the versions of fee schedules that are effective on the service dates of the procedures being reported on.
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To increase or decrease all the fees in the fee schedule by the same amount or percentage, do the following:
Under Increase all by, enter a positive or negative number (for example, 20 or -20), and then select $ or %.
Select the Round up resulting values to the nearest dollar check box if you want to round up the new fees.
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Click (or tap) Apply. The resulting fees appear in the New Fee column.
Enter or make changes to any of the New Fee amounts.
Note: If this fee schedule is the location's preferred fee schedule, changing the fee of a procedure code here affects the fee for the same procedure code on the location's Procedure Codes page and vice versa.
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Click (or tap) Save.
Comments
7 comments
I hope there is a faster way to update fee schedule. I suggest we can export the form to an excel spreadsheet, fill them out and upload them back to the system. It took me 2-3 hrs to update 1 fee schedule. Our office contracted with 10 different insurance company, you can see you time consuming that would be. Thank you.
Added this as a feature request. Click here to see it.
Hi Han,
I have not had an office tell me that it took hours to enter a fee schedule. Perhaps it is in the way it was entered. Once you click Settings - Fee Schedules and choose the fee schedule you want, it is not required to click save after entering each fee. You can start with the first fee and once the dollar amount has been entered (whole numbers only, you do not need to enter the .00) you can click tab to move to the next fee. If you do not perform a particular code, just hit tab again to move to the next box. Only when you are done (or need to do something else) do you need to click on save. I hope this helps.
I am also finding it takes me close to 2 hours to update fee schedules. I am doing it exactly like the comment from Greg above (except we have a couple of fee schedules that are specific to the cent, so can't round the numbers!), but to go through each code on a fee schedule and put in a new fee takes a lot of time! I just added another feature request similar to this...we have parts of contracted fee schedules that are based on percentage discounts and parts that are just numbers given to us. Need to be able to customize more. Changing all our fee schedules for Jan. 1 is going to take me close to 8-10 hours this year!
Is there any way to print out the current fee schedule to have a hard copy?
There is a custom report called Interactive - Fee Schedule. You can select which fee schedule to view then print it.
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