You can import a fee schedule to update or add a fee schedule. Dentrix Ascend supports the uploading of .csv files (comma-delimited text files).
Tip: You can create and edit .csv files in a spreadsheet program or a text editor.
Important: If you have exported a copy of the Fee Schedule Report as a .csv file, have modified it, and want to import the file to update or add a fee schedule, before you import the file, delete the following extra rows/lines so Dentrix Ascend can read the file properly:
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Terms | |
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Basis Fee Schedule | A fee schedule (new or existing) in your organization's database. This fee schedule is to be used as a basis for comparison with an imported fee schedule. |
Import Fee Schedule | A fee schedule in an imported .csv file. |
Skipped Procedure Code | A procedure code that exists in the Import Fee Schedule but not in the Basis Fee Schedule. |
Missing Procedure Code | A procedure code that exists in the Basis Fee Schedule but not in the Import Fee Schedule. |
To import a fee schedule
On the Settings menu, under Production, click (or tap) Fee Schedules.
The Fee Schedules page opens.
Do one of the following:
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Create a fee schedule:
Click (or tap) Create New.
The options for creating a fee schedule become available.
In the Name of fee schedule box, enter a name for the fee schedule.
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Update an existing fee schedule:
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:
Click (or tap) Set End Date.
The Set End Date for This Version of the Fee Schedule dialog box appears.
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.
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.
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.
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Click (or tap) Update Fees from File.
The Update Fee Schedule from File dialog box appears with the File Upload tab selected.
Drag a .csv file from an open window to the dialog box, or click (or tap) Browse to select the correct .csv file.
The Select Code Column tab is now selected.
Note: If there are duplicate codes in the Import Fee Schedule, only the first one will be imported.
If the first line of the data from the imported file has a description of what each column contains, set the Table has header row switch to On. Dentrix Ascend will ignore the first row when importing the fee schedule. You can also turn the switch On or Off on the Select Fee Column tab.
Select the column that contains ADA Procedure Codes.
Note: Procedure codes in the Import Fee Schedule that do not exist in the Basis Fee Schedule will not be imported.
Click (or tap) Next, or select the Select Fee Column tab.
The Select Fee Column tab is selected.
Select the column that contains the fees to be imported. This column should contain positive numbers (whole or decimal) only.
Note: Empty fees or fees with invalid characters will be imported as zero amounts (0.00).
Click (or tap) Next, or select the Missing Procedure Codes tab.
The Missing Procedure Codes tab is selected.
Specify how you want to handle any Missing Procedure Codes that might exist in the Import Fee Schedule:
Use current fees in this fee schedule - Select this option to populate the fees from the Basis Fee Schedule.
Use existing fees from - Select this option to populate the fees from a specified fee schedule. In the Fee schedule search box, begin typing part of a fee schedule name, continue typing as needed to narrow the results list, and then select the desired fee schedule. The selected fee schedule becomes the Basis Fee Schedule for only the Missing Procedure Codes.
Fill missing fees with - Select this option to populate the fees with a specific amount. In the box, enter the desired fee, or leave 0.00 entered.
Click (or tap) Import.
The results appear.
Note: If there are Skipped Procedure Codes from the Import Fee Schedule, a yellow warning message appears with the list of procedure codes that were not imported.
In the New Fee column, review the changed fees, according to color of each box's border:
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Green -The fee was changed.
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Orange - The fee was changed to zero (0.00) either because the fee was empty or had invalid characters.
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Light blue - The fee was changed to the amount specified for handling Missing Procedure Codes (in step 10).
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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.
Click (or tap) Apply. The resulting fees appear in the New Fee column.
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.
Click (or tap) Save.
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