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Auto fee schedule changes

You can make changes to an entire fee schedule, or specific segments of a fee schedule, without having to manually enter each amount for a procedure.

To make automatic fee schedule changes

1.   In the Office Manager, from the Maintenance menu, point to Practice Setup, and then click Fee Schedule Maintenance. (This option is available only if you are logged in to the Central clinic.)

The Fee Schedule Maintenance dialog box appears.

2.   Select the fee schedule that you want to update, and then click Auto Changes.

The Automatic Fee Schedule Changes dialog box appears.

3.   To select the procedure code range for which you want to change the fee schedule, under Select Procedure Code, click the From and To search buttons to select the first and last procedure code in the desired range. Or, leave From <ALL> To <ALL> selected to include all procedures.

4.   To specify a condition that a procedure's fee must meet for that procedure to get updated, under Where, select the Current Amount check box. Select greater than (>), greater than or equal to (>=), less than (<), less than or equal to (<=), or equals (=). Type the amount ($).

5.   Under Change Fee Schedule, set up the following options:

·        Change Amount - Type how much you want to increase or decrease the fee by (depending on the Change Type selection, this is a dollar amount ($) or a percentage (%).

·        Change Type - Select how you want to increase or decrease the fees: Increase by %, Increase by $, Decrease by %, or Decrease by $.

·        Round To - Select whether you want to round the new fees to the nearest Dollar, Dime, or Penny (the default selection is controlled by a Central clinic setting).

·        Minimum Amount To Increase -  Type the minimum amount required for a fee in the fee schedule to be changed.

6.   Click OK.

7.   Once Dentrix Enterprise has processed the changes, it will display the entire fee schedule for you to review in the Fee Schedule Change Results dialog box.

8.   Do any of the following:

·        To change a procedure code's amount (as displayed in the BEFORE column), click that procedure code's fee in the AFTER column, and then type the new amount. The background color of the AFTER cell changes to yellow, and the Difference between the original and the new fee appears with a green background (for an increase) or a red background (for a decrease). Repeat this process as needed to change other amounts.

Tip: To help you quickly find a procedure code, begin typing a procedure code in the Find Procedure Code field. The first matching code is selected.

·        To replace all the amounts in this fee schedule with those from another fee schedule, click Copy From, and then search for and select the desired fee schedule.

·        To replace amounts in this fee schedule with those from a .csv, .xls, or .xlsx file, click Import, and then search for and select the desired file.

·        To change all amounts to zeros, click Clear, click Clear only the fee amounts, and then click Yes.

·        To change all amounts to zeros and clear the Fee Schedule Name field, click Clear, click Clear the name and fee amounts, and then click Yes.

·        To copy the data (procedure codes, before amounts, after amounts, and differences) as text to the Windows Clipboard, click Clipboard, and then click Copy to Clipboard - tab delimited or Copy to Clipboard - comma delimited. You can paste the Clipboard contents into another program.

Tip: You can use the contents of a copied fee schedule comparison to create a .csv, .xls, or .xlsx file that you can import into Dentrix Enterprise to create a new fee schedule.

·        To export the data (procedure codes, before amounts, after amounts, and differences) as text to a comma-delimited or tab-delimited file, click Export to specify a name, a file type (.csv or .txt), and a location for the .csv or .txt file.

Tips:

·        You can use the contents of an exported fee schedule comparison to create a .csv, .xls, or .xlsx file that you can import into Dentrix Enterprise to create a new fee schedule.

·        You can also export up to 999 fee schedules at one time. The exported file contains the procedures and the corresponding amounts.

9.   Click Save.