Viewing fee schedule associations

You can quickly verify which locations, insurance plans, providers, and patients are associated with a fee schedule.

To view fee schedule associations

1. On the Settings menu, under Production, click (or tap) Fee Schedules.

   The Fee Schedules page opens.

   

   Note: To search for a fee schedule, begin typing part of the name of a fee schedule in the Search for Fee Schedule box, and continue typing as needed to narrow down the list.

2. Select a fee schedule.

   The options for editing the fee schedule become available.

3. Select the Associations tab.

   

   Notes:

   • Click (or tap) a category (Locations, Insurance Plans, Providers, or Patients) or the Expand All link to view the associations.

   • You must remove all associations before you can delete the fee schedule.

   • You cannot remove associations with locations, providers, and patients from this page. You must do so by going to the source of the association (for example, a provider's user account) and removing or changing the selected fee schedule for that source. You can remove associations with insurance plans from this page.