The Fee Schedule Report lists procedure fees for selected fee schedules. This report also lists the lab expenses and material expenses associated with each procedure.
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Why: |
To ensure each fee schedule is set up properly, to compare multiple fee schedules side by side, and to ensure lab expenses and material expenses are up to date |
When: |
After Dentrix Enterprise setup, and as needed |
To generate the report
In DXOne Reporting, select Reference, and then double-click Fee Schedule.
The Fee Schedule dialog box appears.
Set up the following options:
Select - Select one of the following options:
Select 1 Fee Schedule - To include only one fee schedule on the report. With this option selected, you must select the Fee Schedule.
Select Range of 5 Fee Schedules - To include up to five fee schedules on the report. With this option selected, you must select the Fee Schedule that you want to use as the starting fee schedule (numerically by ID) for the range.
Fee Schedule - To select a fee schedule, do the following:
Click the search button 
.
The Select Fee Schedule dialog box appears.
Do one of the following:
To get a list of all fee schedules, do not enter any search criteria.
To search for fee schedules by ID and/or name, enter the first character or more of a fee schedule ID and/or name in the Fee Schedule ID and/or Fee Schedule Name boxes, respectively.
Note: To clear any text that you have entered, click Clear Search.
Click Show Results to view a list of fee schedules.
Note: To clear the list so you can search again, click Search.
In the list, select a fee schedule.
Click OK.
ADA Code - To filter the report by procedure code, do one of the following:
To include all procedure codes, select the All checkbox.
To include specific procedure codes, do the following:
Click the search button .
The Select ADA Codes dialog box appears.
Do one of the following:
To get a list of all procedure codes, do not enter any search criteria.
To search for procedure codes by category, abbreviated description, ADA code, and/or description, enter the first character or more of a procedure code category, abbreviated description, ADA code, and/or ADA description in the Category, User Code, ADA Code, and/or Description boxes, respectively.
Click Show Results to view a list of matching procedure codes.
Note: To clear the search criteria that you entered so you can search again, click Search, and then click Clear Search. Then, repeat steps b-c.
In the upper list, select one or more procedure codes.
Note: To select multiple procedure codes, click a procedure code, and then, while pressing the Ctrl key, click the other desired procedure codes. To select a range of adjacent procedure codes, click the first procedure code of the desired range of procedure codes, and then, while pressing the Shift key, click the last procedure code of the desired range of procedure codes.
Click Add.
Repeat steps b-e as needed to add other procedure codes.
Note: To remove a procedure code that you added, select that procedure code in the lower list, and then click Remove.
Click OK.
Other Options - To include fees for procedures codes that are inactive, select the Include Inactive Codes checkbox.
Click Save as Default to save the current settings for the next time you run the report.
Click Clear Defaults to revert the dialog box options to the original defaults.
Click Schedule to schedule a report job.
Click OK to preview the report.
Important information this report provides
The following report information is found in the Procedure Code Editor dialog box.
Code - The procedure code.
Fee - The fee that is assigned to a procedure.
Lab Expense - The estimated lab expense that is associated with the procedure.
Material Expense - The estimated material expense that is associated with the procedure.
