You can add, edit, and delete your organization's fee schedules as needed. You can also update and export a fee schedule and update treatment plan fees.
Notes:
It is recommended that the first fee schedule in the system consists of the usual, reasonable, and customary (UCR) fees.
Maintaining fee schedules requires the " Fee Schedule Setup" security right.
To maintain fee schedules
While logged in to the Central clinic, in Office Manager, expand the Maintenance menu, point to Practice Setup, and then click Fee Schedule Maintenance.
Note: This option is available only if you are logged in to the Central clinic.
If applicable, do one of the following:
If the Password - Fee Schedule Setup dialog box appears, user verification has been assigned to the "Fee Schedule Setup" task. Do one of the following:
If your user account has been granted the "Fee Schedule Setup" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Fee Schedule Setup" security right, have a user with permission temporarily override this restriction so you can maintain fee schedules this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Fee Schedule Setup" security right. To have a user with permission temporarily override this restriction so you can maintain fee schedules this one time, do the following:
On the message, click Yes.
In the Password - Fee Schedule Setup dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Fee Schedule Maintenance dialog box appears.
Perform any of the following tasks as needed: