Updating fee schedules

You can update the fee schedules you use to bill patients and third parties for services and products. Changing a fee schedule does not affect procedures that have already been posted or submitted to third parties. However, if you change the fee in a given fee schedule while logged on to any location, not only is the change accessible across the organisation, but the procedure code will be updated for the locations that have that fee schedule as their preferred fee schedule.

To update a fee schedule

On the Settings menu, under Production, click (or tap) Fee Schedules.
The Fee Schedules page opens.
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:
- Change the name of the fee schedule in the Name of fee schedule box.
- 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:
  1. Click (or tap) Set End Date.
    
    The Set End Date for This Version of the Fee Schedule dialog box appears.
  2. 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.
  3. 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.
  4. 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.
  Notes regarding multiple versions:
  - A procedure with an Other status uses the version of a fee schedule that is effective on the date of the appointment. This affects scheduled production.
  - A procedure with a Tx Plan status uses the version of a fee schedule that is effective on the date of the procedure. This affects scheduled production if the procedure is attached to an appointment.
  - An third-party estimate is determined from the version of a fee schedule that is effective on the service date of the procedure for which the calculation is being made.
  - A write-off is determined from the version of a fee schedule that is effective on the service date of the procedure for which the calculation is being made.
  - The day sheet, aged receivables, and oustanding claims reports determine production from the versions of fee schedules that are effective on the service dates of the procedures being reported on.
- To increase or decrease all the fees in the fee schedule by the same amount or percentage, do the following:
  1. Under Increase all by, enter a positive or negative number (for example, 20 or -20), and then select £ or %.
  2. Select the Round up resulting values to the nearest pound check box if you want to round up the new fees.
  3. Click (or tap) Apply. The resulting fees appear in the New Fee column.
- Enter or 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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