Advanced General Clinic Plan: Fee Schedules vs Treatment Plans vs Memberships

In this article, we will show you how to create fee schedules, set your fee schedule prices and set your general clinic plan prices. We will also show you how to create custom procedure codes, how to use memberships and how to create treatment plans for your patients. There is a lot packed into this article, so let's dive in.

First let's define some of what we will be talking about.

General Clinic Plan - Usual and Customary Price List

Fee Schedules - Set fee schedules for any standard discounts or contractual price plans you have in place subsequent to your General Clinic Plan

Treatment Plan - Use your General Clinic Plan OR Fee Schedules to estimate Patient Financial Responsibility based on set service recommendations

Membership - Auto recurring monthly services and price

Import Procedure Codes - Favorites List

One of the first things you will want to set up in ChiroSpring 360 is your General Clinic Plan (Price List). Before you define any prices, you need to first import which procedure codes you want to use at your practice.

To do this, go to BILLING/SETTINGS/FEE SCHEDULES.

Here you will see all of the procedure codes you have already imported. These are codes that will be part of your Favorite List (easily accesable at Fee Slip). And, codes that you can defiine prices for. If there is a procedure code you want to use in your practice, you MUST import it here.

To import a procedure code click the (+) sign at the top of the screen (Import service codes). See below.

From here, choose a billing group from the dropdown (e.g. Chiropractic Manipulative Treatment).

Then choose a specific code.

Set Prices for General Clinic Plan & Fee Schedules

Now the code is imported and ready for setting it's price.

To set the price for your General Clinic Plan clcik the pencil icon. See below. Here we are going to edit the General Clinic Plan (this is your default price list for your practice).

Once you have clicked the pencil icon, a dialog will open. Now you can change the price for all of your procedures (see below). These prices are for the Fee Schedule you clicked the pencil icon for (in this example, General Clinic Plan).

Repeat the same process to change the price for other fee schedules.

How to Create a New Fee Schedule

Fee schedules allow you to create a price that is different than your general clinic plan price for a given procedure. Maybe you are using a DMPO like ChiroHealth USA and want to set your CHUSA Fee Schedule to honor discounted contract rates from your General Clinic Billing Plan. This would be one example whre Fee Schedules can be used.

If you want to create a new fee schedule, click the + symbol next to Fee Schedules.

This will open the dialog shown below. Populate the fee schedule name, description as well as prices for each procedure.

Create Custom Procedures - Services

If there is a procedure we do not have avaialble, you may create your own custom procedure code. To do this go Billing/Custom Services.

Fee Slip & Fee Schedules

Fee Schedules (non insurance)

To use your fee schedules, simply choose "Non-insurance" on the fee slip. Then choose the fee schedule you want to use.

The Fee Slip will follow your advanced ditto settings, and generally once you set once, copy visit to visit.

Insurance Allowed Amounts (Procedure Allowances)

Fee schedules are used for your non insurance plans. For insurance, you can set allowed amounts (procedure allowances). These are used to estiimate PMR (patient member responsiblity).

Click Here to read how to do this.

Treatment Plans

Once you have your General Clinic Plan (and Fee Schedules) established, you can use these to create Treatment Plan financial estimations for your patients.

Go to a Patient File and down to Treatment Plan to create a Custom Cash or Insurance & Cash financial outlay estimation for your patients.

When you are adding your service codes to the plan, you will be able to choose which Fee Schedule you want the plan to calculate.

Memberships

Memberships are a useful way to create auto recurring revenue for your practice using a subscription for your patients. Many practices are adoptiing memberships as they reduce the need to bill insurance, create recurring revenue, and provide patients with pricing that keeps them coming in more frequently.

You can navigate to Settings/Membership Types to create your memberships.

When setting up a Membership, you can use your General Clinic Plan, one of your Active Custom Fee Schedules, or use the calculator in the Membership Builder.

In the example below, they get 4 wellness adjustments a month for $100. You can adjust the Quantity and Total boxes to fit your membership pricing needs.