Fee Schedules - How to Create
Fee Schedules are used for non-insurance visits to provide discounts (e.g. hardship, CHUSA, etc.). As an example, you may want to create a fee schedule called “Senior Discount” and set an alternative price to your general clinic plan (default pricing). Fee Schedules cannot be used with insurance.
Creating Fee Schedules
Go to Billing - Settings - Fee Schedules from the left side menu:
- To add a new fee schedule click the “Fee Schedules +” at the top
- Name your Fee Schedule and give it a description
- Edit the prices for each CPT code under “Charge Amount”
- Save!
- For states requiring tax on services, enable tax per CPT code and set tax percent (top right)
Add Service Codes/Pricing
- Click the "Service +" to add services to your price list, or Fee Schedule:
- You can lookup service codes by code, or billing group:
- Use the "Edit" icon to the left, next to the Fee Schedule you would like to edit the pricing for
- Change the price to the right, in the field under "Charge Amount"
- Use the green "Save" icon to the left to save the price
- Then "Close" and your service code + pricing will be added to your fee schedules list!
Using Fee Schedules
On the Fee Slip select "Non-Insurance". Then select your Fee Schedule.
You can set the Fee Schedule at the top (for the entire claim). If you want to provide separate fee schedules for each procedure set them at the procedure level. See image below.
You can also assign a Fee Schedule to a patient file, here's how: https://chirospring.helpscoutdocs.com/article/651-how-to-assign-a-fee-schedule-to-a-patient