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Copying Fees

Use Fee Tools to copy fees in one fee schedule to a different fee schedule. Only fees that exactly match the selected criteria will be copied. You can copy only global fees in a fee schedule or further narrow your criteria to only clinic and/or provider-specific fees. As a preventive measure, before changing fees in a fee schedule (e.g. Increasing Fees or Importing Fees), we recommend creating a backup copy of the original fees.

Note: In some older versions, copying a fee schedule to itself will blank out the fee schedule. To avoid this issue, update your Open Dental version to 16.2.74 or greater, 16.3.40 or greater, or 16.4.9 or greater.

  1. In the main menu, click Lists, Procedure Codes
  2. If needed, create a new fee schedule to use as the backup copy (e.g. 2014fees).
    • Click Fee Scheds (bottom right).
    • Click Add and create the fee schedule.
    • Click OK, then Close.
  3. Click Fee Tools.

  1. Under Choose Settings, select the fee criteria to copy by clicking the dropdown arrows or [...]. Clinic and Provider options are only enabled if the selected fee schedule allows clinic and provider-specific fees (Use Global Fees is unchecked).

    Only fees that exactly match the criteria will copy:
    • If you select only a fee schedule, only the global fees will copy.
    • If you select a fee schedule and a clinic, only the clinic-specific fees will copy.
    • If you select a fee schedule and a provider, only the provider-specific fees will copy.
    • If you select a fee schedule, a clinic, and a provider, only fees that are clinic AND provider specific will copy.

  2. Under Copy To, select the fee criteria where the fees will be copied to. We recommend selecting similar criteria as the Choose Settings criteria.
  3. Click Copy. A warning message will show.

  1. Click OK to continue. 


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