Use Fee Tools to make copies of fee schedules, increase all fees in a fee schedule, and more.

In Procedure Codes, in the lower-right, click Fee Tools.

See our video: Updating Your UCR (Office) Fees.

Show Fee Schedule Groups: When checked, changes Clinic option to Group. Only available when Show Fee Schedule Groups is enabled in Enterprise Setup. See Fee Schedule Groups for additional information.

Select Fees: Select the criteria for fees to be copied, exported, imported into, increased, or cleared.

Copy To: Select where fees to copy fees. See Fees Copy for detailed steps and additional information.

Export: Export fees that meet Select Fees criteria to a txt file. See Fees Export for detailed steps.

Import: Import fees from a tab-delimited file into the Select Fees fee schedule. See Fees Import for detailed steps.

Import Canada: Only displays for users in Canada. See Canada Fee Guides.

Clear: Erase all fees from the Fee Schedule, Clinic, and Provider combination selected in Select Fees. A confirmation warning is displayed before fees are cleared.

Increase by %: Incrementally increase (or decrease) all fees that meet Select Fees criteria by a percentage. See Fees Increase for detailed steps.

Global Updates: Select a button to update fees or estimates for all treatment planned procedures.

• Clinics: Use the dropdown menu to select clinic(s) to update fees for. Procedures in Treatment Plans must have a clinic associated to update to a clinic-specific fee.
• Update Proc Fees Only: Apply fee changes from all fee schedules to all treatment planned procedures at once (active and inactive Treatment Plans only). See Fees Update for additional information.
• Only the fee is updated, not insurance estimates.
• Fees in saved Treatment Plans are not affected.
• Update Estimates Only: Recalculates treatment planned estimates, write-offs, Ortho Cases, and Discount Plan amounts.
• If using clinics, this tool updates estimates for all clinics.
• This tool may take a while to run. A progress bar is displayed. The process can be paused or cancelled at any time.