Easily copy existing fees to a new fee schedule using Fee Tools.

In Fee Tools, at the left, is the Copy To section.

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

Copying Fees

Before copying fees, create a new blank Fee Schedule:

1. Open Fee Schedules.
2. Click Add.
3. Name the fee schedule and select a type.
4. Click Save.

To copy an existing Fee Schedule:

1. In Lists, Procedure Codes, click Fee Tools.
2. Under Select Fees, 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 be copied:
     • If only a fee schedule is selected, only the global fees will be copied.
     • If a fee schedule and a clinic are selected, only the clinic-specific fees will be copied.
     • If a fee schedule and a provider are selected, only the provider-specific fees will be copied.
     • If a fee schedule, a clinic, and a provider are selected, only fees that are clinic and provider specific will be copied.

3. Under Copy To, select where the fees will be copied to.
   • We recommend selecting similar criteria as the Select Fees criteria. To select multiple clinics, use the clinic picker [...].

4. Click Copy.

5. A warning is shown to inform that existing fees are deleted and new fees will be copied. Click OK to continue.
6. Once fees are copied, there is a Done message. Click OK to close the message.