Create different Fee Schedules to enter various procedure fees for UCR, insurance, and more.

In the Main Menu, click Setup, Fee Schedules.

Alternatively in the Procedure Codes list, click Fee Scheds.

Typically, offices create fee schedules for Usual, Customary, and Reasonable (UCR) fees and for each insurance company they are contracted with. A fee schedule can allow a single (global) fee per procedure, or allow provider and/or clinic-specific fees. Users must have the Edit Fee Schedule Permission to access the Fee Schedules window.

Helpful links:

• See Fee Schedule Logic for an explanation of how a patient's Fee Schedule is determined
• See Procedure Codes for information on entering fees and editing procedure codes.
• See Fee Tools for information on copying Fee Schedules and editing fees.
• See Procedure Codes - Fee Schedules Report to print a Fee Schedule.
• See Provider to assign the default Fee Schedule to the provider. Each provider can have their own default Fee Schedule if needed.

Filter or edit the Fee Schedules list:

• Type: Filter the list by fee schedule type.
• Show Hidden: Check to show fee schedules marked as hidden.
• Up/Down: Reorder the fee schedules. Select a fee schedule, then click Up or Down to move it.
• Set Order: Quickly move a fee schedule. Highlight a fee schedule, click Set Order, then select the spot in the list to move the fee schedule.
• Sort: Quickly sort the Fee Schedules list alphabetically by type. All Fee Schedule types must be selected to use.
• Add: Create a new fee schedule. Opens Edit Fee Schedule.
• Clean Up Allowed: This button is only visible to users with the "Security Admin" Permission. Use it to delete out-of-network fee schedules that are not being used or are attached to hidden insurance plans.
• Hide Unused: This button is only visible to users with the Security Admin permission. Hide fee schedules are that not in use. See the subsequent section for details.
• Go (Check Ins Plan Fee Schedules): Opens the Check Insurance Plan Fees tool. Use the tool to check if insurance plans have the correct fee schedules attached and reassign fee schedules for multiple insurance plans at once.

Hide Unused

This tool marks any fee schedules that are not in use as hidden.

Before running the tool, the user is alerted that a backup of the database will be made. This may take a while.

Click OK to proceed. Any fee schedules not used by insurance plans, patients, providers, or discount plans are hidden.