Fees Import

In Fee Tools, at the lower left, is an Import button.

Fees can be imported into fee schedules (e.g. if insurance sends a new fee schedule). For the fee to import, the corresponding code must already exist in the Procedure Codes.

Note: Importing codes and fees will not automatically add a code. See Add Procedure Code for instructions on creating new procedure codes.


Usually, it is easiest to manually enter or edit fees in a fee schedule instead of importing it (create the fee schedule, nine-key in the fees). Often the fee schedules provided to offices have no standard format. Thus, taking a PDF, printed fee schedule, or custom formatted fee list and editing it for import can be difficult. Large offices may have IT staff handle fee schedules import, but in general, importing fees is a technical process and advanced feature.

File Format Requirements: Fees must be saved as a tab delimited file (txt file is preferred). To see an example of the correct file format, export the fees (Fees Export). When opened with Notepad, it will look similar to this:

Note: To only make changes to a few fees, create a tab delimited .txt file that only contains those codes and fees, then import it. Only those codes will be updated.

To import fees into an existing fee schedule:

  1. Make a backup copy of the existing fees as a preventative measure. See Fees Copy.
  2. Import the fees into the original fee schedule.
    1. In the Fee Tools window, under the Select Fees section, select the fee schedule to import into.
      • Selecting only a fee schedule will export the default (i.e., global) fee schedule.
      • Select a Provider and/or Clinic to further narrow the export to Clinic or Provider-Specific Fees.
      • Provider or Clinic can only be selected for Fee Schedules with Use Global Fees unchecked.
    2. (Optional) To start with a blank fee schedule, click Clear. All existing fees will be deleted.
    3. Click Import.
    4. A warning message will appear. Click OK to proceed.

If fees were cleared prior to importing, only the imported fees will remain. If fees were not cleared prior to import, any existing fees will be overwritten with imported fees and procedure codes that did not contain a fee in the import will remain unchanged.

To apply updated fees to treatment planned procedures, see Fees Update.