1.1 Setting Up Fee Schedule(s) (Charge Utility)

Owned by Joanne H
Last updated: Sept 14, 2020 by Maria Holevas
2 min read

BILLING > CHARGE UTILITIES > FEE SCHEDULE


The billing system already houses a database with CPT Procedure Codes & official description listings. You must configure your Fee Schedule(s) to use codes within the billing module. You have the ability to create multiple fee schedules to help track expected reimbursements. You can also export your fee schedule to an excel document.


To Set A Procedure Code Fee:

  1. Select a Fee Schedule from the drop-down menu on the top of the page 

    1. All accounts are implemented with a 'Default' blank fee schedule - this cannot be deleted.  The default fee schedule will pull to all of your Cash patients as well as a default for your insurances.

  2. Search by CPT Code or Narrative. 

  3. Enter the Charge($) amount.

  4. Enter the Expected Reimbursement($) amount.

    1. If you do not set an expected reimbursement, it will default to the Charge amount.

  5. Effective Date: Enter the earliest date you will bill for any DOS. The system will allow for any DOS from this date forth.

  6. Default TOS: Most commonly used '01- Medical Care'

  7. Default POS: Most commonly used '11 Office'

  8. Modifiers: You can select up to 4 modifiers to attach to the CPT code. If the code is used both with/without Modifiers, save code without & you can add modifiers to specific patients & system will memorize those for future visits.

    1. The order in which you select the modifiers will be the way they appear when the code is used.

  9. Click SAVE

Additional Features / Options:

  • Once a CPT code has been added to your fee schedule, you can check the box under the column to save it to favorites. These codes will then be available for selection for all users within the CPT code drop-down located on the Enter Charges page.

  • Select the ‘Show Fee Schedule In EOB’ option and this will pull your expected reimbursement to the allowed amount when posting an insurance payment.

  • Modifiers / TOS / POS: These can be customized in the next section. You can add your own if needed & then attach to Fees.

To Create Additional Fee Schedule(s):

  1. Click 'Create New Fee Schedule'

  2. Assign the Fee Schedule a Name

    1. Optional: You may use the 'Copy From' drop-down menu to duplicate and then edit an existing Fee Schedule

  3. Click Save

 Creating multiple fee schedules allows you to have separate fee schedules both with and without modifiers.  You can then attach specific fee schedules to insurance companies.  See Adding Insurance Companies for more information.

 
To Delete A Fee Schedule:

  1. Select an existing Fee Schedule from the Fee Schedule drop-down menu

  2. Click Delete

    1. Note: The 'Default' Fee Schedule cannot be deleted.

 
To Delete or Edit CPT Code From Fee Schedule:

  1. To Delete Click the TRASH CAN

  2. To Edit Search CPT code or Click on it from the grid, make edits and save.