I’ve entered an insurance plan that has a PPO carrier. This carrier has a fee schedule. How do I enter the PPO fee schedule and how do I attach it to the carrier?

To enter a PPO fee schedule, click the word “Setup” and choose the “Fee Schedules” and “Fee Schedule Setup” options from the drop-down box. Click the Add New Schedule button, and confirm the addition.

Choose a “Fee Schedule Type”. The fee fields will change according to the type selected. Type a meaningful schedule name in the “Name” field. Input the fees for the new schedule, and click the Save button.

To attach the fees to the plan, click the word “Setup” and choose the “Fee Schedules” and “Fee Schedule Assignment” options from the drop-down box.

Search to ensure the carrier and fee schedule are not already attached to one another. In the Search area at the top of the screen, select the appropriate search parameters using any or all of the search fields. Click the Srch button. A listing of matches is returned in the middle of the screen. If the plan is not listed, proceed to Add New.

At bottom of the screen, select the appropriate parameters using any or all of the search fields. Click the Add button. The plan is returned to the listing in the middle of the screen.