NOTE: PPO fee schedules are attached to insurance carriers rather than individual plans. Attachment of a PPO fee schedule to a plan will not return the expected financial result to the patient record.
Managed Care and Medicaid fee schedules may be attached to plans.
Office type schedules are attached only to patients. The fee schedule will be indicated on the patient overview screen as the preferred schedule.
Specialist type fee schedules may be attached to the provider.
Click the word “Setup” and choose the “Fee Schedules” and “Fee Schedule Assignments ” options from the drop-down box.
First search to ensure the carrier/plan and fee schedule are not already attached together. To investigate if the fee schedule is assigned to a carrier, complete the appropriate plan-specific “Search” fields at the top of the screen using the filters in each category, and click the Search button. A listing of matches for the search criteria is returned in the middle of the screen.
Example 1: PPO Type Fee Schedule - Assign to Carrier
- Select the PPO Fee Schedule
- Select an Office if Applicable (Multi Locations should use this option if the fee schedule only applies to 1 specific office)
- Search for the Carrier and Select all that applies
- Click the Assign New Fee Schedules button
Select the Filter Icon to minimize the search results
Example 2: HMO Type Fee Schedule- Assign to Plan
- Select the HMO Fee Schedule
- Select an Office if Applicable (Multi Locations should use this option if the fee schedule only applies to 1 specific office)
- Search for the Plan and Select all that applies
- Click the Assign Fee Schedules button
Select the Filter Icon to minimize the search results
Example 3: Medicaid Fee Schedule- Assign to Plan
- Select the Medicaid Fee Schedule
- Select an Office if Applicable (Multi Locations should use this option if the fee schedule only applies to 1 specific office)
- Search for the Plan and Select all that applies
- Click the Assign Fee Schedules button
Select the Filter Icon to minimize the search results
Example 4: Specialist Fee Schedule - Assign to Provider
- Select the Specialist Fee Schedule
- Select an Office if Applicable (Multi Locations should use this option if the fee schedule only applies to 1 specific office)
- Select the Provider
- Click the Assign Fee Schedules button
Select the Filter Icon to minimize the search results
Example 5: Discount Fee Schedule - Assign to Discount Plan
- Select the Discount Fee Schedule
- Select an Office if Applicable (Multi Locations should use this option if the fee schedule only applies to 1 specific office)
- Search for the Plan and Select all that applies
- Click the Assign Fee Schedules button
Select the Filter Icon to minimize the search results
Example 6: PPO Fee Schedule and Smart Fee Fee Schedule - Assign PPO Fee Schedule to Carrier and Smart Fee Fee Schedule to Plan
Step 1
- Select the PPO Fee Schedule
- Select an Office if Applicable (Multi Locations should use this option if the fee schedule only applies to 1 specific office)
- Search for the Carrier and Select all that applies
- Click the Assign Fee Schedules button
Select the Filter Icon to minimize the search results
Step 2
- Select the Smart Fee- Fee Schedule
- Select an Office (Multi Locations should use this option if the fee schedule only applies to 1 specific office)
- Search for the Plan and Select all that applies
- Click the Assign Fee Schedules button
Select the Filter Icon to minimize the search results
Example 7: PPO Fee Schedule and Patient Copay Fee Schedule - Assign PPO Fee Schedule to Carrier and Patient Copay Fee Schedule to Plan
Step 1
- Select the PPO Fee Schedule
- Select an Office if Applicable (Multi Locations should use this option if the fee schedule only applies to 1 specific office)
- Search for the Carrier and Select all that applies
- Click the Assign Fee Schedules button
Select the Filter Icon to minimize the search results
Step 2
- Select the Patient Copay Fee Schedule
- Select an Office (Multi Locations should use this option if the fee schedule only applies to 1 specific office)
- Search for the Plan and Select all that applies
- Click the Assign Fee Schedules button
Select the Filter Icon to minimize the search results