Add a Fee Schedule

There are many different ways to add a Fee Schedule. Follow the steps below to add a Fee Schedule based from an existing Fee Schedule or contract, from the Medicare Fee Schedule, or from charges entered. 

  1. Select Customer Setup > Codes... > Fee Schedules.

  2. Click the New Fee Schedule button.

  3. Select how you want to base the fee schedule from.

    1. Set prices based on another Fee Schedule.

      1. Select the Existing Fee Schedule from the list. 

    2. Set prices based on the Medicare Fee Schedule.

      1. Use the Medicare Fee Schedule Year drop-down menu to select which Medicare Fee Schedule Year to use.

      2. Enter your Zip code or enter the Carrier and Locality.

      3. Select the Pricing Method, you can Use Non-Facility Pricing or Use Facility Pricing.

    3. Set prices based on a Contract.

      1. Use the maximum contract price for each code: Set the procedure code prices based on the maximum price across all of your contracts.

      2. Base Prices on a specific contract: Select a specific contract to base your procedure code prices off of.

      3. Set prices based on charges entered: Specify how far back the system should look for previously billed prices for your procedure codes.

  4. Select one of the Adjust Prices options for your new contact based on the Medicare Fee Schedule.

    1. Do not adjust the prices of the new Fee Schedule: Do not adjust any of the procedure code prices on this contact.

    2. Increase prices by: Increase the procedure code prices by adding a percentage of change to the original amount.

      If a procedure code with a price of $200 is increased by 140% it will calculate for a total of $480. ($200 + $280 (140% of the price)).

    3. Decrease prices by: Decrease the procedure code prices by subtracting a percentage of change from the original amount.

      If a procedure code with a price of $200 is decreased by 40% it will calculate for a total of $120. ($200 - $80 (40% of the price)).

    4. Adjust prices to: Adjust the procedure code prices by a set percentage based off of the original price.

      If a procedure code with a price of $200 is adjusted by 140% it will calculate for a total of $280.

    5. Round prices up the next whole dollar amount: Automatically adjust the prices to the nearest whole dollar amount.

  5. Select the Show Preview button.

  6. Type your fee schedule name in the Name field.

  7. Enter the Effective From and Effective To dates.

  8. Write a Description of your fee schedule.

  9. Within the Fee Schedule tab, a list of your CPT/HCPCS and Revenue codes will appear.

    At least one CPT/HCPCS and Revenue code must be added in order to create a new fee schedule.

  10. Add your prices to the codes on the price column.

  11. Optional: From the Configuration tab, select how to apply your fee schedule

    1. Apply based on payer, payer type, or patient type: This option will allow you to apply this fee schedule to a specified primary payer, primary payer type, or patient type.

      1. Select Payer (based on primary payer).

        1. Place a check in the Set as default for new payers box to have this fee schedule apply to any newly created payer.

        2. Use the Payer drop-down menu to select the payers this fee schedule should apply to.

      2. Select Payer Type (based on primary payer).

        1. Use the Payer Type drop-down menu to select the payer types this fee schedule should apply to.

      3. Select Patient Account Type.

        1. Use the Patient Account Type drop-down menu to select the patient types this fee schedule should apply to.

    2. Apply based on location or provider: This option will allow you to apply this fee schedule to a specified rendering provider, rendering provider’s practice, facility, or facility and provider.

      1. Select Provider (based on the Rendering Provider)

        1. Place a check in the Set as default for new providers box to have this fee schedule apply to any newly created providers.

        2. Use the Provider drop-down menu to select the provider this fee schedule should apply to.

      2. Select Practice.

        1. Place a check in the Set as default for new practices box to have this fee schedule apply to any newly created practices.

        2. Use the Practice drop-down menu to select the practices this fee schedule should apply to.

      3. Select Facility.

        1. Place a check in the Set as default for new facilities box to have this fee schedule apply to any new created facilities.

        2. Use the Facility drop-down menu to select the facilities this fee schedule should apply to.

      4. Select Facility & Provider.

        1. Use the Facility & Provider drop-down menu to select the facility and provider this fee schedule should apply to.

    3. Apply based on Place of Service or Type of Service: This option will allow you to apply this fee schedule to a specified POS or TOS.

      1. Select Place of Service.

        1. Use the Place of Service drop-down menu to select the POS codes this fee schedule should apply to.

      2. Select Type of Service.

        1. Use the Type of Service drop-down menu to select the TOS code this fee schedule should apply to.

  12. Click Save.