Follow the steps below to add a fee scheduled based on imported prices.
Part 1: Create a Spreadsheet
The first row of the spreadsheet should only contain column names.
Label the First column of the spreadsheet as Code, it should contain the list your billing codes.
Label the Second column of the spreadsheet as Description, it should contain the list of code descriptions.
If the code is not in your local list, it will be added with this description.
Label the Third column of the spreadsheet as Default, it should contain the list of default billing prices.
If the code is not in your local list, it will be added with this default price.
Label the Fourth column of the spreadsheet as Price, it should contain list of contract prices.
Save the spreadsheet as a Comma delimited (.csv), Excel (.xls or .xlsx) file.
Only the first sheet/tab will be imported.
Part 2: Importing into CollaborateMD
Select Customer Setup > Codes... > Fee Schedules.
Click the New Fee Schedule button.
Select the Import Prices option.
Use the File to Import field to upload the spreadsheet.
Click the Show Preview to import the spreadsheet.
Type the name for the contact in the Name field.
Enter the Effective From and Effective To dates.
Write a Description of your fee schedule.
Within the Fee Schedule tab, a list of your CPT/HCPCS and Revenue Codes will display.
At least one CPT/HCPCS and Revenue code must be added in order to create a new fee schedule.
Add your prices to the codes on the Price column.
- From the Configuration tab, select how to apply your fee schedule.
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.
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.
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.
- Select your configuration fields.