Add a Fee Schedule from imported prices

Follow the steps below to add a fee scheduled based on imported prices. 

Part 1: Create a Spreadsheet

  1. The first row of the spreadsheet should only contain column names

  2. The first column of the spreadsheet should list your billing codes.

  3. The second column of the spreadsheet should list the code descriptions.

    If the code is not in your local list, it will be added with this description.

  4. The third column of the spreadsheet should list the default billing prices.

    If the code is not in your local list, it will be added with this default price.

  5. The fourth and subsequent columns should list contract prices.

  6. 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

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

  2. Click the New Fee Schedule button. 

  3. Select the Import Prices option. 

  4. Use the File to Import field to upload the spreadsheet.

  5. Click the Show Preview to import the spreadsheet.

  6. Type the name for the contact 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 display. 

    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. 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.

    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.

    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.

  12. Select your configuration fields.
  13. Click Save.