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Fees Copy

Easily copy existing fees to a new fee schedule using Fee Tools.

In Fee Tools, at the bottom, is the Copy To tab.

Use to copy fees in one fee schedule to a different fee schedule. Only fees that exactly match the selected criteria will be copied. Users can copy only global fees in a fee schedule or further narrow criteria to only clinic and/or provider-specific fees. As a preventive measure, before changing fees in a fee schedule (e.g., Fees Increase or Fees Import), we recommend creating a backup copy of the original fees.

Copying Fees

Before copying fees, create a new blank Fee Schedule:

  1. Open Fee Schedules.
  2. Click Add.
  3. Name the fee schedule and select a type.
  4. Click Save.

To copy an existing Fee Schedule:

  1. In Lists, Procedure Codes, click Fee Tools.
  2. In the Select Fees area, select the fee criteria to copy by clicking the dropdown arrows or [...].
    • Clinic and Provider options are only enabled if the selected fee schedule allows clinic and provider-specific fees (Use Global Fees is unchecked).
    • Only fees that exactly match the criteria will be copied:
      • If only a fee schedule is selected, only the global fees will be copied.
      • If a fee schedule and a clinic are selected, only the clinic-specific fees will be copied.
      • If a fee schedule and a provider are selected, only the provider-specific fees will be copied.
      • If a fee schedule, a clinic, and a provider are selected, only fees that are clinic and provider specific will be copied.
    • Specify a Date Effective to determine which fees are copied. Only the fees active on the selected date will be copied.
  3. In the Copy To tab, select where the fees will be copied to.
    • We recommend selecting similar criteria as the Select Fees criteria. To select multiple clinics, use the clinic picker [...].
    • Enter a New Effective Date to determine when the copied fees will be active.
  4. Click Copy.
  5. A warning is shown to inform that existing fees are deleted and new fees will be copied. Click OK to continue.
  6. Once fees are copied, there is a Done message. Click OK to close the message.