Fees Copy

In Fee Tools, at the left, is the Copy To section.

Use to copy fees in one fee schedule to a different fee schedule. Only fees that exactly match the selected criteria will be copied. You can copy only global fees in a fee schedule or further narrow your 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.

Note: In some older versions, copying a fee schedule to itself will blank out the fee schedule. To avoid this issue, update your Open Dental version to 16.2.74 or greater, 16.3.40 or greater, or 16.4.9 or greater.

If needed, create a new Fee Schedule to use as the backup copy (e.g. 2014fees).

Click Fee Tools.

Under Choose Settings, 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 copy:

Under Copy To, select where the fees will be copied to. We recommend selecting similar criteria as the Choose Settings criteria. To select multiple clinics, use the clinic picker [...].

Click Copy. A warning message will show.

Click OK to continue.

A message will indicate when the copy is done. Click OK.