In Procedure Codes, in the lower right click Fee Tools.

Show Fee Schedule Groups: When checked, will change Clinic option to Group. See Fee Schedule Groups.

Choose Settings: Select the criteria for fees that will be copied, exported, imported into, increased, or cleared.

Copy To: Select where fees will be copied to. See Fees Copy.

Export: Export fees that meet Choose Settings criteria to a txt file. See Fees Export.

Import: Import fees from a tab delimited file into the Choose Settings fee schedule. See Fees Import.

Clear: Erase all fees in the Choose Settings fee schedule. A confirmation message will show.

Increase by %: Incrementally increase by a percentage all fees that meet Choose Settings criteria. See Fees Increase.

Global Update Fees: Apply fee changes from all fee schedules to all treatment planned procedures at once (active and inactive treatment plans only). See Fees Update.

• Clinic: Use the dropdown menu to select the clinic you would like to update fees for. Use the ctrl key to select more than one. Procedures in treatment plan must have a clinic associated for clinic selection to update the fee.
• Only the fee will be updated, not insurance estimates.
• Fees in saved treatment plans are not affected.

Global Update Estimates Only: Recalculates treatment planned estimates, write-offs, ortho cases, and discount plan amounts.

• If using clinics, this tool will update estimates for all clinics.
• This tool may take a while to run. A progress bar will show. You can pause or cancel the process at any time.