Fee tools can be used to copy, import or export fees, increase fees by a percentage, and apply fee updates to treatment planned procedures.

In the Main Menu, click Lists, Procedure Codes, then click Fee Tools in the lower right.

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 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 Write-off Estimates: Update the write-off estimates for all treatment planned procedures.

• If using clinics, this tool will update write-off 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.