Fees Update

In Fee Tools, at the lower right, is the Global Update Fees area.

When you change fees in a fee schedule, new procedures will reflect the new fees. However, procedures in active or inactive treatment plans are not automatically updated. There are two update fee options: update fees for all treatment planned procedures at once or update fees one treatment plan at a time. Instructions for both options are explained below.

  • These tools can only be run using a direct connection to the database (not a Middle Tier connection). If you are not using a direct connection they will be grayed out and unavailable.
  • Estimates are automatically updated when creating a claim.
  • Fees in saved treatment plans are not affected when updating fees.
  • Any blank entries in a fee schedule will be treated as $0. Existing fees for these procedures, including manually-entered fees will be updated to $0.

Update Fees for all Treatment Planned Procedures

This method will update all procedure fees at once. It will not affect insurance estimates. Updated fees in all fee schedules will be applied.

If using Clinics, highlight the clinic(s) to update fees for. To select multiple clinics, click and drag or press Ctrl while clicking.

Update Proc Fees Only: Updates procedure fees, but not insurance estimates. Insurance estimates will update as soon as a patient's account is opened.

A confirmation message will show when clicking the button. Click OK to proceed.

Update Estimates Only: Updates insurance estimates on treatment planned procedures. Helpful for offices updating fee schedules and running reports prior to selecting patients. If this button is not selected, reports will reflect estimates based on old fees until a patient's account is opened.

When complete, a message will indicate the number of procedure fees or estimates that were changed. Click OK to close the message.

Update Fees for One Treatment Plan

This method is useful when you plan to honor old fees for a certain grace period. It will update all treatment planned fees and insurance estimates for the selected patient only.

Select the patient.

In the Treatment Plan Module, select the treatment plan.

Click Update Fees in the toolbar.

A confirmation message will show.

Click OK to proceed.