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Setting Up and Using Fee Schedules

Fee schedules in ChiroHD allow you to automate allowed amounts, patient responsibility settings, and billing behavior for services and inventory items.

Overview

Fee schedules in ChiroHD allow you to automate allowed amounts, patient responsibility settings, and billing behavior for services and inventory items.

✨Video Tutorial - Click Here✨

Creating a Fee Schedule

  1. Navigate to your Insurance Dashboard, Settings, Fee Schedules.

  2. Click Create New Fee Schedule.

  3. Name the fee schedule appropriately (e.g., "Blue Cross Fee Schedule").

  4. Add items by clicking Add Item to Fee Schedule:
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    • Service or Inventory Item: Choose the CPT code or inventory item.

    • Modifier (optional): Add any required modifier.

    • Allowed Amount: Enter the contracted rate for the service.

    • Default Responsibility (optional): Set if the item should be Patient Responsibility or Insurance Responsibility by default.

    • Billable: If checked, this item will always be considered for billing even if patient responsibility is set.

You can add multiple services and inventory items into one fee schedule.

Applying a Fee Schedule to a Patient

After creating a fee schedule, you need to apply it to a patient's default services:

  1. Open the patient profile.

  2. Navigate to Default Services.

  3. Under Fee Schedule, select the desired fee schedule (e.g., "Blue Cross Fee Schedule").
    ​NOTE: Order is important here: add the Fee Schedule BEFORE adding the service.

  4. Add the appropriate services.

  5. You will see "Controlled by Fee Schedule" appear, meaning the amounts are locked in based on the schedule settings.

    • Services not tied to the selected fee schedule will remain editable.

  6. Click Save Changes.

Please see our other resource on How to Attach a Fee Schedule to a Patient's Case if you have further questions.

Important Notes

  • Once services are tied to a fee schedule, users cannot edit the amounts manually unless the fee schedule is removed.

  • Default services set up with a fee schedule will automatically apply when a SOAP note is posted.

  • Fee schedules only function in the Insurance V2 Dashboard and later. As of June 2026, all networks are automatically transitioned to Insurance V3, making this not an issue for using fee schedules.

Key Takeaways

Fee schedules are a powerful tool in ChiroHD that:

  • Ensure billing consistency.

  • Save time during EOB posting.

  • Eliminate manual entry errors.

  • Simplify patient responsibility assignments.

By setting up and applying fee schedules correctly, your insurance billing process will be more efficient, accurate, and easier to manage.

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