📝 Overview
This article outlines how to create discounted care packages using fee schedules within ChiroHD. Fee schedules offer an alternative to the Default Charges method by establishing predefined discounted service rates that can be attached to patient cases. This approach improves consistency and efficiency when managing care packages.
Step 1: Navigate to the Fee Schedule Settings
Go to your System Level Dashboard
Click on System Settings
Select Fee Schedules
Step 2: Create a New Fee Schedule
Within Fee Schedules, you can create customized care packages for billing models such as prepaid or monthly auto-debit.
Recommended Naming Convention:
Include:
Number of visits
Payment method (e.g., prepaid or monthly)
Total care package amount
Examples:
“12 Visit Prepaid – $600”
“12 Visit Monthly Auto Debit – $600”
This naming strategy makes it easy for staff to identify and apply the correct schedule during intake or case setup.
Step 3: Select a Write-Off Reason
Every fee schedule should include a designated write-off reason to document why the reduced charge is being applied, such as:
“Prepay”
“Professional Discount”
This promotes financial transparency and accurate reporting.
Step 4: Add Services to the Fee Schedule
You can populate services using two options:
Option 1: Import All Services
Import your entire service list
Assign discounted charges to only the services included in the care package
Leave unrelated services at their default rate or set to zero
Option 2: Add Only Included Services
Add only the specific services included in the care package
Assign the discounted charge during entry
Many clinics prefer this method for simplicity and clarity.
Step 5: Set the Discounted Charge
When adding a service (e.g., an adjustment):
Replace the standard rate (e.g., $90) with the discounted per-visit rate (e.g., $50)
Ensure each service is correctly priced to reflect the care package offer
This ensures accurate billing once the fee schedule is applied to a patient.
Next Steps: Attaching Fee Schedules to Patients
Once configured, fee schedules must be linked to the patient’s case for the system to apply them during check-in and billing.
🔗 This guide covers an overview of fee schedules and how they work with care packages. If you have further questions, please see our other resources on How to Set Up a Fee Schedule or How to Attach a Fee Schedule to a Patient's Case.
✅ Key Takeaways
Fee schedules offer a flexible way to build discounted care packages
Use clear naming conventions for easy application
Choose an appropriate write-off reason for transparency
Add relevant services and set discounted rates accurately
Fee schedules must be attached to patient cases to take effect
📌 Conclusion
By using fee schedules, ChiroHD allows your practice to standardize discounted pricing, streamline staff communication, and ensure accurate billing across all patient cases. This method simplifies the management of both prepaid and auto-debit care packages—making it easier to maintain consistency and financial clarity within your clinic.