Skip to main content

How to Attach a Fee Schedule to a Patient's Case

Updated over 3 weeks ago

To attach a fee schedule to a patient case, follow the below steps.

  1. Access the Patient Profile.

    1. Search for the patient using the search bar.

    2. OR click on their name on the calendar.
      ​

  2. Click on the Defaults/Patient Rates/Recurring Charges tab.

  3. Attach the fee schedule by choosing from the drop down menu.
    ​

  4. Add default services (if applicable for your office's workflow).


​
​NOTE: You will need to create the fee schedule under Insurance Settings < Fee Schedules before following these steps. Please refer to our other resources on Fee Schedules for set up information.

Did this answer your question?