NOTE: You will need to create the fee schedule under Insurance Settings, Fee Schedules before following these steps.
Please refer to our other resources if you have further questions on Setting Up and Using Fee Schedules.
Insurance V3 note: As of June 2026, all networks have transitioned to Insurance V3. On an insurance case, the fee schedule now attaches on the Insurance/Coverage tab (open the coverage and select the Fee Schedule there) — not on the Defaults/Patient Rates/Recurring Charges tab described below. The steps below still apply to cash fee schedules, which continue to attach on the Defaults/Patient Rates/Recurring Charges tab.
To attach a fee schedule to a patient case, follow the below steps.
Access the Patient Profile.
Search for the patient using the search bar.
OR click on their name on the calendar.
Click on the Defaults/Patient Rates/Recurring Charges tab.
Attach the fee schedule by choosing from the drop down menu.
Add default services (if applicable for your office's workflow).
NOTE: Please know that you must attach the fee schedule BEFORE adding a service for the fee schedule to be linked to that service.