To attach a fee schedule to a patient case, follow the below steps.
Access the Patient Profile.
Click on the Defaults/Patient Rates/Recurring Charges tab.
Attach the fee schedule by choosing from the drop down menu.
βAdd default services (if applicable for your office's workflow).
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βNOTE: 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.


