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.
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.