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

Keep in mind you will need to create the fee schedule under Insurance Settings Fee Schedules before following these steps.

1. Search for the patient's name and open their patient snapshot.

2. Click on the "cases" shortcut button or directly on the name of their case.

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

4. Attach the fee schedule

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