The Practice Management setup process must be completed in a specific order.  Please follow the setup lessons for step-by-step instructions.

If you wish to add, edit or inactivate a fee associated with a code within the Practice Management system, follow the steps below:

Click the Tools menu, then select Billing Maintenance > Fee Schedule Maintenance.

When setting up the PM system, a default fee schedule will need to be created.  To create the default fee schedule,

1. Click the drop-down menu under the Name dialog and select "Default"
2. Select Manual Entry
3. Enter any Notes for the fee schedule

To add procedure and HCPCS codes to the default fee schedule:

1. Click the Add Code button (Green +)
2. Code Search: begin typing a procedure or HCPCS code into the Code Search dialog, or use the drop-down menu to locate the code that you wish to add
3. Click OK to add the selected code

Repeat this step until all desired procedure and HCPCS codes have been added to the fee schedule.  Make sure to add all of the codes that are commonly used in the practice.

Note: Codes must be downloaded to your local database in order to add them to your fee schedule. If a code is not listed here, it will need to be downloaded first. Download new quarterly/annual codes

Now that all of the clinics commonly used procedure and HCPCS codes have been added to the fee schedule, a charge will need to be added to each code.  Follow the steps below to add a charge for each code:

1. Ensure that the Default fee schedule and Manual Entry are selected
2. Click the Update Codes button
3. In the Code box, type in the first code or select it using the drop-down menu
4. Enter the charge amount for the selected code
5. Click Apply (the default amount will be automatically populated once the Apply button has been clicked)

Repeat these steps to add charges for all codes listed in the fee schedule.  Click Close when finished.

The default fee schedule has now been created and can be viewed within the Code List section.