How to Setup Fee Schedules
The Fee Schedule allows users to set up allowed amounts, discounts, copay and insurance responsibility for professional services and materials. The amounts set up here will default onto the invoice.
1. Admin > Setup > Insurance > Select Insurance
2. Make sure you select the Plan you would like to work with within that Insurance, the default will be "None"
3. Select Fee Schedule Tab
4. This tab is broken down by Professional Services, Lens Design, Lens Material, Lens Add-Ons, Frames and Contact Lenses
Select each category to update the fee schedule for that specific section.
5. For Professional Services, search by Bill Code or Description > Click into each box and type in the amount as applicable
The Fee amount is coming from your catalog.
The Discount, Insurance Responsibility and Copay amounts are dictated by the Fee Schedule from that payer and plan.
6. For Lens Design, select Lens Type using the drop down > Add New Tier
7. Select Products
8. Select the products that will apply to this tier > Click the X
Products shown in this list are coming from the catalog.
If no products are selected, the fee schedule amounts will not be applied to the Invoice, products must be selected.
9. Now you can click into each box and type in the amount as applicable as well as enter in a Tier Description
10. Add New Tiers as applicable > Add New Tier
11. For Lens Materials, select the lens type from the drop down list > enter amounts as applicable per Product Description > Save
Picking the lens type will dictate what products are available.
12. For Lens Add-Ons select the Add-On Type > Add New Tier > Products
13. Select Products > Enter in allowed, discount, insurance responsibility and copay amounts as applicable
14. For Frames, Add New Tier > Select the Type > Enter amounts as applicable
If the type is product, make sure to select products from the list. If the type is fee or cost, enter in the range.
15. For Contact Lenses, Add New Tier > Select Products > Enter amounts as applicable
Reminder that products must be selected for these amounts to transfer onto the Invoice.
