-Create a New Fee Level

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New fee level's can be created and fees entered manually for each item number.

Add New Fee Level

  1. Go to Location Management > Fees tab

  2. Click New Level button 
     

    1. Optional - select an existing Fee Level Name to copy fees from

    2. To new: Enter the name of the new fee level

    3. Since: Enter the start date of this new fee level

    4. Click OK button


Add Fees to New Level

  1. Highlight the fee level

  2. Against each applicable item

    1. Fee($): Enter the dollar amount, including GST

    2. Mode: Select if this items fee is 

      1. Variable: Can be altered in Treatment Plan, Treatment and by Discounts

      2. Fixed: Cannot be altered in Treatment Plan or Treatment. Special permission required for Discounts.

      3. Increase: Can only be increased in Treatment Plan and Treatment. Special permission required for Discounts. 

      4. Decease: Can only be reduced in Treatment Plan and Treatment. 

NOTE: GST is set within items. Click here to learn how to setup GST. 

 

 

Copy Fees to Location(s)

In a multi-location database fees can be copied from 1 location to another location.

  1. Click Copy Fees to Location(s)                                                                                     

  2. Copy fees from Location: Select Location to copy from

  3. Copy Fees from Fee Level: Select Fee level to copy from

  4. Copy Fees from Period: Select Period to copy fees from

  5. Copy Fees to Period: Select Period to copy fees to

  6. Copy Fees to Location(s): Click select all or manually highlight locations to copy fees to

  7. Click Update

  8. Click Exit

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