Set Fee Levels per Provider (Provider Based Fees)


Provider Based Fees allows for Providers to have their own fee schedules for item numbers without having to change the fee level in the patients file.

The Provider selected when entering item numbers will determine the fee to charge. 


Add Provider Fee Levels

  1. Go to Location Management > Fees tab

  2. Create a new Fee level for each Provider - e.g. Dr John Smith

    1. Enter the fees per Provider

  3. Highlight <Provider based> 

  4. Click Set as default level


Allocate Fee Level to Provider

  1. Go to Location Management > Providers tab

  2. Select the Provider from the Provider drop list

  3. Select the Fee Level


Setup Patient File

All new patients will automatically be on the Provide Based fee level, however existing patients must be updated. 

  1. Go to Patient Records > Patients tab > Insurance / Various sub-tab

  2. Select the Fee Level as <Provider Based>

This can also be completed when modifying an appointment and from the Treatment Plan or Treatment tabs.

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