Fee Schedules are important to know when billing Insurance Companies, which is why we made it super simple to create, apply, and use Fee Schedules! 📑
✨PSST!✨ Before we begin, you will need CPT Codes added to your Account! You may CLICK HERE in case you need to complete this step!
How to Create a Fee Schedule
To create a Fee Schedule, head to Settings > Insurance Settings > Fee Schedules > + Add a Fee Schedule:
Once you name your Fee Schedule, go ahead and save it. Under the Actions Column, you are given three options: Edit the Name, Access the Fee Schedule Rules, and Delete. To edit the Fee Schedule Rules, select the middle icon:
This will bring you to a list of your CPT Codes and Fee Schedule Rules.
The Pencil Icon under the Actions Column will allow you can Edit information such as:
Adding Modifiers
Adjusting the Amount
Adjusting the Allowed Amount
Disallowing a CPT Code to show up on Claims
How to Apply a Fee Schedule to a Patient Profile
To apply a Fee Schedule to a patient, head over to the Patients Tab and find the desired patient. The Details tab of the Patient Profile will allow you to select from the Fee Schedules you created under your Insurance Settings:
Once you select your Fee Schedule, select the Save Icon shown below:
How to Use a Fee Schedule
Once a Fee Schedule is applied to the Patient Profile, Clerk does the rest of the work for you! Going forward, Claims made should automatically have the Fee Schedule Rules applied to them. To view where these Rules have been applied, go to the Service Tab of the HCFA walkthrough sequence:
Need a refresh on How to Create Claims? We got you! You may CLICK HERE to do so 😎