Setting up a default fee schedule is very easy. This can be done when creating a new patient profile.
Watch this video for a quick walkthrough.
Perform the steps below.
Topics Covered
- Set Default Fee Schedule while Creating a New Profile
- Set Default Fee Schedule for an Existing Patient
- Manage Fee Schedule Permissions
Set Default Fee Schedule while Creating a New Profile
- Click the +Patient button on the top of the Home page.
- In the Add New Patient modal, once you have entered all the basic information, locate the Assignments section.
- Click on the Default Fee Schedule drop-down menu and select your preferred fee schedule.
- Click Save Patient to save the details.
Set Default Fee Schedule for an Existing Patient
- Select the patient using the Global Search Bar.
- Click Edit Info.
- In the Edit Patient modal, once you have entered all the basic information, navigate to the Assignments section.
- Click on the Default Fee Schedule drop-down menu and select your preferred fee schedule.
- Click Save Patient to save the details.
Manage Fee Schedule Permissions
To manage permissions for fee schedules, perform the steps below.
- Navigate to the System Menu > select Practice Settings > Administration > Profiles.
- Click Manage Permissions on the intended profile.
- Select Practice Settings.
- Locate the Fee Table option.
Checkmark the Fee Table checkbox to enable all permissions for Fee Tables, Estimation Hierarchy, and Assignments.
OR
- Checkmark the required permissions under Fee Table to enable them.
- Once permissions are set, click Save.
Practices can use this quick guide to learn about setting a default fee schedule in CareStack.