The fees of a treatment code can be edited from the Treatment Planner, Appointment Details or Patient's Clinical Chart. Code fees cannot be changed after a claim has been sent to insurance. Similarly, treatment fees may be altered when a fee schedule has changed. To reflect the change, users have to use the Recalculate feature.
Let's look at the different ways that are available to complete these functionalities. Additionally, you can learn how to lock or unlock treatment fees.
Explore this video for an in-depth walkthrough.
Topics Covered
Touchpoints to Edit Treatment Fees
From Treatment Planner
To edit the fee via the treatment planner, perform the following steps,
Select the patient using the Global Search Bar.
Hover over Clinical > click Treatment Planner.
Click on the desired code of the treatment plan.
- Navigate to the Fee Details section on CodeStack that appears.
- Click on the Edit button to open the Fee Details section and make the required changes.
Edit the Current Fee and click Save.
From Appointment Details
Navigate to the Scheduler on the left of the navigation bar or use the Scheduler icon on the top right of the toolbar.
As the Appointment Details slide-out appears:
Click on the code that needs to be updated.
- Navigate to the Fee Details section on the CodeStack that appears.
- Click on the Edit Fee tab to open the Fee Details sections and make the required changes.
- Click Save.
From Chart
- Select the patient using the Global Search Bar.
Hover over Clinical > click Chart.
Click on the intended code on the clinical chart.
- Navigate to the Fee Details section on the CodeStack slide-out that appears.
- Click on the Edit Fee tab to open the Fee Details section and make the required changes.
- Click Save.
From Payments Screen
- Select the patient using the Global Search Bar.
Hover over Billing > click Payments.
- You will see a list of Completed Code(s) at the bottom of the Payments slide-out that appears.
- Click on the desired Code(s) to make any changes to it.
On the Code Details page, navigate to Fee Details at the bottom and click Edit.
Recalculate Treatment Fees
- To recalculate the treatment fees of a code when the fee has changed on a fee schedule, click Re-calculate.
- When the user clicks Re-calculate, any updated fees will be applied to the treatments.
Lock and Unlock Treatment Fees
If practices prefer to retain the original fees even when the fee schedule has changed, they have the option to lock fees.
To lock treatment fees:
- Right-click on the intended Treatment Code.
- Click Lock fees.
On the Lock Fee modal:
- Set the Lock Period in number of Days or a specific Date.
- Once done, click Lock Fee.
- You will see a lock icon on the treatment code.
To unlock locked treatment fees:
- Right-click on the intended Treatment Code.
- Click Unlock fees.
Practices can use this resourceful guide to learn how to edit, recalculate, or lock and unlock treatment fees of a treatment code from various touchpoints in the system.