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Configure Fee Tables in Practice Settings

Anandu Kishor Kumar
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Let's explore how to configure different areas of Fee Tables via Practice Settings.

Topics Covered

  • Fee Schedules
  • Assignments
  • Hierarchy
Fee Schedules ⌵

The fee schedule determines how much to charge the payor or the patient and can help track figures such as total contractual adjustments.

To add a fee schedule:

  • Navigate to the System Menu > select Practice Settings > Fee Tables > Fee Schedules.

  • Click + Add Fee schedule.
Note: You can click Import and upload a file that contains the required procedure codes and their corresponding fees.
  • Enter Name, Type, and Description for the fee schedule.
  • You can enter Notes, if needed.
Note: You can also click Import from existing fee schedule below the Details section to import the desired fee schedule.
  • Select Procedure Codes.
  • Enter Fees, Future Fees, and Effective Date.
  • Select Colour.
  • Click Save & Close.

Other Actions

  1. View: You can adjust the view by Fee Schedule, Code, or Clinician.
  2. Sort: You can sort the fee schedules according to different criteria such as Name, Date Selected, etc.
  3. Delete: Click the bin icon to delete the fee schedule.
  4. View Notes: Click to see if there are any notes related to the selected schedule.
  5. Print: You can take a printout of the fee schedule.
  6. Download: Click this button to download the fee schedule to your device.
  7. Edit: Click this button to customise the fee schedule.
  8. View History: Click this hyperlink to view the fee history.

Assignments ⌵

To add a fee schedule assignment:

  • Navigate to the System Menu > select Practice Settings > Fee Tables > Assignments.
  • Click + Add Assignments.
  • Select the Fee Schedule from the drop-down menu.
  • You can choose other optional information such as the following:
    • Carrier: The carrier of the assignment.
    • Payor: The payor of the assignment.
    • Location: You can select the intended location of the assignment. If no specific location is assigned, it will be considered applicable to all locations.
    • Assign By: You can set the assignment by location or location group. You can also assign by Clinician or Speciality.
    • Clinician: Select the Clinician for the assignment.
  • Click Save.

Other Actions

1. Edit: Select an assignment > click Edit > make the required changes > click Save.

2. Delete: Checkmark the required assignment boxes from the grid > click Delete.

3. Filters: Use the filters to find the required fee table assignment from the grid.

4. View Fee Schedule: Click the quick link to view the corresponding Fee Schedule.

Hierarchy ⌵

You can edit the Estimation and Billing Hierarchy in CareStack.

1. Estimation Hierarchy: CareStack allows you to estimate the patient's portion of the bill after insurance is considered. This estimation is based on the coverage percentages and maximums entered into the patient's insurance plan details.

2. Billing Hierarchy: When a patient has multiple insurance plans, you need to set the billing hierarchy to determine which insurance is billed first (primary), second (secondary), and so on. The primary plan is usually the one that covers the patient directly as a member of the plan that has been effective the longest.

To rearrange the order of either of the hierarchies, perform the following steps:

  • Navigate to the System Menu > select Practice Settings > Fee Tables > Hierarchy.
  • Select the Estimation Hierarchy or Billing Hierarchy as required.
  • Click Edit > drag and drop the items to change the order.
  • Click Save.

Click here to learn how to configure Discount Settings.

Practices can leverage this elaborate guide to learn about configuring Fee Tables easily via Practice Settings.

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