There are several options to configure rate groups to an insurer. 


Option #1

  • Go to the Billing screen.
  • Press the Settings button, located at the top of the screen. 
  • Select the Fee Schedules option.


  • The following screen will be displayed: 


  • Select the plan, to which you want to add the fee. 
  • Once selected, press the Add button, located in the Business Units / Fee Schedules column. 
  • A row will be enabled to add the title of the new fare.
  • Edit the name of your choice to identify the fare.


  • Right-click on the Prices section. The following options will be displayed: 


  • Select the Append Medicare Codes + Rates option. 


  • The following screen will be displayed: 


  • Select the codes you wish to download. (For the purposes of this example, codes 99201 through 99215 will be copied).


  • Once selected, press the Download button. 


  • The system will display the codes and rates, corresponding to Medicare.
  • Once the process is complete, press the Save button located at the top of the screen.


  • The codes will be displayed in the Prices section. 


Option #2

  • Click on the QuickLinks text, located at the top of the screen. 

  • Select the Settings option.

  • The following screen will be displayed: 


  • Press the Billing button and then select the Fee Schedules option.      
  • The following screen will be displayed: 


  • Select the plan, to which you want to add the fee. 
  • Once selected, press the Add button, located in the Business Units / Fee Schedules column. 
  • A row will be enabled to add the title of the new fare.
  • Edit the name of your choice to identify the fare.


  • Right-click on the Prices section. The following options will be displayed: 


  • Select the Append Medicare Codes + Rates option. 


  • The following screen will be displayed: 


  • Select the codes you wish to download. (For the purposes of this example, codes 99201 through 99215 will be copied).


  • Once selected, press the Download button. 


  • The system will display the codes and rates, corresponding to Medicare.
  • Once the process is complete, press the Save button located at the top of the screen.


  • The codes will be displayed in the Prices section. 


Option #3

  • Press the Settings button in the main menu.


  • The following screen will be displayed: 


  • Press the Billing button and then select the Fee Schedules option.      
  • The following screen will be displayed: 


  • Select the plan, to which you want to add the fee. 
  • Once selected, press the Add button, located in the Business Units / Fee Schedules column. 
  • A row will be enabled to add the title of the new fare.
  • Edit the name of your choice to identify the fare.


  • Right-click on the Prices section. The following options will be displayed: 


  • Select the Append Medicare Codes + Rates option. 


  • The following screen will be displayed: 


  • Select the codes you wish to download. (For the purposes of this example, codes 99201 through 99215 will be copied).


  • Once selected, press the Download button. 


  • The system will display the codes and rates, corresponding to Medicare.
  • Once the process is complete, press the Save button located at the top of the screen.


  • The codes will be displayed in the Prices section. 



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