Users can also upload multiple fee schedules to the system at a single time to avoid reentry.
To upload multiple fee schedules:
| 1. | Click the “Export to Excel” button, located at the top left corner of the screen. |
| Note: This will download an Excel sheet with all Fee Schedules listed. |
| 2. | Select to “Open” or “Save” the Excel file from the on-screen prompt. |
In the Excel file, the user is able to see the same Fee Schedule details that you were able to view on the Practice Level Procedure Fee Schedule screen, but broken out neatly into columns on a single spreadsheet.
Users can edit Fee Schedules for each CPT code directly on this sheet, and you can copy and paste Fee Schedule lines to easily edit individual details as necessary. When you are finished editing the Fee Schedules, click “File” à “Save/Save As” to save the file to your computer.
To upload the edited Fee Schedules to InSync:
| 1. | Return to the Practice Level Procedure Fee Schedule screen. |
| 2. | Click the “Browse” button to browse your computer for the file. |
| 3. | Select the Fee Schedule Excel file. |
| 4. | Click the Upload Excel File button. |
A confirmation message will display at the top of the screen indicating which Fee Schedules have been successfully uploaded. To confirm the Fee Schedule change, perform a Fee Schedule Search and verify that edits have been made to the desired fields (e.g., Billing Fee for CPT code 10120 is now $124 instead of $165).
To make these Fee Schedule edits practice-wide, users can upload this file to the system from the Insurance Management screen, which can be accessed by clicking the “Administration” tab and selecting “Insurance Management.”
To finish uploading the Practice Level fee schedule:
| 1. | Select the Upload CPT Fee Schedule at Practice Level check box. |
| 3. | Browse for the Fee Schedule Excel file and click OK. |
| 4. | Click the Upload Excel File button to complete the upload. |
Changes to the Fee Schedule uploaded via this method will similarly display in the Practice Level Procedure Fee Schedule screen.
