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This article provides step-by-step instructions on how to create and update fee schedules in both the EHR and Elation Billing.

Overview

What is a Fee Schedule?

A fee schedule is a list of CPT codes with associated charges that automatically populate when adding procedures to a claim. Fee schedules help ensure consistent pricing and save time during claim creation.

Why is a Fee Schedule important?

Having an accurate fee schedule ensures your practice charges consistent rates for services and reduces manual data entry errors when creating claims.

Workflow Instructions

Elation EHR + Billing Users

For Elation EHR + Billing practices that add CPTs onto the Visit Note in the EHR, we strongly recommend establishing your Fee Schedule in the EHR. Fees present in the EHR will override any fee schedule in Elation Billing. The Elation Billing fee schedule will only populate a fee on a claim-line that has no charge present.
EHR and Elation Billing schedules are not linked. If you’re adding CPTs to Superbills directly in Elation Billing, they will not pull fees from your EHR schedule.

Creating a Fee Schedule in the EHR

  1. Navigate to Settings - In the EHR (not Elation Billing), navigate to Settings.
  2. Open Billing Settings - Under Practice Settings, select Billing.
  3. Add CPT Code - At the bottom of “Popular CPT Codes”, select +Add CPT Code.
  4. Enter Code Details - List the Code, a description, and a Charge.
To add a Charge, “Invoicing” must be turned on. This option is located above the “Popular CPT Codes” section.

Creating a Fee Schedule in Elation Billing

  1. Navigate - You can update your fee schedule from any Superbill. Alternatively, you can create a new superbill by clicking New Superbill under the Billing drop-down menu.
  2. Add Claims - Click the Add Claims button.
If you’re on a new Superbill, you’ll need to add a patient, then select Rendering, Location, and From Date.
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  1. Select Schedule - Select the appropriate Fee Schedule using the dropdown in the upper-right. Image
  2. Add Custom Codes and Fees - Follow these steps to customize your fee schedule:
    • Click LIVE EDIT, then change the name of the superbill to something new instead of “default”
    • Click ADD CATEGORY, then name your category and choose a color
    • Click the PLUS button next to your category and start searching for and adding CPT codes
    • Click on your category box to expand and see the codes, then edit the fees
    • Close the superbill or click LIVE EDIT again to complete the process
When clicking around adding fees, you might queue up codes to bill. Click the X on queued codes to remove them.
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Live Edit

In this image, DEFAULT will be the name of the created schedule. Image

Categories

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Add Codes

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Edit Fees

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