> ## Documentation Index
> Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add/Update a Fee Schedule

> Learn how to create and manage fee schedules in Elation Billing

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

<Note>
  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.
</Note>

<Note>
  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.
</Note>

### 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.

<Note>
  To add a Charge, **Invoicing** must be turned on. This option is located above the **Popular CPT Codes** section.
</Note>

***

## 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.

<Note>
  If you're on a new Superbill, you'll need to add a patient, then select Rendering, Location, and From Date.
</Note>

<img src="https://mintcdn.com/elationhealth/axN6V524bgYhtISH/images/intercom/1c4744c362b2_image.png?fit=max&auto=format&n=axN6V524bgYhtISH&q=85&s=bb337b818213d0014e21a4f081ac51d9" alt="New Superbill with highlighted Add Patient button, provider/location/date fields, and Add Claims button — all required before clicking Add Claims to access fee schedule settings." width="1057" height="569" data-path="images/intercom/1c4744c362b2_image.png" />

3. **Select Schedule** - Select the appropriate Fee Schedule using the dropdown in the upper-right.
   <img src="https://mintcdn.com/elationhealth/b_VQbpfEoUHjBEuz/images/intercom/cd486112701a_Fee_Schedule_Selection.png?fit=max&auto=format&n=b_VQbpfEoUHjBEuz&q=85&s=c5c96a14822d4e69e3c25dad51f65cba" alt="Superbill header with the fee schedule dropdown in the upper-right highlighted, showing &#x22;STANDARD&#x22; selected." width="1519" height="244" data-path="images/intercom/cd486112701a_Fee_Schedule_Selection.png" />
4. **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

<Tip>
  When clicking around adding fees, you might queue up codes to bill. Click the **X** on queued codes to remove them.
</Tip>

<img src="https://mintcdn.com/elationhealth/axN6V524bgYhtISH/images/intercom/17666c4505d9_image.png?fit=max&auto=format&n=axN6V524bgYhtISH&q=85&s=0c1292b050b4ca89f331d7dcee070fad" alt="Superbill header with the LIVE EDIT button highlighted in red, indicating where to click to begin editing a fee schedule named DEFAULT." width="1299" height="209" data-path="images/intercom/17666c4505d9_image.png" />

#### Live Edit

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

<img src="https://mintcdn.com/elationhealth/CWM1OVXHaDp9DnEy/images/intercom/61a07be4aad8_image.png?fit=max&auto=format&n=CWM1OVXHaDp9DnEy&q=85&s=2d308b8d90024aeeb02d12382a4a16ef" alt="Superbill in Live Edit mode showing the DEFAULT schedule name highlighted, with the ADD CATEGORY button outlined in red to indicate the next step." width="1275" height="425" data-path="images/intercom/61a07be4aad8_image.png" />

#### Categories

<img src="https://mintcdn.com/elationhealth/CWM1OVXHaDp9DnEy/images/intercom/675e9b9371b3_image.png?fit=max&auto=format&n=CWM1OVXHaDp9DnEy&q=85&s=26dacc8f12883b5cce9890877bc15619" alt="&#x22;NEW PATIENTS&#x22; category row in Live Edit mode, with the category name field, COLOR dropdown, and add/delete buttons highlighted." width="739" height="205" data-path="images/intercom/675e9b9371b3_image.png" />

#### Add Codes

<img src="https://mintcdn.com/elationhealth/b_VQbpfEoUHjBEuz/images/intercom/c008f5f45682_image.png?fit=max&auto=format&n=b_VQbpfEoUHjBEuz&q=85&s=a07ab498c33e791a14039c1c7ab38dbc" alt="CPT code search results for &#x22;9920&#x22; showing 6 codes (99201–99205 and G9920). Select buttons for codes 99202–99205 are highlighted, indicating they can be clicked to add codes to the fee schedule." width="1351" height="529" data-path="images/intercom/c008f5f45682_image.png" />

#### Edit Fees

<img src="https://mintcdn.com/elationhealth/b_VQbpfEoUHjBEuz/images/intercom/7a47dfd777eb_image.png?fit=max&auto=format&n=b_VQbpfEoUHjBEuz&q=85&s=982b9199d963da19ebe174328759ca11" alt="&#x22;NEW PATIENTS&#x22; fee schedule category expanded showing CPT codes 99202–99205 with their fees highlighted: 153.76, 235.30, 350.34, and 463.12." width="749" height="389" data-path="images/intercom/7a47dfd777eb_image.png" />

## Setting Fee Schedule as a Percentage of Medicare Rates

In Elation Billing, you also have the ability to set your default fee schedule as a percentage of Medicare rates in your region.

1. **Navigate to Settings** - In Elation Billing, navigate to **Settings** and select **Practice Settings**.
2. Navigate to the **Fee Schedule** tab.
3. Specify a **Base Rate** percentage of Medicare.
4. Select your **Medicare Region**.
5. Select **Update Base Fee Rate** to save changes.

<Note>
  This base rate percentage of Medicare will apply for CPT codes that meet the following criteria:

  * CPT exists in Medicare's rate database
  * Charge amount is \$0
  * No custom fee exists for that CPT in Elation Billing
</Note>

## Fee Schedule Precedence Order

For Elation EHR + Elation Billing customers, this is the precedence order of managing fee schedules:

1. Charges set in the **EHR Practice Settings > Billing > Popular CPT Codes**. These charges will auto-populate when the CPT code is added to the Visit Note or bill in the EHR.
2. Charges manually entered for the CPT code in the **EHR Bill Dialog**. These charges will carry over to the claim in Elation Billing.
3. Charges manually entered for the CPT code on the **Elation Billing Superbill** page.
4. Charges specified for the CPT code in **Elation Billing's Custom Fee Schedule**.
5. Charges calculated using the base rate percentage of Medicare, as specified in **Elation Billing Practice Settings > Fee Schedule**.

## Related Articles

* [Filing a Claim](/articles/filing-a-claim)
* [Set Claim Defaults on Superbill](/articles/set-claim-defaults-on-superbill)
* [Practice Settings Setup and Overview](/articles/practice-settings-setup-and-overview)
