Release Notes: January 16, 2024

On the Fee Schedules page (Settings > Fee Schedules), the Set End Date button and Fee Schedule Version box are now grouped together to highlight the fact that they are related. There is no change to the method for setting an end date or start date for a fee schedule.

Also, there is a new Bulk Edit menu. The menu has the following options:

• Import fees from file – This replaces the Update Fees from File button that was available in previous versions while you were creating or editing a fee schedule.
• Increase all by – This replaces the Increase all by options that were available in previous versions while you were creating or editing a fee schedule. And in this release, there is a new option for excluding $0.00 fees.

You can exclude fees with $0.00 amounts from being increased when you use the Increase all by options to create or update a fee schedule.

1. On the Settings menu, select Fee Schedules.

2. On the new Bulk Edit menu, select Increase all by to open the new Bulk Edit – Increase All dialog box.

3. The top two options function as in previous versions. However, there is a new option labeled Exclude $0.00 fees from increase. With this option selected, the current fees with $0.00 amounts will be ignored (will stay at $0.00), but non-zero fees will be increased.

4. Click Proceed to process the changes.

There are changes to the file import utility that you use to create a fee schedule. This allows flexibility for handling missing procedure codes, empty field values, and zero value fields.

1. On the Settings menu, select Fee Schedules.

2. On the new Bulk Edit menu, select Import fees from file to open the Update Fee Schedule from File dialog box.

3. The first three tabs are the same as in previous versions. However, the Missing Codes tab is new and has options for handling missing procedure codes (which were on the Missing Procedure Codes tab in previous versions and function the same).

Note that if you select the Fill missing fees with option and enter the amount of zero (0.00), the handling of that zero amount is determined in the next step.

4. The Fee Handling tab is new and has options for handling fees in your imported file with either empty (blank) or zero (0.00) amounts (which were on the Missing Procedure Codes tab in previous versions).

5. The options for handling $0.00 fees function as in previous versions. However, the options for handling empty fees are new:

• Do not change, use current fee in this fee schedule – Use whatever the current office fee is.
• Set to $0.00 mark as “No write-off” – Use $0.00, and do not allow a write-off.

6. Click Import

When you make a change to a procedure fee (individually, by import, or by bulk edit), the affected row changes to a light grayish-blue color, and the amount changes from gray to black. Formerly each type of change had its own associated color. This is much simpler and easy to see.

Previously, the New Fee column contained only 0.00 values for all procedures. This was confusing because when you saved the fee schedule it would not actually populate 0.00 but keep the current fee for any unchanged procedure. To help you visualize the procedure amounts, with this release, the fees are duplicated in the New Fee column until you make a change in the New Fee column.

If there are unsaved changes for the fee schedule you are currently working on, and you attempt to select another fee schedule on the Fee Schedules page, instead of those changes being canceled automatically, a confirmation message now appears and informs you there are unsaved changes. Either click Discard Changes to not save the changes and navigate to where you were intending to go, or click Go Back to return to where you were so you can save the changes.