Import Fee Schedule
The Fee Schedule import wizard enables you to easily import your standard fee schedule, a Medicare fee schedule or a fee schedule for an insurance-specific contract. The wizard also allows you to easily copy a fee schedule from another contract. In importing a fee schedule, you will have the option to delete, replace or add fees. Choose from the following options:
- Import fee schedule from Medicare- enables you to import a Medicare fee schedule for your region/state and apply a percentage increase or decrease to the Medicare rates. See section Import Medicare Fee Schedule.
- Import fee schedule from file - uploads an Excel file. A template is available to assist in organizing the data correctly for import: Fee Schedule Import Template. http://www.kareo.com/static/kareo-client/kareo-fee-schedule-import-template.xlsx.
- Copy fee schedule from an existing contract - copies a fee schedule from a specific practice and contract.
To import a fee schedule from a file
Click Settings > Contracts.
Click New to create a new contract or double-click on an existing contract to open and edit.
Click Import Fee Schedule at the bottom of the window.
Download the Fee Schedule Import Template (http://www.kareo.com/static/kareo-client/kareo-fee-schedule-import-template.xlsx) and follow the instructions for entering the data.
Once you've completed entering the data, your template is now ready for upload; on the Import Fee Schedule - Source window, select Import fee schedule from file.
Click Browse to find and upload the Excel data file.
On the Import Fee Schedule - Options window, make any adjustments to the fees being imported; select Yes, import the fees as a percentage of the original amount (a) and enter the percentages in the appropriate fields.
If you don't want to make any adjustments, select No, do not adjust the fees.
When finished making adjustments, click Continue. Note that the results may take a minute to display.
On the Results tab, you can view all current procedure codes that have been imported. If you need to edit the fee schedule, see sectionAdd Fee Schedule.
Click Continue.
When finished, choose one of the following:
Select the Providers tab. See Add Providers to Contract.
Click Save to save the contract and exit out of the New Contract window.
To copy a fee schedule from an existing contract
Click Settings > Contracts.
Click New to create a new contract or double-click on an existing contract to open and edit.
Click Import Fee Schedule at the bottom of the window.
Select Copy fee schedule from an existing contract.
Select the practice from the drop-down menu that has the contract you want to copy.
Select the contract you want to copy from the drop-down menu.
On the Import Fee Schedule - Options window, make any adjustments to the fees being imported; select Yes, import the fees as a percentage of the original amount (a) and enter the percentages in the appropriate fields.
If you don't want to make any adjustments, select No, do not adjust the fees.
When finished making adjustments, click Continue. Note that the results may take a minute to display.
On the Results tab, you can view all current procedure codes that have been imported. If you need to edit the fee schedule, see section Add Fee Schedule.
Click Continue.
When finished, choose one of the following:
Select the Providers tab. See Add Providers to Contract.
Click Save to save the contract and exit out of the New Contract window.
Still need help? Contact support here.