Services and fees
Configure your fee schedule — what each procedure costs at your clinic.
Overview
Fee schedules map procedures (CDT codes) to your prices. Used by the booking form, treatment plans, and invoicing. Adjustments cascade to new use; existing bookings keep their original price.
Prerequisites
- Owner or Admin role
- Knowledge of your clinic's pricing
Steps
Open Fee Schedule. Settings → Services and Fees.
Review existing prices. Each row: CDT code, name, current price, last update, default duration.
Edit a single price. Click a row → enter new price → save. Effective immediately for new uses.
Bulk update. Multi-select → Apply percentage change (e.g., +10% across the board for inflation).
Add a missing CDT code. Click + Add code. Pick from master codes or create custom — see CDT codes.
Set HMO-specific pricing. Some HMOs have negotiated rates. Open a code → HMO rates → enter per-provider price.
Import from CSV. Import — useful when migrating from a paper schedule.
Save. Audit log records every price change.
Expected outcome
- Fee schedule defaults populate booking and treatment forms
- HMO-specific overrides apply when applicable
- Audit shows full pricing history
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Price didn't apply to existing treatment | By design — existing items keep original price | Edit specific items if needed |
| HMO rate not picking up on invoice | Patient not flagged with that HMO | Verify patient's HMO enrolment |
| Bulk update applied wrong | Undo via individual edits | No batch undo — be careful with bulk |
| Custom CDT codes missing | Need to copy or create | See CDT codes |
| Imports rejected | CSV format | Use the template Sample CSV |