WinOMS: HOW TO INCREASE A FEE SCHEDULE BY A PERCENTAGE

[#1]

Increase fee schedule by a percentage

The following steps MUST BE FOLLOWED EXACTLY AS LISTED.  These changes cannot be reversed

First, look in Practice Preferences to see which Fee Schedule is currently being used.

1. Click Tables.
2. Click Practice.
3. Click Practice Preferences.
4. Click Financial tab then close window.
5. Click Tables
6. Click Procedures
7. Click Fee/Allowable Schedules
8. Highlight fee schedule currently being utilized
9. Click Save As
10. Verify 'New" is chosen for Destination
11. Click Ok.
12. This will create a duplicate of the Fee Schedule with the word 'copy' in its title
    so that theres an 'Archive' of the original fee schedule.  It is recommended to change the title to a more specific naming convension such as "Standard (2017)" or Standard (Archived 2011) 
13. Click OK
14. Click Tables
15. Click Procedures
16. Click Fee/Allowable Schedules
17. Click Display All
18. Highlight newly created Fee Schedule
19. Click 'Save As'
20. Click 'Replace Existing' and choose original Fee Schedule
21. Enter Factor % in which to increase fees
22. Example: Modify the 'Factor %' to increase or decrease the fees of the original schedule.

    To increase fees by 5%, enter '105' in the 'Factor %' text box.

    Fee schedules cannot be increased by a fraction of a percentage (i.e. 2.5%).  They must be increased by a whole number percentage

23. Select 'Round to the Nearest Dollar' or 'Do Not Round' in 'Rounding Options'.
24. Click OK

[kscott@mcdonaldandmanus.com]

This has been a nightmare for our office. I was just told that this must be done on the server too. We updated with a rep on 01/04/2023 and had to speak to three different people. They never mentioned this. It has been pulling the wrong fees since then. I called back with IT to get them in the server and the rep told me I was wrong and that "according to an hour ago that's not why you called" He basically called me a liar. He's also the rep that didn't do it correctly on 01/04/2023. I'm so over this. Zero help from support. We will be looking for a new practice management system. So disappointed.  @paula1