Use this task to create a fee schedule from another fee schedule. Cloning a fee schedule allows you to create a fee schedule that uses the same general billing information, general procedures, anesthesia procedures and anesthesia billing information from an existing fee schedule. For example, you can clone the configuration of your default billing or expected fee schedule from one year to the next. The fee schedule you are cloning from becomes the model for the fee schedule you are creating.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Fee Schedules page, select the fee schedule to use as the model. | |
| 2 | Click Clone. The relevant Clone Fee Schedule page opens.
| |
| 3 | Enter the name of the fee schedule being created in the New Schedule Name field. | |
| 4 | Select the relevant Schedule Type. | It is possible to clone a billing fee schedule as an expected fee schedule, and vice versa. |
| 5 | Select or enter the date that charges will start being calculated by the new billing fee schedule in the Effective Date field. | |
| 6 | (Optional) Select or enter the date that charges will no longer be calculated by the new billing fee schedule in the Expiration Date field. | |
| 7 | Specify whether the RBRVS conversion factor or the ASA conversion factor needs to be reset and what the values are for each conversion factor in the Conversion Factors fields. | |
| 8 | Specify whether to retain fee amount overrides and to increase/decrease them or to clear the fee amount overrides in the Fee Overrides fields. | For the Import all fee amount overrides at ___ % field:
By default the Retain fee amount override option is selected and the increase value is set to 00.0000%. |
| 9 | Specify whether to retain the overrides to the ASA base unit on procedures if any exist in the Base Unit Overrides field. | By default, this option is selected. |
| 10 | Specify whether to retain the overrides to the maximum minutes on procedures if any exists in the Max Minutes Overrides field. | By default, this option is selected. |
| 11 | Specify whether to retain the overrides to the time unit calculation on procedures if any exists in the Time Unit Calc Overrides field. | By default, this option is selected. |
| 12 | Specify whether procedures will be updated to the latest code version in the Code Release Years field. | |
| 13 | Specify if the Payer and Plan assignments from the original fee schedule automatically carry over to the cloned fee schedule in the Payer & Plan Assignment field. | By default, this option is selected. |
| 14 | Select the payers you want to associate to the new billing fee schedule in the Payers & Plans list. | The plans of the specified payer are automatically selected. You must select at least one payer and one plan. If you do not want to include a plan, click the checkbox next to the plan to exclude. |
| 15 | Click OK. The new fee schedule appears in list of fee schedules on the Fee Schedules page. |
