Fee Schedules
The 'Fee Schedules' option enables the Practices to provide differential charges to Procedures and Products. The created Fee Schedules will be available for selection while generating Invoices and creating Chart Notes. The charges for Procedure codes and Products will be taken from the selected Fee schedules.
Enable Fee Schedule for Practice
To enable the Fee Schedules, follow the steps given below.
- Go to the 'Settings > Billing > Fee Schedules' section.

- Set the 'Enable Fee Schedules for the Practice' option to 'Yes' under the 'Fee Schedule Settings' section.

- Choose the default Fee Schedule. While generating an Invoice, this Fee Schedule will be selected automatically. A 'Master Fee Schedule' with all the Procedure codes and Products added to the EHR along with the corresponding charges is available by default and cannot be edited or deleted.
Create a Fee Schedule for the Provider
Charm allows you to create a Provider-specific Fee Schedule. To create a Fee Schedule for the Provider, follow the steps given below.
- Go to the 'Settings > Billing > Fee Schedules' section.
- Click the '+Fee Schedule' button.
- Enter the name and description of the Fee Schedule.
- Choose the 'Provider Specific' option from the 'Type of Fee Schedule' menu.

- Select the Provider to map the Fee Schedule. This Fee Schedule will get automatically pulled up in Charts and Invoices created by the selected Provider.
- Search and select the Procedure Codes using the 'Search Filter' option.
- Enter the differential charges and discounts for the Procedure Codes and Products under the 'Fee Schedule' column.
- Click the 'Add' button to add the Fee Schedule.
Create a Patient Specific Fee Schedule
To create a Patient Specific Fee Schedule, follow the steps given below.
- Go to the 'Settings > Billing > Fee Schedules' section
- Click the '+Fee Schedule' button.
- Enter the name and description of the Fee Schedule.
- Choose the 'Patient Specific' option from the 'Type of Fee Schedule' menu.

- Select the Patient Category to map it to the Fee Schedule. This Fee Schedule will get automatically pulled up in Charts and Invoices created for the specific Patient Category.
- Search and select the Procedure Codes using the 'Search Filter' option.
- Enter the differential charges and discounts for the Procedure Codes and Products under the 'Fee Schedule' column.
- Click the 'Add' button to add the Fee Schedule.
Edit a Fee Schedule
To edit a Fee Schedule, follow the steps given below.
- Go to the 'Settings > Billing > Fee Schedules' section.
- Click the 'More Options' (...) icon against the Fee Schedule you need to edit.

- Make the required changes to the Fee Schedule and click the 'Update' button.

Note: You cannot edit the 'Master Fee Schedule'.
Delete a Fee Schedule
To delete a Fee Schedule, follow the steps given below.
- Go to the 'Settings > Billing > Fee Schedules' section.
- Click the 'More Options' (...) icon against the Fee Schedule you need to delete.

- The selected Fee Schedule will get deleted from the list.
Note: You cannot delete the 'Master Fee Schedule'.
Reorder Fee Schedules
- While generating an Invoice and creating a Chart Note, if there is more than one Fee Schedule mapped to a Provider or Patient Category, the Practice can decide which Fee Schedule should be selected by default from the configured Fee Schedules.
- The Fee Schedules can be reordered under the 'Settings > Billing > Fee Schedules' section.

- Select and drag the Fee Schedule to place it above or below the list.
Role-based Fee Schedule Access
Charm supports Role-based Access Control (RBAC) using which you can control the access privileges of your Practice members. While creating an Encounter and generating an Invoice, the 'Fee Schedule' option will be available only for the members with the role privilege. The Practice Admin can configure the role-based Fee Schedule access to the Practice members by following the steps below.
- Go to Settings > Facility > Roles.
- Click the '+ New Role' button to create a new Role.
- Enter the name of the new Role to be created in the 'Role Name' field.
- Enter a description for the new Role in the 'Description' field.


- Under the 'Encounter' and 'Billing > Invoice & Receipt' sections, enable the 'Change Fee Schedule' option.
- Click the 'Add' button.
Use Fee Schedule in Encounter/Invoice
- While creating an 'Encounter' and generating an 'Invoice', the required 'Fee Schedule' can be selected. Once selected, the charges for Procedures will be taken from it.
- The Provider Specific Fee Schedule gets selected automatically for the Providers configured under the Settings.
- The Patient Specific Fee Schedule gets selected automatically for the Patient Category configured under the Settings.
- If any procedure is not added to the 'Fee Schedule', then the charges will be taken from the 'Master Fee Schedule'.
In Encounter:

In Invoice:
