Overview

Create a fee schedule and import its line items from a CSV file, so your team has the correct pricing available in the platform.

Before you begin

• Access to Config > Operational Setup.
• A CSV file with the fee schedule items ready to import.

Steps

1. Go to Config > Operational Setup > Fee Schedules.
2. Click the three dots in the upper-right corner.
3. Select Add New Fee Schedule.
4. Name your fee schedule.
5. Click Create.
6. Find the new fee schedule in the list and click the three horizontal dots to its right.
7. Select View Items.
8. Click Import from CSV and select your CSV file. [screenshot: View Items screen with Import from CSV option]

Troubleshooting

• If the import doesn't work, then confirm your file is a properly formatted CSV.