Knowledge Base Knowledge Base Settings Fees

            Export and Import of Charge Master

            NOTE: You must be an "Account Manager" user in ProviderSuite to perform this task. If you do not have access to the Settings tab in the ProviderSuite, please forward these instructions to another user with Account Manager permissions.

            Here are the steps to Export a Fee schedule from one practice and then import into another. Make sure all the Core information and CPT codes have already been added before trying to add a new Charge Master.

            Go to the Existing Practice / Settings Tab/ Fees 
            Go to the Charge Masters - [Active for Today] and double-click on your Charge Master
            In the screen that appears click on the Tab labelled "Override Import/Export"
            Click on the Export Overrides button and Open or Save the XLS file to a folder for use in a minute.
            Now Go to the other Practice  / Settings Tab / Fees
            You will need to add a new base Charge Master and make sure all the CPT codes are already added before Importing to the new practice.
            Go to the Charge Masters - [Active for Today] and double click on your charge master
            In the screen that appears click on the Tab labelled "Override Import/Export"
            Click on the "Select" button to locate the xml exported file
            Click on the Import Overrides button 
            The system will show the import results on the right.

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