How to determine the fee level types

Overview

The way you configure the fee level setting will determine which Fee Level the system automatically used and the fee levels can be established by following the standard concept below.

Name: The title/label of the fee level.

Fee level types: General, Cash or Health fund.

Locations: Select a specific location that you wish to use the fee level otherwise leave blank will NOT reflect to any locations.

Health funds: Select specific health funds i.e BUPA, AHM, CDBS, etc.

Status: Select Active or Archived.

Note: Once a fee level has been archived, there is no option to retrieve or undo the changes. We recommend to add a new fee level and copy the fees from the archived to the new one. Please head over to Step 3 and 4 on how to add a new fee level and copy the fees.

Using the General type

General can be used by everyone regardless if they have a health fund or use cash.

As an example, Parent Test has a BUPA health fund therefore either BUPA fee level or other fee level such as General which has a BUPA health fund added will show as options to choose from.

You may add or remove health funds with General fees by going to the fee level and edit the setting under Health funds. 

Using the Cash type

Cash is for patients with no health fund.

Our test patient below doesn't have a health fund so either General or Cash i.e Private Cash fee levels will show as options to choose from.  

Using the Health Fund type

Health fund is for patients with specific health funds only and recognised by the fee level.

Child 2 Test is a CDBS patient hence CDBS fees will automatically assign to the patient when selecting a fund to add treatments.

Please note to avoid confusion of duplicating fee levels, we suggest to use like CDBS New or CDBS Updated to indicate which is the old and the updated one otherwise archived the old fee level if applicable. 

If you have any questions, please click the yellow Help button at the bottom left and chat to us. We are more than happy to help!