Add New Fee Period

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To ensure fees are never erased/typed over, Always create a new period start date before you edit/update your fees.

Treatment Plans and unaccounted treatment take information from the fees section, so it is best to keep a record of each fee charged per date range.

  1. Click the navigation menu > Management Fees page

  2. Highlight the relevant fee level

  3. Click on the Add New Period icon

    1. Enter the new fee period start date 

    2. Click OKmceclip0.png

  4. It is now possible to update fees, from the specified start date without affecting past fees.

    1. Drop list to view other fee periods
      mceclip1.png

      Links: 

      Modify a Fee Period

      Delete a Fee Period

 

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