When you update your price list, you'll need to update your service fees. EXACT provides you with two options to perform this in bulk.

⚠️ Please Note: If you need to update an individual service or a handful of services, you'll need to follow the steps outlined in the Editing Services help article.

Increasing and Decreasing Your Fees by a Given Percentage

💡 Tip: Any incomplete/planned treatment that has already been charted on a patient's course of treatment will not update to the new fee. If you do wish for the fee to update for incomplete/planned service items on a course of treatment, you will need to rechart the service to refresh the fee value.

1. Go to Configure - Services/Stock Items - View Services.
2. Select Fee Updates.
3. You will be prompted to select an option.
   • Select Increase or decrease your fees by a given %.
   • Click OK.
4. You will now be prompted to select options on the Percentage Fee Adjust window.
   • Select the schedule to be updated.
   • Tick the boxes of the Price options to be increased; at least one must be selected (Price 2 is the default setting used by EXACT).
   • You also have the option to Undo the last fee change you made; this is only to be used if a mistake has previously been made.
   • Click OK.
5. The Increase or Decrease Fees prompt will open.
   • Enter the amount in Percent Change you wish your fees to be increased by or use a negative figure to decrease.
   • Enter the amount you wish to Round up to; this defaults to 1.00.
   • You can also select individual Service Categories or all categories to adjust; you must select at least one.
   • Only click OK when you are happy with your selection, as the fee update will take place instantly.

Creating a New Set of Fees to use From a Set Date

1. Go to Configure - Services/Stock Items - View Services.
2. Select Fee Updates.
3. You will be prompted to select an option.
   • Select Create a new set of fees to use from a given date.
   • Click OK.
4. You will now be prompted to enter information to Add Fee Schedule.
   • Enter a Code to identify the new schedule.
   • Add a Description to further identify the schedule.
   • Change the Effective Date to the date you wish this new fee schedule to take effect.
   • For the fee increase, you can select which current fee schedule to Base Fees on, select by clicking into the box.
   • If you want this new schedule to take effect for all providers, tick the Set for all providers on effective date box.
   • Click OK.
5. You will now be prompted to select options on the Percentage Fee Adjust window.
   • Select the schedule to be updated.
   • Tick the boxes of the Price options to be increased; at least one must be selected (Price 2 is the default setting used by EXACT).
   • You also have the option to Undo the last fee change you made; this is only to be used if a mistake has previously been made.
   • Click OK.
6. The Increase or Decrease Fees prompt will open.
   • Enter the amount in Percent Change you wish your fees to be increased by or use a negative figure to decrease.
   • Enter the amount you wish to Round up to, this defaults to 1.00.
   • You can also select individual Service Categories or all categories to adjust; you must select at least one.
   • Only click OK when you are happy with your selection, as the fee update will take place instantly.