To create a Custom Fee Schedule (CFS), follow the below-given steps.
1. Select Setup ->Fee Schedule. The Fee Schedule page opens up as shown in Image 1.
2. Click on the 
button. The Custom Fee Schedule screen will appear as shown in Image 1a.
3. Enter the following information before importing or adding procedure codes to the fee schedule.
| Field | Description |
| Name | Mandatory: Unique name to identify this new fee schedule |
| Description | Mandatory: Description of this fee schedule |
| Insurance | Mandatory: Select the insurances to be mapped with this CFS
Note: If an insurance in PracticeSuite is not mapped to any of the custom fee schedules, then the Standard fee schedule will be applied to it. |
| Service Location | Select the service location to map to this CFS, if needed |
| Self-Pay | Check this checkbox if this is a self-pay fee schedule (applicable only for cash cases) |
| Active | Always checked by default; Uncheck this box if the CFS is no longer needed |
4. Add procedure codes to the CFS. There are 3 ways to do this.
Method 1: 
This option can be used to add new procedure codes to the Fee Schedule one at a time. On clicking this button, the ‘New Encounter Procedure’ screen appears from where the user can add a new procedure code. The new procedure code will be added to the system and will be appended to the current fee schedule.
Method 2: 
This option is used to import procedure code information from an existing Fee Schedule. Select an existing fee schedule from the ‘Import Procedure Code From’ drop-down, and click on the Import button to copy all procedure code information from the selected fee schedule to the new one.
Method 3: 
This option is used to import procedure code information from an Excel file.
Note: The Excel file should be in a standard format as specified by PracticeSuite. To view the format, click the Download a sample file link on the Import Excel page.
Step 1: Click the Import Excel button to download the Fee Schedule sample file.
Step 2: Click on ‘Download a Sample file’.
Step 4: Enter or copy the fee schedule information into the downloaded sample file. Save the file.
Step 5: Click on ‘Select File…’ button. Browse to the location where the Fee Schedule file is saved. Select the file and click on ‘Open’. The file will be listed as shown in Image 5.
Step 6: Click on ‘Upload’. If the file is not as per the specified template, an error ‘Invalid Excel’ pops up. If so, correct it or select another appropriate file.
Step 7: Once the file is uploaded successfully, the user needs to map the fields in the file with those of the fee schedule template.
Step 9: After mapping all the fields, click on ‘Import’.
Step 10: If the imported file has any validation errors, the screen will list them all. In such cases, open the file and correct the errors. Select the file again and click ‘Upload’.
Step 11: Once uploaded, the contents of the imported file will be listed on the screen, as in Image 8.
Step 12: Click on Save. A toast message saying ‘Fee Schedule Saved Successfully’ appears.