Multiple Fee Categories Per Patient

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Is there anyway to give a client two fee categories simultaneously. For example, if a client is receiving services for counselling and is also undertaking group therapy I am left to juggle the fee categories between the two services - and sometimes we forget to do this.

Note: This conversation was created from a reply on: Arrival Status of Group Bookings.
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Jenny Sheehan

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Posted 4 years ago

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Timothy, Business Care Manager

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Hi Jenny

I’ve created a new topic for your question. We’re still getting used to the community ourselves, so to clarify, if you can’t find the answer to your question in an existing post, be sure to create a new topic so that other users are able to see your question.

From your description I'm not sure that counselling and group therapy should be two different fee categories, rather I think they are two different item codes. Fee categories should only be used if you’re charging different rates for the same item code. Typical fee categories are private patient, concession patient, WorkCover, rebate only, no charge etc. where for the same item code (e.g. subsequent consultation), the patient should be charged a different rate.

As I feel you may be using fee categories in a nonstandard way, can you please submit a support request at the following link to have one of our helpdesk staff take a look at your database in more detail: www.smartsoft.com.au/support

This being said, Front Desk does support multiple accounts per patient and each account can have its own fee category. This is used in a situation where a patient requires more than one account, for example, they might be attending your practice privately and for a WorkCover claim concurrently.

To set the fee category per account, go to the Billing Details tab on the patient file and click the Advanced button:



Tick the box to override the fee category for this account and select the appropriate fee category:



With this now enabled for the patient, you must ensure that you are charging items to the correct account when billing or receipting. 
(Edited)
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Joyaa Antares

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Hi Jenny,
From what you have put here, we would be doing this via item codes rather than fee categories, which supports the first part of Timothy's response.  I am wondering whether there was a reason - not explained in your post - that you didn't take that approach.
Rgds, Joyaa