Changing Fees - The Batch Update Panel

The area to the right of the buttons is used to specify the changes you want to make. It contains five fields and a single button.

Select the fees you want to change, then specify the amount of the change as a percentage, review your changes, save them if desired, and proceed to select more fees. In this manner you can, for example, increase the CLINIC cost center by 10% and the LAB cost center by 5.5%.

User Selections

Use this drop-down menu to specify a method for selecting fees.

  • ALL – update all fee codes in the grid.
  • COST CENTER – select a specific cost center and only update fee codes with that cost center attached to it.
  • FEE CODES LIKE – use with caution, updates all fee codes that contain the search characters you provide anywhere in the Fee Code. Ex: the Fee Code of CHARGES would be updated if you enter the criteria: GE.
  • FEE CODES BEGIN WITH – updates Fee Codes that begin with the specified criteria.
  • FEE CODES DON’T BEGIN WITH – updates any Fee Code that does not begin with the specified criteria.
  • EMPTY COST CENTER – updates any Fee Code that does not have a Cost Center.

Select Criteria

Depending on the selection made in the User Selection box, this field will either lock, update with a list of Cost centers, or expect the user to type in characters or numbers that will be used to find appropriate Fees to modify.

Round to the Nearest

This box selects the rounding preference for the updated fee codes: no rounding, or round to the nearest Dime, Dollar, or 10 Dollars. If the new amount of the Fee Code is less than the rounded amount, then the program will do the percentage math on the amount but will not round it. (ex: if the increased amount is 9.95, it would not be rounded to 10.00 by selecting to round to the nearest 10.00 Dollars. It would be left at 9.95).

Percentage

Insert a number in this box that indicates the percentage you would like to increase (a positive number) or decrease (a negative number) your fees. Two decimal places are permitted.

Effective Date

This is an optional SYSTOC field used to indicate when your prices changed. Inserting a date in this field does not cause your prices to change on that date! You must actively load your changes into SYSTOC in order for the change to take effect, and the date of the loading is the date the change will occur.

Change Fees in Grid

This button activates the program to make the change you specified. You can view your most recent change by clicking the New Changes tab, or view all your changes by clicking the View all Changes button. If you do not want to keep changes, click on the Reload From Last Save button to reload your grid with the last set of saved changes.

Grid History

A record of your selections appears in the Grid History drop down menu. This information is stored during each session but is deleted when you close the program, save the grid to file, reload from your last saved file, or reload the grid from backup and start over.