Creating Schedules in MediRecords

Creating a schedule in MediRecords can be completed for the following.

MBS-derived Schedule - Uses the MBS item codes and fee schedule with a fixed margin (either dollar value or percentage) on top of the MBS fee.

MBS Custom - Uses the MBS item codes, however, each item is assigned a custom fee.

Custom - A custom fee schedule with unique item codes, unrelated to the MBS schedule.

The settings for Schedules are located within the Accounts section of the Settings page of MediRecords.

Follow the instructions below:

1. Click More to reveal a drop-down list, and click Settings. 
2. Click Accounts. 
   
3. Click Schedules. 
   

The Schedules homepage displays a list of MediRecords fee schedules available at your clinic.
Schedules are used to manage the Medicare Benefits Scheme (MBS), Dept. of Veterans Affairs (DVA), Health Fund, and Custom schedules. Schedules can be assigned to Practices and Providers.

NOTE: Custom schedules need to be assigned to specific users to be usable on an invoice. 

See the link to assist you with assigning schedules - Assign a Schedule

Creating an MBS Derived Schedule

1. Navigate to Schedules and click New Schedule.
2. Give the schedule a Name, and then click Schedule Type and select MBS Derived.
3. Complete all additional fields as required, and then click Save. 
   

The newly created MBS Derived fee schedule will now appear in your list of fee schedules.

Creating a Custom Schedule

1. Click New Schedule.
2. Give the schedule a Name, and then click Schedule Type and select Custom.
3. Complete all additional fields as required, and then click Save.

The newly created Custom fee schedule will now appear in your list of fee schedules.

Editing Schedules 

1. To Edit a Schedule that you have created, click the Tickbox next to the name to reveal a list of additional options for fee schedules. 
2. Click Open Schedule to edit the selected schedule. 
   
3. Update all the required fields and click Save. =
   
   

Click Yes to acknowledge the changes to the scheduled fee data.

NOTE: System-created fee schedules, like MBS or DVA, cannot be edited

Deleting Schedules

1. To Delete a Schedule that you have created, click the Tickbox next to the name to reveal a list of additional options for fee schedules.
2. Click Delete to delete the schedule.
   
3. Click Yes to acknowledge the schedule will be deleted.

NOTE: System-created fee schedules, like MBS or DVA, cannot be deleted

Adding Items

1. To Add an Item to a Custom Schedule, click the Tickbox next to the name to reveal a list of additional options for fee schedules. 
2. Click Add Item to create a new item for the selected custom schedule. 
   
3. Fill in all required information on the New Item form and click Save. 
   
4. The system will send an alert once the item has been created. Click OK to acknowledge the item being created.
5. Click the Name of the Schedule to view the items associated with it. The item created is included in the list of billable items on the custom fee schedule. 
   

Note: Items can only be added to Custom Schedules. Predefined fee schedules like MBS or MBS Derived cannot have custom items added to the fee schedule

The Schedules Tutorial is now complete.

Items in fee schedules are covered in more detail in the MediRecords Items. Click here to view the  MediRecords Items.