User can specify patient share for drugs (procedure type 5 – Trade Drug code) as well as upload prices for codes of one of the following procedure types: 3 – CPT code, 4 – HCPCS code, 6 – Dental code, 8 – Service code.

Uploaded data is used in claims and prior requests from the specified effective date.

Step 1. Select Tools > Upload Price List from the menu.
Upload Price List form opens.

Step 2. Set the details.

- Effective date is selected from the date picker. It is the date the uploaded price list is valid from. The default value is today.
- Payer ID is set manually or selected from the search lists which open by clicking on […] button.
- Insurance plan drop-down fills automatically with custom values for the specified payer (after Payer is set). The user can select a plan from the list or type another one – new plan will be saved with the patient and added to the list.
- Patient share for drugs is entered in percent in the range 0…99. It is not mandatory.
- Description is a comment on the price list. It is not mandatory.

Step 3. Select a price list in .xls or .xlsx format (learn more about the rules) and click Upload.
Upload Price List form closes. The data is saved.

If a price list with the same effective date and insurance plan already exists, it is overwritten with the new data.

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