Contract rates in TherapyPM are connected to Insurance and are used when creating and adding authorizations to a patient for scheduling an appointment. Contract rates can be added in TherapyPM using two ways:
- Bulk Upload in the Settings module.
- Add contract rates manually in the Contract Rate module.
How to bulk upload contract rates:
1. Click the Settings tab in the left navigation bar.
2. Click the Data Import option under the Facility Setup header.
3. Select Rate List in the File Type list.
4. In the next screen, click the Sample XLS file to download the sample import file.
5. Make sure the import file matches the sample file column header.
6. Click the Select File button and upload the import file. Then, click the Next button.
7. In the next screen, click the Generate Columns button to generate the column headers.
8. Make any necessary updates to the column header, which completes the mapping function. Click the Save Column Mapping button.
9. Click the Staging Import & Show button.
10. Click the Main Table Import button to add the contract rates.
