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Health - Fees Setup

This guide walks HealthPro module users through configuring fees for General License Types in SDL Desktop — accessing Health Pro Options, opening a license type's details, and adding or editing its associated fees. It's useful for anyone managing HealthPro fee schedules who needs to update pricing or attach new fees to a license type.

 

  1. In the Health Pro Module, click on Tools & select Health Pro Options from the drop-down menu.

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  2. To change the fee set up for one of your General License Types, click the Manage Data tab.

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  3. Under General License Types, click the Manage button.

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  4. Double-click the license type that you want to change. Instead of double-clicking,  you can also select the license type and click the edit button instead. 

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  5. In the License Details window, scroll to the bottom to see the associated fees. To add a fee to this license type, click the Add button.

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  6. In the Multi-Fee Chooser window, you can add, edit, or delete fees. To add a fee from the existing list, select the  fee that you want to add and click the Add Selected button. 

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  7. If you need to edit a fee on the existing list, select the fee you want to edit and click the pencil button on the right.

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  8. In this window, you can adjust the Fee amount and select the Fee Type from the drop-down menu. Click OK to save and exit.

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  9. The new or edited fee should now appear in the License Details window along with the other fees. Click OK to save and exit.

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  10. Back on the General License Types screen, click OK and then click OK again to exit.

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