Starting Over with Lab or Imaging Pricing

Uploading a new pricing file updates the price of every test in the file and adds any tests that aren’t on the list yet. Tests that aren’t in the new file keep the price they already have. If an earlier upload left many wrong prices on a provider’s list, you can clear the whole list and start again by removing the provider and adding it back.

Removing a provider deletes all of its charge items (the prices on its list) and any lab panels built on it.

Step 1: Note the Provider Details

1. Go to Practice Settings › Diagnostics › Diagnostic providers.
2. Click the pencil icon on the provider’s row.
3. Write down the provider name, alias (if it has one), account number, fax number and clinic location. You’ll enter the same details when you add the provider back.

Step 2: Remove the Provider

1. On the same screen, click the trash can icon (Remove provider) on the provider’s row.
2. Confirm in the Remove Provider dialog.

The provider and its whole pricing list are removed.

Step 3: Add the Provider Back

1. Click the Provider button at the top right of the table.
2. Choose Labs or Imaging, then select the same provider from the dropdown.
3. Enter the alias, account number, fax number and clinic location you noted in Step 1.
4. Click Add.

A provider you select from the dropdown is added with a Pending status. Reply to your support conversation or email our support team to let us know it’s been added, and we’ll activate it.

Step 4: Prepare the Pricing File

While the provider is being activated, set up the file. For a provider with an electronic interface:

• Use a .csv file whose first row holds the column titles.
• Code    – the provider’s own test code. A column titled Test Code    also works. Prices are matched by the provider’s test code, not by CPT code.
• Price    – the base price, in a column titled exactly Price   . Enter a plain number such as 4.00   , without dollar signs or commas.
• Any other columns, such as Test Name or CPT Code, are ignored.
• Use a separate file for each provider, with that provider’s test codes.

A finished file looks like this:

Code,Price
1041,4.00
1000,4.00
2708,6.50

For a fax provider, start from the downloaded compendium as described in Adding Charge Items for Diagnostic Tests.

Step 5: Upload the File

Once the provider shows as Active:

1. On the Diagnostic providers screen, click the View charge items icon on the provider’s row.
2. Click Add › Upload pricing.
3. Choose the file, choose the markup for these tests, and click Confirm.
4. Wait for the confirmation email before uploading a file for another provider.

Step 6: Review the Confirmation Email

• Upload completed: the prices are on the provider’s list. Open View charge items to check them.
• Some lines have errors: the attached file lists each test code that wasn’t priced and why, for example a code that isn’t in the provider’s test catalog. Correct those lines and upload them again, or add the tests one at a time.
• The upload could not be completed: the file’s column titles didn’t match. Check that the columns are titled Code    and Price    and upload again.