Set Up Private fees and Schedules

This article explains how to set up your practice's private fees and schedules in Bp Omni to add further non-ACC fees and schedules, such as co-payment fees, private fees, and after hours or emergency fees.

Before you set up fees and schedules, ensure you have set up your GST information in the Practice & locations screen. See Set Up Your Practice for more information.

NOTE This video does not have sound.

  1. Select your profile icon in the top-right corner of the screen and select Settings.

    2. Click your profile icon, then select Settings.

  2. From the options to the left, click Config > Fees & schedules.
  3. Click New schedule in the top-right. The New schedule screen will appear.
  4. Enter a Name and Description for the schedule and indicate when the schedule will be Active from.
  5. If the schedule is not ongoing, toggle Ongoing to off, and add a date for the schedule to end.

    6. You can add the first fee to the schedule while creating the schedule.

    The New fee schedule screen.

  6. Enter an Item number for the fee, and indicate whether the fee is for a Service or a Material..
  7. Tick Editable during billing if you want staff to be able to edit the fee amount in the invoice screen.
  8. Enter a Name, Description and Fee amount, and indicate when the fee will be active from.
  9. Set a date for the fee to be Active from, if ongoing.
  10. If the fee is not ongoing, toggle Ongoing to off, and add a date for the fee to end.
  11. Select a fee type from:
    • Flat rate
    • Per unit
    • Km
    • Hourly.

      • If the fee type is per unit, km, or hourly, when the fee is billed an amount will need to be entered during invoicing.

  12. Click Save schedule.

Once you have created a schedule, add further fees to it by editing from the Fees & schedules screen.

  1. Select your profile icon in the top-right corner of the screen and select Settings.

    2. Click your profile icon, then select Settings.

  2. From the options to the left, click Config > Fees & schedules.
  3. Locate the private fee schedule previously created and select View & edit fees or New fee from the dropdown.

    4. View and edit fees from a private fee schedule.

  4. Enter an Item number for the fee, and indicate whether the fee is for a Service or a Material.
  5. Tick Editable during billing if you want staff to be able to edit the fee amount in the invoice screen.
  6. enter a Name, Description and Fee amount, and indicate when the fee will be active from.

    7. New fee setup screen in a custom fee schedule.

  7. If the fee is not ongoing, toggle Ongoing to off, and add a date for the fee to end.
  8. Select a fee type from:
    • Flat rate
    • Per unit
    • Km
    • Hourly.

    9. If the fee type is per unit, km, or hourly, when the fee is billed an amount will need to be entered during invoicing.

  9. Click Save fee.

Edit an exiting schedule

  1. From the Fees & schedules screen click View & edit fees in the top-right corner of the schedule card.
  2. Click Edit schedule.

    3. Edit an existing fee schedule

  3. Make any required edits and click Save schedule.

Edit an existing fee

  1. From the Fees & schedules screen click View & edit fees in the top-right corner of the schedule card.
  2. Click the fee item number in the Fees section, then click Edit.

    3. Click the Edit link for the fee you would like to update.

  3. Make edits to the fee as required.
  4. Tick Editable when billing if you want staff to be able to edit the fee amount in the invoice screen.

    5. Edit an existing fee and set the fee amount to change on a specific date.

  5. Enter the date that you want the fee to change in the Change on field, in the Future row, and enter the new fee in the Fee field.
  6. Click Save fee.

View a history of changes made to a fee

See fee details and a history of changes by clicking the Item # link from the View & edit fees screen.

See fee details and history by clicking the item # link.

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Last updated: 6 September 2024