Customise Fee Types
Capable 21C supports the notion that an individual service
(or product) may be charged at different rates for Adults,
Students, Pensioners, Children, etc. This concept also
forms the basis for Capable 21C's system of charging differing
rates for services funded by third parties (such as Veteran's
Affairs). This knowledgebase article describes how to
customise the list of fee types.
When Capable 21C starts an invoice, it automatically
populates the invoice with services taken from the appointment
type that was used to spawn that invoice. For example, a
New Client appointment type will have default services such as
'Initial Consultation'. Once the service(s) have been
added to the invoice, Capable 21C calculates the fee to be used
on each line item. Refer to
How Capable 21C
calculates Fees for more information about how Capable 21C determines the
prices for the line items.
Note that if the Patient/Client Classifications feature has
been enabled, the fee will be calculated based on the
classification of the Patient/Client. The available
classifications can be altered using the same procedure
described in the resolution section (below). Refer to
Classifications for more information about how
Once the invoice is visible on screen, the operator can alter
the prices on the line items by clicking on them. This
produces a menu of available Fee Types (eg Student, Pensioner,
Normal, Insurance, etc).
To alter the standard Fee Types shipped with Capable 21C:
- Go to Setup|Setup Fee Types.
- Left click on a Fee Type to select it.
- Right click on the Fee Type to either rename it or
- If required, click the New Fee Type button to create
additional Fee Types.
Once Fee Types have been altered, go to Setup|Setup
Appointment Types and Fees to review and update Fees associated
with the various Fee Types.
Note that the Normal Fee and the Insurance Fee may not be
renamed or deleted.
This knowledge resource is designed
for use on a Windows (tm) XP system operating at a screen
resolution of 1024x768 or better. Windows Media Player must be
installed for this training resource to operate correctly.
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