How do I import a fee schedule if I have a .csv file?

If you have a fee schedule downloaded in .csv format that isn't the AMA schedule, you can import this into your Genie database using the steps below. If you need to import the AMA fee schedule, we have a separate article for that you can find here.

Please ensure you have a downloaded copy of the schedule saved on your computer before attempting the below steps.

1. Navigate to Open > Billing Items;
2. Click the Import Fee Schedules drop-down and select the Import Other Schedule option;
   
3. Select the Corresponding Health Fund within the window that appears;
   If you cannot find your fund in the list, you may need to cancel, then click the Health Funds button to ensure your health fund is listed. If the AHSA or BUPA checkbox is ticked, this will need to be unticked for the fund to appear in the list.
4. Once you have selected the correct fund, browse to the downloaded CSV file on your machine and click OK.