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Understanding Fee Guides

Updated

Description

This quick guide defines and explains what fee guides are and how they are utilized in Curve Hero.

About

A fee guide is what determines the cost of any procedure in Curve Hero. There are a few places in Curve Hero where a fee guide can be attached to determine the patient portion estimate, the insurance estimate, and which fee guide will be utilized on claims.

Note:

If the office has in-network or contracted insurance plans, the fee guide set up directly affects how the insurance, patient and insurance write-off estimates display. Click Setting Up Estimates to Display PPO Write-Offs to learn how this can be set up.

Section 1 - Fee Guides in Administration 

  1. In the Sidekick, click the More menu, then click Administration in the drop-down list.

    2. Administration Menu
  2. In the Administration menu, within the Fee guides drop-down list, the existing fee guides can be accessed and new fee guides can be added or imported.

    3. Fee Guides List
  3. To learn how to add a new fee guide, refer to the quick guide, Adding a Fee Guide. To learn how to import a fee guide into Curve Hero, refer to the quick guide, Importing and Exporting a Fee Guide.

Section 2 - Updating the Patient's Default Fee Guide 

  1. With the correct patient at the top of the Sidekick, click Profile.

    2. Profile Button
  2. The Profile module opens. The Default Fee Guide is in the Other Information section. It can either be set to match the regular office fees or the patient's insurance fees.

    3. Other Information Section
    Option 1 - Default Fee Guide Set to Regular Office Fees

    1. Click the currently set Default Fee Guide to bring up the fee guide options.

      2. Default Fee Guide Options
    2. If the patient Default Fee Guide is set to the regular office fees, the full office fees will show on the appointment, in the treatment plans, and on the invoice.

      3. Office Fee View
    Option 2 - Fee Guide Set to the Patient's Insurance Fees

    1. If the patient Default Fee Guide is set to match the patient's insurance fee guide, no write off will show for the office or the patient, and no or few insurance adjustments will need to be made. This means the patient will not see the clinic's UCR or office fees on treatment plans or invoices.

      2. Insurance Fee View
    2. To set a different fee guide for the patient, select the applicable fee guide in the Default Fee Guide drop-down list.

      3. Note: For instructions regarding how to update a patient's default fee guide, refer to the quick guide, Changing a Patient's Default Fee Guide.

      Select Fee Guide

Section 3 - Insurance fee guide 

  1. The insurance fee guide is contained in the Insurance module. To open the insurance fee guide, begin by clicking the Insurance summary arrow in the Sidekick.

    2. Insurance Sidekick
  2. Click the insurance plan name to open the patient's insurance policy.

    3. Click Plan
  3. In the Edit Insurance Policy dialog box, within the Policy Information section, click Edit Plan.

    4. Edit Plan
  4. In the Edit Insurance Plan dialog box, within the Plan Information section, click the Fee Guide drop-down menu.

    5. Fee Guide Dropdown
  5. In the Fee Guide drop-down list, click the applicable insurance fee guide.

    6. Note: The fee guides included in the Fee Guide drop-down list are the same fee guides contained in the Fee guides drop-down list within Administration.

    Fee Guide List
  6. The insurance fee guide can determine the allowed rate for PPO plans if the provider is in-network, or contracted with the insurance plan. In order for this to apply to the insurance plan, ensure that the Claim filing type drop-down menu is set to Preferred Provider Organization (PPO).

    7. PPO Setting

Section 4 - Claim fee guide 
 

  1. In the Edit Insurance Plan dialog box, within the Plan Information section, the fee guide used on claims can be selected for the insurance plan. To do this, ensure that the Fee Guide to send on Claims drop-down menu is set to the correct fee guide.

    2. Claims Fee Guide
  2. The claim fee guide determines what fees will show on any claims sent for the insurance plan.

    3. Claim View

Helpful Links

Adding a Fee Guide 

Importing and Exporting a Fee Guide 

Changing the Default Fee Guide for a Practice

Setting Up Estimates to Not Show PPO Write-Offs

Transferring a Fee Guide

Copyright 2026 by CD Newco, LLC, USA Proprietary and Confidential All Rights Reserved.

Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

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Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.

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