How to Create a New Fee Schedule

Orion allows advisors the ability to add new fee schedules through the Billing Audit application.

The workflow for adding a new fee schedule to your database is as follows:

Billing Audit>Select 'Fee Schedules' Tab>All Fee Schedules for the database will populate>Navigate to the Actions button in the upper-left hand corner>Select 'New Fee Schedule'>Enter the New Fee Schedule name>Fill in the appropriate sections (how billed, type, and basis)>Select 'Structure' on the left hand column to enter in the flat rate of your fee plus any price breaks that are necessary>Save