Importing Fund Schedules

To import the fund schedules after an update has been performed using the Genie Update CD, select Open > Billing Items.

Click on the Import Fee Schedules popup and select Import AHSA Schedule to import the AHSA fees or select Import Other Schedules (i.e non-AHSA funds).

The window below will open asking you to identify the schedule you want to import.

This list is made up of all the non-AHSA funds in your data file. If you have entered multiple different names for AXA or any of these other funds then you will need to either clean up your list of funds first (see Private Health Fund Fees), or perform this import for each different name you have used for a particular fund.

In this case we are going to import the AXA schedule.

Click Open and you will be instructed to open the AXA text file in the Health Funds folder.

Navigate to the AXA folder within the Health Funds folder, within the Genie folder and open the file inside to commence the import.

Note: Some funds such as AHSA and MBF have a different schedule for each state, so you will need to also select the correct file for your state.