Procedure Buttons

Procedure buttons allow you to quickly add your most common procedures to a patient's chart with a single click. They are located in the Chart Module on the Enter Treatment. Usually you will simply click on a tooth, then click a procedure button to chart the treatment.

There are two types of procedure buttons:


By default, procedure buttons are associated with D-Codes.

Webinar: Procedure Buttons, Quick Buttons, and Auto Codes.

Set up quick buttons

  1. In the Main Menu, click Setup, Chart, Procedure Buttons.
  2. To edit an existing quick button, double click on it. To add a new quick button, double click in the right panel (white area under Buttons for the selected category) on the location where you want it to show.
  3. Enter the button information.
    • Display Text: The button text.
    • Procedure Code: Enter the procedure code that will be applied when this button is clicked. Click [...] to select from the Procedure Codes. Only one code can be associated per quick button and it must exist in the prior to setting up the quick button.
    • Surfaces: Enter the surfaces that will be applied when the button is clicked (B/F, V, M, O/I, D/L).
    • Display as Label: Check this box to display the text as a label instead of a button. This text will not be click-able in the Chart Module.
  4. Click OK to save.

Hints:

Set up other procedure buttons

Other procedure buttons are grouped into categories (e.g. General, Exams/Cleanings, Fillings, etc.).

  1. In the Main Menu, click Setup, Chart, Procedure Buttons.
  2. Click on a category to see its procedure buttons.

    The procedure buttons listed above are the default. To restore to the defaults, run Procedure Code Tools for Procedure Buttons.

    To rename, reorder, or add new categories, click Edit Categories to access Definitions: Proc Code Categories.

    To reorder buttons within a category, use the Up and Down arrows.

  3. Click Add or double click a button to edit.
  4. Enter general button information:
    • Description: The button name.
    • Category: Click the dropdown to select the button category.
  5. Select an image to associate with the button. The current image appears to the right of Image (20x20). There are three options:
    • Pick an image from the list on the right.
    • Click Import to select an image file on your computer. Images should be 20x20 pixels. Additional icons may be available in the User Forum.
    • Click Clear to remove the current image.
  6. Add procedure codes to associate with this button. Click Add to add a new code from the Procedure Code List. Click Delete to remove a code.
  7. Highlight any auto codes to associate with this button. To select multiple auto codes, press Ctrl and click on the codes to highlight.
  8. Click OK to save the button.

Example of a RCT BU Ceramic procedure button (as shown in screenshot above):

Procedure button logic

When entering treatment, you can select multiple teeth before clicking a procedure button. The program will loop through each tooth and repeat the logic.

For example, set up a bridge procedure button:

In the patient's chart:

  1. Mark the pontic tooth as an existing extraction as described in Missing Teeth.
  2. Select all three teeth involved in the bridge and click the bridge procedure button.

Since the bridge seat is a tooth range, the program will know to not add it three times to the chart, but only once with all three tooth numbers selected.

Quadrants

Procedure buttons can be used to create four procedures, each with a different quadrant. To trigger this behavior, enter four of the exact same code in the list on the left. For example, D4341, D4341, D4341, D4341. There is no support for a procedure button to create a procedure with any specific quadrant. One alternative is to create a procedure button with a single code on it, and then change the quadrant as needed after using the button.