In the Main Menu, click Lists, Procedure Codes.
The Procedures grid lists procedure codes that exist for the highlighted categories. Fees for up to three fee schedules can be viewed at a time, each represented by a Fee column (Fee 1, Fee 2, Fee 3). The criteria set under Compare Fee Schedules determines the fees that show.
To enter fees, click in a Fee column cell. Press tab to quickly move from cell to cell.
Double-click a row to edit the Procedure Code.
Search: Search the selected category(s) for a procedure code. As you enter text the list will update with matching results.
By Category: The highlighted categories determine which procedure codes show in the grid. To select all categories click All.
Click Edit Categories to customize categories and sort order. See Definitions: Proc Code Categories.
Show Hidden: Check to show or hide categories marked as hidden. Click default to set the current setting as the default.
Procedures: A list of all procedure codes that exist for the selected category. Procedure fees for up to three fee schedules may also show, depending on the criteria set under Compare Fee Schedules.
Compare Fee Schedules: Select the criteria that determines which fee columns and fees show in the Procedures grid.
Show Fee Schedule Groups: Only visible if Show Fee Schedule Groups is enabled in Enterprise Setup. Changes the Clinic dropdown to Fee Schedule Group. Check to allow edits to fee schedules grouped by clinic.
Fee Schedule: Click the dropdown or [...] to select the fee schedule.
Clinic: To view or enter fees specific to a clinic, click the drop down or [...] to select the clinic. If a user is restricted to a clinic, they will only be able to view fees for the clinic they are restricted to.
Provider: To view or enter fees specific to a provider, click the drop down or [...] to select the provider.
Fee Colors: The fee color is a quick method of identifying whether a fee is global or provider and/or clinic-specific. The default colors are listed below. Customize fee colors in Definitions: Fee Colors.
Fee Scheds: Create Fee Schedules.
Fee Tools: Copy, export or import fees, increase fees by a percentage, or update fees for treatment planned procedures. See FeeTools.
(buttons at lower left)
Import/Export: Import or export procedure codes in an XML format. If exporting, only codes currently showing in the grid are exported. When importing, only codes that do not yet exist in the database will be imported. Existing codes will not be edited. To import/export fees, see Fee Tools.
Tools: Launch Procedure Code Tools to remove temporary codes, update CDT codes, add missing D or N codes, and/or reset default auto codes, procedure buttons, appt proc quick adds or recall types. Buttons are only visible to users with the Setup permission.
New: Add Procedure Code (e.g non-CDT codes or codes used in another country).
To quickly enter fees in a fee schedule, use the Procedure Code List.