In the Main Menu, click Lists, Procedure Codes.

Alternatively:

• Press Ctrl+Shift+F.
• In the Chart Module, click Procedure List.

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: Search the selected category(s) for a procedure code. As you enter text the list will update with matching results.

• By Abbrev: Search by procedure code abbreviation.
• By Descript: Search by description text.
• By Code: Search by code.
• Sort Order: Choose a sort order for procedure codes. Sort by Category or Procedure Code. Set the default in Chart Module Preferences.

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

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.

Fee Schedules

See Fee Override for Provider or Clinic

See Fee Schedule Logic

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.

• Black: A global fee.
• Orange: Clinic-specific fee.
• Green: Provider-specific fee.
• Blue: The fee is specific to a provider and clinic.

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.

Procedure Codes

(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).

Enter Fees via the Procedure Code List

To quickly enter fees in a fee schedule, use the Procedure Code List.

1. Highlight the procedure categories to show in the Procedures grid.
2. Under Compare Fee Schedules, select the fee schedule(s) that you want to enter fees for. Up to three fee schedules can be selected at a time. If a fee schedule allows fees that are provider and/or clinic specific, both the clinic and provider options will be available. As you select criteria, the Fee 1, 2, and 3 columns will update with the current fees.
   • Fee Schedule: Click the dropdown or [...] to select the fee schedule.
   • Clinic: To enter fees specific to a clinic, click the drop down or [...] to select the clinic.
   • Provider: To enter fees specific to a provider, click the drop down or [...] to select the provider.
3. Click in a fee column and enter the fee. Press tab to quickly move from cell to cell for quick data entry.
4. When finished, click Close to save the fees and close the window.