Procedure Code Tools

Use Procedure Code Tools to update to the latest CDT codes and more.

In Procedure Codes, at the lower left, click Tools.

Procedure Code Tools should be run in the following situations:

Note: Use caution when selecting and running tools as to not accidentally reset customized Auto Codes, Procedure Buttons, Appt Proc Quick Adds, or Recall Types. The Security Admin and Procedure Code Edit Permissions are required to run Procedure Code Tools.

Check the box next to the tools to run. Uncheck a box to deselect a tool.

Run Now: Click to run all selected tools. A message indicates when updates are done.


I get the message above when attempting to run the D Codes.

Solution: This message appears when running the D Code tool prior to the 1st of the new year. Claims may be rejected if new procedure codes are sent before they take affect. Click Yes to continue importing the new codes, or No to cancel.