View and edit procedure information, including procedure notes, from the Procedure Info window.

In the Chart Module, double-click a procedure to edit.


To edit, delete, or set procedures complete, the logged-on user must have the correct Permissions.


Date Entry: Initially this date is the day the procedure was entered. The date is updated when the procedure is set complete. It cannot be manually edited.

Date TP: The day the procedure was added to the treatment plan.

Date: Date of the procedure. This is the date used in the Chart and Account.

Time Start: Enter the procedure start time.

End: Only shows when Medical Insurance is turned on. Enter the procedure end time.

Now: Only shows when Medical Insurance is turned on. Inserts the current time. If no time exists in Time Start, button insert time heres. If there is already a start time, it inserts an end time instead. If both a start and end time exist, the button overrides the existing end time.

Final: Only shows when Medical Insurance is turned on. Automatically calculates the total minutes based on Time Start and End.

Original Date Comp: Only shows for Complete procedures if the Date is changed. Displays date procedure was originally set complete. Cannot be changed

Procedure and Treatment Area

Procedure: Procedure code of the attached procedure.

Description: Description of the attached procedure.

Change: Open the Procedure Codes List to choose a different Procedure Code. The Amount is updated to reflect the updated procedure.

Tooth/Surface: Options for tooth number and surfaces are different depending on the procedure code's Treatment Area set in Edit Procedure Code.

Amount: The billable fee of the procedure based on the fee schedule. Enter default fees in the Procedure Code List. The fee only shows if the logged-on user has the Show Procedure Fee security permission.

Hide Graphics: Check to hide this procedure on the Graphical Tooth Chart.

Diagnosis: Only one diagnosis per procedure allowed. If a procedure requires more than one diagnosis (e.g., cracked tooth, IP, Apical perio) add them as notes. Diagnoses do not affect the Graphical Tooth Chart. Customize options in Definitions: Diagnosis Types. To see diagnoses separately from the proposed treatment, see the comments regarding the Condition (Cn) Status.

Priority: Used to prioritize treatment in the Treatment Plan Module. Options can be customized in Definitions: Treat' Plan Priorities.

Prosthesis Replacement

This area is only visible if the procedure code has been set up as Is Prosthesis. This information is sent in e-claims only and is required before sending electronically.

Crown Bridge, Denture, or RPD: Select Initial or Replacement. If No is selected when closing the Procedure Info window, users are prompted with the window below. When attempting to save or send claims with the procedure attached, users also receive a warning that the claim is missing data.

Original Date: Required when prosthesis is marked as Replacement.

Is Estimated: Check if Original Date entered is an estimate. The flag is only supported in 5010 e-claims. For 4010 e-claims, there is no place to send this flag, but it may be useful for documentation. Enter this information for printed claims on the Edit Claim - General Tab.

E-Claim Note

E-claim Note: A place for short notes that pertain to this procedure. Limited to 80 characters for electronic claims. It should be used rarely and is only sent in e-claims or printed on the 1500-02-12 Claim Form, Box 24 (supplemental). It is not printed on other paper claims. The note is procedure level, not claim level. To enter a claim note, see Edit Claim - General Tab.

Right-Click the text box for additional options.

Procedure Status, Provider, and Referral

Procedure Status: The procedure status can be one of the following:

Note: The procedure status determines the color used on the Graphical Tooth Chart, with the exception of procedures using a color override. Manually changing a procedure status to Complete using the dropdown only changes the status. It does not copy default procedure notes.

Set Complete: Assign the status of complete, insert default procedure notes, change the Date Entry and Date to today's date, and close the window.

Clinic: The Clinic associated with this procedure. Only visible when Clinics is enabled.

Provider: The provider associated with the procedure (i.e., treating provider).

Referral: Click [...] to refer this procedure to a Referral source. Referrals out can be tracked individually.


User: Identifies the most recent User associated with the Notes and to any electronic signature (below). Defaults to the logged-on user. To override the user, click [...] then enter log-on credentials.

Auto Note: Click to manually insert Auto Notes.

Edit Auto Note: Only appears when an Auto Note has been used and prompts have been left unanswered. Click to complete Auto Note.

Notes: For Procedure Notes. Usually empty until the procedure status is set complete. Once set complete, default procedure notes are automatically copied and staff can make changes to the notes as needed.

Signature/Initials: Sign the Notes with an Electronic Signature. The user tied to the Notes is indicated in the User box above the Notes area.


Procedure - Financial Tab: View and add insurance estimates, adjustments, payments, and TP Procedure Discount.

Procedure - Medical Tab: To view this tab, Medical Insurance must be enabled in Show Features. Use it to attach ICD-10 diagnosis codes to the procedure (if required by insurance) or enter other medical claim information.

Procedure - Misc Tab: Medicaid and Public Health options.

Save, Edit, or Delete

Delete: Delete the procedure. Deleted procedures can be viewed by enabling Audit mode from Show Chart Views, but deleting cannot be undone. If the Appointments require procedures preference is enabled, the below message appears when deleting the last procedure attached to an appointment.

Edit Anyway: Button only appears on procedures attached to claims or preauthorizations. Click to edit procedure information. Some fields (e.g., procedure code) still cannot be edited even after clicking this button. Read-only fields are greyed out after clicking this button.

OK: Close the window and save changes.

Cancel: Close the window. Some changes are saved.