Procedure Info

In step 1 of adding a procedure code, you must enter the following information for the code. Required fields are indicated by a red asterisk.

add_proc_code_step1_2460

Following are descriptions of the fields on this screen as well as tips on completing them.

Code: Type the identifier for the code. Most locally created codes are preceded by a "Z" for quick identification.
Description: Type a description for the code. The information will be copied to the Insurance Description field.
User/Other Code: Optional details that distinguish the code and make it easier to locate in a search.
Recall: If the code represents a recallable procedure, set the recall interval.
Procedure Type: Select Medical or Dental. This field is required.
Procedure Time/Pattern: Procedure codes can be associated with a specific amount of time, which can be further segmented into provider time, non-provider time and anesthesia time. These settings apply to the procedure code by default but can be adjusted for individual appointments.
Insurance Category: Select the category from the dropdown. This field is required.
Insurance Billing Order: Select the insurance billing order from the dropdown. The selection will apply as a default for the procedure, though it can be changed for individual claims.
Chart Category: Select the category for the procedure from the dropdown.
Default provider: If the procedure should always be associated with a specific provider, select him/her from the dropdown.
Check boxes: The following check boxes enable or disable certain features and codes associated with the procedure.

Check box	Selecting the check box will:
Active	Set the procedure code as active and able to be selected and applied. Once a Procedure Code is used, it cannot be deleted, however, clear the Active box to prevent further use of the code.
Dentist Limited	Allow the code to only be billed out under a dentist.
Taxable	Apply sales tax on the amount of the procedure.
Sales Tax Code	Outdated item, replaced with Taxable.
Requires Lab	Future feature enhancement
Ortho Procedure	Sets the procedure as an orthodontic code.
Visit Code
Ledger Code	Allows the procedure to be connected to the Ledger. We recommend that this check box is selected.
A/R Code	Allows the procedure to be considered in accounts receivable. We recommend that this check box is selected.
Post – Op	Indicates that the patient needs to receive post-op communication. If you select this check box, the patient will appear on the Post-Op report when the procedure is performed and charted as complete.
Exempt from Dentical Max	Outdated item.
Allow Advanced Dental Therapist/Dental Therapist	Allows the procedure to be completed by an advanced dental therapist or dental therapist.