Editing procedure codes

Procedure codes represent the services that you render and products that you sell. You can edit procedure codes that have not been posted to or charted in patients' records.

Tip: If you want to edit a procedure code that is attached to patients' record, you must first delete all instances of that procedure from patients' records. Alternatively, you can create an alias code (a procedure code followed by a period and an alphanumeric suffix) for the procedure code that you want to edit and begin using the alias code from that point on instead.

Note: Procedure codes are set up at the organisation level, but locations can each have different fees for a given procedure code. However, if you change that procedure code's fee at one location, that change will be reflected in that location's preferred fee schedule, which is accessible across the organisation.

To edit a procedure code

How to get there

If you are not already viewing the correct location, select it on the Location menu.
On the Settings menu, under Production, click (or tap) Procedure Codes & Conditions.
The Procedure Codes & Conditions page opens.

On the Procedure Codes tab of a location's Procedure Codes & Conditions page, select a procedure code.
Notes:
- To quickly locate a procedure, type a code or description in the Search for specific procedure box near the top of the page.
- To filter the list of procedure codes, in the View list, select whether you want to view all procedures, only the favourites (most commonly used procedures), only active procedures, or only inactive procedures.
The Edit Procedure Code dialogue box appears.
Change the description, office code, category, amount, treatment area, and other options as needed.
Set up the following options:
- Description - Enter a description for the procedure. You can search for procedures by the description wherever you can enter a procedure.
  Note: Changing the description of a procedure code here affects the description for the same procedure code in the location's default fee schedule (the fee schedule that gets created automatically for each location in your organization).
- Office Code - Enter the code, either a shorthand version of the code description or a custom code, for this procedure.
- Category - Select the category that this procedure belongs to. There is also an option to specify that this procedure is a product (such as a power toothbrush or a home bleaching kit) that will not be billed to third parties.
- Include in favorites - Favourite procedures are the ones that you use most commonly. Turn this switch On to mark this procedure as a favourite so that you have quick and easy access to the procedure when you are charting procedures. Favourites have a yellow star next to them in the list of procedure codes on the Procedure Codes & Conditions page.
- Assign to - The default for how this procedure is to be billed is determined by the selected procedure filter during the posting of this procedure, so leave Private selected. You can change the assignment for a posted procedure as needed.
- Activate procedure code - To make the procedure available for selection wherever procedure codes can be selected, set the switch to Yes. To make the procedure not available, set the switch to No.
- Location fee - Enter the default amount that you charge at this location for this procedure.
  Note: Changing the fee of a procedure code here affects the fee for the same procedure code in the location's preferred fee schedule, which is accessible across the organisation.
- Treatment area - Select the treatment area that this procedure corresponds to: Tooth, Mouth, Surface, Quadrant, Root, or Arch. This option is not available if the selected Category is Products or if the procedure code is posted to at least one patient's record.
  Note: You cannot change the treatment area for a retainer procedure code (an alias procedure code with a .RET suffix).
- Charting symbol - According to the selected Treatment area, select how you want this procedure to be charted (only the symbols that are applicable for the selected treatment area appear in the list):
  - Tooth, Quadrant, or Arch - None, 3/4 Crown - hatched, 3/4 Crown - outline, 3/4 Crown solid, Apicoectomy, Bridge - hatched, Bridge - outline, Bridge retainer crown - hatched, Bridge retainer crown - outline, Crown - hatched, Crown - outline, Crown solid, Denture - hatched, Denture - outline, Denture - solid, Extraction, Implant - blade, Implant - cylinder, Pins, Posts, Root canal, Sealant, Bridge - solid, or Bridge retainer crown - solid.
  - Surface - None, Surface restoration - dotted, Surface restoration - hatched, or Surface restoration - solid.
  - Root - None, Apicoectomy, or Root canal.
  - Mouth - Not applicable.
- NHS Clinical Data Set Default - Select the default clinical data set for NHS claims with this procedure. With a default data set selected, this procedure is available for posting to an NHS patient's record. When you are creating a claim, you can change the data set as needed.
  Important: Be aware that if you post a multi-code in an NHS patient's clinical record (from the Chart or Quick Exam tab), and that multi-code includes some procedures without a default data set specified, those procedures will not be posted. Similarly, if you post a multi-code in an NHS patient's financial record (from the Ledger page), and that multi-code includes some procedures without a default data set specified, those procedures will not be posted unless you change the Assign to selection to Private or Third Party (if available).
- Treatment Category Default - Select the default treatment category for NHS claims for this procedure. When you are creating a claim for this and other procedures, the default category of one of those other procedures may take precedence over the default category of this procedure (for example, Band 2 takes precedence over Band 1). However, you can change the category on the claim as needed.
Click (or tap) Save.

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