Tip: If you want to edit the treatment area or charting symbol for 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 organization 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 organization.
To edit a procedure code
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, select a procedure code.
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 favorites (most commonly used procedures), only active procedures, or only inactive procedures.
The Edit Procedure Code dialog 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, either the standard ADA description or a custom 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 ADA code description or a custom code, for this procedure.
Category - Select the ADA Procedure Code 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 insurance.
Add to favorites - Favorite procedures are the ones that you use most commonly. Set this switch to Yes to mark this procedure as a favorite so that you have quick and easy access to the procedure when you are charting procedures. Favorites have a yellow star next to them in the list of procedure codes on the Procedure Codes & Conditions page.
Bill to insurance - To flag the procedure as being billable to insurance by default when posting the procedure, turn the switch On. If the procedure should not be billable to insurance by default, turn the switch Off. Even though this option is available for an alias procedure code or a non-standard code, some carriers may reject that procedure on a claim or may reject the entire claim due to the presence of an unrecognized procedure code, so turn this option on with care if the procedure code is not standard. Being able to bill a non-standard code, such as a rate code, to an insurance carrier is helpful for Federally Qualified Health Centers (FQHCs) when a rate code is needed for a wrap claim.
Note: Changing the state of the Bill to insurance switch here is tracked in the audit log.
Active - 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 organization.
Treatment area - Select the treatment area that this procedure corresponds to: Tooth, Mouth, Surface, Quadrant, Range, Sextant, Root, or Arch. This option is not available if the selected Category is Products.
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, Sextant, 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.
Require clinical note - To require a clinical note for this procedure when it is completed, set the switch to Yes. With the switch set to Yes, completing this procedure affects the Not Entered count in the Clinical Note Tasks box on a location's Overview page and consequently which patients appear on the Not Entered tab of the Clinical Note Tasks page. With the switch set to No, completing this procedure does not affect the count of clinical notes that were not entered but should have been.
Note: For procedure codes in the Product category, you probably do not want to require a clinical note.
Click (or tap) Save.