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.
To edit a procedure code
How to get to there
If you are not already viewing the correct location, select it from the Location menu.
From the Settings menu, under Production, clicktap Procedure Codes.
The Procedure Codes page opens.
On a location's Procedure Codes page, select a procedure code.
To quickly locate a procedure, type a code or description in the Search For Specific Procedure field near the top of the page.
You can also filter the list of procedure codes 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 - Type 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 - Type 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.
Include in favorites - Favorite procedures are the ones that you use most commonly. Turn this switch On 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 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. This option is not available for an alias procedure code.
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 - Type 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.
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).