Completing Procedures

It is important to understand that a procedure will not show up in the ledger, be counted as production, or be eligible for insurance claim submission until it gets marked as completed.  For every appointment, you need to make sure all the procedures performed by the doctor or the hygienist are marked as completed.

Watch this video to learn how to complete procedures. (Duration: 1:40)

Additional Information

• The name of a procedure’s completion button is Post when the procedure is added to the appointment without being treatment-planned, and Complete when the procedure is treatment-planned.
• Completed procedures automatically post to the Ledger and change to Completed in the patient's progress notes. 
• To learn more about completing procedures, read Completing appointments in the Resource Center.