How to Create or Edit a Procedure Code (UK)

Use the Procedure List and Fee Schedule to manage and standardize procedures and fees.

From the Administration tab, select Procedures & Fees > Procedure List & Fee Schedule.
The Procedure List and Fee Schedule is displayed listing all the procedures for the selected schedule, with the Office Code and Description for each, Treatment Type and anatomy requirement, as well as the Status, Recall status, Anatomy type (T/S/Q), Total Number of Minutes, Fees, and NHS Category (if applicable for the selected procedure list).

- Use the for drop-down list to select the schedule to view. Note: Codes are only created/updated for the specified/selected schedule. If you are adding or updating a code, you must do it for each schedule to which it applies.
- Click the column heads to sort by column.
- Use the Search field to find a procedure.
- Filter the list by Treatment Types.
- Filter the list to show only procedures that have Resets Recall or Resets Last X-Ray Date selected.

Updating Procedures

You can update the details of an existing procedure code, or batch edit multiple procedures. 

To update details of a single procedure:

1. Select Administration >Procedures & Fees > Procedure List & Fee Schedule. The procedure codes and fees are displayed.
   Note: If you have more than one fee schedule, use the for drop-down list in the upper-left to select the one you want to access. 
2. Use the filters and search field to locate the code to update.
3. Click on the Office Code number in the first column. The Update Procedure window is displayed with editable fields active.
   
4. Enter your changes and click Update.

To update multiple procedures (batch edit), select the checkboxes for each and click Edit Selected Procedures.

• You can change a particular property for all the selected procedures: Status, Resets Recall, Minutes, Fees, SNOMED Code.
• You can update properties individually in the list, or click Adjust All to update them all at once.
• When you have finished, click Save Changes.

Note: If you want to discontinue using a procedure, change the Status to Inactive. Procedures cannot be deleted once used.

Creating a New Procedure

To create a new procedure:

1. Under Actions, select Create New Procedure.  The Create Procedure window is displayed.
   Enter a unique Office code and Office Description for the new procedure.
2. If the Treatment Type is not set automatically, use the drop-down list to select it.
   Note: The Treatment Type determines whether an anatomy definition (tooth number, arch, quad, surface) is required when using the procedure code. If anatomy is required, users are prompted to enter the corresponding anatomy when posting the procedure code. 
3. Enter a SNOMED Code, if applicable. 
4. If applicable, select Resets Recall.
   Note: When this option is selected, the procedure can be selected as a default procedure for resetting recall when creating recall appointments. When completed/posted, it resets the patient's last/next recall dates automatically. When included in a group procedure, the Resets Recall status defaults to Yes.
5. If applicable, select Resets Last Small Radiograph Date.
   Note: When this option is selected, the procedure code updates the patient's last Small Radiograph date when completed. The last Small Radiograph date is displayed on the Patient Snapshot, the patient's home page, clinical chart (EMR), routing slips, as well as the patient information when you click on a waiting queue appointment tile.
6. If applicable, select Resets Last Panoral Radiograph Date.
   Note: When this option is selected, the procedure code updates the patient's last Panoral Radiograph date when completed. The last Panoral Radiograph date is displayed on the Patient Snapshot, the patient's home page, clinical chart (EMR), routing slips, as well as the patient information when you click on a waiting queue appointment tile.
7. Enter a standard number of minutes for the procedure, if applicable.
8. Set the fee standard fee for the procedure.
9. Click Create.

For information on creating Group Procedures, see How to Create or Edit Group Procedures.