Procedure Code Prompts

Depending on the options you selected on the Procedure Code Maintenance window, you can receive one of the following prompts when you post certain procedures. See Setting Up Procedures for more information.

Status Change

If the procedure is set to prompt for a status change, the Select Status window is displayed.

Click on the new status and click OK. To keep the existing status, click Cancel. If the procedure has only one associated status, the change occurs automatically.

Auto-Post Letters

If the procedure is set to automatically post letters, a letter icon is displayed next to the procedure on the Financial Functions window. To view the letters that will be posted, click the letter icon. The Procedure Letter Assignments window is displayed.

To prevent a letter from being posted automatically:

Click the letter name to display a drop-down arrow.
Click the drop-down arrow and select <None>.
Click OK.

Tooth/Surface

If a procedure is set to prompt for a tooth or surface, the Tooth/Surface window is displayed.

Type the tooth number A-T for deciduous teeth and 1-32 for permanent teeth. Type the surface(s), using letters (for example, B-buccal, O-occlusal, M-mesial, L-lingual, D-distal) or numbers. If the procedure requires two surfaces, you must enter two surfaces.

Create Visit Charge Contract

A procedure code can create a visit charge contract and post the first charge automatically. When posted, the first charge is applied automatically, and no ledger entry is written for the visit charge contract. The patient’s total and current balance increases by the visit charge amount.