Handling Transactions and Codes
The fields displayed in this window are code-type specific. Scheduling, insurance submission, and goal tracking fields are active for procedure codes, while the description and effect on balances are displayed for payment and adjustment codes.
If you use the charting module, select the correct tooth and surface for each procedure code.
You must set the Tax Method field in the General System Settings window (System > Change System Settings > General System) before adding a taxable charge.
To add an ADA, CPT, or transaction code:
Select List > ADA Codes. The ADA/Transaction Codes List window is displayed.
Press Enter and click Add. The ADA/Transaction Code window is displayed.
Type the new code number in the Code field. The code type is displayed beneath the field. See Understanding Transaction and Procedure Code Ranges for a complete list of codes.
To schedule or post transactions using an office code, type an easy-to-remember group of letters and numbers in the Office Code field.
Type a description, alternate description, and alternate insurance information.
The office description is printed on insurance forms, statements, and reports and is displayed when you schedule appointments and post transactions. The alternate description is printed on walkouts, statements, and treatment plans.
When the Alt. Ins Display field is enabled and a medical carrier requires customized coding on claims, type the code.
Select the place of service from the Place of Service field. Use this field to assign HCFA codes and descriptions to medical procedures. Your selection is used as the default setting in the Transactions window.
Select an option:
If the new procedure is associated with opening or closing a lab case:
If you are adding a hygiene code (or an explosion code that contains a hygiene code):
If you are adding a prosthesis-, crown-, or inlay-related code:
If you are adding a taxable charge adjustment, charge, ADA, or CPT code:
To add a call back notification to the End of the Day report when the code is posted:
Select an option: