Handling Transactions and Codes

Validating ADA Codes

New codes are validated to ensure only authorized codes are used when handling the following:

• Appointments

• Treatment plans

• Transactions

• Bluebook entries

• Clinical notes

• Account payments

• Recare appointments

• Fee schedules

• Account payments

• Insurance payments

The following validation rules are true:

• Previously existing invalid codes associated with account or insurance payments, scheduled appointments, treatment plans, bluebook entries, clinical notes, recare notices, budget plans, discounts, transactions, fee schedules, default exams, or electronic router information are not validated. Therefore, your records are not adversely affected by the validation process.

• Previously existing invalid codes can be reassociated with or assigned to an account or insurance payment, scheduled appointment, treatment plan, bluebook entry, clinical note, recare notice, budget plan, discount, transaction, fee schedule, default exam, or electronic router records.

Example:Invalid code 7635 was associated with a patient transaction. You can associate the transaction with a valid code or reassociate code 7635 with the patient transaction. However, you cannot associate a new invalid code with the patient transaction.

• You cannot associate a previously existing invalid code with account or insurance payments, scheduled appointments, treatment plans, bluebook entries, clinical notes, recare notices, budget plans, discounts, transactions, fee schedules, default exams, or electronic router information to which they were not previously associated.