Description
This Quick Guide demonstrates how to customize the material options for procedure codes when adding them to an appointment or treatment plan.
Steps
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Customizing procedure codes is done in Administration. Click the More menu above the Sidekick, then Administration.
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In the Administration menu, under the Procedures drop-down list, click Procedures.
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This opens the Procedures module. Bring up the search field and the list of procedures by clicking Search.
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In the search bar, enter a procedure code or keyword to find the procedure that needs to be modified.
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The columns indicate what aspect of the procedure code can be altered. If the Material column is not visible, use the scroll bar at the bottom of the screen to scroll to the right.
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In the Material column, click the materials currently displaying for the selected procedure to open the materials list.
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To unselect a material, click the highlighted material. To add new options, click any other material(s) in the list.
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Click any area outside of the materials list box to save your changes.
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When that procedure is added to a treatment plan, the material options will now reflect the changes made.
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Note: Modified material options will not affect the static list in the Charting menu. To customize your Charting menu further, utilize Charting Shortcuts.
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