Step-by-step instructions:
To print a list of procedure codes:
- Go to Reports > Lists > Setup List.
- Click on the three dots under the word "Procedure"
- Select the option for "Procedure Codes List"
- . From here you can select:
- Format- This is the print format for the report and determines whether the report will download as a PDF or Excel File. The report will begin to download immediately if Excel is selected for Print Format.
- Category-The report can be ran to show all procedure codes listed in a specific ADA category. The ADA category of a code can be found under Setup > Procedure Codes > Procedure Codes, then locating the specific procedure code.
- Production Type- Allows the report to be ran to only include codes that fall under a specific scheduler production type. The production type can also be reviewed when going to Setup > Procedure Codes > Procedure Codes, then locating the specific procedure code.
- Status- Filters the report to include only procedure codes with an active status, only procedure codes with an active status, or both.
- Other Options
- Include Only for Required Tooth- Only show procedure codes that require a tooth number.
- Include Only for Surface- Only shows procedure codes that require a surface.
- Include Only for Bill to Insurance- Only show procedure codes that are setup to be billed to insurance.