1 Choose Administration » Procedure Codes » Procedure List.
2 Then, click on the 
Build List button in the resulting window.
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1 Choose Administration » Procedure Codes » Procedure List.
2 Then, click on the
1 In the Procedure Codes list window, double-click on the list to bring up the CDA Procedure Code Entry window.
2 From here, click on the
button in the toolbar to enter new procedure.
3 Enter the procedure's code number under Code. The code entered will serve to identify the procedure in invoices and when tabulating them.
4 Choose a fee guide from the Fee Guide field. The procedure will be listed under this guide.
5 Enter a description under the Description field.
6 Enter the procedure's R and T values in the Price portion. The procedure's price can be entered manually into the Fee field, or it can be calculated from the procedure's R and T values.
7 In the Options portion, check all applicable options for the procedure. The Recall check box indicates that this procedure will be a recall procedure. This means that every time it is performed, another appointment for it will be automatically set up in the patient's recall entry. The Fast List check box will determine whether this procedure will show up under a Fast List.
8 When done, click
in the toolbar to save your changes.
1 In the Procedure Codes list window, double-click on the procedure to edit or delete to bring up the CDA Procedure Code Entry window.
2 Hit the toolbar
button.
3 Modify the record.
4 Hit
1 In the Procedure Codes list window, double-click on the procedure to edit or delete to bring up the CDA Procedure Code Entry window.
2 Click on the
button.
1 If you wish to analyze how often one particular procedure is used, choose Procedure Count under the Administration » Procedure Codes menu.
This will bring up a window that asks for a start date, a finish date and a procedure number.
2 Enter the dates to begin and finish the counting into the appropriate fields, and then enter the procedure's code into the Procedure field.
3 Once you have done so, click Search to begin counting the number of times that procedure has appeared in the specified interval.
4 The total number of times that the procedure was performed appears in the Total field.
1 To view a breakdown of the number of times procedures from certain categories are used, use the Administration » Procedure Codes » Procedure Analysis menu item.
This will compile a list of the number of each type of procedure that has been performed in a certain interval.
2 In the Procedure Analysis window opened by the menu item, enter the dates to start and finish counting procedures, and choose which provider's procedures to count (leave the field set to All to count every provider's procedures).
3 Once this information has been entered, click Start to begin counting.
4 When complete, the number of each type of procedure performed will appear under each heading. Under this number is the total charge for all procedures of this type.
For example, if the numbers 102 and 10231 appear under the General heading, then there were 102 general type procedures performed within the dates specified. The total charge for those procedures was $10231.
The total income from procedures performed in the specified interval appears under Total Amount.
It is possible to view a list of every procedure performed in a given range of dates, along with the number of times it was performed and the total income from them.
1 Choose the Administration » Procedure Codes » Procedure Analysis menu item.
2 In the Procedure Analysis window opened by the menu item, enter the dates to start and finish counting procedures, and choose which provider's procedures to count (leave the field set to All to count every provider's procedures).
3 Once this information has been entered, click Start to begin counting.
4 When complete, the number of each type of procedure performed will appear under each heading. Under this number is the total charge for all procedures of this type.
5 Click on the Detail button in the Procedure Analysis window.
This will produce the Procedure Type Analysis window, which lists each procedure counted by the program, along with the number of occurrences and the total income from those procedures.
OR
In addition, it is possible to list only procedures of a certain type in this window. To do this, click on the appropriate heading in the Procedure Analysis window instead of the Detail button. Doing so will present a list of only procedures of that type performed in the given interval.
1 In the Active Treatment Plans window, click on the second button from the left.
This will open the Tx Plan Analysis window.
2 Enter the dates to begin and finish counting into the Start Date and End Date fields.
3 Choose which provider's procedures to count (leave the field set to All to count every provider's procedures).
4 Once this information has been entered, click Start to begin counting.
When complete, the number of each type of procedure performed will appear under each heading. Under this number is the total charge for all procedures of this type.
For example, if the numbers 102 and 10231 appear under the General heading, then there were 102 general type procedures performed within the dates specified. The total charge for those procedures was $10231.
The total income from procedures performed in the specified interval appears under Total Amount.
To obtain a list of every single procedure performed, the number of times it was performed and the cost of the procedure, click the Detail button in the Tx Plan Analysis window.
If you wish to view a breakdown of only procedures of a single type, click on the heading that corresponds to the type. For example, to view a list of every single procedure involved in the time period that would be classified as miscellaneous, click on the Misc heading in the list.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Procedures from the Reports (Month) sub-menu.
This presents you with a dialog asking for two dates to limit the report to.
3 Enter two dates and hit OK.
This brings up the Procedures from date x to date y window, listing all procedures performed between those two dates.
