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Set up procedures

This guide explains how you can manage procedures that can be charged to patients. These can be charged out through a treatment plan, or directly through an appointment.

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Step 1.

Head to Settings> Treatment planning and click Procedures.

Select a payment provider, and then select a category.

Click Add new procedure.

Step 2.

This will open a pop-up box to create a Procedure.

Click Save and create once complete.

Step 3.

To edit a procedure, click on the edit icon.

Step 4.

This will bring you to a page where you can edit or delete the procedure.

Step 5.

Click Save once all changes are complete.

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