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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Download PDFStep 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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