Update Procedure Code Statuses

The status of a planned treatment procedure code conveys a different idea behind each treatment or at which stage it is.

Let's explore the meaning of the following procedure code statuses:

• Proposed: A plan of treatment has been proposed to the patient.
• Presented: A plan of treatment has been presented to the patient.
• Alternative: An alternative treatment option has been proposed to the patient.
• Accept: The patient has accepted the plan of treatment and has decided to move forward.
• Scheduled: The patient has scheduled an appointment to receive this treatment.
• Hold: The patient has neither confirmed nor denied the treatment.
• Reject: The patient has decided against receiving the proposed treatment.
• Complete: The patient was seen by the treatment provider and had the treatment completed.
• Delete: Codes that are planned/presented have been deleted Or Codes that have been completed and which are not in a claim have been deleted. 

Watch this video for a step-by-step explanation.

Let's get started on how the status of a procedure code can be updated by users who have permission to do so.

Updating the procedure code status can be done from three specific areas within the system.

Topics Covered

• Advanced Treatment Planner
• Appointment Details
• Dental Chart
• Retrieve Procedure Code Statuses Data

Advanced Treatment Planner

• Select the patient using the Global Search Bar.

• Hover over Clinical > select Treatment Planner.

On the Treatment Planner,

• Right-click on the code's status that you need to change.
• Select the desired status from the pop-up menu.
• This will update the procedure code to the newly chosen status.

• You will see a notification on the top right stating, 'Code(s) status updated successfully.'

Note:

• Depending on the status chosen, related warnings and alerts may appear notifying the user to choose the appropriate action to continue. Please resolve each pop-up, if any appear, to proceed and complete the workflow.
• For instance, when you choose 'Complete', you will see the following pop-ups providing users with the option to i) Link Appointment (yes/no), ii) Warnings to alert the user that the location/provider tagged to the treatment is different, iii) Complete the Care Notes, etc. In such a scenario, users need to action the alerts appropriately by choosing the desired option from the relevant dropdowns. Only then the required status will be successfully updated. 

• The pop-ups appear only for select statuses, which, when addressed accurately, lets the user update the code(s) successfully.

Appointment Details

• From the patients' Appointment slide out, right-click the desired procedure code for which you would like to update the status.
• You will receive a notification on the top right indicating that the status and fee of the selected procedure code(s) have been successfully updated.
• Click Save to update the appointment and continue.

Dental Chart

• Select the patient using the Global Search Bar.
• Hover over Clinical > select Chart.

• Navigate to the procedure code(s) and right-click the desired code(s).
• Choose the required status to update the same.
• You will see the related notification on the top right confirming that the code status has been updated successfully.

Retrieve Procedure Code Statuses Data

• Treatment that has already been Accepted can neither be reverted to a Proposed or Alternative Status nor can it be placed on Hold.
• For retrieving data on procedure code statuses or for locating discrepancies such as between Service Date and Entry Date, etc., check out the Procedures Report.
• To run the report, navigate to the System Menu and select Operational Reports under Insights. 

• Select Procedures Report.
• Click Generate Report to run the desired data.

Practices can use this guide to quickly understand what the different procedure code statuses represent and the workflow users need to follow to update the same.