A Procedure Code is a specific code that identifies a dental service or procedure that is essential for treatment planning, billing, and insurance purposes at a dental practice.
Explore this video for an in-depth walkthrough.
To add a new procedure code, perform the steps below.
Navigate to the System Menu > select Practice Settings > Codes > Procedure Codes.
Click + Add New Procedure Code.
- In the Add New Procedure Code slide-out, enter the following information:
- Code Type: Select whether this will be a Dental, Medical, or Other code type.
- Code: Enter a name for the procedure or product code.
- Code in Claims: For custom codes used internally, enter the standard ADA code it should map to. This helps streamline HICAPS claims submissions.
- Description: Enter a description that represents the purpose of this procedure code as needed. The recommended description should follow the verbiage dictated by the ADA and AMA guidelines.
- Short Name: Enter a shortened name for this procedure code to make it easily identifiable.
- Service Type: If this is a dental procedure code, select the service type that corresponds to this procedure.
- Effective Date: Enter an effective date for when this procedure code should be activated in the system.
- Termination Date: Enter a termination date for when this procedure code should be terminated in the system.
- Use only for patients under 18: Select whether this code should only be available for patients under 18.
- Apply Sales Tax: Select Yes, particularly if you need to charge sales tax for the purchase of this product or service.
You can enter optional Additional Details, if applicable.
- Type: Select whether this code should have a draw type that appears on the patient's chart.
- Some options require tooth selection.
- Applicable to: Select whether this code should apply to a tooth number, area of the mouth, a quadrant, or none.
- Tooth Set (only applicable for tooth): Select the tooth set such as Primary, Anterior, etc.
- Area (only applicable to Mouth or Quadrant): Specify the area to which the procedure is applicable.
- Applicable on multiple teeth (only applicable for tooth): Enable this setting to allow adding a single treatment code on multiple teeth.
- Ask for Surface (only applicable for tooth): Specify the surface to which the procedure is applicable.
- Ask for Material (only applicable for tooth): Specify the material which has to be used for the procedure.
- Draw on Chart (only applicable for tooth): Choose if you want to enable draw on chart to display draw type.
- Draw Type (only applicable for tooth): Choose the draw type for the treatment code.
- If you choose Character (Tooth) or Character (Surface), you can add a 2 character text for the tooth and 1 character text on the surface.
- For character-based draw types, enter the intended Character.
| Tip: You can view the draw type in the Preview section on the right. |
- Provider Type: Select a default provider type for the code. If the code is set to be added/completed under a provider of another type, a warning will be displayed.
- Set as Mandatory: Select this option to set the selected provider as mandatory.
- Click Save.
To View & Edit Procedure Codes:
- You can view the newly created procedure code on the Procedure Codes grid.
- You can utilise the filters to find the intended procedure code from the grid.
- Click View to view the details of the procedure code.
- Click Edit to directly make any changes to the existing procedure codes.
- Once you have made the necessary changes, click Save.
Practices can use this simple guide to learn how to add, view, and edit procedure codes in CareStack.