Posting procedures using multi-codes

To post a procedure using a multi-code, you complete the same steps you use to post a single procedure code; however, the order is very different. You must complete the steps in the order listed to avoid having to correct posting errors.

To post procedures using multi-codes

1.   With a patient selected in the Ledger, from the Transaction menu, click Enter Procedure.

The Enter Procedure(s) dialog box appears.

2.   Do the following:

·        Date - To change the procedure date from the current date, type a new date.

·        Provider - To change the provider from the patient’s primary provider, click the search button, select the correct provider, and click OK.

3.   Double-click the multi-code that you want to post from the Multi-Codes list. (To learn more about setting up multi-codes, click Multi-code setup.)

The multi-code appears in the Procedure List. An asterisk to the left of the procedure indicates that the procedure requires additional treatment information.

4.   If the procedure requires additional information, select the procedure from the Procedure List.

The treatment area fields appropriate to the procedure you selected appear.

Note: Treatment areas include tooth number, surfaces, quadrants, sextants, and tooth range.

5.   As appropriate, type or select the additional treatment information, and then click Change.

The treatment information is updated appropriately, and the asterisk is removed from the procedure.

6.   To assign a referral source, do the following:

·        Click the Referred search button.

·        Select the source from the Select Referred By dialog box and click OK.

·        From the ID Number Type list, select the type of ID.

·        Type the appropriate ID number.

7.   To post the procedure to the Ledger, click OK/Post.