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Template Procedures

Version 14.19

Overview

You will learn how to add procedure codes to a template to capture charges performed by procedures done in the office in this article.


To view a video of how to customize and use the procedure feature: Using Procedures in a Template.
  1. Click the Encounter Templates or Well Visit Templates in the Clinical tab.
  2. Select the Template.
  3. Click the Edit button.
  4. Click the Procedures button and click a button for one of the Categories. If the procedure code is not found in a Category, click the Lookup CPT button.

  1. Double-click a Procedure to select it.

  1. Complete the procedure line, the below items are optional:
  1. Select a Procedure Modifier from the Mod drop-down menu.

  1. Click the Procedure Note field and enter the Note for the procedure.
Note: You can click the Ellipses button in the PN Edit field to add a procedure note or click the PC button to insert phrases. If a Procedure Note is added it is inked to the procedure code on the note summary.

  1. Enter the number of Units.

  1. Select Diagnosis Codes from the DX1-DX4 drop-down menus. The list of diagnosis codes to choose from are entered on the Encounter Note tab of the template.

  1. Select Y or N from the EPSDT drop-down menu.

  1. Select an option from the EP Refer drop-down menu

  1. Click the Save Changes button .
Version 14.10

Overview

You will learn how to add procedure codes to a template to capture charges performed by procedures done in the office in this article.


To view a video of how to customize and use the procedure feature: Using Procedures in a Template.
  1. Click the Procedures button and click a Category button. If the procedure code is not found in a Category, click the Lookup CPT button.

  1. Double-click a Procedure to select it.

  1. Complete the procedure line, the below items are optional:
  1. Select a Procedure Modifier from the Mod drop-down menu.

  1. Click the Procedure Note field and enter the Note for the procedure.
Note: You can click the ellipse button in the PN Edit field to add a procedure note or click the PC button to insert phrases. If a Procedure Note is added is will appear linked to the procedure code on the note summary.

  1. Enter the number of Units.

  1. Select Diagnosis Codes from the DX1-DX4 drop-down menus. The list of diagnosis codes to choose from are entered on the Encounter Note tab of the template.

  1. Select Y or N from the EPSDT drop-down menu.

  1. Select an option from the EP Refer drop-down menu. 

  1. Click the Save changes to template button.