Adding a procedure template
- Select Configuration in the menu.
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Select the Procedure Template tab on the Configuration page.
The Procedure Template is displayed.
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Specify this information:
- Company
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Select the company that you want to associate with the procedure template.
- Facility
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Select a facility you want to identify with the procedure template.
- Procedure Template Name
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Specify a procedure template name to properly identify the procedure template.
- Charge Code
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Specify the charge code for the specific service that you want to add for the specific procedure template.
The Description and the CPT code is automatically populated.
Note:The Charge Code is automatically created in uppercase characters.
- Active
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Set the procedure template as active by selecting the check box.
Clear the check box if the procedure template is inactive.
- Practitioner
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Optional. Select the name of the practitioner.
- Save your changes.
- Click Return to List to bring you back to the previous page.