Procedure Settings

Open Settings → Prices → Procedures.

The production URL is Procedures.

Procedures are the clinic's service catalog. They are used in treatment history, treatment plans, invoices, reports, salary calculations, and procedure templates.

What Procedures control

A procedure can define:

• procedure name;
• code;
• category;
• fees and price setup;
• dental chart category or behavior;
• reporting behavior;
• whether the procedure is excluded from salary reports;
• translated names for multiple languages.

Good procedure setup keeps clinical documentation, billing, reports, and provider production aligned.

Multiple languages

Procedures support language tabs. Use them to translate procedure names and patient-facing procedure text when the clinic works in more than one language.

Translated procedure names can help patient-facing documents, online booking, and multilingual treatment communication feel consistent.

Create Procedure

1. Open Settings → Procedures.
2. Click Create Procedure.
3. Enter the procedure name.
4. Add or confirm the procedure code.
5. Select the category.
6. Set the fee or price information.
7. Configure dental chart behavior if the procedure should appear in charting.
8. Decide whether to exclude it from salary reports.
9. Add language versions when needed.
10. Click Create Procedure.

Import and export

Use Export to download the procedure list for review. Use Import when the clinic needs to add or update many procedures at once.

Review imported codes carefully. Procedure codes affect invoices, clinical records, reports, and integrations.

Update Procedure

Open the procedure, update the name, code, category, fee, chart behavior, salary-report setting, or translations, then click Save Changes.

Avoid changing codes casually when procedures already have history. If a code was used on invoices or treatment records, a new procedure may be clearer than rewriting the old one.

Delete Procedure

Use the row action menu or open the procedure and click Delete.

Delete only procedures created by mistake or no longer needed by policy. If a procedure has been used historically, keeping it may protect reports and old records from confusion.