[{"data":1,"prerenderedAt":530},["ShallowReactive",2],{"navigation_docs_en":3,"-en-settings-procedures":346,"-en-settings-procedures-surround":525},[4,46,60,94,128,154,176,198,236,250,284,298,336],{"title":5,"path":6,"stem":7,"children":8},"Calendar","\u002Fen\u002Fcalendar","en\u002F1.calendar\u002Findex",[9,10,14,18,22,26,30,34,38,42],{"title":5,"path":6,"stem":7},{"title":11,"path":12,"stem":13},"Calendar Overview","\u002Fen\u002Fcalendar\u002Foverview","en\u002F1.calendar\u002F1.overview",{"title":15,"path":16,"stem":17},"Create and Manage Appointments","\u002Fen\u002Fcalendar\u002Fcreate-appointment","en\u002F1.calendar\u002F2.create-appointment",{"title":19,"path":20,"stem":21},"Doctors Time Slots","\u002Fen\u002Fcalendar\u002Fcreate-time-slot","en\u002F1.calendar\u002F3.create-time-slot",{"title":23,"path":24,"stem":25},"Find Available Appointment Times","\u002Fen\u002Fcalendar\u002Ffind-time","en\u002F1.calendar\u002F4.find-time",{"title":27,"path":28,"stem":29},"Recalls, Bookings, and Tasks","\u002Fen\u002Fcalendar\u002Fsidebar-workflows","en\u002F1.calendar\u002F5.sidebar-workflows",{"title":31,"path":32,"stem":33},"Visit Details","\u002Fen\u002Fcalendar\u002Fvisit-details","en\u002F1.calendar\u002F6.visit-details",{"title":35,"path":36,"stem":37},"Navigation & Filters","\u002Fen\u002Fcalendar\u002Fviews-filters-and-printing","en\u002F1.calendar\u002F7.views-filters-and-printing",{"title":39,"path":40,"stem":41},"Calendar Notes","\u002Fen\u002Fcalendar\u002Fnotes-and-patient-notes","en\u002F1.calendar\u002F8.notes-and-patient-notes",{"title":43,"path":44,"stem":45},"Access & Troubleshooting","\u002Fen\u002Fcalendar\u002Fpermissions-and-troubleshooting","en\u002F1.calendar\u002F9.permissions-and-troubleshooting",{"title":47,"path":48,"stem":49,"children":50},"Automation","\u002Fen\u002Fautomation","en\u002F10.automation\u002Findex",[51,52,56],{"title":47,"path":48,"stem":49},{"title":53,"path":54,"stem":55},"Automation 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users","\u002Fen\u002Faccount-and-security\u002Fmanage-clinic-users","en\u002F13.account-and-security\u002F5.manage-clinic-users",{"title":155,"path":156,"stem":157,"children":158},"Patients Management","\u002Fen\u002Fpatients-management","en\u002F2.patients-management\u002Findex",[159,160,164,168,172],{"title":155,"path":156,"stem":157},{"title":161,"path":162,"stem":163},"Patients Management Overview","\u002Fen\u002Fpatients-management\u002Foverview","en\u002F2.patients-management\u002F1.overview",{"title":165,"path":166,"stem":167},"Create Patient","\u002Fen\u002Fpatients-management\u002Fcreate-patient","en\u002F2.patients-management\u002F2.create-patient",{"title":169,"path":170,"stem":171},"Find Patients","\u002Fen\u002Fpatients-management\u002Ffind-patients","en\u002F2.patients-management\u002F3.find-patients",{"title":173,"path":174,"stem":175},"Patient 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Notes","\u002Fen\u002Ftreatment-history\u002Fclinical-notes","en\u002F4.treatment-history\u002F4.clinical-notes",{"title":221,"path":222,"stem":223},"Patient Vitals","\u002Fen\u002Ftreatment-history\u002Fvitals","en\u002F4.treatment-history\u002F5.vitals",{"title":225,"path":226,"stem":227},"Treatment History Procedures","\u002Fen\u002Ftreatment-history\u002Fprocedures","en\u002F4.treatment-history\u002F6.procedures",{"title":229,"path":230,"stem":231},"Periodontal Chart","\u002Fen\u002Ftreatment-history\u002Fperio-chart","en\u002F4.treatment-history\u002F7.perio-chart",{"title":233,"path":234,"stem":235},"Customize the Clinical History","\u002Fen\u002Ftreatment-history\u002Fcustomize-history","en\u002F4.treatment-history\u002F8.customize-history",{"title":237,"path":238,"stem":239,"children":240},"Treatment Plans","\u002Fen\u002Ftreatment-plans","en\u002F5.treatment-plans\u002Findex",[241,242,246],{"title":237,"path":238,"stem":239},{"title":243,"path":244,"stem":245},"Treatment Plans 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Refunds","\u002Fen\u002Finvoices-and-payments\u002Fpayments-and-refunds","en\u002F6.invoices-and-payments\u002F3.payments-and-refunds",{"title":269,"path":270,"stem":271},"Credit and Debit Notes","\u002Fen\u002Finvoices-and-payments\u002Fcredit-and-debit-notes","en\u002F6.invoices-and-payments\u002F4.credit-and-debit-notes",{"title":273,"path":274,"stem":275},"Installment Plans","\u002Fen\u002Finvoices-and-payments\u002Finstallment-plans","en\u002F6.invoices-and-payments\u002F5.installment-plans",{"title":277,"path":278,"stem":279},"Attach a Document to an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fattach-document-to-invoice","en\u002F6.invoices-and-payments\u002F6.attach-document-to-invoice",{"title":281,"path":282,"stem":283},"Patient Discounts","\u002Fen\u002Finvoices-and-payments\u002Fdiscounts","en\u002F6.invoices-and-payments\u002F7.discounts",{"title":285,"path":286,"stem":287,"children":288},"Follow 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Orders","\u002Fen\u002Finventory\u002Forders","en\u002F8.inventory\u002F3.orders",{"title":317,"path":318,"stem":319},"Inventory Sales","\u002Fen\u002Finventory\u002Fsales","en\u002F8.inventory\u002F4.sales",{"title":321,"path":322,"stem":323},"Inventory Product Requests","\u002Fen\u002Finventory\u002Fmy-requests","en\u002F8.inventory\u002F5.my-requests",{"title":325,"path":326,"stem":327},"Inventory Stock Transfers","\u002Fen\u002Finventory\u002Ftransfers","en\u002F8.inventory\u002F6.transfers",{"title":329,"path":330,"stem":331},"Inventory Suppliers","\u002Fen\u002Finventory\u002Fsuppliers","en\u002F8.inventory\u002F7.suppliers",{"title":333,"path":334,"stem":335},"Stock Adjustments","\u002Fen\u002Finventory\u002Fstock-adjustments","en\u002F8.inventory\u002F8.stock-adjustments",{"title":337,"path":338,"stem":339,"children":340},"Expense Management","\u002Fen\u002Fexpense-management","en\u002F9.expense-management\u002Findex",[341,342],{"title":337,"path":338,"stem":339},{"title":343,"path":344,"stem":345},"Expense Management Overview","\u002Fen\u002Fexpense-management\u002Foverview","en\u002F9.expense-management\u002F1.overview",{"id":347,"title":113,"body":348,"dateModified":518,"datePublished":518,"description":519,"extension":520,"image":518,"links":518,"meta":521,"navigation":522,"path":114,"seo":523,"stem":115,"__hash__":524},"docs_en\u002Fen\u002F12.settings\u002F4.procedures.md",{"type":349,"value":350,"toc":508},"minimark",[351,360,370,373,378,381,409,412,416,419,422,426,464,468,479,482,486,492,495,499,505],[352,353,354,355,359],"p",{},"Open ",[356,357,358],"strong",{},"Settings → Prices → Procedures",".",[352,361,362,363,359],{},"The production URL is ",[364,365,369],"a",{"href":366,"rel":367},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Ffees\u002Fprocedures",[368],"nofollow","Procedures",[352,371,372],{},"Procedures are the clinic's service catalog. They are used in treatment history, treatment plans, invoices, reports, salary calculations, and procedure templates.",[374,375,377],"h2",{"id":376},"what-procedures-control","What Procedures control",[352,379,380],{},"A procedure can define:",[382,383,384,388,391,394,397,400,403,406],"ul",{},[385,386,387],"li",{},"procedure name;",[385,389,390],{},"code;",[385,392,393],{},"category;",[385,395,396],{},"fees and price setup;",[385,398,399],{},"dental chart category or behavior;",[385,401,402],{},"reporting behavior;",[385,404,405],{},"whether the procedure is excluded from salary reports;",[385,407,408],{},"translated names for multiple languages.",[352,410,411],{},"Good procedure setup keeps clinical documentation, billing, reports, and provider production aligned.",[374,413,415],{"id":414},"multiple-languages","Multiple languages",[352,417,418],{},"Procedures support language tabs. Use them to translate procedure names and patient-facing procedure text when the clinic works in more than one language.",[352,420,421],{},"Translated procedure names can help patient-facing documents, online booking, and multilingual treatment communication feel consistent.",[374,423,425],{"id":424},"create-procedure","Create Procedure",[427,428,429,434,439,442,445,448,451,454,457,460],"ol",{},[385,430,354,431,359],{},[356,432,433],{},"Settings → Procedures",[385,435,436,437,359],{},"Click ",[356,438,425],{},[385,440,441],{},"Enter the procedure name.",[385,443,444],{},"Add or confirm the procedure code.",[385,446,447],{},"Select the category.",[385,449,450],{},"Set the fee or price information.",[385,452,453],{},"Configure dental chart behavior if the procedure should appear in charting.",[385,455,456],{},"Decide whether to exclude it from salary reports.",[385,458,459],{},"Add language versions when needed.",[385,461,436,462,359],{},[356,463,425],{},[374,465,467],{"id":466},"import-and-export","Import and export",[352,469,470,471,474,475,478],{},"Use ",[356,472,473],{},"Export"," to download the procedure list for review. Use ",[356,476,477],{},"Import"," when the clinic needs to add or update many procedures at once.",[352,480,481],{},"Review imported codes carefully. Procedure codes affect invoices, clinical records, reports, and integrations.",[374,483,485],{"id":484},"update-procedure","Update Procedure",[352,487,488,489,359],{},"Open the procedure, update the name, code, category, fee, chart behavior, salary-report setting, or translations, then click ",[356,490,491],{},"Save Changes",[352,493,494],{},"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.",[374,496,498],{"id":497},"delete-procedure","Delete Procedure",[352,500,501,502,359],{},"Use the row action menu or open the procedure and click ",[356,503,504],{},"Delete",[352,506,507],{},"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.",{"title":509,"searchDepth":510,"depth":510,"links":511},"",2,[512,513,514,515,516,517],{"id":376,"depth":510,"text":377},{"id":414,"depth":510,"text":415},{"id":424,"depth":510,"text":425},{"id":466,"depth":510,"text":467},{"id":484,"depth":510,"text":485},{"id":497,"depth":510,"text":498},null,"Configure procedure codes, names, categories, prices, chart behavior, languages, salary reporting, import, and export.","md",{"sitemap":522},true,{"title":113,"description":519},"DTm1toVS1T5hbaYox4v4n3qDX00OmSe4sQRzGwIKoJA",[526,528],{"title":109,"path":110,"stem":111,"description":527,"children":-1},"Configure SMS, chat, and email templates with languages, filters, scheduling, and variables.",{"title":117,"path":118,"stem":119,"description":529,"children":-1},"Configure procedure templates for appointment booking, treatment planning, grouped procedures, languages, and online booking.",1784371859265]