Add Procedure page is mainly divided in to 5 sections which are:

1- Procedure Details

• Procedure: Is an Auto-Compelete drop down menu that includes all of the defined procedures to select the required one for the patient.
• ADA Code: Is the ADA Code equivalent to the selected procedure.
• Provider: Is a drop down menu that displays the defined active providers in the selected branch from navigation bar. The selected provider is the one who will perform the procedure for the patient.
• Status: Is the status of created procedure that could be: (Planned, In Progress, Completed, Completed by other, or Condition).
  -> Planned Procedure: Means the provider didn’t start working on this procedure for the patient.
  -> In Progress Procedure: Means the provider start working on this procedure for the patient.
  -> Completed Procedure: Means the provider finished working on this procedure for the patient.
  -> Completed by other Procedure: Means that a provider outside the clinic finished the procedure for the patient.
  -> Condition Procedure: It’s the status of patient’s teeth when he/she came to the clinic.
• Cost: Is the amount of money that this procedure costs the clinic to perform it.
• Lab Cost: Is the amount of money of the lab product item related to the selected procedure. Lab product is linked to a procedure and Lab product cost are managed from Settings module. For more information, Check:
  — Configure Procedure.
  — Link a Lab Product item with Procedure/s.
• Treatment Plan: Is the name of the treatment plan in which the new created procedure belong.
  >> Note that: Treatment plans defined for patient from the “Treatment Plan” tab in “Chart” view. For more Information, Check: Treatment Plans.
• Visit: Is the name of the visit in which the created procedure belong in the treatment plan set for the patient.
  >> Note that: Procedures that patient should perform could be divided on more than visit, that these visits are managed from the “Treatment Plan” tab in “Chart” sub module. For more Information, Check: Treatment Plans.
• Price List: Is the price list that the patient treated with it for his/ her payments.

2- Tooth Information

• Supernumerary: Is a check box that indicate presence of supernumerary tooth, that’s un-ticked by default.
  — Supernumerary box ticked: Then a letter (S) appears beside the tooth number in the procedure.
  — Procedure in Chart when “Supernumerary” is ticked looks like:
  
  >> Note that the effect of Supernumerary appears only when the chart numbering system used is the “Universal” one. For more information about chart numbering, Check: Configure Chart Settings.
• Moreover in this section, the user could select the number of tooth and the surface where he will perform the procedure on. These 2 fields appears according to the treatment area of the selected procedure.
• Note that:  Treatment area is the place where the procedure is performed in the patient’s mouth in which this place could be: (Mouth, Tooth, Surface, Quadrant, sextant, Arch, or Tooth range).
• For Example:
  — Procedure of treatment area (Arch) then in the “Tooth Information” section a new field displayed with the name (Arch) to allow user to select which surface (Upper or Lower) the procedure will take place.
  
  — Procedure of treatment area (Quadrant) then in the “Tooth Information” section a new field displayed with the name (Quadrant) to allow user to select which surface (Upper Right, Upper Left, Lower Left, or Lower Right) the procedure will take place.
  
  — Procedure of treatment area (Tooth) then in the “Tooth information” section 2 new fields displayed; one to select which tooth and the second to select which surface on the tooth to work on.
  
  >> Note that the displaying of tooth numbers in the “Tooth” drop down menu is affected by the selected chart numbering system.
  >> For more information about different treatment areas. Check: Configure Procedure.

3- Financials 

• Fee: Is the amount of money that should be paid for the created procedure either by patient, by insurance or by patient and insurance together. Fee is the value set for the selected procedure in the price list that the patient treated with and it could be edited while adding the procedure for patient.
  >> For more information about procedures’ fees, Check: Configure Price List.
• Insurance Portion: Is the field displays the amount of money that should be paid by insurance.
• Patient Portion: Is the field displays the amount of money that should be paid by patient.
• Insurance Table
  
  Table displays the following:
• Insurance plan that the patient treated with, the remaining benefit of both individual and family for each of the primary and the secondary insurances.
• The name of insurance plan is clickable that the user could click on it to edit in the insurance plan (User will be directed to the “Edit Plan” page in settings module).
• The section of “Insurance Portion” is a numeric field in which user insert the amount that the insurance should pay for the patient.
• The “Recalculate” button is used to recalculate the amount of money that patient should pay after insurance take part of the payment.

4- Notes

• Is a field to write notes on the created procedure for the patient.

5- Audit Information 

• Started On: Is the date when the Procedure actually started (Procedure changed from being of status “Planned” to “In Progress”).
• Started By: Is the name of user who changed the status of procedure from “Planned” to “In Progress”.
• Completed On: Is the date when the Procedure finished (Procedure changed from being of status “In Progress” to “In Completed”).
• Completed By: Is the name of user who changed the status of procedure from “In Progress” to “Completed”.
• Created On: Is the date when the procedure created (Procedure is of status “Planned”).
• Created By: Is the name of the user who created the procedure.
• Updated On: Is the date when any of the procedure’s Info got updated.
• Updated By: Is the name of the user who updated in the procedure’s info.

>> Note that the “Started On”, “Completed On”, and “Created  On” dates are editable and user who has access rights to edit in the “Edit Procedure” page, has the ability to change any of them. But take in consideration while editing that the “Completed On” date can’t be set before the “Created On” and the “Started On” dates.