Adding a procedure
Record a single procedure performed during a visit, separate from a multi-visit plan.
Overview
Not every procedure belongs to a multi-visit plan. Single-shot work — a filling, a quick extraction, a hygiene visit — is recorded directly inside the consultation. The procedure feeds the visit's invoice draft and the patient's history.
Prerequisites
- Owner, Admin, or Dentist role
- An active consultation (or post-completion amendment with approval)
- The CDT code for the procedure exists in your tenant's CDT codes
Steps
Inside the consultation form, open the "Treatments performed" panel. Sits between the Notes and Prescriptions panels.
Click "+ Add procedure". A picker opens.
Search for the CDT code. Type partial code (e.g., "D2391") or partial name ("composite filling"). Pick from suggestions.
Specify the tooth or surface. Tooth selector for tooth-specific procedures (1-32 in universal numbering, or 18-48 in FDI). Surface selectors (M/O/D/B/L) for restorations.
Set the price. Pre-filled from fee schedule; override if discounting.
Add notes specific to this procedure. Material used, anaesthetic dose, complications. Appears in the visit notes section automatically.
Save. The procedure appears in the consultation's Treatments-performed list with status COMPLETED.
Repeat for additional procedures. A typical visit has 1–5 procedures.
Expected outcome
- A
TreatmentPlanItem(single-item) orTreatmentrecord exists with clinic, patient, visit, procedure code, status COMPLETED - The visit's invoice draft includes the procedure at the saved price
- The patient's procedure history includes today's entry
- The dental chart updates if the procedure affects a tooth (e.g., extraction marks tooth as missing)
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| CDT code search has no results | Code not enabled for your tenant | Settings → CDT Codes → Copy from platform |
| Tooth selector locked | Code doesn't apply per-tooth (e.g., panoramic X-ray) | Skip; the field is optional for non-tooth codes |
| Price field disabled | Patient is on an HMO with fixed pricing | HMO contract overrides price; confirm with Billing |
| Procedure didn't update the chart | Some codes don't auto-update charts | Manually mark on the chart after |
| Want to undo | Procedure was just added | Open the procedure → Delete (allowed before consultation lock) |