CDT codes
Add, edit, and copy from the master list of dental procedure codes.
Overview
CDT (Common Dental Terminology) codes standardise procedure naming across dentistry. The platform ships a master list of codes; each clinic chooses which subset to enable, sets their fees per code, and can add custom local codes.
Prerequisites
- Owner or Admin role
- Knowledge of which procedures your clinic offers
Steps
Open CDT Codes settings. Settings → CDT Codes.
Browse the master list. Master codes tab shows the platform's full list. Each code has a name, category, and standard description.
Copy the codes you'll use. Tick the codes that apply to your clinic's services. Click Copy to my clinic. The codes appear under Tenant codes.
Set your prices. Tenant codes tab → click any code → set the price. This price is the default for treatments and treatment plans for that code.
Add a custom code. + New code → enter code (e.g., your local equivalent), name, category, description, default price. Custom codes are visible only to your clinic.
Bulk import from CSV. Import button → upload a CSV with headers code, name, category, price. Useful when migrating from a previous system.
Edit a code. Click any tenant code → Edit. Change the name (e.g., translate to French), category, description, or price. Past usages are unaffected; new usages pick up the new value.
Disable a code. Set its status to INACTIVE. It still works for past records but doesn't appear in new procedure pickers.
Expected outcome
- Your clinic's CDT codes appear in the procedure picker on consultations and treatment plans
- Default prices come from this list
- Master codes you didn't copy stay as suggestions, easily added later
- Custom codes are tenant-isolated
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Procedure picker has no codes | None copied yet | Master codes → Copy to my clinic |
| Price didn't apply to existing treatments | Existing treatments cache their prices | Edit treatment items individually |
| Bulk import rejected | CSV format issue | Download the template from Import → Sample CSV, follow exactly |
| Code already exists when copying | Duplicate detection | Skip the duplicate; the existing version is preserved |
| Custom code doesn't show on platform reports | Reports group by master code | Map your custom to a master code via the Map to master field |