Enterprise Admin: Adding/ Editing Procedure Codes

Learn how to add or edit treatment codes within your enterprise account.

To add or edit procedure codes within an enterprise account: 

  • Log into your admin account
  • Select "Settings"
  • Select "Manage Treatment Codes"

enterprise Edit Add Tx Codes

  • To edit, simply select "Edit" on the desired code
  • Make necessary changes and "Save" 

edit tx codes

  • To add new, select the green "+Add New" button on the upper right. 
  • Add required fields and any other necessary information and "Save"

Adding Tx Codes


Last but not least, assign the newly added code to all providers within your enterprise! Here is how 👇

  • Within the "Settings" > "Manage Treatment Codes" page, select the blue "Assign All Codes To Providers" button on the upper right hand side. 
  • Select the Treatment Codes box
  • Select the providers (or all providers) that you wish to share the newly added code with
  • Select "Assign Codes" to finalize

Assign Codes