Assigning and Crediting Procedures to the Practice, Rather than a Hygienist or Doctor

This article is meant to assist for those practices that want to credit a specific procedure to the practice, rather than to the doctor or hygienist on the appointment. Typically, this is used for when a dental assistant takes x-rays for a specific patient and the practice does not want to pay the production or collection amounts credited to the hygienist or doctor associated with the appointment for those procedures.

There are two options for this feature: 

1. Select specific procedures that should always be credited to the practice. 
2.  Select a specific patient procedure on a patient's treatment plan that should be credited to the practice. 

To set up a procedure to always be assigned to the practice rather than a doctor or hygienist: 

Go to Settings > Scheduling > Procedure Codes

Look for the specific procedure that you want to credit to the practice rather than a specific doctor or hygienist. 

Edit the procedure and click the "Credit to Practice" checkbox. This procedure will now always default to be credited to the practice in terms of collections and production, rather than a specific doctor or hygienist. 

To set a procedure in an appointment to be assigned to the practice rather than a doctor or hygienist: 

From the patient's chart, find the procedure and double click to edit it.

Check the "Credit to Practice" checkbox. This procedure will now default to be credited to the practice in terms of collections and production, rather than the doctor or hygienist assigned on the appointment. 

If a procedure has been credited to the practice rather than a specific hygienist or doctor, in your production and collection reports you will see this procedure credited under your practice name.