How To Setup Procedure Codes

An Appointment Type can be thought of as a logical grouping of Procedure Codes that make up a service. Each Procedure Code is defined individually and then associated with an Appointment Type.

MyPatientScheduler Free & Choice

If you have the Standard or Choice editions of MyPatientScheduler, setup of procedure codes is optional.

  1. Log into the Admin Dashboard
  2. Select the Procedure Codes menu option
  3. Click the Create a New Procedure Code link
  4. Enter the Procedure Code information and click Save. Note that the "Appointment Types Associations" field is informational only - do not select a value here.

MyPatientScheduler Live

Follow these steps if you have the MyPatientScheduler Live edition:

  1. Log into the Admin Dashboard
  2. Select the Procedure Codes menu option
  3. Click the Synchronize Codes button
  4. (optional) Remove any Procedure Codes you do not need