Procedures

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Supported Integrations

For now, Procedures are only supported for Dentrix, Dentrix Enterprise, Eaglesoft and Open Dental.

Procedures are services that are provided for a patient. Each procedure will have a fee value showing how much was charged to the patient and their insurance for the service.

Procedures have four mutually exclusive status values representing their state:

• treatment_planned meaning that the procedure is planned for a patient sometime in the future
• scheduled meaning that the procedure has been scheduled for an appointment that has not yet occurred
• completed meaning that the procedure has been completed and the patient has been charged
• referred meaning that the procedure has been refferred out to a different practice for treatment
• inactive meaning that the procedure was removed from the treatment plan or schedule

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Body Site

Depending on the health record system procedures additional fields specifying what part of the body the procedure was performed on. These will be surfaced in the body_site field. Notably for dentistry this field contains the tooth and surface.