Manage Procedure Macros

Adding Procedure Favorites

Before creating a procedure macro, you will need to select your favorite procedure codes.

Click Utilities

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Click Practice Setup and then Procedure Codes

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Unselect Only Favorite Records so that all codes will show when searched. Enter the code into the Code box and click Search

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Click on the heart icon to designate the code as a favorite.

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Codes that you plan to use in a macro must be selected (will show as a filled heart). 

4.pngCreating a New Procedure Macro

Click Utilities

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Click Practice Setup and then Procedure Macros

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Click +New Procedure Macro

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Name the macro and enter the details. You can add CPT codes, modifiers, diagnosis codes, and unit information. When finished, click Save.

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Edit Procedure Macros

Click Utilities

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Click Practice Setup and then Procedure Macros

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Click on the procedure macro name. 

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Make any changes and click Save

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