Manage Procedure Macros

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Manage procedure macros.

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Adding procedure favorites

Creating procedure macros

Edit macros

Adding Procedure Favorites

Before creating a procedure macro, you will need to select your favorite procedure codes. Click Utilities icon at upper right corner. — Before creating a procedure macro, you will need to select your favorite procedure codes. Click Utilities icon at upper right corner.

Click Practice Setup and then Procedure Codes. — Click Practice Setup and then Procedure Codes.

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

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

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

Creating a New Procedure Macro

Click Utilities icon at upper right corner. — Click Utilities icon at upper right corner.

Click Practice Setup and then Procedure Macros. Next, click +New Procedure Macro located at the upper right corner. — Click Practice Setup and then Procedure Macros. Next, click +New Procedure Macro located at the upper right corner.

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

Edit Procedure Macros

Click Utilities icon at upper right corner. — Click Utilities icon at upper right corner.

Click Practice Setup and then Procedure Macros. — Click Practice Setup and then Procedure Macros.

Click on the procedure macro name. Next, make any changes and click Save. — Click on the procedure macro name. Next, make any changes and click Save.