Procedure Set Maintenance

Use Procedure Set Maintenance to maintain the procedure print code for a specific location or specific insurance set, or maintain a new fee for the procedure and to maintain the revenue codes for institutional billing.  You can maintain procedure sets by location, by department, insurance set and sub set.

Tips:  

• In addition to Procedure sets, you can maintain Provider sets, Group sets, Location sets, and Insurance sets for the additional information required for processing the billing claims for the provider services.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Procedure Set Maintenance, click More.

   

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Standard Maintenance.

  3.  Click Procedure Maintenance.

  4.  Click Additional from the Procedure Maintenance Menu Bar.

  5.  Click Procedure Set.

   

  Procedure Set Maintenance Window Example:

  

   

• Creating a New Procedure Set, click More.

   

  Procedure Set Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name. To create a new record, enter the new Procedure code, Location code, Department code, Insurance set, and Sub set (if applicable), then  click Retrieve , or press [ENTER]. Keyboard shortcut:  [ALT + t] Tip:  If you are building a new Procedure set, New  displays near the Procedure code.  Default entries display and the first field is highlighted to let you know you can begin entering information.
  Procedure Code	Enter the defined Procedure code for the Procedure set. (up to 9 characters) Tip:  The procedure description displays for your reference.
  Location	Enter the defined Location code or press [TAB] to assign this information to all locations. (up to 2 characters)
  Department	Enter the defined Department code or press [TAB] to assign this information to all departments. (up to 2 characters)
  Insurance Set	Enter the defined Insurance set or press [TAB] to assign this information to all insurance sets. (up to 5 characters)
  Sub Set	Enter the defined Sub set or press [TAB] to assign this information to all sub sets. (up to 2 characters)
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing Procedure sets, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Procedure set, enter the Procedure code, Location code, Department code, Insurance set, and Sub set, then click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Print Code	Enter the Print code for the procedure set, if applicable. (up to 15 characters) Note:  This can be the procedure code and a procedure modifier that is assigned to a specific location or for a specific insurance set.
  Print Fee 1	Enter the new fee for the procedure, if applicable. (-7.2 numeric) Note:  Leave blank, unless specified by NDS.
  Fee Effective Date 1	Enter the date the new procedure fee goes into effect, if applicable. (mm/dd/ccyy, slashes and century optional) Note:  Leave blank, unless specified by NDS.
  Print Units 1	Enter the number of units for the procedure set, if applicable. (4.0 numeric) Note:  Leave blank, unless specified by NDS.
  Units Effective Date 1	Enter the date the new number of units for the procedure set goes into effect, if applicable. (mm/dd/ccyy, slashes and century optional) Note:  Leave blank, unless specified by NDS.
  Print Fee 2	Enter the new fee for the procedure, if applicable. (-7.2 numeric) Note:  Leave blank, unless specified by NDS.
  Fee Effective Date 2	Enter the date the new procedure fee goes into effect, if applicable. (mm/dd/ccyy, slashes and century optional) Note:  Leave blank, unless specified by NDS.
  Print Units 2	Enter the number of units for the procedure set, if applicable. (4.0 numeric) Note:  Leave blank, unless specified by NDS.
  Units Effective Date 2	Enter the date the new number of units for the procedure set goes into effect, if applicable. (mm/dd/ccyy, slashes and century optional) Note:  Leave blank, unless specified by NDS.
  Revenue Code	Enter the revenue code used for institutional billing, if applicable. (4.0 numeric)
  Procedure Category	Enter the defined procedure category for the procedure set, if applicable. (up to 4 characters) Note:  Or, to search for the appropriate procedure category, click Search . Keyboard shortcut:  [CTRL + f].
  Principal Procedure	Enter the principal procedure, if applicable. (up to 9 characters) Note:  Leave blank, unless specified by NDS.
  Performing Location	Enter the defined location code where the procedure is performed, if applicable. (up to 2 characters) Note:  Or, to search for the appropriate location, click Search . Keyboard shortcut:  [CTRL + f].

   

• Editing an Existing Procedure Set, click More.

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Procedure code, Location code, Department code, Insurance set, and Sub set and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Procedure code, Location code, Department code, Insurance aet, and Sub set, you can click Search  to see a list of procedure sets.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Procedure Set, click More.

  1.  To display the record to be deleted, enter the Procedure code, Location code, Department code, Insurance set, and Sub set and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Procedure code, Location code, Department code, Insurance set, and Sub set, you can click Search  to see a list of procedure sets.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note:  After you click Proceed, you will see the following message on the Status Bar.