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Kareo Help Center

Find, Edit, Deactivate, Delete Procedure Code

arrow_orange.jpgTo find a procedure code

  1. Click Settings > Codes > Find Procedures.
  2. In the Look For search bar, enter all or part of a keyword. You can choose to search by Code, Official Name, Local Name or Type of Service Code.
  3. Click Find Now.
  4. Once you find the code, double-click to open it.

arrow_orange.jpgTo edit a procedure code

  1. Click Settings > Codes > Find Procedures.
  2. Once you find the code, double-click to open it.
  3. Make your changes and click Save.

arrow_orange.jpgTo deactivate a procedure code

You can deactivate a procedure code so that the code cannot be used when entering new encounters; you must have the appropriate permission level from your Kareo PM application administrator to do this. When rendering a procedure code inactive, the code will still remain within the database but will not be accessible when entering charges.

  1. Click Settings > Codes > Find Procedures.
  2. Once you find the code, double-click to open it.
  3. Uncheck the "Procedure is currently used" box.
  4. Click Save.

arrow_orange.jpgTo delete a procedure code

  1. Click Settings > Codes > Find Procedures.
  2. Once you find the code, click once to highlight it.
  3. Click Delete.
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