Did you know you can set up a procedure code so that it will never be included on insurance claims? You’re probably thinking, “Why would I want to do that?” There is a very practical application! This can be used for items that you sell in your practice, such as electric toothbrushes or bleaching supplies. These still need to be posted in the Ledger using a procedure code, but are not reimbursable by the insurance company.

To prevent a procedure code from being billed to insurance, from the Setup menu, click Practice Setup, and then Procedure Code Setup. Highlight the procedure code category, click the individual procedure code that you want to edit, and click Edit.

Check the Do Not Bill to Insurance box to exclude the procedure from insurance claims, and then click Save.

Note: Selecting the Do Not Bill to Insurance option also prevents the procedure code from appearing on the Procedures Not Attached to Insurance report.