Procedure Catalog

Procedure Catalog

EMR Datacenter and MyEMR for Windows® share a factory set of Procedure or CPT codes as well as Accounting codes in Tools > Catalogs > Procedures.  The procedures do not have their associated fees.  So part of the initial setup is to:

  • Enter the fees for the procedures you will be using.  
  • Add any new procedures that are not already in the Procedure Catalog.
  • Optionally 'map' the Auto Checkout Macros (see Auto Checkout Macros).

Entering Fees to Existing Procedures

The factory Procedure Catalog already has most common procedures entered with the exception of the Fee/Unit Cost (4).  To enter the fees:

  • In either EMR Datacenter or MyEMR® go to Tools > Catalogs Procedures.
  • Use the Catalog ID list (12) or Search button (1) to lookup the procedure to add a fee.
  • Enter the amount in the Fee/Unit Cost box (4).
  • [Optional] If you offer a Time of Service Reduction, enter the amount of the discount in the TOSR Discount box (7).  Click here for more on TOSR Discount
  • [Optional] If the procedure always requires a modifier, enter the modifier in the Modifier box (9).  For modifiers specific to a certain Insurance payer(s), you would enter them in the payer's Intelli$ense. (For more information on Intelli$ense, Click Here).
  • You are not able to Delete procedures.  You can set them Inactive in the Status(5) box.  Inactive procedures will notshow in the Search or Lookup feature.

Creating New Procedure Codes

  • In either EMR Datacenter or MyEMR® go to Tools > Catalogs Procedures.
  • Click the New button. (1)
  • Enter a Catalog ID (2).  The Catalog ID can be any combination of letters and/or numbers
  • Enter the Description (3). 
  • Enter the amount in the Fee/Unit Cost box (4).  If it is Taxable check the Tax box.
  • The Status (5) can either be Active or Inactive.  Inactive procedures will not be included in the Search or Lookup.
  • Choose a Category from the Category (6) drop-down list.  If you want to add a new category, click the Categories button (1) on top to add a new category.
  • [Optional] If you offer a Time of Service Reduction, enter the amount of the discount in the TOSR Discount box (7).  Click here for more on TOSR Discount
  • Enter the CPT code in the CPT Code box (8) if applicable.
  • If the procedure always requires a modifier, enter the modifier in the Modifier box (9).  For modifiers specific to a certain Insurance payer(s), you would enter them in the payer's Intelli$ense. (For more information on Intelli$ense, Click Here).
  • The default Place of Service (10) is "Office" and the default Type of Service(11) is "9-Other Medical Service".  You may change them if necessary by clicking the drop-down.
  • The Billable to: area determines who will be billed for this procedure.
    • Either (default) - allow the procedure to be billed to a third party payer, insurance, or the patient.
    • Third Part - the procedure can only be billed to Insurance or other third party payer (e.g.  a report of findings fee).
    • Patient - the procedure is only billable to the patient (e.g.  supplements).
  • The other fields pertain to Inventory items.  Click here for the Inventory FAQ
  • You are not able to Delete procedures.  You can set them Inactive in the Status(5) box.  Inactive procedures will notshow in the Search or Lookup feature.