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Setting Up Procedure Buttons  

Procedure buttons allow you to quickly add your most common procedures to a patient's chart with a single click. They are located in the Chart module on the Enter Treatment tab. Usually you will simply click on a tooth, then click a procedure button to chart the treatment.

Ther are two types of procedure buttons: 

  • Quick Buttons: Designed to quickly chart fillings and sealants on teeth. Each quick button can be associated with one procedure, and if applicable, to tooth surfaces.
  • Other Procedure Buttons: Can be associated with multiple procedure codes and Auto Codes.

By default procedure buttons are associated with D-Codes.

Additional help: Webinar: Procedure Buttons, Quick Buttons, and Auto Codes.

Setting up Quick Buttons

  1. In the Main Menu, click Setup, Chart, Procedure Buttons. 

  1. To edit an existing quick button, double click on it. To add a new quick button, double click in the right panel (white area under 'Buttons for the selected category) on the location where you want it to show.

  1. Enter the button information.
    Display Text: The button text.
    Procedure Code: Enter the procedure code that will be applied when this button is clicked. Click [...] to select from the Procedure Code List. Only one code can be associated per quick button and it must exist in the Procedure Code list prior to setting up the quick button.
    Surfaces: Enter the surfaces that will be applied when the button is clicked (B/F, V, M, O/I, D/L). 
    Display as Label: Check this box to display the text as a label instead of a button. This text will not be clickable in the Chart module.
  2. Click OK to save. 


  • Layout: New buttons are always placed to the right of the last button in the row. To add a space between buttons, create a 'blank' button with no text, code, or surfaces, and check 'Display as Label'. 
  • Surfaces: Any text can be entered for the surface, but Open Dental will validate the surface before applying to the procedure. For example, if a surface of MOPDL is entered, Open Dental will validate it to MODL. Validation will occur left to right and exclude any non-valid surfaces. 

Setting up Other Procedure Buttons
Other procedure buttons are grouped into categories (e.g. General, Exams/Cleanings, Fillings, etc.).

  1. In the Main Menu, click Setup, Chart, Procedure Buttons. 
  2. Click on a category to see its procedure buttons.

  • The procedure buttons listed above are the default. To restore to the defaults, run Procedure Code Tools for Procedure Buttons.
  • To rename, reorder, or add new categories, click Edit Categories to access Definitions, Proc Button Categories.
  • To reorder buttons within a category, use the Up and Down arrows.
  1. Click Add or double click a button to edit.

  1. Enter general button information:
    Description: The button name.
    Category: Click the dropdown to select the button category.

  2. Select an image to associate with the button. The current image appears to the right of Image (20x20). There are three options:
    • Pick an image from the list on the right.
    • Click Import to select an image file on your computer. Images should be 20x20 pixels. Additional icons may be available in the User Forum.
    • Click Clear to remove the current image.

  3. Add procedure codes to associate with this button. Click Add to add a new code from the Procedure Code List. Click Delete to remove a code. 
  4. Highlight any Auto Codes to associate with this button. To select multiple auto codes, press Ctrl and click on the codes to highlight.
  5. Click OK to save the button.

Example of a RCT BU Ceramic procedure button (as shown in screenshot above): 

  • Setup: There are two Procedure Codes: one ADA code, and one non-ADA code for a crown seat. There are also two Auto Codes: Root Canal and BU/P&C. Auto codes are used instead of procedure codes because there are several possible ADA codes, depending on the area of the mouth. Each auto code represents one final procedure code, but the code used depends on a number of conditions.
  • Use: 
    • If this button is used for tooth #3, the 4 procedure codes would be Crown Seat, Molar RCT, Build Up, and Crown.
    • If tooth #8 is involved, the 4 procedure codes would be Crown Seat, Anterior RCT, Post & Core, and Crown.

Procedure Button Logic
When Entering Treatment, you can select multiple teeth before clicking a procedure button. The program will loop through each tooth and repeat the logic.
For example, set up a bridge procedure button:

  • Select one non-ADA code for a bridge seat.
  • Set an area type of tooth range.
  • Select one auto code for bridge with two alternatives: assign a pontic code for missing teeth, assign a retainer code for other teeth.

In the patient's chart:

  1. Mark the pontic tooth as an existing extraction as described in Missing Teeth.
  2. Select all three teeth involved in the bridge and click the bridge procedure button.

Since the bridge seat is a tooth range, the program will know to not add it three times to the chart, but only once with all three tooth numbers selected.

Procedure buttons can be used to create four procedures, each with a different quadrant. To trigger this behavior, enter four of the exact same code in the list on the left. For example, D4341, D4341, D4341, D4341. There is no support for a procedure button to create a procedure with any specific quadrant.  One alternative is to create a procedure button with a single code on it, and then change the quadrant as needed after using the button.


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