Procedure Buttons

In the Main Menu, click Setup, Chart, 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. Usually you will simply click on a tooth, then click a procedure button to chart the treatment.

There are two types of procedure buttons:

By default, procedure buttons are associated with D-Codes.

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

Set up quick buttons

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.

Enter the button information.

Click OK to save.


Set 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 Code Categories.

    To reorder buttons within a category, use the Up and Down arrows.

  3. Click Add or double-click a button to edit.
  4. Enter general button information:
    • Description: The button name.
    • Category: Click the dropdown to select the button category.
  5. 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.
  6. Group for multiple visits: Check this box if the procedures on this button should be grouped for multiple visits (e.g. crowns). When procedures are grouped, completed procedures will show as a status of Complete (In Process) until all other procedures in the group are completed as well.
  7. 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.
  8. Highlight any auto codes to associate with this button. To select multiple auto codes, press Ctrl and click on the codes to highlight.
  9. Click OK to save the button.

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

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:

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. To use, click the procedure button with no tooth selected.

There is no support for a procedure button to create a procedure with a specified quadrant. Instead the quadrant will be assigned based on the tooth selected when the button is clicked. If no tooth is selected, single procedures will default to UR. To trigger this behavior, enter one code in the list on the left. For example, D4341. To use, select a tooth in one or more quadrants and click the procedure button.

You can now also create a Quick Button for a SRP as well (see Quick Buttons above). Create a quick button with SRP in the title, enter D4341 as the code, leave the Surface field blank and click OK. Then select a tooth in the specific quadrant (1,2,3 or all 4 quadrants) and click the Quick Button.