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Procedure Codes

< 1 min read

Practice configuration · Codes and fees

Procedure Codes #

Procedure-related transaction codes are maintained on Transaction Codes with identity, charge defaults, claim options, and fee-schedule rows.

Phoenix Transaction Codes screen showing charge, expected amount, CPT, modifiers, place of service, code options, and fee schedules

Find and verify the record #

  1. Select Billing > Transaction Codes.
  2. Locate the code with search or navigation.
  3. Confirm Quick Code, Description, Code Type, and CPT.
  4. Review Charge, Place of Service Code, and Inactive.
  5. Review modifiers, Expected, revenue code, NDC fields, and code options when applicable.

Other configuration areas #

  • Code Categories
  • Appointment Back Color and Duration
  • Automatic Recall
  • Inventory prices and quantities
  • Fee Schedules

Add or update a code #

  1. Select Add, or locate the existing record.
  2. Enter or verify code identity and Code Type.
  3. Review only applicable charge, coding, option, appointment, inventory, and fee fields.
  4. Confirm the complete record and select Save.

Shared configuration

The screen does not demonstrate downstream claim behavior. Avoid duplicate Quick Codes and do not delete a code until its use in existing transactions has been reviewed.

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Updated on September 18, 2026
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