The medical procedure catalogue is the backbone of the clinic’s day: it decides what can be booked, how long a slot is, what it costs, and how an invoice line comes out. Procedures are configured per branch, so the page opens with a branch picker and then shows that branch’s catalogue.
What you can do here
- Browse the branch’s procedures with search, pagination, and a toggle for inactive ones.
- Create or edit a procedure: name, description, category, duration in minutes, and price.
- Record costs and compensation: estimated lab cost, estimated material cost, an ADA code, and how the doctor is paid — a percentage, a fixed fee, or no payout.
- Set the deduction rules that decide the doctor’s payout base: whether lab cost, material cost, and discounts reduce it.
- Set the fiscal defaults: a default tax rate, and a default VAT nature code applied to VAT-exempt lines generated from this procedure.
- Mark that it requires an assistant.
- Assign staff who perform it, and link questionnaires to it.
- Import and export the catalogue as Excel or CSV, with a downloadable template.
- Deactivate a procedure, or reactivate it later.
Deactivating rather than deleting
A deactivated procedure is no longer available for new appointments, but it is not erased and can be reactivated. Existing work that already refers to it is untouched. Inactive staff stay assigned to a procedure but cannot be newly selected.
Import replaces carefully, not blindly
An import reports how many procedures it created and how many it updated. If some rows fail, it names the row numbers and the reason rather than silently dropping them, so you can correct the file and run it again.
Per branch, not per clinic
The catalogue belongs to a branch. A second branch has its own list, its own prices, and its own staff assignments — a staff member who does not belong to the branch cannot be assigned to its procedures. Each procedure also has its own FSE coding, shown as a column in the list.