Auto Codes  

Auto codes are not directly seen when using the program, but work behind the scenes to validate procedure code entries on the Procedure Info window.  For example, if you enter a 2 surface code for an MOD, the auto code function will recognize it as the wrong code and ask you to verify or replace with the correct code and fee.  Auto codes also work with Procedure Buttons.

In the Main Menu, click Setup, Auto Codes.

The program comes preloaded with most of the auto codes, but you may need some more. For instance, denture is on the list, but immediate denture might need to be added. You might also want to add non-ADA auto codes such as Crown Seat which could automatically select between PFM seat and AllCeramic seat based on Anterior/Posterior.

Click Add, or double click an auto code to edit.

For each auto code, you must define all possible conditions in order for it to function correctly.

The example above is the most complex auto code, Composite.
- You want one ADA code for each possible combination of Anterior/Posterior and number of surfaces.
- 2 locations (Anterior/Posterior) multiplied by 5 surfaces equals 10 auto code conditions that must be defined for a Composite.
- Since four-surface and five-surface fillings share the same ADA code, there will be some duplicate codes. The four surface and five surface conditions should not be put on a single auto code item, since that would require that both conditions be true for that code to be selected, which is absolutely impossible.

Description:  The name of the auto code.

Hidden:  If checked, this auto code will not be available for selection on the Edit Procedure Button window.

Do not check codes in the procedure edit window, but only use this auto code for procedure buttons:   If checked, this auto code will only be available for Procedure Buttons.  It will not be used for validating procedure codes entered on the Procedure Info window.  Thus, the validation message usually triggered when an entered procedure does not match the entered procedure code will no longer popup. To restart the validation message, uncheck this box.

Click Add, or double click on an existing auto code item to edit.

Code:  Click Change to select a procedure code from the Procedure Code List.

Conditions:  Select the rules for this auto code.  There are some logical groupings. You should never select two conditions from the same group since both conditions can not possibly be met simultaneously.
- Anterior and Posterior are opposites.
- Anterior is also part of the Molar/Premolar group.
- The five surfaces are a group.
- First is the opposite of EachAdditional.
- Maxillary is the opposite of Mandibular.
- Primary is the opposite of Permanent.
- Pontic is the opposite of Retainer.
- The AgeOver18 condition is non-functional and should not be used.

Most of the conditions are simply based on tooth number.
- For instance, for tooth number 5, the Anterior condition is false, the Posterior condition is true, and the Premolar condition is true.
- First and Each Additional really only apply if you have selected multiple teeth on the chart and click a procedure button, perhaps for a PA. The first one meets the First condition, and the remaining will be Each Additional.
- Pontic and Retainer are also unusual. A tooth is considered Missing if it has been marked as an existing extraction in the Chart module. So the Pontic condition is met if the tooth is missing, and the Retainer condition is met if the tooth is not missing.