Procedure and pricing settings - Dentolize & Medicolize University

Go to Settings → Procedures and Prices. The page has three tabs: Procedures and Prices, Procedures Table (all procedures in one list, with filters) and Price Lists Table.

At the top: the price list you’re viewing (Default Price List = the standard prices), the chart (if your clinic has several specialties), and Update All Prices.

🗂️ Groups

Procedures are organized in groups, shown as tabs (Restoration, Endo…). Click + to add a group, or the pencil on a tab to edit it. Each group has a Group Name, a Group Code (up to 5 letters, used in procedure codes), an image (dental chart only) and Active. Drag the tabs to reorder them. A group can only be deleted once it’s empty.

➕ Add or edit a procedure

Click New Field at the bottom of a group, or the pencil on a procedure. You can also edit prices directly in the table and click Save.

Field	What it does
Name, Order, Code	The procedure’s name, its place in the group, and its code. Leave Code empty to continue from the last code.
Effect	How the procedure is drawn on the tooth chart (or its icon on other charts).
Permanent / Deciduous	Whether it’s for adult teeth, children’s teeth, or both.
Price / Cost	The price charged, and what the procedure costs the clinic (used in profit reports).
For Operator	The doctor’s share, as an amount or a % (switch). Overrides the doctor’s general percentage.
Deducted from Operator	Costs taken from the doctor’s share, such as lab fees.
Open Lab After Procedure	Opens a new lab order when the procedure is added.
Is Subject To Insurance	Insurance can cover this procedure.
Max Limit	(Saudi Arabia) the procedure counts toward the patient’s daily insurance limit.
Insurance Discount Value	On a price list: the amount insurance covers for this procedure. Choose a price list first.
Product Price ID	The Stripe product, for online payments with Stripe.
Create Automatic Lab Order / Prescription / Form	Creates the chosen lab item, prescription template or form automatically when the treatment is added.
Pulses / Sessions	For packages (for example 6 laser sessions): the number of sessions, Require Counter (choose a device counter at each session) and an Expiration Date.
Tax Applied	Tax is added to this procedure on invoices.
Active	Untick to hide the procedure without deleting it.
Enable in this price list only	The procedure only appears when this price list is used.

A procedure’s For Operator is used before the doctor’s own Doctor percentage. Setting it to 0 means the doctor gets nothing for it. To give one doctor a different share, use their Doctor percentage tab.

Procedure steps

For treatments done over several visits (for example a root canal or an implant), click Add New under Procedure Steps. Each step has:

A name and Step Percent of Procedure. The steps should add up to 100%.
Increase Invoice Required after Step In Progress: how much more the patient must pay once this step starts.
Its own For Operator, Deducted from Operator and automatic lab order, prescription or form.
Create Appointment for Step: books a follow-up appointment of the chosen type after a number of days.

Delete, move or merge a procedure

At the bottom of the procedure form are Delete and two icon buttons:

1. Move puts the procedure in another group of the same chart, at the end of the group. Choose the New Group and click Save:

Its prices, price lists, doctor percentages and past treatments stay as they are. A procedure can’t be moved to another chart. 2. Merge combines two copies of the same procedure into one. Choose the Procedure to keep (use Procedure Group to narrow the list) and click Save:

The procedure you chose is kept; the one you had open is deleted.
Its past treatments (and their invoices), steps, step payments, patient reminders and inventory usage move to the kept procedure.
Its own price-list prices and doctor percentages are deleted, and the kept procedure’s values are used from now on.

Merging happens as soon as you click Save, with no extra confirmation, and can’t be undone. It’s recorded in Logs → Deleted Records.

💲 Price lists

Use price lists for different prices, for example for an insurance company, a branch or a patient group. Open the Default Price List menu → New Price List:

Field	What it does
Price List Name	The list’s name.
Available in branches	The branches where staff can choose it.
Copy From	Start from the default prices or another list.
Always keep in sync?	Keep following the list it was copied from, so price changes there apply here too.
Over ride price with	Change the copied prices by a Percentage (for example 80% of the original) or a Fixed Amount (for example −10).
Active	Untick to stop using the list.

Copy From and Always keep in sync? can’t be changed after the list is created, and a synced list’s prices can’t be edited directly. Price lists are used by: a patient (Price List Group on the patient), a branch (its default list), an insurance company or policy, and a doctor’s percentages.

Update all prices

Update All Prices (at the top of the page) changes many prices at once, for example for a yearly price increase.

At the top, choose the chart and the price list to change (Default Price List for your standard prices).
Click Update All Prices and choose under Over ride price with:
- Percentage: the new price as a % of the current one. 120 raises prices by 20%; 90 lowers them by 10%.
- Fixed Amount: added to every price. 100 adds 100; −50 takes 50 off. Prices never go below 0.
Check the example in red (for example “100 will be 120”) and click Save.

What it changes:

Every procedure in the chosen chart, in all groups (also inactive ones). You can’t limit it to one group.
On a price list: that list’s prices. If a procedure’s insurance value becomes higher than its new price, it’s lowered to the price.
Not changed: doctor percentages and For Operator amounts. Lists synced to this one follow automatically.

There’s no undo. To reverse it, apply the opposite change (for example a 120% increase is undone by about 83.33%); because of rounding the result may differ slightly.

Editing prices in a list that others are synced to changes those lists too, and can’t be undone. Deleting a list also deletes the lists synced to it; you can move its patients to another list first.

You can also import procedures from Excel in Settings → Clinic → Upload, if enabled for your clinic.