> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dentolize.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Procedure and pricing settings 

> Set up your procedures and their prices: groups, codes, the doctor's share, automatic actions, steps, packages and price lists.

<iframe src="https://drive.google.com/file/d/191Hyc06dEoYk12_VrBT3umPwnT1wM2rl/preview" className="w-full aspect-video rounded-xl" allow="autoplay" allowFullScreen />

Go to **Settings → Procedures and Prices**.

<img src="https://mintcdn.com/dentolize/0xkKh_6AcHEODGpn/images/en/settings/procedures.webp?fit=max&auto=format&n=0xkKh_6AcHEODGpn&q=85&s=847018f4aab65464f82e48a162c64ad8" alt="Procedures and Prices" className="mx-auto rounded-lg" style={{ width:"100%" }} width="2780" height="1700" data-path="images/en/settings/procedures.webp" />

Procedures are organized in **groups** (the tabs: Restoration, Endo…). Use the **+** to add a group, and the pencil on a tab to edit it. If your clinic has several specialties, the specialty switch at the top shows each one's procedures.

## ➕ Add or edit a procedure

Click **New Field** at the bottom of a group, or the pencil on a procedure:

* **Name**, **Code** (filled in automatically if empty) and **Order**.
* **Effect:** how the procedure appears on the tooth chart, and **Permanent / Deciduous** for adult or child teeth.
* **Price** (required) and **Cost**.
* **For Operator:** the doctor's share, as an amount or %. **Deducted from Operator:** costs taken from the doctor's share, such as lab fees.
* **Is Subject To Insurance** and **Tax Applied**.
* **Create Automatic Lab Order**, **Create Automatic Prescription** and **Create Automatic Form:** created when the treatment is started or completed. **Open Lab After Procedure** opens a lab order form instead.
* **Pulses / Sessions:** for packages, such as laser sessions, with an optional **Require Counter** and expiry.
* **Active.**

After saving, you can add **Procedure Steps** (for treatments done over several visits), each with its percentage of the price (the steps must add up to 100%) and an optional follow-up appointment.

<Tip>
  Change prices quickly in the **Procedures Table** tab: edit the prices in the table and click **Save**.
</Tip>

## 💲 Price lists

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

* **Copy From** the default prices or another list, and **Override price with** a **Percentage** or a **Fixed Amount**.
* **Always keep in sync?:** keep following the list it was copied from.
* **Available in branches.**

Assign price lists to a patient (**Price List Group**), a branch, or an insurance company. **Update All Prices** changes every price of the selected list at once.

<Warning>
  **Copy From** and **keep in sync** can't be changed after the list is created, and a synced list can't be edited. A group can only be deleted once it's empty.
</Warning>

You can also import procedures from Excel in **Settings → Clinic → Upload**.
