How to Change the Consults Codes in Optimizer Classic for Ortho Practices

Select Settings, Click Procedure Category, Search Consults. If procedures are missing, select Edit Button:

You can search and select procedures from the PMS and move then over to the Consults procedures. Make sure to click Save once all procedures have been moved over.

It is suggested to log out and log back in to see changes on the Consult KPIs.