# Procedures

**Procedures** are your practice’s **service catalog**: each item has a name, optional description, **default cost** in PHP, optional **duration in minutes**, and an **active** flag. When you add a treatment record, you pick one of these procedures (searchable autocomplete).

### Where to manage procedures

**Procedures** in the main menu. Flow:

* **New procedure** — define catalog row
* **Procedure detail** — review fields
* **Edit** — update fee, description, duration, active flag

### Branch scope

Like dentists, procedures are stored **per branch**. Pick the correct **header branch** before creating catalog rows or posting treatment lines so fees align with the location serving the patient.

### Link to treatment records

Every treatment line stores a **procedure ID**. The patient ledger groups lines **by procedure name** and rolls up charged/paid/balance per group.

### Why deletion may be blocked

If you try to delete (or retire in a way that conflicts with linked rows) a procedure that is still referenced by treatment records, the app reports that it is **linked** to one or more treatment records and **cannot be deleted** until those records are reviewed or reassigned. This protects billing history.

**Operational habit:** prefer marking seldom-used procedures **inactive** instead of deleting, unless you are sure no historical lines reference them.

### Fees on the ledger vs catalog

Catalog **cost** is your reference/default when quoting or configuring fees; each treatment line still stores its own **amount charged** and **amount paid**, so you can capture discounts or overrides per visit without changing the master procedure row.

### Plan requirement

**Procedures** is available on **Starter** and above—the same requirement as **Treatment Records**.


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