Adding a Procedure

Procedures can be added from either the patient’s clinical record or the appointment book.

Adding a Procedure from the Clinical Window

Procedures can also be added from within the patient’s clinical record, by selecting Add Procedure from the Tools menu.

In this case, the Procedure is NOT linked to an appointment.

Note: The current date is entered and the time defaults to 12:00 AM.

There are two reasons why a Procedure would be created from the clinical record.

1. You are performing a minor procedure such as an excision on the day, and you just want to record the fact. In this case you would deselect the Needs an Appointment checkbox, at the bottom right hand side of the screen and just save the record by clicking OK.

2. You have seen the patient and decided that they need an operation at some time in the future:

a) If you know when you are going to perform the operation, you would enter a date and time, tick the Needs an Appointment checkbox, and then click the Make Appointment button.

This will automatically create an appointment for the patient with the procedure already linked, on the stated date and time.

b) If you don’t know when the procedure will take place (e.g. the patient has to first arrange time off work), you would leave the time field blank, tick the Needs an Appointment checkbox, and then click the Appointment Pending button. This will mark the Procedure as a Pending Procedure and will place a [P] in front of the procedure name in the Contact List (for more information see Pending Procedures).

Adding a Procedure from the Appointment Book

To add a procedure record from the Appointments Book (i.e. book a patient into Theatre, highlight the patient’s appointment and click on the Procedure button.

This will create a new Procedure record. If the appointment already has a procedure linked to it, then the existing Procedure record will open.

Note: The Date and Time fields have been taken from the appointment date and time. If the appointment is subsequently moved to a different date or time, these fields will be updated automatically. If necessary, you can manually adjust the time of the procedure by simply clicking in this field and entering the appropriate time. This wont move the procedure from the current appointment spot.

Note: The Provider has been taken from the column in the appointment book.