Procedure

Overview

The Procedures module allows you to define and manage the various medical treatments, surgeries, and services performed at your facility. By setting up procedures in the system, you ensure that clinical staff can quickly select them during patient visits, and billing staff can accurately charge for the services rendered.

When Do I Use This?

• When your hospital or clinic begins offering a new medical service or treatment that needs to be recorded.
• When you need to link a clinical procedure to a specific billing item so patients are charged correctly.
• When updating internal billing codes or retiring an old procedure that is no longer performed.

How To Use

Adding a New Procedure

1. Navigate to the Procedures screen from your main menu.
2. Click the + New button.
3. Enter the Name of the medical procedure (e.g., "Appendectomy" or "Routine Blood Draw").
4. Enter the official or internal Code.
5. Select the corresponding Product from the dropdown to ensure proper billing.
6. Click Save to add the procedure to your catalog.

Updating or Retiring a Procedure

1. Find the procedure in the list and open it.
2. Make any necessary changes to the notes or linked product.
3. If the procedure is no longer offered, uncheck the Active box.
4. Click Save.

Field Descriptions