How to add a procedure to a patient

The Procedures section on the Clinical Summary Tab will list any procedures recorded for the patient that are marked as Current. There are two methods by which a new procedure can be added to a patient's file in the Clinical Summary tab: via the Procedures section or via the Clinical Notes section.

Adding via the Procedures section

1. Navigate to the 'Procedures' section in the Clinical Summary tab.

2. To add a new procedure to the patient, select New .

3. In the Procedures screen, choose from the Procedure drop-down list, and/or enter the details in the Additional Text field.
4. Select the appropriate Start and End Date for the procedure.
5. Fill in any further required information and select Save and Close .

Adding via the Clinical Notes section

1. Navigate to the 'Clinical Notes' section in the Clinical Summary tab.
2. Select New .
3. To add a new procedure to the patient, select the Procs  button in the Consultation Notes section.

4. Populate the details as required in the Procedures screen that opens and select Save and Close  .