Topics Procedure Master Search:  
Introduction: Procedure Master screen is used to create new Procedure Order templates. Procedures are either marked as In-house or External. Depending upon the option selected (In-house or External), the associated fields are displayed. For example, if In-house is selected then fields such as Procedural Checklist, Procedural Template, and Order Template are displayed and if External is selected then the fields, Procedure Checklist and Letter Template are displayed.

Field Description:

*Name: Name of the Procedure. This can be like Eye examination or Progression of Cataract.

*Sex: Select the applicable gender for the Procedure; accordingly the Procedure is then available either for Male or Female or for Both genders. By default, Both option is displayed as selected.

In-house/External: Procedures are categorized into types such as In-house (for procedures done within the clinic) and External (for procedures done in external clinic).

Note: Only External Procedures can be added from the Procedure Master. Procedural templates created via Specialty template by checking the Procedural checkbox are marked and displayed as ‘In-house’.

Depending upon the option, In-house or External selected, the associated fields are displayed. For example, if In-house is selected then fields such as Procedural Checklist, Procedural Template, and Order Template are displayed whereas, if External is selected then the fields, Procedure Checklist and Letter Template are displayed.

Medical Necessity button: This is a provision for Users to define a list of ICD-10 codes which substantiate medical necessity of a given Procedure. This button is enabled only when the property procedure.show.medical.necessity is set to On.

Procedure Checklist: A Clinic Form template marked as 'Procedure Checklist' is available in the Procedure Checklist search.

*Procedural Template: A Specialty template, marked as ‘Procedural’ is available in the Procedural Template search.

Note: Procedural templates created via Specialty template are of type ‘In-house’, thus it is relevant only for In-house Procedures.

*Order Template: The (Default) Order Template is a template that is associated by default to every In-house Procedure; you have the provision to replace it with any other relevant Order template.
The Order Template search has multiple order templates to choose from, these templates are of type ‘Letters’ and they are added from the Letters screen (Goto menu: Settings → Configuration → Output Templates column → Letters).
Characteristics of a default In-house Procedure Order Template:
i. Cannot be made Inactive.
ii. Cannot be deleted.
iii.Template name cannot be edited.
iv. Text editor of the Procedure is editable.
v. There is only one template available as default

*Letter Template: The Letter template search displays templates of type Letters and added from the Letters Template Master screen (Goto menu: Settings → Configuration → Output Templates column → Letters).

Active: Make sure this checkbox is checked to make this Procedure as Active. The system considers only active Procedures.

save: Click to save the details.

delete: Click to delete the record.

reset: Click to reset the values to the previously saved values.

*Fields marked with an asterisk (*) are mandatory.
See Also: Specialty Template Master | Procedure | Letters Template Master