Add Traceability Information Through Procedure View Screen

1. The user can add traceability information through Procedure View Screen, accessible via two different entry points.
   1. From the EMR Board tabs, click on “Patients.”
      
   2. From the Left Navigation, click on the “EMR Board” dropdown and select “Patients.” Alternatively, you can type “Patients” into the search bar in the Left Navigation.
2. From the patient list, click on three dots under the action column and select "View Patient Profile" for the specific patient, or simply click anywhere on the patient’s data.
   
3. On the Patient Information Screen, users can access a comprehensive summary of all patient details. To view the procedures, simply click on the ‘’Procedures’’ tab.
   
4. Here, you will find all procedures for the patient. Click “View Procedure” next to the desired procedure to access its details.Note: The Procedure View Screen can also be accessed through the Bookings List Screen and the EMR Board. For detailed navigation, refer to our “Create a New Procedure” article.
5. On the Procedure View Screen, navigate to the Procedure Products section and click “Add Product.”
   
6. Here, you can view all the added products along with their Batch ID, Expiry Date, Used Units, Charted Units, and Price. If no products have been added then click the “Add Product” button.
   
7. Search for the product you want to add, select the appropriate batch, enter the number of units, and then click “Save Changes.”
   
8. Adjust the Used Units using the plus (+) and minus (–) controls.
   
9. To remove a product, click the delete icon under the actions column. Once all changes are complete, click “Bill Procedure.”
   The traceability information has been added to the procedure successfully!