Create a Health Procedure

1. You can create “Health Procedures” from 5 entry points:
   1. From the EMR Board tabs, click on the “MD Room” tab and select "New Health Procedure" to create one.
      
   2. From the EMR Board tabs, click on the “Provider Room” tab and select "New Health Procedure".
      
   3. From the EMR Board select an appointment or booking that is in the ‘’Check-in’’ step then press the ‘’Next’’ button to move that booking to the ‘’In Procedure’’ phase.
      When a booking is in progress, the user can choose to create either a health procedure or a cosmetic procedure based on the specific requirements. Selecting "Health Procedure" will take the user to the first step of creating a health procedure.
      
   4. From the EMR Board tabs, click on “Patients.”
      From the patient list, click on three dots under the action column and select "New Health Procedure" for the specific patient.
      
   5. From the EMR Board tabs, click on “Bookings.”
      From the list of all bookings, click on three dots under the action column and select "New Health Procedure" for the specific booking.
      Note: Clicking the "New Health Procedure" button from any entry point will take the user to step 1 of creating a health procedure. If patient information and booking details are already entered, the user will go directly to Step 3 of creating a health procedure.
2. Step 1: Patient Information
   1. In Step 1, enter the required patient information, including First and Last Name, Phone, Gender, Email Address, and Referee Code. Selecting a patient from the search bar will autofill information for an existing patient. Then press “Next”, after filling in all the required information.
      Note: A Referee Code is a special code given to someone who refers patients to the Med SPA. It helps track referrals and reward partnerships. The referee code field will only be visible for patients who do not already have a referee code saved in their profile. For detailed instructions on Referee Code, refer to our ‘’Add Referee Code’’ user guide.
3. Step 2: Booking Details
   1. In Step 2, enter the booking details. Click on “Select Booking” to either select an existing booking to which you want to attach this procedure or create a new booking.
      
   2. If you select the new booking option, a booking form will appear. Fill all required fields, including Location, Service, Provider, Start Time, and End Time, then click on "Create Booking."
      
   3. Next, select the procedure type.
      
   4. After adding booking details and procedure type, click on “Next” to proceed.
      
4. Step 3: Provider Details
   1. Choose the clinic “Location” from the dropdown menu, for your procedure.
      
   2. Select the “Provider” for your procedure.
      Note: The provider name you selected in Step 2 will appear pre-filled here. However, if needed, the user has the option to change the provider at this stage by selecting a different one from the dropdown menu, which lists all available providers for the booking created in Step 2.
   3. After adding location and provider, click on “Next” to proceed.
      
5. Step 4: Dx Details
   1. In Step 4, enter a relevant ‘Name’ for your procedure, and enter a ‘Note’ to add supporting information such as symptoms, test results, or observations. Then press ‘’Next’’ to proceed.
      
   2. To use Dot Phrases for ‘Note’, users must first create and save these repetitive phrases in the Dot Phrases App. Once saved, you can easily insert them by typing a dot wherever needed.
      Note: Dot Phrases can be created and managed within the 'Clinical Documentation' App in the portal. For step-by-step instructions, refer to the “Add / Edit Dot Phrases” tutorial.The "Procedure Information" column for incomplete procedures before Step 4 will appear empty in the "MD Room" and "Provider Room" procedure list because they haven't been named yet.
6. Step 5: Questionnaire
   1. Select the “Questionnaire” relevant to the procedure from the dropdown menu. You can choose as many questionnaires as needed. After selecting a questionnaire, click “Next.”
      Note: This step is optional, so the user can also skip it by clicking “Next” without selecting the questionnaires.
   2. After the questionnaires are selected, the user can have the patient fill out the questionnaires by clicking on “Fill Questionnaires” if the patient has already checked-in at the Med SPA facility to get the procedure done. Alternatively, the patient can log in to their patient portal and fill out the questionnaires before the procedure is performed.
      
   3. After the questionnaires are filled, click “Finish” to proceed.
      Note: It is mandatory to fill out the questionnaires before the procedure begins.
7. Step 6: Consents
   1. Similar to Step 5, select the relevant consent forms from the dropdown menu. You can select as many as needed. After selecting a consent form, click “Next.”
      Note: This step is optional, so the user can skip it by clicking “Next” and have the patient sign the consent later, before the procedure begins.
   2. The user can have the patient sign the consent form by clicking on “Sign Consents,” and then "Click to Sign" button, if the patient has already checked-in at the clinic. A blank screen will appear for the patient to provide their electronic signature. Once the signature is completed, click "Save". Alternatively, the patient can log in to their patient portal and sign the consent form independently.
      
   3. The patient's electronic signature will appear below the consent form on the screen. Once confirmed, click "Finish" to proceed.
      Note: Signing the consent forms before beginning the procedure is mandatory.
8. The user can add notes to the health procedure after it has been created. Click “Add New Notes” from the View Page of the health procedure.
   Note: If only a few steps are completed when creating a health procedure, it will be added to the procedure list as incomplete. The user can finish the remaining steps anytime.