Create a New Procedure

To mark images, first upload them in the Procedure Images/Videos section. Click “Upload Images” or “Upload After Images” to proceed.

Click the “+” icon to add photos. A pop-up will appear, allowing you to choose how you want to upload the images. Select “Use Enhanced Camera,” “Use Phone Camera,” or “Upload from Gallery.”

Upload images from different angles, select the desired images, and click “Save.”

The “Marking Screen” will open, allowing the user to precisely chart drugs (products) and injection markings on the selected image for use during the procedure. Users can also utilize the drawing tools on the Marking Screen to annotate or highlight treatment areas.

The user can use the following drawing tools on the Marking Screen to enhance precision and clarity:
“Undo” reverts the last action performed on the Marking Screen, such as removing a drawing or marking.
“Redo” restores the last action that was undone, allowing you to reapply the previous change.
“Text”, denoted by “A” enables you to add text annotations directly on the Marking Screen, useful for labeling specific areas or providing additional notes.
“Draw” allows freehand drawing on the Marking Screen, letting users visually mark treatment areas or illustrate procedure details.
“Zoom In” magnifies the Marking Screen to provide a closer view, helping with precise markings.
“Zoom Out” reduces the zoom level to show a broader view of the Marking Screen, giving a clearer overview of the entire area being charted.
“Reset Text & Drawing” clears all text and drawing annotations on the chart, returning it to its original state.

On the Procedure View Screen, add procedure products by clicking “Add Product” in the Procedure Products section.

You will be taken to the Products tab. Click “Add Product,” then search for and select the desired product.

Select a batch from the dropdown, enter the units, and click “Save Changes.”

On the Procedure View Screen, add an intake form to the procedure by clicking “Add Intake Form” in the Intake Forms section.

Select the desired intake forms and click “Save.”

The intake form will be added. Click “Fill Intake Form” to complete it.

On the Procedure View Screen, add a consent form to the procedure by clicking “Add Consent” in the Consents section.

Select the desired consents and click “Save.”

The consent will be added. To sign, click “Sign Consent,” or choose “Sign All Consents” to sign multiple consents at once.

On the Procedure View Screen, add a provider note by clicking “Add Provider Note” in the Provider Note section.

Enter the required information in the Provider Note field and click “Save” to confirm.

To access “dot phrases,’’ type a dot (.) in notes. These pre-created phrases will appear in a dropdown menu, allowing you to quickly select and insert repetitive notes instead of typing them manually.

The e-Prescribing section shows the prescription details of the drugs prescribed by the provider for this procedure.

To add a document to the procedure, click “Add Document” in the Documents section.

Enter the document details (name, description, type, optional appointment, expiration date), optionally pin it, attach a file if needed, then click “Create Document” to save it to the patient profile.

To order a lab panel, click “Order Lab Panel.” To add a lab order, click “Add Lab Order.”

To add patient vitals, click “Record Vitals Now” to open the full patient vitals form. For a quicker entry, click “Quick Entry” to open a short pop-up form, fill in the vitals, and click “Save Vitals.”