There are several options for editing a procedure. 


Option #1

  • Go to the Advanced Progress Note screen.
  • Press the Procedures button, located in the Side Bar section.


  • Or, click on the Search button located at the top left of the screen and select the Procedures option.
  • The following screen will be displayed:


  • Select the procedure, which you want to edit.
  • Once selected, press the Edit button, located at the top of the screen.


  • The user will be able to edit, dates and facility.


  • You can edit the Procedure Note field, if there is any information recorded.
  • You can edit the Template Text field, if necessary.


  • The user will also be able to:
    • Add a Template:
      • Pressing the button will display the screen to select the Template.
      • Select the Template.
      • Press the Select Template button.
    • Edit an existing Template:
      • Pressing the button will display the Template screen.
      • Edit the Template.
      • Press the Previous button.
    • Change the procedure code:


                   (The system does not allow editing procedure codes).

  • Pressing the button will display the Select Code screen.


  • Select the new code.
  • Double click on the code or press the Save button.
  • The selected code will be added to the system.
  • Press the Save button to save the changes.


Option #2

  • Go to the Advanced Progress Note screen.

  • Click on the Procedures link in the Clinical Evaluation section, or click on the Add button located in the Clinical Evaluation section. Or, click on the Add button located in the Clinical Evaluation section (It must be configured in the Progress Notes Templates Settings screen).   

  • The following screen will be displayed:


  • Select the procedure, which you want to edit.
  • Once selected, press the Edit button, located at the top of the screen.


  • The user will be able to edit, dates and facility.


  • You can edit the Procedure Note field, if there is any information recorded.
  • You can edit the Template Text field, if necessary.


  • The user will also be able to:
    • Add a Template:
      • Pressing the button will display the screen to select the Template.
      • Select the Template.
      • Press the Select Template button.
    • Edit an existing Template:
      • Pressing the button will display the Template screen.
      • Edit the Template.
      • Press the Previous button.
    • Change the procedure code:


                   (The system does not allow editing procedure codes).

  • Pressing the button will display the Select Code screen.


  • Select the new code.
  • Double click on the code or press the Save button.
  • The selected code will be added to the system.
  • Press the Save button to save the changes.



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