1. From  Inpatients,  Outpatients, or  Theatres > Patient Detail, search for a patient.

   Read about searching for a patient

2. Select Procedures.

3. Double-click on a procedure.

4. From the list on the left, select Plan.

5. Mouseover Pre-Op Notes and select +.

6. Select the document you want to add.

   The documents available to you depend on your organisation.

1. From  Inpatients,  Outpatients, or  Theatres > Patient Detail, search for a patient.

   Read about searching for a patient

2. Select Procedures.

3. Double-click on a procedure.

4. From the list on the left, select Plan.

5. Mouseover Pre Procedure Documents and select +.

6. Select the document you want to add.

   The documents available to you depend on your organisation.

You must complete all mandatory information to submit a document. You don't need to submit these documents before the patient's procedure, but you should submit them.

To submit a document:

1. From  Inpatients,  Outpatients, or  Theatres > Patient Detail, search for a patient.

   Read about searching for a patient

2. Select Procedures.

3. Double-click on a procedure.

4. From the list on the left, select Plan.

5. From Pre-Op Notes or Pre Procedure Documents, select a document that is not submitted.

   Documents that aren't submitted display .

6. Complete all mandatory fields.

   Mandatory fields are marked .

7. From the bottom of the form, select Submit.

You can reopen submitted documents.

1. From  Inpatients,  Outpatients, or  Theatres > Patient Detail, search for a patient.

   Read about searching for a patient

2. Select Procedures.

3. Double-click on a procedure.

4. From the list on the left, select Plan.

5. From Pre-Op Notes or Pre Procedure Documents, select a submitted document.

   Submitted documents show .

6. Select Undo Submit.

You can cancel a document if it is no longer applicable and not submitted. If you want to cancel a submitted document, you must reopen it first.

Read more about reopening a document

You can read cancelled documents, but you can't edit them.

You can't reopen a cancelled document. You can add another document.

To cancel a document:

1. From  Inpatients,  Outpatients, or  Theatres > Patient Detail, search for a patient.

   Read about searching for a patient

2. Select Procedures.

3. Double-click on a procedure.

4. From the list on the left, select Plan.

5. From Pre-Op Notes or Pre Procedure Documents, select a document that is not submitted.

   Documents that aren't submitted display .

6. Select Cancel Form.