Recording outpatient procedures

On a clinical outcome form for an appointment, you can find a clinical note to record outpatient procedures

1. From  Outpatients > Clinic List > double-click on a patient's name > Patient Detail, select Case Notes.

2. From the top of the list on the left, select  to choose a case notes profile.

3. From the list on the left, select the appointment.

4. From the list on the left, select the clinical outcome form for the appointment.

   If there is no clinical outcome form, you can add one.

   Read more about adding a clinical outcome form

5. Find a clinical note for recording outpatient procedures.

   This looks like a table, and might be called 'OP procedures'.

   Read more about the clinical note for outpatient procedures

6. To add a procedure to the table, select Add, then select a procedure.

   The types of procedures available depend on the specialty of the appointment.

7. Select options for each column in the table.

   Depending on the type of data in the column, you can select:

   • A date from a calendar

   • A checkbox

   • A user from a list

   • One or more items from a list

8. Optional: to add a comment, select the box to the right of the table, and enter any comments.

9. To delete a procedure from the table, select  next to the procedure.

10. Complete the form, including all mandatory fields.

    Mandatory fields are marked .

    Read more about completing a clinical outcome form