Customizing available procedures for locations

You can specify which procedures are available for posting to patient records in a given location (when the "For location" procedure filter is selected during posting). Each location can have a different set of available procedures.

To customise the available procedures for a location

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the Settings menu, under Location, click (or tap) Location Information.

   The Location Information page opens.

3. On the Basic Info tab, click (or tap) Available Procedures.

   

   The Available Procedures dialogue box appears.

   

   Note: Only active procedure codes are listed.

4. Do any of the following:

   • Search for and add or remove a specific procedure - Begin typing a procedure code or description in the Search for specific procedure box, continue typing as needed to narrow down the list, and then select or clear the checkbox of the correct procedure.

   • Add or remove a procedure - Scroll through the list as needed to locate the correct procedure, and then select or clear the corresponding checkbox.

   • Add or remove all procedures - Select or clear the checkbox next to Code in the list's header.

   Important: If you post a multi-code that includes some procedures that are not allowed for this location, those procedures will not be posted. Likewise, if you schedule an appointment using a multi-code that includes some procedures that are not allowed for this location, those procedures will not be attached to the appointment.

5. Click (or tap) Save.

6. On the Location Information page, click (or tap) Save or Cancel.