In Chart, you can edit a procedure to change its status from Treatment Plan to Completed; however, you can quickly complete a treatment-planned procedure in Chart by clicking a button. A completed procedure appears in Chart and Ledger.
Note: You can also set a treatment-planned procedure complete in Treatment Planner or the Ledger-Treatment Plan view in Ledger.
To set a treatment-planned procedure complete
With a patient selected in Chart, on the Progress Notes panel, select a treatment-planned procedure.
Click
the Set Complete button 
.
If the procedure has been set up to be for an implantable device and does not already have a device attached to it, the New Patient Medical Alert(s) dialog box appears. Set up the options to attach the device to the procedure.
Do the following:
To add the UDI (if known), next to the UDI box, click Add UDI to search for the implantable device in the public, online Global Unique Device Identification Database (GUDID), which is maintained by the Food and Drug Administration (FDA).
Note: You do not change any of the other options in the Edit Patient Implantable Device dialog box that are already populated with data from the GUDID if the device is found.
In the Description box, leave the default description, or enter a brief description of the device as you want it to appear in the Medical Alerts window.
Set up any other options (if known) as needed. The following options are available:
Discovery Date - Enter the date that you found out about the device. By default, the current date is entered.
Area - Enter the area where the device is implanted.
GMDN PT Name - If known, enter the Global Medical Device Nomenclature (GMDN) Preferred Term (PT) name of the device.
Lot/Batch - If known, enter the lot or batch number of the device.
Serial # - If known, enter the serial number of the device.
Distinct ID - If known, enter the catalog reference number of the device.
Expiration Date - If known, enter the expiration date of the device.
Manufacturing Date - If known, enter the date that the device was made.
Device Attributes:
Brand - If known, enter the brand name of the device.
Version/Model # - If known, enter the version or model number of the device.
Company - If known, enter the name of the company who made the device.
MRI Safety Status - If known, enter the safety rating of the device for use in or near a Magnetic Resonance Imaging (MRI) environment.
Labeled as containing NRL - If known, select or clear the checkbox to indicate if the device is labeled as containing natural rubber latex (NRL).
Notes - Enter any notes regarding the implantable device.
To check the spelling of the note, click the Check Spelling button 
. This button is
available only if a certain preference
setting has been enabled.
Click OK to attach the device to the procedure.
To learn more about other factors to be aware of when completing treatment, click any of the following links:
Changing the provider for procedures being completed
Invalidating conditions when completing treatment-planned procedures