The Procedures control, previously only available in a note, is now available as a separate chart icon. This allows users to add CPTs, Test Codes, Injections, and Immunizations outside of a note. 

If no primary note exists for the patient on the current date, when the 'Procedures’ popup opens, users can add procedure items—CPT, test codes, injections, and immunizations. A new note, 'Procedure Record,' will be auto-created in the chart. This note will contain only two controls: 'Procedure Place Control' and 'A&P Control.' The note will be linked to the current date’s appointment, and the procedure items added will be linked to it.

For example, a test code is added through the 'Procedure Template’ popup.

A new primary note, ‘Procedure Record,’ is created on the patient chart, with only the 'Procedure Place' control and the 'A&P control.' The test code lab order created is linked to the primary note, and the test code is displayed in the procedure place control.

If only one primary note exists for the patient on the current date and contains both the 'Procedure Place Control' and the 'A&P Control,' when the ‘Procedures’ popup opens and users add procedure items, the added items will be linked to the primary note.

For example, A CPT is added through the ‘Procedures’ popup.

The added CPT is included in the primary note controls.

If there is more than one primary note for the patient on the current date and the primary notes contain both the 'Procedure Place Control' and 'A&P Control,' a pop-up window will display the available primary notes. Users can select a primary note for which the procedure items - CPT, test codes, injections, and immunizations will be added from the ‘Procedures’ pop-up. The added items will be linked to the primary note.

For example, in the above note selection popup, the user selects the ‘Procedure Record’ primary note and adds an Injection through the ‘Procedures’ popup.

The added Injection is linked to the primary note and included in the primary note controls.