Searching for a procedure template

  1. Select Point of Use for Department Inventory > Configuration.
  2. Select the Procedure Template tab.

    The Procedure Template panel is displayed.

  3. Specify this information:
    Company

    Select a company to properly search for a specific procedure template associated with your company.

    Facility

    Select the facility to distinctly search for the procedure template.

    Procedure Template Name

    Specify the procedure template name to search for the specific procedure template.

    Practitioner

    Specify the practitioner name on the field.

    Note: 

    You can also click the search icon to find a particular practitioner. Indicate the last name, first name, and the employee's ID. Click Search to display the practitioner you are looking for. Click OK to bring you back to the Procedure Template tab. The Practitioner field is now populated with the practitioner's name.

    Charge Code

    Specify the charge code for the specific service to search for the specific procedure.

    The Charge Code is automatically created in uppercase characters.

    Description

    Specify the procedure description to search for the specific procedure template.

    CPT Code

    Specify the Current Procedural Terminology (CPT) code assigned to the procedure.

    The CPT Code is automatically created in uppercase characters.

    Status

    Select the status of the procedure.

  4. Click the Search button to display the records based on search criteria.