Use Administration: Office Procedures to document injections and other types of office procedures. Options for documentation include dynamic custom forms: tabular or narrative or stable formatted text. This process includes a great feature that defaults the procedure code to the encounter with the option to default units, modifiers, and the NDC code.
Tip: Before setting up office procedures, you should set up all procedure panels in Administration: Procedure Panels. The coding used to default pulls from this page. You should also become familiar with how to create a custom form if you are using this feature to document office procedures.
Navigate to Administration: Office Procedures
- On the Practice Management menu bar, click Admin.
- Below EHR Setup, click Office Procedures.
Set Up Office Procedures
- Click New Office Procedure.
- Enter the New Procedure Name.
- Select an office procedure code panel.
- Select codes from the code panels.
- Confirm default Units, Modifiers, and NDC code.
There are two methods to document office procedures. Formatted text is a good option if you document the procedure with the same details every time. The custom form option is preferred if the details of the procedure vary (for example, needle size or injection site).
- To use the formatted text option, select Formatted Text or select the name of a custom form that is already set up to use the custom form documentation method.
- Click Save.
