During a consultation, you can add treatment items, such as procedures, medicines, foods and supplies, to the patient's medical records. These items are also used for invoicing. You can edit or delete these items before the consultation is finalised.
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Users must have the Consultations and its items permission (read and write) enabled to access and edit consultations and consultation items.
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Some items may not appear in search results if they are hidden in the item settings, restricted to specific species, or if your clinic has enabled the Exclude linked items from search option under Settings > Clinic Location > Clinic location settings.
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Select the plus (+) button next to the section title of the item type you want to add to open the search dialogue. The search dialogue is pre-filtered to show only items of the selected type.
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If available, select an Item subgroup to narrow your search.
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Enter text in the Search field and select an item.
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In the item information dialogue, edit the available fields. The fields depend on the item type.
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Procedure items: Depending on the clinic location settings, procedure items may be added directly without opening a dialogue. You can still edit the item information afterwards. To open the dialogue before adding the item, select the Do not skip creation step checkbox. For other item types, the item information dialogue always opens by default.
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Select Save.
Items may be added automatically or through other workflows depending on your clinic’s configuration and integrations. The list below summarises the main scenarios.
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From previous consultations:
You can add items that were used in the patient’s previous consultations. For more information, see Add Previously Used Items
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From bundles:
If your clinic uses item bundles, applying a bundle adds the linked items to the consultation, for example items in a fixed price treatment package or compensation items. Requirement: Your clinic must have bundles configured in Catalog > Bundles. For more information, see Use Item Bundles on a Consultation
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From planned treatments:
Planned treatment items for a patient can be added directly from the treatment overview. For more information, see Add Planned Treatment Items for a Patient
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From an estimate:
If an estimate is linked to the consultation, the items listed in that estimate can be imported and added to the consultation. For more information, see Create a Treatment Estimate
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From a reason type:
Certain reason types can automatically include treatment items that have been linked to them.
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From laboratory workflows:
Lab referrals, analyses, panels, and lab-related fees may automatically add items when the referral is created or linked.
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From imaging workflows:
If the selected target area or modality in an imaging referral has linked procedures, those procedures are added automatically.
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From prescriptions:
Items may be added when a prescription is created. For example, in clinics using Swedish e-prescriptions, the associated item is added automatically.
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As linked items:
Some items add other items automatically, such as consultation fees linked to procedures or mandatory add on items configured in the catalogue.
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As automated fees:
Depending on clinic settings, the system can add:
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In-house fees
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Handling fees (when the handling fee method is set to Add fee as separate row)
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Injection fees (when the injection fee method is set to Add fee as separate row)
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From Health Plans:
Items can be added from the Health Plan sidebar during the consultation. Compensation items can be added automatically when a Health Plan item is used. For more information, see Add Items from Health Plans
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Via API or integrations:
Integrations and custom solutions can add items programmatically using the Provet REST API.
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From an open refill:
If your clinic uses refill workflows, items can be added from an open refill. For more information, see Use Medicine, Food, and Supply Refills.
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Automatically on new consultations:
Your clinic can configure default items that are added automatically whenever a new consultation is created. Related setting: Settings > Clinic Location > Automatically add on new consultations.
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Insurance related items:
If your clinic uses insurance fee settings, items can be added when an insurance claim is created. The items added depend on the default items configured for insurance fees. Related setting: Settings > Clinic Location > Insurance settings > Default items for fee.
To edit an item
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Select the pen button on the item row.
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In the item dialog, edit the fields as needed.
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Select Save.
For example, if you accidentally added the wrong batch number to a vaccine, open the item, update the Batch field, and select Save.
To delete an item
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Select the pen button on the item row.
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In the item dialog, select Delete.
Note
Once a consultation is finalised, items cannot be changed or deleted directly. As a standard accounting practice, corrections require creating a credit note for the original invoice and then creating a new consultation/invoice with the correct item details to update the patient's record.
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