Procedures & Theatre Lists: Quick Guide

The Procedures module in MediRecords is designed specifically for specialists, providing a structured way to record, track, and manage clinical procedures within a patient’s record. From admission details through to outcomes, the module ensures all stages of a procedure are captured in one place, helping specialists maintain accurate records while streamlining their workflow. By integrating procedures directly into the clinical record, you can also ensure important information is easily accessible and linked to the consultation notes.

In this article, you will learn how to create, edit, and delete procedures, as well as print procedure records, admission cards, and theatre lists. Whether you are managing simple procedures or coordinating theatre schedules, the module provides the tools needed to keep your documentation consistent and accessible. With these features, specialists can save time, improve collaboration with clinical staff, and deliver safer, more efficient patient care.

Contents:

1. Procedure Module
2. Creating a Procedure
3. Editing a Procedure
4. Deleting a Procedure
5. Printing a Procedure
6. Printing an Admission Card
7. Generating a Theatre List

Procedure Module

The Procedures module is a specialist-only module, and is only available in the clinical record when the user has a MediRecords Specialist subscription.

If you are a specialist, and you cannot see the Procedures module, try checking your MediRecords subscription settings. Click More -> Settings -> Subscription Details -> Users, open your User Profile and under Subscription make sure you select the Integrated - Specialist. Once you have selected the Integration-Specialist, then tick the I Agree box below and then Save.

Creating a Procedure

1. Open the Patient Record
2. Navigate to the "Clinical" tab
3. Go to the "Procedures" section
4. Click on "New Procedure" to open the procedure form

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  • You’ll see three tabs at the top of the form: Admission, Clinical, and Outcome

5. Each tab contains a separate form related to clinical procedures. A new procedure starts on the Admission tab

• Select Procedure, Provider, and Location

• Tick the box to select the location: Left, Right, or Bilateral

• Fill in all the required details

• If you want to add the procedure to the consultation notes, tick the box labeled Add to Today's Notes

• If the record needs to be confidential, tick the Confidential box

6. At this point, you can either :
a) Click Save to close the form without entering clinical details (you can enter them later), or
b) Click the Clinical tab to add clinical details to the procedure

 

7. Complete the clinical form with all the required details
8. Click Save to complete

The new procedure has now been created.

*Note: The Outcome of a procedure is usually added after the procedure has been completed, and the patient has partially or fully recovered.

Editing a Procedure

1. Open the patient record
2. Make sure you are in the "Clinical" tab
3. Make sure you are in the "Procedures" section
4. Click the Tick-box next to the name of the procedure
5. Click Edit to open the procedure form
6. Click the Admission, Clinical, or Outcome tab to select the form to update
7. Update the form/s with all the required details
8. Click Save to apply changes

Deleting a Procedure

1. Open the Patient Record

2. Navigate to the "Clinical" tab

3. Go to the "Procedures" section

4. Click the Tick-box next to the name of the procedure you wish to delete.

5. Click "Delete" to permanently remove the selected procedure.
   
   
   
    

6. Click "Yes" to confirm that you want to delete the procedure.
   
    

   

Once completed, the procedure will be permanently deleted from the patient record.

Printing a Procedure

1. Open the patient record
2. Make sure you are in the "Clinical" tab
3. Make sure you are in the "Procedures" section
4. Click the Tick-box next to the name of the procedure
   
5. Click Print to open a print preview
6. Check to make sure the page is going to the right printer Destination and click Print

Printing an Admission Card

1. Open the patient record
2. Make sure you are in the "Clinical" tab
3. Make sure you are in the "Procedures" section
4. Click the More to reveal a drop-down list
5. Click Print Admission Card to open a print preview
6. Check to make sure the page is going to right printer Destination and click Print

The admission card for the procedure has now been printed.

Generating a Theatre List Report

To access the report you need to go to More > Reporting > Patients Click on Theatre List Report.

Once in the Theatre List Report, follow the below steps:

1. You must select a Location you wish to see the report on.
2. You can then choose a provider or you can leave the field empty for all providers.
3. You must enter a date, do not leave it empty.
4. Click "Run" to generate a report.
5. After creating a report you can 'Print' or 'Export' to PDF or Excel.