Procedures

Procedures is your practice’s log of clinical procedures — scheduled ones you are planning for and completed ones you have carried out. Open Procedures from the sidebar.

The Procedures head carries a Beta badge. Legacy BirthTracks never released its Procedures menu to practices, so this is a new part of the app rather than a familiar screen that moved — it works, and it may still change as practices use it.

The Procedures page

The page shows one list at a time, chosen from its tab strip:

• Scheduled — the Scheduled Procedures list: upcoming procedures, soonest first. This is the tab the page opens on.
• Completed — the Completed Procedures list: procedures already performed, most recent first.

Each tab has its own address, so you can bookmark or share the Completed list directly. The filter above the list applies to whichever tab you’re on:

• Provider — the performing provider; All providers shows every one.
• From and To — a date range. It keys off the natural date for each list (the scheduled date for upcoming, the performed date for completed).

The selection toolbar exports the procedures to CSV, Excel or PDF, and prints the list. Its starters, This year and Last 12 months, narrow both tabs by procedure date; saved filters, Copy link and Print selected are covered on Filters & selections.

To capture a procedure, choose New procedure on the Procedures page, or Record a procedure — on the Procedures hover card in the sidebar, and in the top bar’s Quick actions menu. Either way, Record a procedure opens the form straight away. Each row in the list has an Edit action. Both New procedure and Edit are write actions, so they are hidden from a read-only Viewer; a Scribe cannot open the page at all.

The New procedure form

New procedure (titled Edit procedure when you reopen one) opens the form — Schedule or record a clinical procedure for a patient. It is organized into sections:

• Procedure — Procedure name, Procedure detail (free text; required when the name is Other), Scheduled or completed, Outpatient status, Patient, Provider, Assistant provider, and Assistant (other) for an assistant who is not a member of your practice.
• Clinical detail — GA weeks / GA days, Procedure site, Method, Side, and Anesthesia.
• Outcome — Complications, EBL (ml), Duration (minutes), and Hospital readmission.
• Count Procedure — a checkbox. Unchecked keeps the procedure in your lists but leaves it out of procedure counts.
• Course of care — optionally attach the procedure to a recorded Birth (Not attached to a birth by default). When you attach one, conditional fields appear — Circumcision detail for a male newborn, Cesarean status for a cesarean birth.
• Timing — Scheduled for and Performed at.
• Notes — free-text notes.

Save with Save procedure (Save changes when editing), or Save and add another to keep entering procedures. Cancel discards, and an existing procedure can be removed with Delete.

On the chart and the calendar

A procedure attached to a birth shows on that patient’s chart alongside the birth record. Scheduled and completed procedures also appear on the Calendar as an overlay: the calendar’s procedures legend links straight to the Scheduled and Completed tabs on this page.

Next steps

• Record a birth — attach a procedure to a birth’s course of care.
• Patients — where a patient’s procedures appear on the chart.
• See your practice analytics.