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Managing Procedures

Updated on: 10/01/2024

With AENTE, managing your procedures becomes increasingly practical, as the type of service will directly impact its functionality.

Before starting the instructional steps, it’s important to understand that the procedure feature is mainly used in service creation. This step requires great attention as there are rules that, if not properly followed, will affect usability and user experience during system operation. Some rules that may affect the rest of the system include:

  1. For a customer to participate in a teleconsultation, it is MANDATORY that the procedure linked to that service (of the procedure type) has at least an EMR form. If this field is empty, even if the service has teleconsultation, the “Start Teleconsultation” button will not be visible to the customer.
  2. If the service created is of the examination type, the linked procedure DOES NOT need an EMR form, as patients won’t need to participate in teleconsultations for this type of service.

Creating Procedures

To begin creating a procedure, certain prerequisites must be met, as outlined below:

  1. You must have a provider account.
  2. Possess a root account.
  3. Your provider account must be assigned a role with the appropriate permissions for creating associated laboratories, including the following:
Click here to view the permissions.
  1. Procedure Show
  2. Procedure Get All/Get Self
  3. Procedure Create
  4. Procedure Update All / Update
  5. Rol Tuss Code Get All
  6. Rol Tuss Code Create
  7. Rol Tuss Code Update All
  8. Portal Tags Create
  9. Form Category Get All / Self

Once all necessary configurations are in place, you can proceed with the steps below to create a procedure:

  1. Click on the module labeled “Medical.”
  2. After entering the module, select the option “Procedures.”
  3. Click the blue button to initiate the creation of a new Procedure.
  4. Upon accessing the creation form for procedures, begin filling out the required fields. These fields are sufficient to correctly create a procedure and include: Code | Name

Note: The field for modifiers and the fields within the “National Physician Fee Schedule Relative Value” tab are not mandatory but should be filled out based on the service’s needs.

  1. After ensuring that all required fields have been filled out, simply click the blue button labeled “Create Procedure,” and that’s it! Your procedure will be successfully registered in the system.

Note: As explained above, although only two fields are mandatory, it’s crucial to consider the service’s needs when creating this procedure, whether it’s of the procedure or exam type. For procedure-type services, filling in the EMR field is important, whereas for exam-type services, the form is unnecessary.

Editing Procedures

To begin editing a procedure, you must first meet the following prerequisites:

  1. You must have a provider account.
  2. Possess a root account.
  3. Your provider account must be assigned a role with the appropriate permissions for editing procedures.
Click here to view the permissions.
  1. Procedure Show
  2. Procedure Get All/Get Self
  3. Procedure Update All / Update
  4. Rol Tuss Code Get All
  5. Rol Tuss Code Create
  6. Rol Tuss Code Update All
  7. Portal Tags Create
  8. Form Category Get All / Self

Once all necessary configurations are in place, you can proceed with the steps below to edit a procedure:

  1. Click on the module labeled “Medical.”
  2. After entering the module, select the option “Procedures.”
  3. When the list of procedures appears, enter the name or code of the procedure you wish to edit in the search field.
  4. If a procedure matching the searched name exists, the system will display options corresponding to your search.
  5. After locating the desired procedure, click on it.
  6. The system will display the procedure form, pre-filled with the information provided during its creation.
  7. Delete the information from the desired field and enter the new data.

Example: If the “Name” field needs to be changed because the procedure has a new name, just delete the old name and provide the new one.

  1. Once all the necessary information has been edited, click the blue button labeled “Update Procedures,” and that’s it! Your procedure will be successfully updated in the system.

Deleting Procedures

Note: Nothing is deleted from the system and everything that is “deleted” is actually a status change. Once an item has been deleted your may recover and change the status back to active.

To begin deleting a procedure, you must first meet the following prerequisites:

  1. You must have a provider account.
  2. Possess a root account.
  3. Your provider account must be assigned a role with the appropriate permissions for deleting procedures.
Click here to view the permissions.

Procedure Show Procedure Get All/Get Self Procedure Delete / Delete All Procedure Update All / Update Rol Tuss Code Get All Rol Tuss Code Create Rol Tuss Code Update All Portal Tags Create Form Category Get All / Self

Once all necessary configurations are in place, you can proceed with the steps below to delete a procedure:

  1. Click on the module labeled “Medical.”
  2. After entering the module, select the option “Procedures.”
  3. When the list of procedures appears, enter the name of the procedure you wish to delete in the search field.
  4. If a procedure matching the searched name exists, the system will display options corresponding to your search.
  5. After locating the desired procedure, click on it.
  6. The system will display the procedure form, pre-filled with the information provided during its creation.
  7. Click on the “Delete Procedure” option, and that’s it! The procedure will be successfully removed from your list.

Example: If the deleted procedure is associated with any service, it will automatically be removed from the primary procedure field of the associated service, and the service will need to be reconfigured.

Restoring Procedures

To begin restoring a procedure, you must first meet the following prerequisites:

  1. You must have a provider account.
  2. Possess a root account.
  3. Your provider account must be assigned a role with the appropriate permissions for restoring procedures.
Click here to view the permissions. Procedure Show Procedure Get All/Get Self Procedure Restore / Restore All Procedure Update All / Update Rol Tuss Code Get All Rol Tuss Code Create Rol Tuss Code Update All Portal Tags Create Form Category Get All / Self

Once all necessary configurations are in place, you can proceed with the steps below to restore a procedure:

  1. Click on the module labeled “Medical.”
  2. After entering the module, select the option “Procedures.”
  3. Adjust the filter to display only deleted procedures by selecting “Only Trashed.”
  4. The system will display all procedures that were deleted. Enter the name of the procedure you wish to restore in the search field.
  5. After locating the desired procedure, click on it.
  6. Upon seeing the yellow card above the form, click “Restore.”
  7. That’s it! The previously deleted procedure has now been restored to your list of active procedures and can be used without issue.

Linking Procedures to Services

To begin linking a procedure to a service, you must first meet the following prerequisites:

  1. You must have a provider account.
  2. Your provider account must be assigned a role with the appropriate permissions for managing procedures.
  3. Your account must have services and procedures that are created and active.

Once all the necessary configurations are in place, you can follow the steps below to link a procedure:

  1. Click on the module labeled “Medical.”
  2. After entering the module, select the option “Procedures.”
  3. Click the blue button to start creating a service.
  4. In the service creation form, find the field named “Primary Procedure” and click on it.
  5. If your profile and account meet the prerequisites, a list of all procedures will be shown. Select the procedure you wish to link to the service.

Note: When linking the service, don’t forget the rules related to the type of that service.

  1. That’s it! The procedure will now be linked to the service of your choice.

Note: To ensure the procedure is properly linked, you must complete the creation of the service by filling in other required fields beyond just the procedure field.