Procedures

A SYSTOC procedure is a tool for grouping tasks and standardizing your services. You should create a procedure for every "reason to visit." For example, no one would visit just to have their vitals taken, but someone might visit just to have an audiogram: you need an audio procedure but not a vitals procedure.

Each task in a procedure becomes a separate patient order when that procedure is selected for a patient visit. Tasks attached to procedures are built from task prototypes: they include all the components of the task as they were defined in the prototype (even though not all those components are visible on screen), but have some additional information (discounts and billing address).

Before creating procedures, build the task prototypes. Then create generic procedures for use with the public or companies that do not make special requests, and attach appropriate tasks. The generic procedures can be copied and modified for company-specific procedures.

Note: When you create a new procedure, remember to add at least one task.

Label	Description
ID	Procedure ID code. Make the ID logical and easy to remember.
Company ID	Identifies the company for which you will use this procedure, only available in Add or Copy mode. Create the generic procedure first, with a blank Company ID, then copy it to make company-specific versions.
Description	Indicate the purpose of this procedure.
Show in iSYSTOC E. R.?	Select if you want this procedure to be available in iSYSTOC E.R. This field will work with iSYSTOC version 4.1 and above.
Task	Click this button to add at least one task prototype for every procedure, see Procedure Tasks.
Forms/Labels	Click this button to add memo forms or labels to a procedure. This button is not used for PDF forms, just for text-type forms or to produce labels for pre-printed forms. See Procedure Forms/Labels.