Use Case

There are special procedures such as euthanasia or sterilisation which warrant an update to the patient's corresponding status and general information. When a billing item defined as a special procedure - euthanasia is invoiced, the patient's status will be updated to archived, with a reason of death detailed as euthanasia. When a billing item defined as a special procedure - sterilization/neutering is invoiced, the patient's gender/sex status will be updated to the sterilised form.

Instructions

To automate the process of updating the patient's status in these scenarios, you will need to define the appropriate billing items as a special procedure to trigger the associated patient status update.

1. Locate the item you wish to assign a special procedure trigger to by following: Settings > Items & Lists > Items
2. Search for the appropriate item and select the edit pen icon to open the item's detailed information. Alternatively, if you are creating a new item, select the "Add item" drop-down button to choose an item type you wish to create. Follow the next steps.
3. Locate the "special procedure" drop-down field and choose the appropriate associated procedure. An example screen is shown below.
   
   Note: Only procedure and medicine item types are eligible for special procedure assignments. 
   Note: Special procedure title phrasing may vary dependent on your department home country.
4. Define additional item information as appropriate. For more information on item creation, please reference the full "How to Create Items" instructional guide.
5. Select "Save".

When a billing item is added as a treatment during a consultation and the visit finalized, the patient's corresponding status is automatically updated as described above.