Procedures

Procedures are the types of case your site does, such as a biopsy or an angiogram. People choose one every time they record a case. In the case screens the same thing is called the Case type.

Who can: Owner, Admin, Member

Where: Settings › Procedures

The list

Each procedure has a Category, a Name and a Status of Active or Inactive. The list is sorted by category, then name. Inactive procedures are greyed out. On a case, procedures are grouped by category, so keep categories short and consistent.

Add a procedure

1. Press Add Procedure.
2. Enter a Name and a Category. Both are required.
3. Press Add Procedure again to save.

A procedure whose name and category both match an existing one is refused, even one that is inactive.

Edit a procedure

Press Edit on its row, change the name or category, and press Save Changes. Past cases show the new name.

Retire a procedure

Press Deactivate on its row. An inactive procedure stops appearing in the case type list when someone records a new case, and in the case list filters. Cases already recorded with it are kept. Press Activate to bring it back.

Procedures can't be deleted.

Good to know

• Staff are managed separately, under Settings › Staff. See Staff and app users.
• Anyone who can manage procedures can also add one while recording a case, with New case type.
• You can bring many procedures in at once as part of Importing cases. Procedures in the file that don't exist yet are created for you.

Back to Cases.