Schedule, Start and Complete a Clinical Procedure

Who / when: a nurse (or a clinician) performs a procedure on a patient, using a template an administrator has already built. Performing it is a short journey — schedule it, start it, complete it — and the moment you complete it, Veona draws the consumables from the stockroom and adds the fee to the bill, so the inventory and the charges stay honest without any extra keying.

A procedure moves through three states: Scheduled → In Progress → Completed, and can be Cancelled at any point before completion.

Schedule the procedure

1. Nurse — open Procedures → Procedure Worklist and press the New Procedure button.
2. Choose the Procedure (the template, by code and name), the Patient (search by name or UHID — the unique hospital identifier), and the staff member performing it.
3. Press Create Procedure. It appears on the worklist as Scheduled, with the consumables pre-filled from the template. You can adjust the quantities here if this case used more or less than usual.

Start it

1. On the worklist row, press Start when the procedure begins — it moves to In Progress.
2. At this point Veona checks the consumables are in stock, and fails fast if they are not — so a shortage is caught before the procedure is recorded, not after.

Complete it — the stock draw and the fee

1. Press Complete. The completion panel lists the consumables to draw — each supply and quantity. Add a note if you wish.
2. Press Complete & Draw Stock. In one step, Veona:
   • Draws the actual consumables from inventory, picking the oldest-expiry lots first (FEFO = first-expiry-first-out), and posting their cost — the COGS (the cost of the stock used) — to the accounts.
   • Adds the procedure fee to the patient’s bill if the template is billable — priced from your tariff. (A non-billable template adds no fee.)
3. The row moves to Completed, and a Billed tag shows if a charge was captured.

Caution

The fee is captured after completion on a best-effort basis. If billing hiccups, that never unwinds the completed procedure or the stock draw — the care and the consumed stock stand. A cancelled procedure draws no stock and raises no fee. A cancelled procedure cannot later be completed, and a completed one cannot be re-completed.

Sign it, if your facility requires it

If the template is marked sign-required, a completed procedure must be eSigned — press Sign, enter your 6-digit eSign PIN (your electronic signature, separate from your password), and the record is locked as signed, attesting that you performed it. Once signed it reads Signed on the worklist and is read-only.

What happens next

The stock used has left the one inventory ledger and its cost is on the books; the fee, if any, is on the patient’s bill ready to be invoiced. When that charge is assembled into an issued invoice, Veona Bill posts the revenue to the General Ledger — see One Set of Books.

Follow the trail

• Previous: Build a Clinical Procedure Template With Consumables
• Next: Build a Scored Assessment Instrument
• Related: Clinical Procedures · One Set of Books — How Money Moves Through Veona