Clinical Procedures

What this is

Clinical Procedures is the catalogue and worklist for minor and clinical procedures — a wound dressing, a plaster cast, an IM injection, a catheterization. A facility authors a template once that captures what the procedure uses and what it costs; then, each time the procedure is performed on a patient, completing it draws the supplies from stock and adds the fee to the patient’s bill, so the inventory and the charges stay honest without anyone re-keying them.

Key terms used on this page:

• Template — a reusable procedure definition. It has a code, a name, an optional department (the cost-centre), a billable flag (with a service/price code when billable), and a consumables list.
• Consumables list — the supplies a procedure normally uses; each line is a stock item plus the quantity normally used. The lines are pre-filled when a procedure is scheduled and can be adjusted before it is completed.
• COGS — the cost of the stock used, posted to the accounts when the consumables are drawn.
• FEFO — first-expiry-first-out: when stock is drawn, the oldest-expiry lots are used first.
• AR / bill — the patient’s charges. A billable procedure adds its fee here on completion.
• eSign PIN — your 6-digit electronic signature, separate from your password.

Who uses it

• Clinicians and nurses perform procedures — they can schedule, start, complete and cancel a procedure, but they do not author templates.
• Administrators can also author and edit templates in the Procedure Catalogue.

Editions

Clinical Procedures is an always-on base module — it needs no licence and is available in all editions. There is no module gate; access is governed purely by role, deny-by-default.

Screens

The work surface is two screens: the execution queue and the admin catalogue. A per-procedure detail is reached by drilling a worklist row, never as a standalone menu entry.

Screen	Role	What it is for
Procedure Worklist	Clinician / nurse	The execution queue — schedule a procedure against a patient, start it, complete it (drawing stock and raising the fee), or cancel it.
Procedure Catalogue	Administrator	Author and edit procedure templates — their department, billing and consumables list.

Author a template (Procedure Catalogue)

1. Open Procedures → Procedure Catalogue and press New Procedure.
2. Fill the header: a Code (a short, stable handle — it cannot be changed later), a Name, and an optional Department (the cost-centre).
3. Set Billable. When it is on, add the service/price code that tells billing how to price the procedure. Leave Billable off for procedures you never charge for.
4. Build the consumables list — one line per supply, each a stock item plus the quantity normally used. The list may be empty for procedures that consume nothing.
5. Save. The template becomes available to schedule.

Full guide: Build a Clinical Procedure Template With Consumables.

Schedule, start and complete a procedure

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

1. Scheduled — on Procedures → Procedure Worklist, create a procedure against a patient and a template. The consumables are pre-filled from the template and can be adjusted.
2. In Progress — press Start. Veona first checks the consumables are in stock, and fails fast if they are not.
3. Completed — press Complete. In one step, Veona draws the actual consumables from inventory (oldest-expiry first, FEFO), which posts their cost (COGS) to the accounts; and, if the template is billable, adds the procedure fee to the patient’s bill.
4. If the template is marked sign-required, eSign the completed procedure with your PIN; it then becomes read-only.

Full guide: Schedule, Start and Complete a Clinical Procedure.

Note

The stock draw happens as the procedure completes. A procedure you Cancel before completion draws no stock and raises no fee — nothing was rendered, so nothing is consumed or billed.

Caution

The fee is captured after completion on a best-effort basis — a billing hiccup never unwinds the completed procedure or the stock draw. A non-billable template captures no fee. A cancelled procedure cannot later be completed, and a completed one cannot be re-completed.

Follow the trail

• Build a Clinical Procedure Template With Consumables
• Schedule, Start and Complete a Clinical Procedure