Modifying/Adding a Surgical Procedure to Drop Appropriate Charges

To associate the correct charges to a procedure, nursing must ensure that the correct procedure is selected in the Surgical
Procedures segment of the IntraOp documentation.

1. Open the patient’s chart.

2. Open the Perioperative Doc in the table of contents.

3. Select IntraOp Record.

4. Click OK.

5. If the IntraOp Record is already finalized (the flag is red) you will unfinalize the document by clicking the flag.

6. Select the reason for unfinalizing the document: Correct Documentation.

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 7. The IntraOp Doc opens.
8. Click the Surgical Procedures segment from the navigator bar on the left.

To modify the details of an existing procedure (e.g. changing right to left or cancelling during surgery), complete
the following steps:
1. Select the procedure from the list box.
2. Modify necessary details about the procedure.
3. Click Modify in the bottom left of the segment to save changes.

Modifying/Adding Surgical Procedure Job Aid 2

To add a secondary procedure (e.g. when a patient is scheduled for an EGD with Biopsy and ends up also having
an EGD Control Bleeding), complete the following steps:
1. Highlight the existing Procedure

2. Under Procedure Description, in the Procedure box, utilize the dropdown menu to select the additional
procedure.
o If the correct procedure isn’t listed, type the surgical name in the Procedure field to search for it.

Modifying/Adding Surgical Procedure Job Aid 3

 3. Use the Next button to navigate through procedure details and modify as necessary.
4. To make the new procedure the primary procedure, check “yes” in the Primary procedure field.

5. After Completing all pages of the Surgical Procedures segment, Click Add.
o If more than one procedure is performed, all procedures must be added to the List Box as separate
line items.

Only one procedure can be the designated as the Primary Procedure. To change the initial procedure to a
secondary procedure, highlight the initial procedure and select “No” in the primary procedure field. Click Modify.

Modifying/Adding Surgical Procedure Job Aid 4

To Modify Initial procedure (When scheduling or another user doesn’t choose the correct procedure. Example:
EGD vs. EGD w/ Biopsy)
1. Select the procedure from the list box
2. Type in the correct procedure and select from the dropdown list.
3. Ensure Yes is selected for Primary Procedure
4. Click Modify

5. The Dissociate Removed Procedure box will appear. Click Yes

o This window is asking if you want to dissociate segments of the chart that were tied to the original
procedure
6. The Add Pick List Items window will appear. Click Yes
o This window is asking if you want the system to automatically pull in the pick list for the new procedure.
7. The Select Preference Card window will appear. Click Yes
o This window is asking if you want the system to automatically pull in the preference card for the new
updated procedure.

Modifying/Adding Surgical Procedure Job Aid 5