How to Modify an existing Protocol and Basket

Users who need to modify Protocols and Baskets should have the correct user rights assigned to the user level to be able to perform this action. 

How to modify a Protocol plan and basket:

• On the System Manager page:
  • Click on Procedure code then click Procedure plan and protocol.

• Use % and one of the anatomical structure names you want to create to search all protocols with this anatomical structure name, click search. For example, to find all protocols with ‘ankle’ as part of the description, type %ankle. (Code value can also be used to search but it is much more complex to find the correct code).

• A list of all existing protocols that includes the word 'ankle' will be displayed.  

• Select the required protocol by clicking the Protocol Code in the Value column. 

• Click on exploding chart to enable you to modify CPT codes (tariff codes) and consumables the protocol.

• To remove a CPT code, click on the ‘-’ symbol next to CPT code.

• To add an additional CPT code
  • Click on the '+' symbol next to CPT Code 

• Add procedure description (or part of the description) and search. (Rather use part of the description as per this example than complete procedure descriptions). 
  • Possible procedures will be listed. Click on the required procedure and click add.  This will add the selection to the CPT code list on the Exploding Charge.
  • Use the scroll bar on the right of the list of tariff codes to scroll through the possible selections. 
  • Check at the bottom of the page if there are more than one pages with possibilities.
  • Select the required tariff code(s) and click ADD to add them to the basket. 

• Repeat the step if more than one procedure should be modified in the same basket. (Type description, search, select, add) Add all possible procedures for this protocol. 

• To remove a consumable 
  • Click on the '-' symbol next to the Supply code 

• To add an additional consumables, Click the ‘+’ symbol in ‘Supplies’.

• Type the consumable name or part off and search. Select the correct consumable item and ADD to add the consumable to the basket.

• Repeat steps to search and add all possible consumables to the basket. 

• Once all required tariff codes and consumables are modified for the specific basket - click  Modify to save the entries.

• Close the protocol.