---
schema_version: "1"
id: 1049bab9c35e069c5b4feb4a809c95b980f82dce5a5f71bf73853d90f1e89d40
title: Manage Procedures
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_procedure_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_procedure_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6f4dbc3ac994eaad50d7f5e2e4b8bfd1a8ea4b48a27787450eafb7735a7af949
description: Use the EHR Procedures tab to manage the relevant data about the medical procedures a patient or member undergoes that are tracked or monitored in Health Cloud.
products:
  - Health
release: "264"
---
# Manage Procedures

Use the EHR Procedures tab to manage the relevant data about the medical procedures a patient or member undergoes that are tracked or monitored in Health Cloud.

### Required Editions

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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud</p>
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The EHR Procedures tab contains information about a procedure, such as the date on which it was performed, the name of practitioners involved, and the reason for the procedure.

1. From the Health Cloud - Admin Home page, select the EHR Procedures tab, and click **New**.
2. Enter the following:
    
     
    | Field | Description |
    | --- | --- |
    | Request | Reference to the request for the procedure. |
    | Account | The person account that represents the patient or member. |
    | Status | Status of the procedure. |
    | Category | High-level categorization of the procedure. |
    | Code | Industry-standard code for the procedure. |
    | Code Label | Industry-standard name for the procedure. |
    | Body Site | Anatomical location for the procedure. |
    | Reason 1 | Reason that the procedure was requested. |
    | Reason 2 | Reason that the procedure was requested. |
    | Reason 3 | Reason that the procedure was requested. |
    | Reason 4 | Reason that the procedure was requested. |
    | Performed Date Time | Date and time that the procedure was performed. |
    | Not Performed | Indicates that the procedure wasn’t performed as scheduled. |
    | Reason Not Performed | Reason that the procedure wasn’t performed. |
    | Encounter | EHR Encounter associated with the procedure. |
    | Location | Physical location where the procedure was performed, such as a clinic or a medical office. |
    | Outcome | Result of the procedure. |
    | Report | Name of the report related to the procedure. |
    | Complication | Code that identifies any resulting complications. |
    | Items Used | Items used during the procedure. |
    | Follow Up Instructions | Instructions for care after the procedure. |
    | Notes | Additional information about the procedure. |
    | Source System ID | Record ID from a system outside of Salesforce. |
3. Save your work.