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Procedure Note Template

Document in-office procedures with comprehensive detail for billing, compliance, and continuity of care.

Generate Procedure Notes with AI

What is a Procedure Note?

A procedure note is a detailed medical record documenting a diagnostic or therapeutic intervention performed on a patient. It captures the indication, technique, findings, and post-procedure instructions.

Comprehensive procedure documentation is essential for billing accuracy, medical-legal protection, and ensuring continuity of care for follow-up visits.

Procedure Note Sections

Procedure Information

Basic procedure details and patient identification

Procedure nameDate and timeLocationPerforming providerAssistants present

Indication

Clinical reasoning for the procedure

DiagnosisSymptoms requiring interventionFailed conservative treatmentsPatient consent documented

Technique

Step-by-step procedure description

Anesthesia usedPatient positioningPreparation and sterile techniqueProcedure stepsEquipment used

Findings & Outcome

Results and immediate post-procedure status

Intraoperative findingsSpecimens obtainedEstimated blood lossComplications (if any)Patient tolerance

Post-Procedure Plan

Follow-up care and instructions

Activity restrictionsWound care instructionsMedications prescribedFollow-up timingWarning signs to watch for

Common Procedures We Document

Skin biopsies
Laceration repair
Joint injections
Abscess I&D
Cyst removal
Trigger point injections
IUD insertion/removal
Endometrial biopsy
Colposcopy
Skin tag removal
Wound debridement
Foreign body removal

CPT Code Suggestions

PatientNotes AI suggests appropriate CPT codes based on your procedure documentation

Automatic Code Suggestions

  • Procedure-specific CPT codes
  • Modifier recommendations
  • Complexity-based coding

Documentation Support

  • Medical necessity language
  • Time documentation when required
  • Separate procedure justification

Document Procedures in Seconds

PatientNotes AI captures your procedure narration and generates complete documentation with proper billing codes.

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