---
title: How to Schedule Procedures, Surgeries, and Use Specialty-Specific Tools
description: This article explains how doctors can schedule surgeries, schedule external procedures, and use specialty-specific clinical tools from the Medical Chart in Helix. All actions described here are recorded within the patientโs Medical Chart and Medical History.
---
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December 25, 2025
# How to Schedule Procedures, Surgeries, and Use Specialty-Specific Tools
## This article explains how doctors can schedule surgeries, schedule external procedures, and use specialty-specific clinical tools from the Medical Chart in Helix. All actions described here are recorded within the patientโs Medical Chart and Medical History.
### ๐งญ Where to Access Procedures & Specialty Tools
All actions described in this article are accessed from:
- **Medical Chart โ Patient Management**
---
### ๐ช Scheduling a Surgery
#### **โถ๏ธ Open the surgery scheduler**
1. Open the patientโs **Medical Chart**
2. Go to **Patient Management โ Schedule Surgery**
---
### โ Add a surgery
1. Select the required **Surgery** from the Services list
2. *(Optional)* Set a **Date**
3. *(Optional)* Add a **Note**
4. Click **Submit**
5. Repeat the steps to add additional surgeries if required
---
### ๐งน Manage the surgery list (before printing)
- Remove an entry using the **red โโโ (Delete)** button next to it
- Click **Print** to print the current list
---
### ๐๏ธ Where scheduled surgeries are saved
- Scheduled surgeries appear in the **Medical Chart**
- They are stored on the **right side under Decisions**
---
### ๐งพ Scheduling External Procedures (CPT-Based)
#### **โถ๏ธ Open the procedure screen**
1. Open the **Medical Chart**
2. Go to **Patient Management โ Procedure**
#### **โ Add a procedure**
1. Select the required **CPT / Procedure** from the drop-down
2. *(Optional)* Set a **Date**
3. *(Optional)* Add a **Note**
4. Click **Submit**
5. Repeat to add additional procedures if needed
---
### ๐งน Manage procedures (before printing)
- Remove a procedure using the **red โโโ (Delete)** button
- Click **Print** to print the current list
---
### ๐๏ธ Where procedures are saved
- Procedures are saved in the **Medical Chart**
- They also appear in the **Medical History panel**
- Procedures can be reprinted from Medical History
---
### ๐๏ธ Specialty-Specific Tools (Ophthalmology)
Certain specialties include additional clinical tools within Patient Management.
The following tools are available for **Ophthalmology**.
### ๐ Glasses Prescription
1. Open **Medical Chart โ Patient Management โ Glasses**
2. Enter the required details in the chart
3. Clicking **Glasses** generates a **print-ready prescription**
4. Print as required
### ๐ง Dilation
1. Open **Medical Chart โ Patient Management โ Dilation**
2. Enter the dilation details
3. Click **Submit** and/or **Print**
### ๐๏ธ Contact Lenses
1. Open **Medical Chart โ Patient Management โ Contact Lenses**
2. Enter the required prescription details
3. Click **Submit** and/or **Print**
---
### ๐ Notes
- Specialty-specific tools vary by department
- Scheduled surgeries are stored under **Decisions**
- Procedures and specialty outputs are available for reprint from **Medical History**
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