> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Track procedures & treatments

Create, sign and manage clinical procedure records for your clients. Attach text templates, prescriptions and annotated images to each procedure.

| 📍 **Where to find this:** Clients → select a client → Records → Procedure tab

## ✅ What you can do

* Create and sign treatment procedures
* Attach text templates & prescriptions
* Upload and annotate images with colours & shapes
* Download, copy, edit or cancel procedures

## ➕ Create a procedure

1. Click the **+Add** button — opens the Create Procedure page.
2. Enter a **Procedure Title** and **Date of Procedure** (both required).
3. *(optional)* Click **Add Text Template** — adjust price and add multiple if needed.
4. *(optional)* Click **Add Prescription** to link one or more prescriptions.
5. *(optional)* Click **Use Template**, **Add Media** or **Media** to upload & annotate images:
* Colour palette: yellow, green, red, blue, purple, black
* Tools: drawing, highlighter, shape markers
* Undo, clear or delete markings at any time
6. Save or finalise:
* **Submit Draft** — saves without signing, stays editable
* **Submit and Sign** — opens the Sign Procedure pop-up to lock the record

![Records](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1hh4xtn.png =650x133)

![Create Procedure](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1n4yor5.png =650x336)

||| **⚠️** **Once signed, the procedure is locked.** It can only be viewed, copied or cancelled — not edited. You can only download after signing.

## ⚙️ Manage procedures

| Icon | Action | What it does | Available when |
| ---- |
| ✏️ | **Sign** | Finalise & lock the procedure | Unsigned only |
| 📝 | **Edit** | Modify procedure details | Unsigned only |
| 👁️ | **View** | Read-only view | Any status |
| 📋 | **Copy** | Duplicate as a new draft | Signed only |
| ⬇️ | **Download** | Export as PDF | Signed only |
| 🗑️ | **Delete** | Remove permanently | Unsigned only |
| 🚫 | **Cancel** | Cancel & add a reason note | Signed only |
| 🗒️ | **View cancel note** | Read the cancellation reason | Cancelled only |

![Procedure Actions](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_ds9gxb.png =650x164)

![Sign Procedure](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_v31s8z.png =650x519)

![View Procedure](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1gbrh5z.png =650x544)

| 💡 See [Add notes & upload files](https://help.meridiq.com/en/article/add-notes-upload-files-12ippg6/) for lightweight notes that do not need full procedure records.