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Adding Procedures to a Privileging Period

  • Create a privileging period. If needed, refer to Adding a Privileging Appointment for guidance. 
  • Choose “Other” and type in a relevant name, such as Additional Procedures
  • Under the Privileging checklist section, select the desired DOP instead of a full checklist. 
  • Click Add Document to the Checklist
  • Ensure that Send Request is selected under Action to send the DOP to the provider for completion. 
  • Click Create Privileging

Screenshot 2025-02-24 at 1.13.26 PM

  • Once the provider completes the DOP through the checklist process (see Managing Provider Checklists if needed), click Committee within the privileging period. 

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  • Send through Virtual Committee. If needed, refer to the Committee Review Overview for steps. 
    • Click Generate Packet
    •  Appointment Summary – Click Create Summary
    • Committee Review – Select Virtual
    • Approval Signatures
    • Finalize – Enter the date these additional procedures begin and the end date of the provider’s existing period.

After this DOP has been approved and determined by the board, add these new procedures to the Primary DOP through the system Settings (see Setting up DOP Forms for more information).