# Procedure picker

A React block (a whole screen) in [Beamline](https://beamline.io/)'s [Clinic](https://beamline.io/components/apps/clinic) app. Live demo: https://beamline.io/components/procedure-picker

Procedures, conditions and bundles put on a patient's teeth from the chair. The mode (existing, planned, completed) is chosen before adding and each staged procedure keeps the one it was added in. The catalog is searched by code or name with each entry's kind in an icon and a word and what it needs (a tooth, surfaces); a code takes the teeth chosen on the chart. The tray stays in view with each procedure's teeth and what it still needs; opening one edits its teeth. The provider and the claim's treating dentist are apart. Adding checks the host's duplicate rules first: blocking matches are kept out whatever is chosen, repeats are added only when ticked; a refused add keeps the tray. The chart marks the teeth the tray's other procedures are on, so it reads as this patient's mouth.

## Use it for

- Charting treatments, conditions or bundles on teeth during an exam or a visit.
- Any catalog-to-tray flow where each item needs details and existing records can conflict.

## Not for

- Arranging procedures into phases and estimates ([treatment-plan](https://beamline.io/components/treatment-plan)).
- Choosing just teeth and surfaces ([tooth-picker](https://beamline.io/components/tooth-picker)).

## Anatomy

- header: the product's mark, the title and patient, the provider and the claim's treating dentist
- mode: existing, planned or completed, with what it means
- catalog: treatments, conditions or bundles; search; tiles with kind, code, name and what each needs
- chart: the tooth picker, for the open tray item or for the next code
- tray: each procedure's code, name, mode, teeth and surfaces, what it still needs; remove
- add: or what's missing first; the review of matches already on the record

## States

- mode chip: planned (info), completed (success), existing (neutral)
- needs: still needs (warning) or ready (success)
- unavailable code: said, not addable
- no provider: Add says so and waits
- review: blocking match (danger, kept out), repeat (warning, tick to add again)
- added: said with the modes; refused: the reason said, the tray kept
- empty tray: said
- phone: one column, the catalog over the chart and tray
- right to left: the page mirrors, the chart keeps its anatomical orientation
- reduced motion: nothing animates

## Keyboard

- Tab through the mode, kinds, search and tiles; Enter adds a code to the tray; Tab to a tray row and Enter opens its teeth on the chart

## Motion

Nothing moves. Nothing runs at rest.

## Props

| Prop | Type | Default | Description |
| --- | --- | --- | --- |
| `patient` (required) | `string` | — |  |
| `catalog` (required) | `CatalogCode[]` | — |  |
| `providers` (required) | `{ id: string; name: string; dentist?: boolean \| undefined; }[]` | — |  |
| `defaultProvider` | `string \| null` | — |  |
| `defaultTreating` | `string \| null` | — |  |
| `defaultMode` | `ProcedureMode` | — |  |
| `defaultTray` | `StagedProcedure[]` | — |  |
| `defaultActive` | `string \| null` | — | The tray item open on the chart. |
| `missing` | `number[]` | — | Teeth that are missing on this patient. |
| `checkConflicts` | `((items: StagedProcedure[]) => ProcedureConflict[])` | — | The host's duplicate rules: matches against work already recorded. |
| `onAdd` | `((items: StagedProcedure[], who: { provider: string; treating: string \| null; }) => Pro…` | — | Add the procedures; reject with the reason to keep the tray. One record per tooth is the host's to make. |
| `product` | `string` | — | Your product's name, shown as its mark. |
| `className` | `string` | — | Classes on the documented visual root; no override by default. |
| `ref` | `Ref<HTMLDivElement>` | — | Receives the documented native target or imperative handle; omitted by default. |

## Built from

- [Avatar](https://beamline.io/components/avatar.md)
- [Button](https://beamline.io/components/button.md)
- [Checkbox](https://beamline.io/components/checkbox.md)
- [Empty state](https://beamline.io/components/empty-state.md)
- [Input](https://beamline.io/components/input.md)
- [Label](https://beamline.io/components/label.md)
- [Segmented control](https://beamline.io/components/segmented-control.md)
- [Select](https://beamline.io/components/select.md)
- [Skeleton](https://beamline.io/components/skeleton.md)
- [Spinner](https://beamline.io/components/spinner.md)
- [Text morph](https://beamline.io/components/text-morph.md)
- [Tooltip](https://beamline.io/components/tooltip.md)
- [Tooth picker](https://beamline.io/components/tooth-picker.md)

## Import

```tsx
import { ProcedurePicker } from "@beamline/procedure-picker";
```

## Get it

Procedure picker is part of Beamline UI. Install the parts you need in your React app as compiled packages or editable source. [Get Beamline](https://beamline.io/checkout?pack=complete) · [Connect your agent](https://beamline.io/connect)

## More in Clinic

- [Appointment book](https://beamline.io/components/appointment-book): The desk's day with the appointment editor beside it. The appointment being edited is a block on the day like any other, drawn in the accent while it is…
- [Book an appointment](https://beamline.io/components/client-booking): A client books an appointment on the practice's own site: a service (length and price beside it), who gives it or anyone free, and where; a day with…
- [Services and hours](https://beamline.io/components/booking-setup): A practice's services and the hours its practitioners can be booked, one relation seen from both ends. A service reads as values and changes on demand…
- [Patient overview](https://beamline.io/components/patient-overview): One patient's record on a page. A search finds patients by name, chart number or birth date (recent patients when empty; same names told apart by birth…
- [Patient chart](https://beamline.io/components/patient-chart): A clinic's chart for one client and their animals. The client's header (phone, email, contact preferences, the balance with what it means and as of when…
- [Health questionnaire](https://beamline.io/components/health-questionnaire): A patient's medical history as a versioned questionnaire. Every question takes Yes, No or I don't know, and one not answered says so, never read as No; a…
- [Case workspace](https://beamline.io/components/case-workspace): A patient's clinical cases and how cases work at the practice. A case shows its status, type, teeth, staff, location and start; its checklist counts…
- [Care plan](https://beamline.io/components/care-plan): A client's care plan composed beside what the client will see of it. Every field says who sees it (the care team only, or the client too) and the…
- [Treatment plan](https://beamline.io/components/treatment-plan): A patient's treatment plan in named phases. Each procedure shows its tooth, status and fee beside the patient's and the insurer's estimate (not known…
- [Plan templates](https://beamline.io/components/plan-templates): Reusable treatment-plan templates. A template reads as words at rest and changes on demand: its name edits in place; the status its procedures start as…
- [Plan acceptance](https://beamline.io/components/plan-acceptance): A treatment plan presented for acceptance, from both sides. The practice chooses the agreement (the account's default or this location's own) and how…
- [Plan follow-up](https://beamline.io/components/plan-follow-up): The practice's follow-up lists, for the person who turns accepted treatment into booked chairs. Treatment plans lead with what's at stake: the value…
- [Session notes and tasks](https://beamline.io/components/session-notes): A session's note beside its follow-up tasks, each task tied to the exact words it came from: choose a task and its words light in the note or the…
- [Note templates](https://beamline.io/components/note-templates): A practitioner's note templates in one library with three ways in. My templates lists their own by kind, favourites first, each with when it was last…
- [Probing chart](https://beamline.io/components/probing-chart): A periodontal probing chart. Six sites per tooth (three buccal, three lingual) across both arches as you face the patient, each depth in its cell and…
- [Results notebook](https://beamline.io/components/results-notebook): A notebook entry's structured results. The entry's text above a bounded results table with typed columns: a sample link, numbers in their unit with their…
- [Insurance claims](https://beamline.io/components/claims-queue): Insurance claims as a queue: every claim at first, in the order a person works them (rejected by the clearinghouse, denied by the payer, partly paid, not…
- [Account ledger](https://beamline.io/components/account-ledger): A patient's account. All transactions or the ones needing attention, each dated with its type in a word, its amount and the running balance; entries that…
- [Dispensing](https://beamline.io/components/dispensing): Dispensing from the shelf by lot. A product is found with its stock and prices (consumables left out unless asked); the quantity is drawn across its…
- [Record sharing](https://beamline.io/components/record-sharing): Records sent out of a clinic. Several visits' records and their documents (record, invoice, plan, lab result, image) are chosen separately, with how much…
- [Client journal](https://beamline.io/components/client-journal): A client's journal from both ends. The client's side is their home, built around their day: today's goals with how many are done and a mark each, done…

Part of [Beamline UI: polished, editable React components and complete screens for custom applications](https://beamline.io/). [Build your own style from any look; tokens, fonts, radii, motion; not only colours](https://beamline.io/docs/customize).
