Request and schedule a surgical case
Available to
Surgeons, theatre coordinators.A surgical case moves from a request, to a booked slot in an operating room, through the patient's day in theatre, to completion. Every step is a button on the case and is allowed only when the previous step is done.
Requested → Scheduled → Pre-op → In theatre → Recovery → Completed
(a case can be cancelled before it reaches recovery)
Request and schedule
- Open Surgery → Surgical Cases and select New.
- Choose the Patient and the patient's Encounter, and set the Urgency: Elective, Urgent or Emergency.
- Enter the Pre-op Diagnosis if known. Add the procedures on the Procedures tab.
- Save. The case is
Requested. - Choose the Operating Room, Planned Start and Planned End, the Lead Surgeon and, if known, the Anesthetist. Add other staff on the Team tab.
- Select Schedule.
What is checked
- Scheduling is refused unless the case has an operating room, planned start and end, a lead surgeon and at least one procedure.
- The operating room must belong to the case's facility.
- The system refuses a booking that overlaps another case in the same room, including the room's turnover time, or that double-books a surgeon.
- When the country pack is approved, only approved procedures can be scheduled.
- Scheduling creates the WHO safety checklist for the case.
Use Surgery → Theatre Schedule to see the calendar, and Surgical Cases for the list. The list can be filtered by Scheduled Today, Active, Emergency, Operating Room, Surgeon and Status.
Related topics
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