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The facility creation wizard guides administrators through provisioning a new surgical facility with all necessary configuration, templates, and user accounts.

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Wizard layout

A vertical sidebar navigation shows all five steps with progress indicators:
  • Completed steps — green checkmark replaces the step icon
  • Current step — blue highlight with shadow
  • Locked steps — 40% opacity, not clickable until prerequisites are met
A Provision Summary widget in the sidebar shows a live count of selected clinical templates, operational configs, and whether the welcome email is enabled.

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Step 1: Facility details

FieldDescription
NameFacility display name
AddressStreet address, city, state, zip
TimezoneFacility timezone (used for all date/time display)
Subscription statusTrial, Active, Past Due, or Disabled
OR hourly rateOperating room cost per hour

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Step 2: Administrator

Create the facility’s primary admin account:
FieldDescription
First / Last nameAdministrator name
EmailLogin email address
Send welcome emailToggle (default: on) — sends invite immediately on creation

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Step 3: Clinical templates

Select which clinical templates to seed into the new facility. Each shows a count of items:
  • Milestones (8 required + custom)
  • Phases (4 standard)
  • Procedure types (THA, TKA, ACL, etc.)
  • Procedure-milestone configuration
  • Delay types
  • Cancellation reasons
  • Complexities
  • Pre-op checklist fields
Select All / Deselect All buttons for quick toggling.

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Step 4: Operational templates

Select which operational configurations to seed:
  • Cost categories (debits and credits)
  • Implant companies
  • Payers (insurance carriers)
  • Analytics settings (FCOTS targets, utilization thresholds)
  • Flag rules
  • Notification settings

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Step 5: Review

A summary of all selections across steps 1–4 with Edit buttons to jump back to any step.

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Provisioning

When you confirm, the wizard calls the seed_facility_with_templates() database function with a JSONB configuration specifying which templates to copy. This:
  1. Creates the facility record
  2. Creates the administrator user account
  3. Copies selected templates from global tables to facility-specific tables
  4. Sends the welcome email (if enabled)

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Success screen

After successful provisioning:
  • Green checkmark animation with the facility name
  • Create Another button — resets the wizard
  • View Facility button — navigates to the new facility’s settings

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Next steps

Global templates

Manage the templates that seed new facilities.

Demo generator

Populate the new facility with demo data.