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The facility creation wizard guides administrators through provisioning a new surgical facility with all necessary configuration, templates, and user accounts.
The wizard provisions everything in a single transaction via the seed_facility_with_templates() database function. If anything fails, no partial facility is created.

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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
After creating a facility, the most common next step is to run the Demo generator to populate it with sample data for training and demonstrations.

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FAQ

Yes. Once created, the facility has its own independent copy of the templates. Edit them in the facility’s Settings > Case Management section. Changes won’t affect the global templates.
The facility will be created without those templates. You can manually configure them later in the facility’s settings, but it means more setup work.
Facilities can be disabled (subscription status set to Disabled) but not deleted. This preserves historical data while revoking access. Contact support for permanent data removal requests.

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Next steps

Global templates

Manage the templates that seed new facilities.

Demo generator

Populate the new facility with demo data.