Global templates define the default configuration that new facilities receive when provisioned. Changes to global templates affect future facilities but not existing ones.
Four-tab layout
Tab 1: Global milestones
The source of truth for milestone definitions. Manage the global milestone_types table:
- Create new global milestones available to all future facilities
- Pair milestones (e.g., “Anesthesia Start” paired with “Anesthesia End”)
- Archive/Restore with soft delete
- Propagation — new global milestones auto-copy to all existing facilities with a
source_milestone_type_id stamp
Tab 2: Global phases
Standard phase definitions for the surgical workflow:
| Phase | Boundaries |
|---|
| Pre-Op | Arrival → Anesthesia Start |
| Surgical | Anesthesia Start → Closing |
| Closing | Closing → Closing Complete |
| Post-Op | Closing Complete → Patient Out |
Tab 3: Global templates
Reusable milestone sequence templates using the same drag-and-drop builder as facility templates. Required milestones (8 placements across 4 phases) are enforced and cannot be removed.
Template types include:
- Standard OR Flow — the default template
- Rapid Turnover — optimized for high-volume days
- Extended Procedure — additional milestones for complex cases
- Custom — created by admins for specific needs
Tab 4: Procedure type templates
Global procedure definitions (THA, TKA, ACL, etc.) with optional default milestone template assignments. On facility creation, these copy to the facility’s procedure types table.
How templates flow to facilities
Global milestone_types → facility_milestones
Global phase_templates → facility_phases
Global milestone_templates → facility milestone_templates
Global procedure_templates → facility procedure_types
seed_facility_with_templates() function handles copying based on the JSONB configuration.
After a facility is created, its configuration is independent. Editing a global template will not retroactively change existing facilities — only future ones.
Additional global settings
Beyond the four-tab milestone system, the admin settings hub includes:
| Page | Description |
|---|
| Cost category templates | Global expense/revenue categories |
| Delay type templates | Standard delay reasons |
| Implant companies | Shared vendor list (not facility-scoped) |
| Procedure categories | High-level groupings (Joint, Spine, Sports) |
| Flag rule templates | Built-in operational flag rules |
| Payer templates | Standard insurance carriers |
| Analytics settings | Default FCOTS and utilization targets |
| Notification settings | Default alert configuration |
Next steps
