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Global templates define the default configuration that new facilities receive when provisioned. Changes to global templates affect future facilities but not existing ones.
Global templates are the source of truth for new facility provisioning. Keep them updated with your organization’s latest standards so every new facility starts with the correct configuration.

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Four-tab layout

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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

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Tab 2: Global phases

Standard phase definitions for the surgical workflow:
PhaseBoundaries
Pre-OpArrival → Anesthesia Start
SurgicalAnesthesia Start → Closing
ClosingClosing → Closing Complete
Post-OpClosing Complete → Patient Out
Each phase specifies which milestones mark its start and end boundaries.

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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

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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.

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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
This copy happens during facility creation via the facility wizard. The 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.

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Additional global settings

Beyond the four-tab milestone system, the admin settings hub includes:
PageDescription
Cost category templatesGlobal expense/revenue categories
Delay type templatesStandard delay reasons
Implant companiesShared vendor list (not facility-scoped)
Procedure categoriesHigh-level groupings (Joint, Spine, Sports)
Flag rule templatesBuilt-in operational flag rules
Payer templatesStandard insurance carriers
Analytics settingsDefault FCOTS and utilization targets
Notification settingsDefault alert configuration

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Template propagation rules

Global milestones are the only templates that propagate to existing facilities automatically. When you create a new global milestone, it’s copied to all existing facilities with a source_milestone_type_id stamp linking it back to the global definition.
Everything else: phase templates, milestone templates, procedure types, flag rules, cost categories, payers, analytics settings, and notification settings. These are only copied during facility creation via the wizard.
Navigate to the facility’s own settings and edit templates there directly. There’s no “push” mechanism to update existing facilities from global templates (except for milestones).

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Next steps

Facility wizard

See how templates are selected during facility creation.

Milestone settings

See the facility-level template builder.