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This guide walks you through your first session with ORbit: logging in, understanding the layout, and creating a case.

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Log in

1

Open ORbit

Navigate to your facility’s ORbit URL in a browser. You’ll see the login screen.
2

Enter your credentials

Use the email and password provided in your invitation email. If this is your first login, you’ll be prompted to set a password.
3

Select your facility

If you have access to multiple facilities, select the one you want to work in. All data is scoped to your current facility.
After logging in, you’ll see the facility dashboard. The main navigation is in the left sidebar.
SectionPages
OperationsDashboard, Rooms, Block Schedule, Patient Check-In, SPD
CasesCases list, Case detail, New case
AnalyticsOverview, Surgeons, Financials, Flags, ORbit Score, Data Quality, KPIs
Settings8 categories with 28 pages (facility admin only)
AdminFacility management, templates, demo generator (global admin only)
Press Cmd+K (or Ctrl+K on Windows) to open the global search. Search across cases, surgeons, procedures, rooms, and settings pages.

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Understand the dashboard

The facility dashboard is your operational command center. It shows:
  • Live pulse banner with real-time facility status
  • KPI cards for today’s key metrics (toggle between today, this week, this month)
  • Schedule adherence timeline in Gantt format
  • Needs attention section highlighting cases that require action
  • Room status cards showing current case and pace per room

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Create your first case

1

Navigate to cases

Click Cases in the sidebar, then click the New case button.
2

Fill in case details

Select a surgeon, procedure type, operating room, and scheduled date/time. Add payer information and any relevant notes.
3

Add team members

Assign staff members to the case including anesthesia providers, nurses, and surgical techs.
4

Review and save

Review the case summary. Saving the case creates it with the appropriate milestone template pre-populated based on the surgeon and procedure selection.
When you create a case, ORbit automatically resolves the correct milestone template using the cascade: surgeon override, then procedure template, then facility default. The milestones appear in the case detail page ready for time recording.

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Record milestones

As the case progresses through surgery, record milestone timestamps:
  1. Open the case from the Cases list or the Rooms page
  2. Click on each milestone to record the current time
  3. Milestones are grouped by phase (Pre-Op, Intra-Op, Post-Op, etc.)
  4. The timeline updates in real time

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What’s next

Key concepts

Learn about milestones, phases, templates, and scoring.

Cases

Deep dive into the case management lifecycle.