The sterile processing (SPD) page tracks surgical tray status, coordinates with device representatives, and manages loaner tray logistics for upcoming cases.
Quick stats
Four metric cards at the top of the page provide an at-a-glance summary:
| Metric | Color | Description |
|---|
| Ready | Green | Cases where all trays are confirmed and delivered |
| Pending | Amber | Cases awaiting device rep response |
| Awaiting Delivery | Blue | Trays confirmed but not yet physically delivered |
| Total Trays Expected | — | Sum of all expected trays across visible cases |
Tray statuses
Each device company assignment on a case tracks its own tray status:
| Status | Description |
|---|
| Pending | Device rep has been notified but hasn’t responded yet |
| Loaners Confirmed | Rep confirmed the number of loaner trays — awaiting physical delivery |
| Delivered | Trays have been physically delivered to the facility |
| Consignment | Trays are permanently housed at the facility (no delivery needed) |
Overall case status
The overall tray status for a case is computed from all assigned device companies:
- Ready — all companies are either consignment or delivered
- Awaiting Delivery — at least one company confirmed loaners but hasn’t delivered
- Awaiting Response — at least one company is still pending
- No Rep Needed — the procedure doesn’t require a device representative
Filters
- Date range — Today, Tomorrow, or Next 3 Days (segmented buttons)
- Status filter — All, Awaiting Response, Awaiting Delivery, Ready, No Rep (pill buttons)
Use the “Next 3 Days” filter to get ahead of upcoming cases and identify potential tray delivery issues before they become urgent.
Cases table
A table shows all rep-required cases with color-coded left borders matching tray status:
| Column | Description |
|---|
| Date / Time | Scheduled case date and start time |
| Room | Assigned operating room |
| Procedure | Procedure type name |
| Surgeon | Operating surgeon |
| Device Company | All assigned companies with mini status badges |
| Tray Status | Overall case status badge |
| Actions | View details (eye icon), Send reminder (bell icon) |
Detail panel
Click a row to open the right-side slideout panel:
Case info
Procedure, patient, date/time, room, surgeon, and overall status badge.
Tray status per company
A card for each assigned device company showing:
- Company name and current status badge
- Tray count (confirmed or delivered)
- Confirmation and delivery timestamps
- Rep notes (editable text area)
Activity timeline
A chronological timeline of tray status changes with color-coded dots — green for delivered, blue for confirmed, amber for status reset.
A View Full Case Details button at the bottom links to the complete case page.
Multi-company support
A single case can involve multiple device companies. For example, a knee replacement might need implants from one manufacturer and bone graft from another. Each company is tracked independently with its own tray status, counts, and timestamps.
Send reminder
For cases with pending tray status, click the bell icon to send a reminder notification to the device rep. This is available on both the table row and in the detail panel.
Next steps
