Flag rules define the conditions under which ORbit automatically flags cases for attention. Configure thresholds, severity levels, and create custom rules for financial and quality metrics.
Rule table
Rules are displayed in a table with inline editing. Use the category filter tabs to view rules by type: Timing, Efficiency, Anesthesia, Recovery, Financial, Quality, and Archived.
Inline editing
Each row provides inline controls:
| Control | Description |
|---|
| Toggle | Enable or disable the rule |
| Severity pill | Click to cycle: Critical (red) → Warning (amber) → Info (blue) |
| Threshold type | Dropdown: Absolute, Percentage, MAD, Median, Minutes |
| Operator | Greater than, Less than, Between, Outside |
| Value inputs | Debounced number inputs (saves after 500ms of inactivity) |
| Scope | Facility-wide or Personal (surgeon’s own history) |
Two rule types
Built-in rules
Standard operational rules that come with every facility. Cannot be deleted, but can be toggled on/off and adjusted (severity, threshold, scope).
Custom rules
Rules you create for your specific needs. Can be created, edited, archived, and restored.
Custom rule builder
Click Add Custom Rule to open the builder drawer:
Select metric
Search the metric catalog across six categories. Includes dynamic metrics auto-generated from your cost categories (e.g., “Implants Cost”).
Configure threshold
Choose a threshold type and operator, then set the value(s).
Set severity and scope
Pick the severity level and comparison scope.
Name the rule
Give the rule a descriptive name for flag reports.
Threshold types
| Type | How it works |
|---|
| Absolute | Direct threshold value (e.g., turnover > 45 minutes) |
| Percentage | Percentage of the median (e.g., > 150% of median) |
| MAD | Median ± N × Median Absolute Deviation |
| Median | Median ± fixed offset in minutes |
| Minutes | Direct minute threshold |
Severity levels
| Level | Color | Use for |
|---|
| Critical | Red | Severe issues requiring immediate attention |
| Warning | Amber | Moderate issues worth monitoring |
| Info | Blue | Informational flags for awareness |
Comparison scopes
| Scope | Description |
|---|
| Facility | Compare against facility-wide baselines |
| Personal | Compare against the surgeon’s own historical performance |
Use Personal scope for metrics where individual surgeon baselines vary significantly (e.g., surgical time). Use Facility scope for standardized metrics (e.g., turnover time).
Next steps
