This is one of the most important settings pages in ORbit. The templates you configure here determine what milestones are tracked on every case, how phases are defined, and what data flows into analytics.
Five-tab layout
The milestone settings page is organized into five tabs:Tab 1: Milestones
Manage the facility’s milestone library — the individual workflow steps that can be added to templates.- Create new facility-specific milestones with name and validation ranges (min/max minutes)
- Pair milestones using click-to-pair mode (e.g., “Anesthesia Start” paired with “Anesthesia End”)
- Archive/Restore milestones with soft delete
- Global milestones (synced from admin templates) are shown with a lock icon and cannot be edited at the facility level
Tab 2: Phases
Define the phase library for your facility. Phases group milestones into logical stages of the surgical workflow (e.g., Pre-Op, Surgical, Closing, Post-Op). Each phase specifies boundary milestones that define when the phase begins and ends.Tab 3: Templates
The template builder is a 3-column drag-and-drop interface:- Available milestones — drag from here to add to the template
- Template canvas — vertical phase-grouped flow showing the milestone sequence
- Preview — live timeline preview of the template
Required milestones
Every template must include 4 phases and 8 milestone placements:| Phase | Required milestones |
|---|---|
| Pre-Op | Patient In Room |
| Surgical | Prep & Drape Start, Prep & Drape Complete, Incision |
| Closing | Closing (shared boundary), Closing Complete (shared boundary) |
| Post-Op | Patient Out |
Tab 4: Procedures
A 2-column layout for assigning templates to procedure types:- Left — procedure type list with search and filter
- Right — template assignment dropdown and timeline preview
Tab 5: Surgeons
A 3-column layout for surgeon-specific template overrides:- Left — surgeon list with specialty filter
- Center — override configuration form
- Right — template timeline preview
Template cascade
When a case is created, ORbit resolves which template to use:
The resolved template is stamped on the case at creation time, so subsequent template changes don’t affect existing cases.
FAQ
Can I delete a milestone that's already been used in cases?
Can I delete a milestone that's already been used in cases?
No. Milestones used in existing cases can only be archived (soft deleted), not physically removed. Archived milestones won’t appear in new templates but remain visible in historical case data.
What are global milestones?
What are global milestones?
Global milestones are pushed from the admin-level template system. They appear with a lock icon and cannot be edited at the facility level. This ensures consistency across multi-facility organizations.
How do I set up surgeon overrides?
How do I set up surgeon overrides?
Go to the Surgeons tab, select a surgeon, choose a procedure type, and assign a different template. When cases are created for that surgeon-procedure combination, the override template will be used instead of the procedure or facility default.
Next steps
Key concepts
Understand milestones, phases, and the template cascade.
Milestone system
Technical deep-dive into the milestone architecture.