Settings categories
General
Facility overview, notification preferences, and subscription management.
Patient check-in
Arrival time settings and pre-op checklist builder.
Organization
Users and roles, permissions configuration.
Case management
Procedures, milestones, surgeon preferences, delay types, cancellation reasons, and complexities.
Operations
OR rooms, facility closures, analytics targets, flag rules, and integrations.
Device reps
Device rep management and implant company configuration.
Financials
Cost categories, procedure pricing, payers, surgeon variance, and profit targets.
Security & Compliance
Audit log for tracking all configuration changes.
Category details
| Category | Items | Description |
|---|---|---|
| General | 3 | Facility overview, notifications, subscription status |
| Patient Check-In | 2 | Arrival settings, checklist builder |
| Organization | 2 | Users & roles, roles & permissions |
| Case Management | 6 | Procedures, milestones, surgeon preferences, delay types, cancellation reasons, complexities |
| Operations | 5 | OR rooms, closures, analytics targets, flag rules, integrations |
| Device Reps | 2 | Device reps, implant companies |
| Financials | 6 | Overview, facility details, cost categories, payers, procedure pricing, surgeon variance |
| Security & Compliance | 1 | Audit log |
Access control
Settings visibility is controlled by your permission level:- Facility Admin — full access to all settings categories
- Coordinator — access to operational settings (case management, operations)
- Staff — read-only access to relevant settings