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ORbit’s settings are organized into eight categories covering every aspect of your facility’s configuration. Each category contains multiple pages for fine-grained control.
Settings require Facility Admin or higher permissions. Coordinators can access operational settings (case management, operations), but full access requires admin privileges.

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Settings categories

General

Facility overview, notification preferences, and subscription management.

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.

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Category details

CategoryItemsDescription
General3Facility overview, notifications, subscription status
Organization2Users & roles, roles & permissions
Case Management6Procedures, milestones, surgeon preferences, delay types, cancellation reasons, complexities
Operations5OR rooms, closures, analytics targets, flag rules, integrations
Device Reps2Device reps, implant companies
Financials6Overview, facility details, cost categories, payers, procedure pricing, surgeon variance
Security & Compliance1Audit log

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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
Some items display an admin badge, indicating they require facility administrator privileges. Items marked soon are planned but not yet available.

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How settings work

The settings landing page displays a card grid with each category as a card. Click a card to expand its items, then click an item to navigate to its configuration page. Changes take effect immediately and are audit-logged with the user, timestamp, and description of the change.
Most settings are facility-specific. If you manage multiple facilities, make sure you’ve selected the correct facility before making changes.
For new facilities, configure settings in this order:
1

Organization

Add users and assign roles first so your team can access the platform.
2

Case management

Set up procedures, milestones, and templates to define your surgical workflows.
3

Operations

Configure OR rooms, analytics targets, and flag rules.
4

Financials

Add cost categories, payers, and procedure pricing for financial analytics.
Changes are tracked in the Security & Compliance > Audit Log. Every configuration change records the user, timestamp, and description — useful for compliance reviews and troubleshooting.

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Next steps

Milestones

Configure your surgical workflow templates.

Flag rules

Set up automated flag detection rules.