How to Add a Procedures

To schedule a case in Surgio, you first need to add the necessary procedures to your account.

Steps to Add a Procedure

1. Navigate to Settings > Procedures > Add.

2. Complete the required fields:

• Category (required)

• Custom Name (required)

• Abbreviation

(For Distributors Only)

If you are a distributor, be sure to select the Manufacturers that offer products for this procedure.

This ensures their products will be available when you schedule a case.

Click Save when done

After Adding a Procedure

Once the procedure has been added, it will appear in the dropdown menu when scheduling a case.