How to Schedule and Edit a Case

1. Click on the green circle and select Schedule Case

2. A new page will open and you can select the date of the case. 

3. (Manufacturer Only) Select a distributor and user 

4. Select the surgery time > hospital > surgeon > procedure

5. Select Consigned or National Loaner > Select the Tubs and Trays

6. (Optional) 

Case Notes 

Patient Information

Case settings 

(Distributor only) 

You can select the primary rep for the case. 

Click Save when done. 

To Edit

On the Case Details page, click "Edit" to edit the case.