Using the Checklist Pane

Using the Checklist Pane on the Case Details Page

The Checklist pane outlines all essential tasks that staff must complete before surgery, such as "Consent Form Signed" or "Patient Consented." To ensure each team member understands their responsibilities, each task is clearly associated with a role, such as Circulating Nurse, Anesthesiologist, or Surgeon.

The specific tasks and workflows are configured for specific procedure types. If you would like to customize the tasks, please contact your OpComm project lead.

When a team starts a case, all group headings and tasks are dark blue. When a team member completes a task, the text turns light blue and the Checklist adds a green check mark in real time. The Checklist then highlights the next task, helping the team stay organized and ensuring all tasks are complete before the procedure begins.

When all tasks in a group are complete, the group heading turns green.

If a case is in progress when you open the Case Details page, completed groups are collapsed by default. You can toggle the expand/collapse icon on the right side of the group heading.