Facility Help

Settrax Basics: How to Use Settrax

• User Manager- Add, Remove, Edit Staff and Surgeons
• Turnover Trays
• Search & Review: Looking up Cases in the Settrax System
• Facility Dashboard Tour (previously referred to as FacilityHQ 
• Viewing Vendor Count Sheet & IFU Documents
• Accessing the New Settrax Kiosk App - June 2024

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Settrax EMR Scheduling (EPIC,Cerner, Etc.)

• Settrax Upstream Scheduling with an EMR
• Settrax Downstream Scheduling with an EMR
• How to integrate your EMR with Settrax
• Why Integrate your EMR with Settrax

Kiosk & Department Resources

• Courier Check-In Process – Quick Visual Guide
• Vendor Feature Guide - Quick Visual Guide
• Vendor Link - Quick Visual Guide

Settrax Case Scheduling Tutorials

• Using the Unlock Case Feature
• How to Cancel a Scheduled Case
• Scheduling a Case
• How to Change a Scheduled Case

Settrax Consignment Center Tutorials

• Deleting a Consigned Tray from your Consignment Inventory
• Uploading a Consignment Agreement
• Granting and Revoking Consigned Inventory Access

Managing Vendor Users in Settrax

• Communicating with Vendors - Case Specific

Settrax Kiosk Setup

• Kiosk Setup Guide