How to Change a Scheduled Case

Surgery changes happen every day and Settrax is designed with that in mind. Our system makes it easy to update your Settrax schedule and quickly notify your vendor reps of those changes. The video below will walk you through the steps on how to edit cases.

Editing a Scheduled Case:

1. Log into Settrax and locate the case you would like edit. You can do this either by entering Settrax Case ID in the search bar to bring up a specific case, or you can locate it by navigating through the Schedule page in Settrax.

If you are in a specific case:

1. When you are inside the case, scroll to the bottom of the page and locate the yellow bar that says Edit Surgery Details . Click to expand this section.
2. Once expanded, you can see all the editable fields and make any adjustments needed to the surgical case.
3. Once all pertinent changes have been click the Change Surgery Details button. Once the changes have saved, the vendor(s) will automatically be notified via text and/or email and the schedule will be updated with the changes.

To Bulk Edit Surgeries on a Specific Date:

1. Navigate to the Schedule page and locate the day with surgeries you need adjust.
2. Click Bulk Edit
3. All cases currently scheduled on that specific day will now show in an editable format. Make the necessary changes to the affected cases.
4. Select Save Cases. Once the changes have saved, the vendor(s) will automatically be notified via text and/or email and the schedule will be updated with the changes.
   
   

* Supervisor or Admin level account is required to edit the schedule within Settrax.

If you have further questions on this article or to learn more, please contact support at support@settrax.com. We're here to support your success!