Scheduling a Case

Scheduling is a breeze with Settrax! Our intuitive system automates communication, so you never have to chase down vendor reps to confirm surgical cases. Every scheduled case automatically notifies the vendor rep via text, email, and their Settrax dashboard.

Scheduling a Case:

1. Log in to Settrax and select the Schedule page from the left-hand menu.
2. Choose either Single Case Schedule or Multiple Case Schedule (bulk schedule for multiple cases).
3. Fill in the case information, including:

• Vendor Name
• Surgery Date + Time (use 24-hour clock, e.g., 5pm = 17:00)
• Surgeon
• Surgical Procedure
• Patient Initials (optional)
• Additional ID (optional)
• Surgery Notes (optional)

Schedule Only is used to notify and schedule a vendor rep for a case without requiring tray check-in. This is typically used when the hospital already owns the instruments, but the rep still needs to be present for the surgery.

For Multiple Case Schedule click: Add Case and fill out case information(do this for each additional case you'd like to schedule) then hit Schedule

After scheduling, an automatic notification is sent to the vendor rep, and the case is added to the hospital's Settrax schedule page.

Note: Supervisor or Admin level account is required to schedule within Settrax.

For questions or more info about this feature, contact support@settrax.com. We're here to support your success!