VM - Facility

Getting Started & Basics

• 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

EMR Integration (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

Printable Guides

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

Case Scheduling

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

Consignment Center

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

Managing Vendors & Reports

• Communicating with Vendors - Case Specific