Skip to main content
Theatre List is the day’s operating list: “Scheduled cases, their status, and what is running late.” Each case carries its safety checklist, its status and its operation note in one sheet. Theatre needs the Enterprise plan and the Surgical theatre care area in Settings → Facility, which is off by default — a hospital that does not operate never sees the group. Theatres themselves are created under Settings → Theatre; see Set up theatres.

​
The list

A day picker chooses which list you are looking at, Refresh re-reads it, and Book case adds to it. Four tiles run above — Cases, In theatre, In recovery and Delayed — each showing an em dash while it loads rather than a zero, so a number on screen is always a real count. An empty day reads No cases scheduled.

​
Book a case

1

Select Book case

The Book a theatre case sheet opens.
2

Choose the patient and the procedure

Find the patient with Search patients…, then enter the Procedure — the field’s own example is “e.g. Laparoscopic appendicectomy”. Set Side to Left, Right, Bilateral or Not applicable.
3

Set urgency and coding

Urgency is Elective, Urgent or Emergency. Add the Procedure code and the ASA grade if your unit records them.
4

Assign a theatre and a time

Choose the Theatre, or leave it Unassigned and allocate later. Set Start and End — the end must be after the start.
5

Name the care team

Primary surgeon, Anaesthetist and Scrub nurse. Add anything the team needs beforehand under Pre-operative notes.
6

Select Book case

You get Case booked — It now appears on the theatre list. The case number is generated automatically; you never type one.
If no theatres exist yet the sheet says so: “No theatres are set up yet. Add them in Settings → Theatre; a case can still be booked without one, and assigned later.” Booking is never blocked on the estate being configured.

​
Work the case

Selecting a case opens its sheet, in three sections.

​
Surgical safety checklist

Three phases, each with its own items and a checked-of-total badge: Ticking is deliberately open to everyone in the room — the checklist is a team instrument, not a surgeon’s form. What an incomplete phase does depends on a clinic setting: either “This clinic requires each phase to be complete before the case advances”, or “Gaps are recorded but do not stop the case.” Set it under Settings → Theatre.

​
Status

The Status section offers a Move to button for each valid next state — Move to in theatre, Move to in recovery, Move to completed — plus Cancel case, which opens a dialog requiring a Reason. Terminal states are honest dead ends rather than hidden buttons:
  • This case is completed. A correction is recorded as an amendment, not a status change.
  • This case was cancelled. Schedule a new case rather than reopening it.

​
Operation note

Enter Findings, Procedure and Post-operative instructions. Save draft keeps it editable; Sign note closes it.
Signing is final. Once signed, the note can no longer be edited and the safety checklist becomes read-only: “This note is signed and can no longer be edited here. Record a correction as an amendment so the original stays intact.” Writing the note and signing it are separate permissions, so a scrub nurse can write an account without being able to sign it off.
Download PDF works at any point. A draft is stamped as unsigned, so an unfinished note can be read on paper without ever looking final.

​
Review past cases

Case History searches by case number or procedure and splits cases into In flight, Completed and Cancelled.
Two-factor verification is required to view theatre history. A signed-in session is not enough — you need one verified with your second factor. Set it up under Two-factor authentication.
The search range is capped: “That range is too large to search. Choose a shorter period.” Narrow the dates rather than retrying.

​
Who may do what

Granted per person on top of the role:
  • Booking a case
  • Advancing a case
  • Cancelling a case
  • Recording an operation note
  • Signing an operation note
  • Managing theatre setup
See Staff permissions.

​
Check it worked

  • The case is on the list for the right day, with its generated case number.
  • Each checklist phase shows its checked-of-total badge.
  • In theatre and In recovery tiles move as you advance the case.
  • A signed note shows a Signed badge and its fields are read-only.

​
If something goes wrong

The Surgical theatre care area is off by default. Turn it on in Settings → Facility. See Care areas.
Either an incomplete checklist phase is blocking it under your clinic’s enforcement setting — the message above the button says which — or you do not have permission to advance a case.
A case can only be completed from recovery. Move it to recovery first.
A signed note is not editable. Record a correction as an amendment; the original stays intact, which is what makes the record trustworthy.
It requires a two-factor-verified session. Sign in again and complete your second factor — see Two-factor authentication.
No theatres have been created. Add them under Settings → Theatre — see Set up theatres — and assign the case afterwards.