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Case History answers the question the day list cannot: what happened to a case that was not today. It searches Past and upcoming cases across days and opens each one in the same sheet the theatre list uses.

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Before you start

Theatre history is gated on two-factor verification. A signed-in session is not enough — if yours has not been verified with a second factor you are told Two-factor verification is required to view theatre history. and nothing loads. Set it up under Two-factor authentication.

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What you’re looking at

The heading reads Case History, and under it: Past and upcoming cases across days. Search by case number or procedure. Rows look exactly as they do on the day list: times, case number, procedure, then patient · theatre · side, with the status badge on the right. Nothing here is ever flagged Delayed, because a case from three weeks ago being “late” against today’s clock is a meaningless statement.
The search deliberately does not match patient names. Look a case up by its number or its procedure; if you only have the patient, open their record and work from there instead.
Nothing matching reads No cases found, with Nothing matches this search in the selected period. underneath. A very busy period returns the first 200 and says so: “Showing the first 200 cases. Narrow the date range or search to see the rest.”

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Find and open a case

1

Set the period first

The range select is the cheapest filter. A case from last quarter will never appear while the range is Last 30 days, however precise your search text is.
2

Search by case number or procedure

Type into Case number or procedure…. Results narrow as you type; you do not press anything.
3

Narrow by state

Use In flight, Completed or Cancelled when you know which you want. All is the default and is usually the fastest place to start.
4

Open the case

Select the row. The case sheet opens with its Surgical safety checklist, Status and Operation note exactly as they stand — including a Signed badge and read-only fields where the note has been signed.
5

Take a copy if you need one

Download PDF on the operation note produces the perioperative record. A note that was never signed is stamped as unsigned on the PDF, so a draft cannot be mistaken for a final document.

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Correct something you find

History is for reading. A completed case shows This case is completed. A correction is recorded as an amendment, not a status change., and a cancelled one shows This case was cancelled. Schedule a new case rather than reopening it. Neither offers a way back — if the record is wrong, record the correction as an amendment so the original stays intact.

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Who can do this

Three things have to line up, and they are different kinds of thing: Permissions then govern the acts you can perform on a case you have opened: Enforcement is opt-in per person: someone never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”. A denied action is recorded in the audit log while an allowed one is not. See Staff permissions.

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Check it worked

  • The case you wanted is in the list with its case number and the right status badge.
  • Opening it shows the checklist badges as they were left, not as blanks.
  • A signed operation note carries a Signed badge and read-only fields.
  • A downloaded PDF of a signed note carries no unsigned stamp.

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Common issues

Your session is signed in but not second-factor verified. Sign in again and complete your second factor — see Two-factor authentication.
The date window is wider than the search will run. Drop to Last 90 days or Last 30 days, or add search text to narrow it.
Check the range first — Last 90 days is the default and will hide anything older. Then check you are searching by case number or procedure; patient names are not matched.
The result set was capped. Narrow the date range or add search text; there is no page two.
A transient failure. Try again, or narrow the search — the message itself suggests both. If it persists with a narrow range, contact support.
The Surgical theatre care area is off, or an owner has hidden Theatre from your role. See Care areas and Role navigation.

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FAQ

Because “find me that case” is not a question about the past. Anything booked in the period is here, which is why the default tab is All and why In flight exists as its own filter.
Not as a list. Open a case and use Download PDF on its operation note for the perioperative record. Aggregate figures live in Analytics.
Yes. The reason entered at cancellation is recorded on the case and shown when you open it — cancelling without one is not possible.
Yes. Every view of a theatre case is written to the audit log with your name, the case and the time. Owners and managers can review it under Audit log.
Only if it is still live. A completed or cancelled case refuses: “This case is completed and can no longer be rescheduled.”