Surgeons & procedures

Add a surgeon

1. 1Open "Surgeons" and tap "Add surgeon".
2. 2Enter the name; optionally link the hospitals they work at and record glove size, gown size, and microscope settings.
3. 3Tap "Add surgeon".

• To edit a profile later, select the surgeon on the Surgeons screen and tap "Open full profile" — that's where identity, sites, and preferences live.

Add a procedure to a surgeon

A surgeon's tabs ARE their procedures — each one is the reusable base template every case starts from.

1. 1Open the surgeon and tap "Add procedure".
2. 2Type the procedure name (e.g. ACDF, PLIF, XLIF) and tap "Add".
3. 3Open the new tab — it starts with empty sections for Trays, Room setup, Procedure order, and Mayo stand. Build it once; every case scheduled with this surgeon starts from it.

Put trays on a procedure

1. 1In the procedure tab, expand "Trays for this case" and tap "Edit trays".
2. 2Check the trays under "Add trays from your inventory" (search appears for long lists) and tap "Add N trays".
3. 3Use the "Sets needed" stepper if a case takes more than one of a set, and "Add item" inside a tray to list the instruments to pull.
4. 4Tap "Done".

• Set the "Availability at" hospital to see live "● Already here" / "▲ Bring it" badges per tray.

Surgeon notes

1. 1Expand "Notes" on the General tab (surgeon-wide notes) or inside any procedure tab (procedure-specific notes).
2. 2Type in the box and tap "Add note".
3. 3Reuse wording you type often: tap "Save as template" on a note, then tap the template chip to prefill next time.

• Never put patient identifiers in notes — names, MRNs, or dates.
• Notes that are just for you belong in Settings → Notebook, which is private to your account — on a shared Dash Teams login that means private from people outside the account, not from the rest of your team.