1. sees request in depot
2. gets  a fax for case  
3. gets call from trauma surgeon 

1. creating the case request
2. placing the case on the schedule

Snap Board 

definition

Workspace for schedulers to find scheduled and unscheduled cases.

1. the availability of the Operating Rooms
2. a list of cases that need to be scheduled

• Shows rooms and sheduled cases
• Shows cases alreaady assigned to a particular time and room

• Shows cases needing to be scheduled
• Shows orders for a proceedure to be scheduled
• The depot can sort cases
• The depot can sort orders such as GI, L&D, Lab

• This timer compares the scheduled start time of the room's first case to the "in room" time documented by the intra-op nurse.  
• If the case starts early the time will be (+) and appear in green.  
• If the case starts late, the time will be (-) and appear in red. 

Reservations for particular time's intended use

1. Service (General, Orthopedics, Urology)
2. Provider/Surgeon
3. Surgeon Group
4. Unblocked (Available time for anyone) 

• Click the column header to sort contents alphabetically, numerically
• Hover mouse over the column dividers to adjust width
• Right click to set up filters so that the depot shows only certain information
• Choose case or order reports to show up as buttons above the depot for easy selection

↓ = low priority

↑= high priority

+ = add on 

(gloves) = Latex allergy

Case Request (definition) 

Surgical plan:

• general information(patient, rm,time)
• staff 
• equipment
• anesthesia
• region
• length
• set up length
• clean up length

Can be moved by dragging and dropping in "schedule"

The recipe card for how the surgery should be performed (equipment,intruments,supplies).

Steps for Creating Case for a New Patient 

• "Open Case"
• Name 
• DOB
• Find
• Cancel
• SSN
• Sex
• NEW

Requirements from the foundation system

(the organization)

to schedule New Case

• Patient class (important for billing and communication with clinicians)
• Preop Diagnosis
• Laterality

• Emergency (Inpatient in ER)
• Outpatient Surgery (Will be past surgery)
• Surgical admit ( will be admitted to inpatient)
• Inpatient (Inpatient)

 PROGRAMMATICALLY REQUIRED FIELDS

to schedule a case

• Patient
• Location
• Surgeon
• Service
• Procedure

PANEL SERVICE 

• Service Field next to Surgeon= the panel service dictates which procedures are allowed in a panel.
• It is specific to the surgeon
• Always use the service field tha appears on the same row as the surgeons name

Location restricts:

• which surgeon can operate
• which service the surgeon can use
• which procedures are allowed

Scheduling multiple surgeons 

or

Scheduling more than one surgical survice

Two options:

• Putting several procedures on one panel 

OR

• Separate panel must be added to the case request

One primary surgeon and one primary service

+ blue plus sign for unscheduled cases

+ purple plus sign for scheduled cases

• Elective surgery=planned in advance, patient chooses it
• Emergent=occurs right away
• Urgent= as soon as possible
• Trauma= right away but with specific trauma surgeons and teams

• Timing information
• setup length
• cleanup length
• Requested anesthesia type
• How the pick list should print
• all procedures combined
• separate per panel or procedure
• Staff information
• Instruments
• Equipment information
• Special instructions for sheduler, nursing staff and patient

Is it possible for a surgeon to create a case, or can only schedulers create cases?

• Surgeons can create cases by placing orders to create a case request.

• The scheduler would then schedule.

Why do you need to enter a surgeon and service before entering a procedure in the case?

The procedures available to choose from are based on the service for

which the surgeon is authorized.

When you choose a procedure, what types of information may be entered automatically into the case based on a preference card?

• Timing information -such as setup length and cleanup length

• staff nformation -what types of staff members are needed for the procedure 

• supplies, instruments, and equipment needed; requested anesthesia type

• how the pick list will print

• Completion matching
• Using the CPT code.

When do you need to add another panel to a case in order to add a procedure?

• When the case involves more than one primary surgeon or surgical service
• A panel is the combination of a primary surgeon and surgical service

What is an add-on case?

An add-on case is a case that is added to the schedule after it has been finalized (usually the day of surgery).

True or False:

A scheduler cannot change a case’s preference card once it automatically pulls in from the system.

How can you change the Snapboard report that shows which rooms you are viewing?

Click the Change Snapboard report button in the upper left of the Snapboard

How surgery information ordered by a surgeon appears in a case request used by a scheduler

The dependencies between Location, Surgeon, Service, and Procedure when filling out a case.

What access the surgeon has depends on

• Location
• Surgeon
• Service
• Procedure

Who can generate case requests and who can schedule them?

• Surgeon can generate case requests
• Nurse or scheduler can post a case request

Is it poss for a surgeon to create a case?

Yes

• preference card
• anesthesia type
• pick list
• length