Fill in all five sections. The agent will generate a readiness brief as soon as the case is submitted.
1Case & OR
2Implant & Vendor
3SPD & Inventory
4Preference & Patient
5Review & Submit
Case & OR details
Basic scheduling information. This is the top-level record the coordinator sees on the morning view.
Initials only, never full patient names
Implant system & vendor
The implant rep is responsible for confirming components and being present day-of. Missing rep confirmation is the #1 cause of case delays.
Vendor confirmation status
Has the rep confirmed all components and their day-of presence?
Loaner trays & inventory
Loaner trays must arrive at SPD with enough time to be sterilized before the OR start. Late trays are the #2 cause of delays.
Usually the day before the case by 4:00 PM
Sterilization status
Implant inventory verification
Preference card & patient prep
The surgeon's preference card must be verified against this specific case — not just confirmed to exist. Patient prep flags must be resolved before the patient enters the OR.
Patient pre-op checklist
Review & submit
Confirm the details below before submitting. The agent will generate a readiness brief immediately after submission.
Once submitted, this case will appear on the coordinator dashboard and the agent will automatically assess all 5 readiness dimensions based on the information you entered. You can re-run the brief at any time using the Refresh button on the dashboard.
✓
Case submitted.
CR-2026-...
In a live deployment the readiness brief is generated within minutes and appears on the coordinator board automatically.