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Collaboration

Invite OR assistants and team members to contribute notes, images, and measurements to an active procedure — even while you’re gloved and operating.

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How It Works

A surgeon can invite collaborators to contribute data to an active procedure. Contributions are staged for review — the surgeon (or a delegated user) must approve each contribution before it becomes part of the case file. There are two ways to add collaborators:
MethodWhen to Use
Advance AssignmentAssign team members when scheduling the operation
Live QR / CodeInvite someone to join during the procedure

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Assigning Collaborators in Advance

When editing a scheduled operation, you can pre-assign collaborators from your organisation’s sub-users.
1

Open Schedule Operation

Navigate to Schedule Operation from the dashboard or menu
2

Select an Existing Appointment

Choose an appointment to edit — the collaborators section appears for existing appointments
3

Add Collaborators

Click Select Collaborators to open the team member picker
4

Choose Team Members

Select one or more sub-users from your organisation, then click Save
You can remove a collaborator at any time by clicking the X on their name chip. You’ll be asked to confirm before removal.

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Joining During a Procedure

During an active operation, a collaborator can join using a 6-character activation code or QR code.

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Sharing the Code (Surgeon)

1

Start the Operation

Begin the procedure from the Begin Operation page
2

Open the QR Modal

Click the QR code icon in the app bar of the intraoperative page
3

Share with Collaborator

Show the QR code to the team member, or read out the 6-character code displayed below it

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Entering the Code (Collaborator)

1

Open Join Operation

Click Join Operation from the navigation menu (available on every page)
2

Enter the Code

Type the 6-character activation code (case-insensitive) or scan the QR code
3

Join

Click Join Operation — you’ll be taken to the collaboration page for that procedure
The activation code is not case-sensitive. ABC123 and abc123 both work.

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Contributing Data

Once joined, collaborators can submit the following types of data:
  • Notes — Typed or voice-dictated surgical observations
  • Images — Photos or uploaded files with captions
  • Tension Readings — Ligament tension measurements
  • Tourniquet Time — Start/end times or total minutes
  • Procedure Details — Updates to procedure fields (e.g., graft type)
All contributions are submitted as pending and require surgeon approval.

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Reviewing Contributions (Sign-Off)

The surgeon reviews and approves contributions from the Procedure Detail page.
1

Open Procedure Details

Navigate to the procedure from History or the appointment
2

Go to the Contributions Tab

Select the Contributions tab to see pending items
3

Review Each Item

View the contribution details and choose Approve or Reject
  • Approved contributions are added to the case file (notes, images, etc.)
  • Rejected contributions are marked with a reason and excluded
New contributions appear in real-time — no need to refresh the page.

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Delegating Approval

If you want a sub-user to approve contributions on your behalf, grant them the Procedure Collaborator Auth permission.
1

Go to Settings

Navigate to Settings → Team Management
2

Edit User Permissions

Select the sub-user and open their permissions
3

Enable Permission

Toggle on Procedure Collaborator Auth

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Session Expiry

  • Advance-assigned collaborators have no time limit
  • QR/code-joined collaborators have a 4-hour session from the time they join
  • Expired collaborators cannot submit new contributions but can still view their previous ones
Once a collaborator’s session expires, they must re-join using a new activation code if they need to continue contributing.