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Schedule an Operation

Create appointments for upcoming surgical procedures.

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Creating an Appointment

1

Navigate to Schedule Operation

Click Schedule Operation in the navigation menu, or click the + button from the appointments list
2

Select Patient

Choose an existing patient or create a new patient record
3

Choose Date and Time

Select the scheduled date and start time for the procedure
4

Select Location

Choose the surgical facility from your configured locations
5

Choose Procedure Template

Select a pre-configured procedure template that matches the surgery type
6

Save Appointment

Click Save to create the appointment

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Appointment Fields

FieldRequiredDescription
PatientYesSelect from existing patients
DateYesScheduled date of surgery
TimeYesScheduled start time
LocationYesSurgical facility
Procedure TemplateYesType of surgery
NotesNoAdditional scheduling notes

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Procedure Templates

Procedure templates pre-configure surgical parameters:
  • Ligament Type - ACL, PCL, MCL, etc.
  • Procedure Type - Reconstruction, repair, revision
  • Graft Type - Autograft, allograft, synthetic
  • Fixation Methods - Femur and tibia fixation types
Create and manage procedure templates in Settings > Procedure Templates to save time when scheduling.

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Selecting a Patient

When scheduling, you can:
  1. Search existing patients - Type name or EHR ID to find a patient
  2. Create new patient - Add a new patient record if needed

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Conflict Detection

Tesa Cloud will alert you if:
  • The selected time slot conflicts with another appointment
  • The location is already booked
  • You’re scheduling outside normal operating hours

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After Scheduling

Once an appointment is created:
  1. It appears on your dashboard on the scheduled date
  2. You can view it in the appointments list
  3. Use Begin Operation when ready to start the procedure
  4. The patient is linked for easy access to their profile