What type of documentation is NOT required for scheduling a case?

When scheduling a case in the Epic OpTime system, certain types of documentation are essential to ensure that all necessary resources and preparations are in place for a successful surgery. One type of documentation that is not required for this process is individual SER (Surgical Equipment Record) records for instruments. While it is important to have an overall understanding of the surgical instruments needed and their availability, individual records for each instrument can be more detailed than what is required at the scheduling stage.

In contrast, assigning all equipment, maintaining SUP (Surgical Utility Pack) records, and ensuring patient consent forms are correctly documented are critical steps. All equipment must be assigned to ensure that everything needed for the procedure is accounted for and available on the day of surgery. Similarly, SUP records help keep track of supplies, confirming that they are ready and organized for use. Patient consent forms are vital in documenting that the patient has agreed to the procedure, which is a necessary legal and ethical requirement.

The focus on individual SER records may be more relevant in the context of instrument management or during the surgical procedure itself rather than strictly during the scheduling process. This distinction clarifies why individual SER records for instruments are not required when scheduling a case.