Which records need to be configured before scheduling into a new operating room?

To properly schedule into a new operating room, it is essential to set up the room itself and any associated templates that enhance the scheduling process. Configuring the room records ensures that the physical space, including its specific attributes and capabilities, is accurately represented in the system. Additionally, templates can streamline the scheduling process by providing predefined settings for various types of surgeries or procedures that can be performed in that room. This way, when a scheduler is placing cases, they can easily select the appropriate room and template, ensuring that all necessary configurations are in place for efficient operation.

While the role of staff, equipment, patient information, procedures, instruments, and supplies is also critical in the surgical scheduling workflow, focusing on the room and its templates is foundational. They provide the framework for managing how and when specific cases can be scheduled, thus making them a priority in the configuration process for a new operating room.