Creating and Using Saved Set Lists

For surgeons who use the same instruments for specific procedures, you can create a saved list of those items.

During check-in or pre-check, click the set lists button to select from your saved lists and automatically populate the items, eliminating manual entry. You can still add or remove instruments and implant sets as needed.

Creating and managing your setlists is simple. When logged in to your Vendor dashboard from a personal device, the Manage Set Lists page is where you are able to create, edit, or remove setlists.

1. Inside your Vendor Dashboard, Navigate to Settings > Manage Set Lists .
2. Enter the name of the new setlist you would like to create.
3.  Click Create Set List
4.  Now that you created the Set list, you need to add trays to the list. Click Add Trays to Set List
5. Select the trays you would like to include from your Loaner library.
6. Once you have chosen all of the applicable trays, click Add Trays
7. Click Save Changes
8. Once you have created your setlist, you can then go into your case schedule and load the setlist into your cases.
9. Once you have found the correct case, rather then select individual trays you can use your new set list.
10. Inside of the case, Click on Set Lists
11. Find the correct set list title. and select it and hit Save Changes
12. Now your set list is added in with all of the correct trays listed. At this point you can make any necessary adjustments (implants, hold/open, turnover), and continue to capture fresh tray images and weights at check in.

If you have further questions on this article or to learn more, please contact support at support@settrax.com. We're here to support your success!