How to Edit an Existing Case

At A Glance

• Vendors cannot edit scheduled cases
• Facility staff must complete all case edits
• Vendors should provide Settrax Case ID and specific changes requested
• Vendors may share the steps below to assist facility staff

If changes are needed, vendors must contact facility staff to request an update. To help staff complete the request efficiently, vendors should provide the Settrax Case ID and clearly outline the requested changes (for example: date, time, surgeon, procedure, or vendors).

Vendors may share the steps below with facility staff if they are unsure of the process. 
 

Editing a Case (Facility Staff)

1. Log in to Settrax and open the correct case.
2. Scroll to the bottom of the page and click the yellow Edit Surgery Details bar.
3. Make the necessary changes.
4. Click Change Surgery Details to save.

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!