Case Notes
Case notes allow you to record observations, decisions, and reminders against a surgical case. Notes are visible to all team members with access to the case.Adding a Note
1
Navigate to the case
Open the case detail page for the relevant case.
2
Scroll to the Notes section
The notes section is located below the plan summary and DICOM sections.
3
Type your note
Enter your note text in the input field. Notes support plain text only.
4
Click Add Note
The note is saved immediately with a timestamp and your name as the author.
Editing a Note
To edit a note you previously created:- Click the pencil icon next to the note.
- Modify the text in the input field.
- Click Save. The note retains its original timestamp but shows an “edited” indicator.
You can only edit notes that you authored. Notes from other team members are read-only.
Deleting a Note
To delete a note:- Click the delete icon (bin) next to the note.
- Confirm the deletion in the dialog that appears.
Timestamps and Attribution
Each note displays:- Author — the name of the team member who created the note
- Created — date and time the note was added
- Edited — shown if the note has been modified after creation