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Documentation Index

Fetch the complete documentation index at: https://docs.navnx.com/llms.txt

Use this file to discover all available pages before exploring further.

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Case Status Lifecycle

Every case follows a defined status lifecycle that tracks its progress from creation through to final verification. 
Draft → Preop → Live → Review → Verified

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Status Definitions

StatusDescription
DraftCase has been created but no surgical plan has been saved yet.
PreopA surgical plan has been saved. The case is ready for pre-operative review. This transition happens automatically when you save a plan in the planner.
LiveThe case is active in the operating theatre. Manually set when surgery begins.
ReviewSurgery is complete and the case is awaiting post-operative review.
VerifiedThe case has been reviewed and finalised. The record is locked.

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Automatic Transitions

The Draft → Preop transition occurs automatically the first time you save a surgical plan for the case. All other transitions are manual.

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Manual Transitions

To change a case’s status:
  1. Open the case detail page.
  2. Click the status badge at the top of the page.
  3. Select the next status from the dropdown.
  4. Confirm the transition.
Status transitions are sequential. You cannot skip statuses — for example, you cannot move directly from Draft to Live.

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Cancelling a Case

A case can be cancelled from any status except Verified. To cancel:
  1. Click the status badge on the case detail page.
  2. Select Cancel.
  3. Provide a reason for cancellation (required).
Cancelled cases appear greyed out in the case list and are excluded from dashboard statistics.

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Reactivating a Cancelled Case

A cancelled case can be reactivated:
  1. Open the cancelled case.
  2. Click Reactivate.
  3. The case returns to the status it was in before cancellation.
Verified cases cannot be cancelled or modified. This lock ensures the integrity of the surgical record for audit and regulatory compliance.