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Case Status Lifecycle

Every case follows a defined status lifecycle that tracks its progress from creation through to final verification.

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Status Definitions

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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.