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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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Creating a Case

A case represents a single surgical procedure for a patient. Each case contains the DICOM imaging, surgical plan, implant selection, and notes for that procedure.
1

Open the new case form

Click New Case from the dashboard or navigate to Cases in the sidebar and click the + New Case button.
2

Select a patient

Search for an existing patient by name or MRN. If the patient does not exist yet, click Create Patient to add them inline.
3

Choose the procedure type

Select the procedure type from the dropdown (e.g., ACL Reconstruction, Rotator Cuff Repair, MPFL Reconstruction). This determines the default planning tools and implant filters.
4

Select the side

Choose Left or Right to indicate the operative side. This is displayed throughout the case and on pre-op reports.
5

Set the planned date

Enter the planned surgery date. This is optional but recommended — it drives the upcoming surgeries list on the dashboard.
6

Save

Click Create Case. The case is created in Draft status and you are taken to the case detail page.
A patient can have multiple cases. For example, a bilateral ACL reconstruction would be two separate cases — one for each side.

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What Happens Next

From the case detail page you can:
  • Upload DICOM images
  • Open the planner to begin surgical planning
  • Add notes
  • Select implants
See Case Detail for a full walkthrough.
Once a case is created, the patient and procedure type cannot be changed. If you selected the wrong patient or procedure, cancel the case and create a new one.