Case Triage — Reviewing and Managing Cases

What is Case Triage?

Case Triage is a daily workflow feature in Theator that helps you efficiently review and manage recently recorded cases. It surfaces cases that need your attention, so you can stay on top of your surgical activity without searching through long lists. You can access it by navigating to Cases in the sidebar and selecting Case Triage, or by going directly to /cases/case-triage.

Why Use Case Triage?

After a day in the operating room, there are often tasks that need follow-up: confirming participants, reviewing recordings, or checking that case details are accurate. Case Triage brings all of these tasks into one place, making it easy to handle them as part of your routine.

What the Triage List Shows

When you open Case Triage, you will see a list of cases that require attention. Each case card displays key information including:

• Procedure type and date
• Participants assigned to the case
• Recording status — whether a recording is available
• Flags or alerts — indicators for missing information, unassigned participants, or other items that need action

Cases are presented in reverse chronological order so the most recent ones appear first.

Priority Flag Levels

Case Triage groups flagged cases into three tables by priority flag level, so you can focus on the cases that need attention first. Each table header shows the level and the number of cases in it:

• High (red) — cases whose flagged events your venue has classified as most important. Review these first.
• Medium (orange) — cases with flagged events of moderate importance.
• Low (blue) — cases with lower-importance flags, shown for completeness.

Cases are ordered so the highest-priority level appears at the top of the page. Which events are flagged, and the priority flag level assigned to each, are configured per venue — the same event type may be High at one venue and Medium at another.

Acting on flagged cases

1. Open a case from any priority table to review the recording, timeline, and details.
2. Mark a case as resolved once you have handled its flags. Resolved cases remain in the table with a resolved status — you can revert them to active if needed. (Marking cases resolved requires the appropriate permission; if you don't see the option, contact your administrator.)
3. Use the Case date filter to change the date range of cases shown. The priority checkboxes in the chart area above toggle those tiers in the trend graphs — they do not hide the priority tables.

How to Review and Act on Cases

1. Open a case by clicking on it in the triage list. This takes you to the full case page where you can watch the recording, review the timeline, and check all details.
2. Assign participants if they are missing. You can add surgeons, residents, or other team members directly from the case page.
3. Confirm case details such as procedure type, date, and room information.
4. Add comments or evaluations if you want to note something for your records or share feedback with a colleague.
5. Return to the triage list to move on to the next case.

Fitting Case Triage into Your Daily Workflow

Many Theator users find it helpful to check Case Triage once a day, either at the end of the surgical day or the following morning. A quick pass through the triage list ensures that:

• All cases are properly attributed to the right participants
• Recordings are accounted for
• No cases slip through without review

By making Case Triage part of your routine, you keep your case library organized and ensure that your data is accurate for analytics, quality reviews, and reporting.

Tips

• Check triage regularly to avoid a backlog of unreviewed cases.
• Use filters if available to focus on specific procedure types or date ranges.
• Collaborate with your team by assigning participants promptly so everyone has access to their cases.

What's Next?

• Case page Overview — Open a case to review it in detail
• Understanding Unlinked Recordings — Manage recordings that aren't linked to a case