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Preparing Cases for M&M, Grand Rounds & Teaching

Dotan Asselmann
Updated

Preparing for a Morbidity & Mortality (M&M) review, grand rounds, or a resident teaching session comes down to the same three steps in Theator: find the cases you want, group them into a collection, and share that collection for the meeting. This article walks through the full workflow end to end.

1. Find the cases you want

Start by pulling together the cases you want to discuss. Use the quick search bar when you know the specific case, or Advanced Search to build a list by date range, procedure type, or intraoperative events. Filtering by intraoperative events is often the fastest way to assemble teaching cases — for example, surfacing every case where a particular event occurred to compare how it was handled. For full search instructions, see How to find Cases?.

2. Group them into a collection

Once you have the cases you want, gather them into a collection so they live together as your presentation set.

  1. From your dashboard, go to the Cases tab and select Collections from the sub-menu.
  2. Click Create, name the collection (for example, "July M&M" or "Resident teaching — CVS"), and add your cases.

You can revisit the collection at any time to add or remove cases as your agenda changes.

Add a note explaining why each case is here

Attach a short note to each case so everyone opening the collection immediately sees the context — a teaching point, an event to discuss, or a reference such as "discussed at M&M." Notes are visible to anyone with access to the collection and show the author and date, which is useful when several people curate the same list. For the full add and edit steps, see Intro to Collections.

3. Keep the set current automatically (optional)

If you run a recurring review, save your search instead of rebuilding the list each time. When your filters look right, click Save search to create a smart collection — a reusable saved filter that updates itself as new matching cases arrive. You can pin it as a homepage tab (up to three). See Smart Collections.

4. Share and present

To bring the set to the meeting, open the collection, click Share, and select the individual colleagues who need access — you can add multiple people at once. They will find the collection under Shared Collections in the Collections section of the Cases tab and can view and open all the cases it contains. Editing rights stay with you as the owner.

During the session, open the collection and play the relevant cases directly from Theator so visual insights support the discussion.

Using the AI Assistant

You can also let the AI Assistant do the first pass. Selecting the Surface teaching cases suggested prompt — or asking something like "pull up M&M cases for a presentation" — asks the assistant to surface candidate cases for M&M, grand rounds, or resident education. Review what it returns, then drop the cases you want into a collection using the steps above.

What's Next?

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