Using Templates within Coordination

For surgeons and procedures you coordinate regularly, templates take the repetition out of vendor assignments. Instead of re-entering the same vendor, rep, and support types every time, you can set it up once and let Casechek do the rest, either as a starting point you apply manually, or as an automatic assignment that fires the moment a matching case arrives.

Templates allow you to standardize vendor requests for common surgeon and procedure combinations.

There are two types of templates available.

Standard Templates

A Standard Template prefills vendor and support information when applied to a case. You must manually select and apply the template when adding a vendor.

This option is best when:

Vendor support is repeatable but varies for that surgeon and procedure combination
You want suggested defaults
You prefer to review before assigning

Auto-Assign Templates

An Auto-Assign Template automatically creates vendor requests when a case matches the defined surgeon and procedure criteria.

This option is best when:

Vendor involvement is consistent for that surgeon and procedure combination
You want automation to reduce manual steps

You can activate or deactivate Auto-Assign templates at any time from the Template Manager.

Creating Templates

You can create templates from the Template Manager by selecting "Create New Template" and then following the necessary steps to completion.

Or, you can create a template from an existing assigned request for a case by selecting "Save as a Template".

Using Templates within Coordination

Standard Templates

Auto-Assign Templates

Creating Templates

Was this article helpful?