No matter how fancy or high-tech a system may seem, at the end of the day it's only as reliable as the data that's fed into it and the people who are using it.

There are 7 key areas that we need to consider when it comes to data in Case -

Having basic hospital data in the Case platform is essential for even the simplest tasks, such as case bookings. These Hospitals are assigned to your surgeons and are made available when that surgeon is selected during the booking process.

Hospitals can include multiple shipping addresses that hold more detailed information on where items/sets can be shipped, such as a department, with a specific contact person and contact details.

A Hospital can also have a detailed billing address, and associated account no. and business no. such as an ABN stored and this data (if available) is all utilized when it comes to generating documents such as dispatch documents or Proforma Invoices.

Surgeon data in the Case platform is essential information for all case bookings. Surgeons are the gateway to case visibility for sales reps who are assigned to specific surgeons, and the surgeons are assigned hospitals and procedures that drives the logic for all case bookings.

Procedure data is another essential element for all case bookings. Surgeons are linked to one or more specific procedure and this is a mandatory input that needs to be defined during the case booking process.

A procedure simply consists of a name and description and then each procedure can have one or more procedure options applied to it that are available to further defining the procedure during a case booking.

Product data is the brand or product range name for a kit or item that will be required for a booking. This is typically a manufacturers name given to a range of equipment and will ultimately relate to specific kits or items that you have within case.

For each booking one or more products are required to be selected and that will then inform which kits and items are made available for that booking.

Kits is how we give a specific name and Kit ID for a group of items that are typically packaged together. Each kit is associated to one or more products and this relationship is what drives the kits that are made available during each case booking.

A kit can have a complete bill of materials (BOM) attached to it or it can exist simply as name, Kit ID and Type. For the original upload we focus just on this top level information and a BOM is built only once the kit and the items in that kit are in the platform.

Sets relate directly to a kit and are the assets that will be used for shipping kits within a case booking or allocating to a Consigned case. A kit can have one or more sets assigned to it and they are used during the shipping process.

For the upload we have included the Container size for a set which refers to the number of physical containers that will be shipped for that specific set.

If you plan on building digital BOM's of your kits within the system and generating digital checklists for your sets then you'll need to get item data into Case.

Item data is utilized in a number of ways including in usage where the user can select case usage from an existing list of items inside specific kits for example.

This uploaded item data includes the item type, such as Implant or Instrument, and an optional rebate code and $ value that can be assigned to each item and used during proforma generation.

Data can be uploaded in bulk to each of these data tables and this data will work as the foundation to all Case management across the platform.

We have templates for each of these data types that can be downloaded at the link at the bottom of this page.

If you have further questions regarding the upload process then please reach out to support.