Create a loan booking in web portal
This guide provides step-by-step instructions on how to create a loan booking in the web portal. It explains how to add a case, select a date, surgeon, hospital, procedure type, and other necessary details.
1. Navigate to https://case.opologic.com/
2. Click "Cases"
3. Click "Add Case"
4. Click the "Case Date" field
5. Select Case Date from calendar
6. Click "OK"
7. Select surgeon from dropdown list
Tip: The system applies logic to the booking flow.
This drives visibility for you on Surgeons, Hospitals and Procedures. If you do not see the hospital needed contact system admin.
8. Select Hospital from drop down list.
9. Select your procedure type
10. If prompted select a procedure option
11. If prompted select 'Flow' connected with proceedure
12. Click "Next" to confirm options
Alert: We recommend you use de-identified patient references where possible
13. Add your patient reference
14. Select the product brand required for booking, by checking boxes.
Hit 'Next' button to confirm
15. Select required kits and items from the list
Tip: Loan or Consignment
Using the "Type" field you can switch between loan and consignment booking on this screen.
16. Click "Next" to confirm selection
17. Add additional booking notes if required
18. Select delivery address from list if required, and hit "Next" button to confirm
19. The final screen shows a summary for review. Once booking is correct click "Save" to confirm booking.
