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.

Jon Quinton
19 steps
39 seconds

Web

Opologic

Navigate to <https://case.opologic.com/>

Click "Cases"

Click "Add Case"

Click the "Case Date" field

Select Case Date from calendar

Click "OK"

Select surgeon from dropdown list

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.

Select Hospital from drop down list.

Select your procedure type

If prompted select a procedure option

If prompted select 'Flow' connected with proceedure

Click "Next" to confirm options

We recommend you use de-identified patient references where possible

Add your patient reference

Select the product brand required for booking, by checking boxes. Hit 'Next' button to confirm

Select required kits and items from the list

Loan or Consignment Using the "Type" field you can switch between loan and consignment booking on this screen.

Click "Next" to confirm selection

Add additional booking notes if required

Select delivery address from list if required, and hit "Next" button to confirm

The final screen shows a summary for review. Once booking is correct click "Save" to confirm booking.