In this update: 🖥️ Admin • 📱 Tablet
🖥️ Admin
🗂️ Manage Surgical Staff - archive people who've left, and find anyone fast
You can now archive a staff member who no longer works at your center, so they stop showing up when you build new schedules — without erasing any of their history.
- Archive instead of delete. When someone leaves, archive them. They immediately drop out of the staff pickers for new schedules, but they stay on every past schedule and surgery, and all of your reports and analytics are completely unchanged. Archiving is fully reversible — un-archive anytime if they return.
- Filter and search your roster. The staff list now has a status filter, a filter by Surgical Role, and a live name search — so you can find anyone without scrolling.
- Duplicate-name warning. If you add a staff member whose name matches someone who already exists, you'll get a heads-up. If the match is an archived former employee, we'll offer to simply reactivate their record instead of creating a duplicate.
📱 Tablet
👥 Manage Members — change a case's team member right from Pre-Op
You can now reassign a scheduled team member for any of today's rooms directly from the Pre-Op screen — no need to go into each Operating Room.
- Tap the new Manage Members button next to the "Pre-Op" title to see all of today's schedules, ordered by OR.
- Pick a schedule, tap the member you need to swap, and choose a replacement from staff in the same role. The change reassigns that person's upcoming and in-progress surgical metrics to the new member automatically — completed cases keep their original record.
- Make as many changes as you need across rooms, then step back to Pre-Op when you're done.
