Adding a Patient

Click + Add New Patient in the top bar (requires Editor or Admin role). Fill in:

• Patient ID — up to 8 characters (alphanumeric). This is the hospital identifier, e.g. MRN12345.
• Full Name — entered as First Last. The list displays as Last, First for easy alphabetical browsing.
• Date of Birth — age is calculated automatically.
• Sex — Male, Female, or Other.

Editing a Patient

Select the patient, then click Edit in the Patient Details panel. Saving an edit creates a new version — all previous versions are kept and can be viewed via History.

Searching for a Patient

Type in the search box to filter by name or Patient ID. You can also press a letter key (while no modal is open) to jump to the first patient whose surname starts with that letter — press the same letter again to cycle to the next match.

Deleting a Patient

Delete is available to Admin users only. Deleting a patient permanently removes all versions, procedures, and screening results. This cannot be undone.

Assigning a Procedure to a Patient

Select a patient and click + Add Procedure in the Procedures section. Fill in:

• Procedure — select the relevant surgical specialty category (e.g. "Orthopaedics other", "General surgery other").
• Procedure Notes — paste the specific procedure name directly from the waitlist here. This keeps data entry fast and accurate.
• Doctor — select the operating surgeon.
• Scheduled Date — optional planned date for the procedure.
• Status — Scheduled, Completed, or Cancelled.

Managing Procedure Categories

The procedure categories (Vascular other, ENT other, etc.) are managed under Manage Procedures in the top bar. The default categories are seeded automatically when the database is first created. You can add custom categories here.

Managing Doctors

Click Manage Doctors in the top bar to add, edit, or remove surgeons. Each doctor can have an optional specialty field.

Starting a Screening

Select a patient, find the relevant procedure in the Procedures table, and click Screen. The screening form shows the patient and procedure details at the top.

Completing the Survey

Work through the 11 health categories and check every condition that applies to the patient:

• Single conditions — each checkbox contributes a fixed score when ticked.
• Group conditions — multiple related checkboxes share a score range. More items checked within the group = higher score (up to the group maximum).

The Total Risk Score updates in real time at the top of the form as you check boxes.

Saving a Screening

Click Save Screening. The result is saved as a new version against that procedure. If a previous screening exists for the same procedure, the checkboxes are pre-filled with the last saved responses so you only need to update what has changed.

Viewing Screening History

Click History next to a procedure to see all previous screenings with their scores, dates, and who completed them. Click View Details on any row to see the full list of checked conditions.

How the Risk Score Works

Each condition contributes points to a cumulative total. Higher scores indicate greater anaesthetic and surgical risk.

Score Ranges (general guidance)

High-Impact Conditions (score 5)

• Anaphylaxis to anaesthetic drugs
• Bleeding disorders (VWD, Factor V Leiden)
• CJD
• Jehovah's Witness
• Stroke / TIA

Group Scoring Logic

For grouped conditions (e.g. Cardiac condition, Vascular disease), the score depends on how many items in the group are checked:

• 1 item checked → minimum score for the group
• 2 items checked → minimum + 1
• 3 or more items checked → maximum score for the group

Only one group score is added to the total, regardless of how many items are checked within it.

User Roles

First Login

New users created by an admin are required to change their password on first login. The system will prompt you automatically.

Usernames

Usernames follow the format [email protected]. When logging in, enter only the part before the @ in the username field.

Keyboard Shortcuts

Tips

• The patient list is sorted alphabetically by Surname, Firstname — use letter-key navigation to jump quickly to a patient.
• The search box filters by both name and Patient ID — handy if you have the MRN but not the name.
• When assigning a procedure, selecting a category (e.g. "Upper GI other") and pasting the specific procedure into the notes field is faster than creating a new procedure type for each operation.
• If a patient's risk score exceeds 10, the score is highlighted red in the procedures table as a quick visual flag.
• The most recent screening is pre-loaded when you open a new screening for the same procedure — you only need to update what has changed since the last visit.
• Survey categories and procedure categories can be updated by editing public/survey-config.json — changes take effect on the next page load.