How to Create a Material in the Library and Add It to a Protocol

This guide will walk you through the steps to add a material to the library in Incision Assist Manager and include it in a specific procedure or protocol. Keep in mind that a material must first be added to the library before it can be included in a protocol or preference card/surgeon-specific list.

Adding a Material to the Library

1. Navigate to the Materials Tab: In the left-hand menu, select the Materials tab.
   

2. Click "+ New Material": At the top right of your screen, click the "+ New Material" button.

3. Enter the Material Details:

• Title: Choose a clear and specific name for your material to make it easy to search.

• Manufacturer: Enter the name of the manufacturer.

• Hospital Product Code: Add your internal product code, if applicable.

• Location: Specify where the item is stored.

• Category and Subcategory: Organize the material by selecting appropriate categories.

• Description and Keywords: Provide a brief description and include keywords to make the material easily searchable in the app.

• Media Attachments: You can also add images, videos, or documents to provide more context about the material.

5. Save Your Material: Once you've filled in all necessary information, click the Save button at the bottom left of the screen.

Your material is now saved in the library and ready to be used in protocols/preference cards. 

Deleting a Material from the Library

If you need to delete a material:

1. Go to the Materials tab.

2. Use the search bar if needed to locate the material.

3. Click the three dots on the right-hand side of the material.

4. Select Delete. Confirm your choice if prompted.

Adding Materials to a Protocol/Preference Card

Once your materials are in the library, you can add them to protocols/preference cards.

Adding a Material to a Standard Protocol

1. Navigate to the Protocols Tab: Select the Protocols tab from the left-hand menu.

2. Search for the Protocol: Click on the protocol you want to edit.

3. Go to the Materials Tab: Within the selected protocol, click on the Materials tab on the left-hand side.

4. Click "+ Add Material": In the top right corner, click the "+ Add Material" button.
   
   

5. Select the Material(s): Choose one or multiple materials from the list to add to the protocol.
   
   

6. Edit Material Details:

   • Adjust the quantity required for each item.

   • Add comments to materials if needed by clicking the three dots on the right-hand side and selecting Add Comment.
     

7. Save Your Changes: Once you've made your updates, click the Save button.

Adding a Material to a Surgeon-Specific Protocol

1. Navigate to the Surgeon’s Protocol: In the left-hand menu, select the specific surgeon for whom you want to adjust the protocol.

2. Follow the Same Steps: Once in the surgeon-specific protocol, follow the same process as for a standard protocol to add and edit materials.

If you want to learn more about adding specialists and creating surgeon-specific protocols, please refer to our detailed guide: How to Add Surgeons and Create Surgeon-Specific Protocols or Preference Cards.