Novari ATC User Guides

Contacting Support If you believe you have a support issue that is not resolvable by the means of this document, please contact your site administrator. For any further instruction, be sure to consult the escalation documentation specific to you...

Getting Started with Novari ATC Installation/Minimum Technical Requirements Novari ATC supports the latest versions of the following internet browsers: Microsoft Edge Google Chrome We do NOT support browsers that are operating...

Password and PIN expiration For security purposes, both password and PIN for user accounts are set to automatically expire every 6 months As the expiration date approaches, users will receive a warning message prompting them to change their c...

User Preferences The User Preferences module allows you to set preferences to customize appearance and default selections. Not all user preferences are applicable to each installation. Some of the preferences have been set by your site adm...

If your Novari ATC site is using Novari Identity Management,™ then you manage your account in Novari Identity Management, separately from the remainder of your user preferences. To manage your user profile in Novari Identity Management Sign...

Provider’s Office Overview The Provider’s Office module is generally used by the medical office assistants in a surgeon’s office to add and manage patients on the surgeon’s elective surgical waiting list. You can manage the wait list for one...

Viewing and Managing your Wait List The Elective Surgical Waiting List, also known as wait list, or simply as your list, is central to effectively and efficiently managing your cases. Your wait list is displayed on the View List page and display...

Adding a Patient to the Wait List Terminology A patient is a unique individual for whom the surgeon is providing care. There is one patient record; however, a patient may have multiple cases. When adding a patient, you may be adding a new pati...

Viewing and Managing the Patient’s Case Details The Case Details page contains information about the patient (such as demographics) and information about the surgical procedure (the patient’s case). Information about the status of the patient’...

Viewing a Patient’s Wait List History The Wait List History page shows the patient’s demographic information and all procedures the patient has had cancelled, performed, or is waiting for. Privacy is toggled on. To view an existing pat...

Provider’s Dashboard Overview Novari ATC features an interactive dashboard intended to streamline the wait list management process. The Provider’s Office Dashboard serves as the primary starting point for day-to-day management of the wait li...

Documents Documents is used to create (generate) and manage documents related to your patients’ care. For example, you may want to mail a letter to your patients informing them of changes in office protocol. You can create the form letter and me...

Provider’s Office Calendar The Provider’s Office calendar lets you plan available blocks of surgery time and organize cases within the blocks. You can submit cases electronically to the OR, doing away with paper-based booking forms. The OR sched...

Scheduling Patient Cases - Overview Novari ATC provides multiple pathways for scheduling patients for surgery. These pathways always lead to one of two possible tools for scheduling: the Scheduler and the Mini Scheduler. The Scheduler The S...

Scheduling Cases in Compactor Mode To schedule a case: Drag and drop it from Unbooked Patients to Requested Bookings . To select a patient, click on a patient and hold the mouse button down. The patient rectangle turns yellow indicat...

NOTE: No live data is displayed in the images.

Scheduling a Case in Slate Mode To book a patient in the Scheduler in Slate mode: From Unbooked Patients , drag the patient to Requested Booking s. A popup appears with the mouse cursor, identifying the patient you are attempting to book. ...

Overview How the user setting “Empty or Not Submitted OR Block Warning” works. Settings In Novari ATC, each user is given the option to choose how many days before a surgery date they would like to be warned, if they would like a warning s...

Using the Mini Scheduler Use the Mini Scheduler to: Assign a New Surgery Date. Assign to First Available Slot. View the Current Surgery Date (this will load the surgery day in the Scheduler). Remove the Current Surgery Date. ...

Creating and Managing Empty Appointments in the Surgical Block An Empty Appointment is a reserved time slot that can be filled later with a case. For example, you may want to create an empty appointment for each surgical booking to ensure there ...

External OR System Schedule in Novari ATC Novari ATC supports integration with external OR system interfaces. Novari ATC can receive messages regarding how the cases are scheduled in your hospital OR system. This functionality is optional and ma...

Tasks Tasks, formerly known as Pending Audits, are items you need to acknowledge or act on. Novari ATC does not always update patient records automatically; sometimes it requires an authorized user, such as a medical office assistant, to make t...

Preoperative Requirements The Preoperative Requirement List displays the outstanding preoperative requirements for your cases, whether they have been submitted to Pre-Surgical Screening or not. You can add or edit dates assigned to a requirement...

QuickPicks Use QuickPicks to build a list of frequently used procedures. By default, QuickPicks lists the top ten commonly used procedures for the provider or providers you selected when you opened Provider’s Office module. Do one of the follo...

Novari ATC Attachments Novari ATC Attachment functionality allows you to digitally attach documents to a Novari ATC case record. The main purpose of these digital attachments is to reduce paper-based transmission of documents to other parties...

Creating Repeats/Follow-ups for a Case You can create repeat/follow-ups for a case. For instance, perhaps the surgical procedure needs to be repeated every six months for the next two years. To add a Repeat/follow-up series, do one of the foll...

Transferring a Patient Novari ATC incorporates a robust patient transfer system. Transfers can be directly initiated from the View List page or the View Patient page. To initiate a patient transfer, click the transfer symbol. The first step ...

Note: This article was last updated 11 March 2025. Novari Secure Messaging™ functionality is evolving, and this document reflects current functionality as of the last update date. Novari ATC has enhanced its inter-module messaging capabilities w...

Understanding and Using Novari ATC Pools A pool is a system in Novari ATC where groups of providers collaboratively manage a shared list of patients awaiting a defined set of procedures. In this arrangement, patients can have their procedures p...

Working with the OR Booking Form Part of the configuration of your Novari ATC installation may be the creation of an electronic OR booking form to replace the paper-based booking form traditionally used. Many of the OR booking form fields are po...

Novari ATC Reports Novari ATC comes with many pre-defined real-time reports for users and administrators. If you don’t see the Reports module on your Main page, you have not been given permission to this module. If you need access, contact yo...

Care Venue Care Venue module allows hospital scheduling staff to manage providers’ booking requests from the hospital side of the request-booking transaction. Care Venue users can review, accept, reject or re-order incoming booking requests. Al...

Patient Registration The Patient Registration module in Novari ATC was built to give registration staff at the hospital a transparent view into all the pending forthcoming surgical requests by way of a working queue. This queue provides all the ...

Care Venue using OR Scheduling Your care venue may use Novari ATC OR Scheduling instead of scheduling surgical procedures in the hospital’s operating room information system (ORIS). OR Scheduling functionality allowing Novari ATC itself to ...

Pre-Surgical Screening Overview Pre-Surgical Screening module and its attendant functionality is intended as a means of standardizing the preparation of patients across an institution or practice to ensure that patients with similar conditions,...

Unavailable Dates You can add a series of dates for which a patient will be unavailable for surgery. The patient unavailability is shown both on the list view and the patient view. Patients cannot be booked for surgery during periods for which t...