Panacea360 - v3.0.0 - Release Notes 21/05/2026
Connected referrals, smarter theatre workflows, and clearer operational controlPanacea360 v3.0.0 introduces major improvements across referrals, theatre and procedure booking, operation documentation, reporting, calendar management, and clinic availability control.
This release includes Syndesis, a new referral management and collaboration module, a redesigned Operation booking workflow, new Operating theatre administration settings, a dedicated Theatre list with electronic whiteboard, configurable Operation note templates, expanded reporting for operations, and several improvements to calendar usability.
At a Glance
- Syndesis introduces connected referral management, including portal referrals, dedicated referral email routing, real-time updates, referral messages, internal notes, and Examination Event integration
- Branded Syndesis portal pages now support the client’s logo and provide an improved external referrer registration and approval process
- Referral KPI and waiting-time rules are now configurable, with NHS-style rules preloaded and the option to adapt them for private clinics, international organisations, and local pathways
- Calendar navigation has been renamed for clarity, with Clinic now shown as Clinic appointments and Surgeries renamed to Theatre & procedures
- Operating theatres can now be managed under Admin → Organisation → Operating theatres, including working schedules and capacity rules
- Operation booking has been redesigned to support patient selection, surgical team details, procedure selection, theatre availability, pre-assessment, inventory, billing, communications, attachments, and reservation or confirmation
- Theatre list has been added under Appointments → Theatre list, giving theatre teams a dedicated view of daily operations, readiness, blockers, notes, and actions
- Theatre FlowTrack™ now supports theatre-specific statuses, including Arrived, Ready for theatre, Operation started, Operation completed, In recovery, Completed, Cancelled, and Did not attend
- Electronic whiteboard provides a theatre-facing view of each case, including patient details, procedure information, readiness, FlowTrack, inventory, notes, attachments, timeline, and quick actions
- Privacy mode has been added to the Theatre list to reduce the visibility of sensitive patient information on shared screens
- Operation note templates can now be configured under Admin, allowing different templates for different procedures, specialties, clinicians, or clinic workflows
- Iris can populate the selected Operation note template, supporting more structured and efficient operation documentation
- Reports have been extended so relevant reports can be generated for either Clinic appointments or Operations / surgeries
- Cancelled reserved appointments can now be deleted directly from the calendar
- Site-wide unavailability can now be added from the calendar to block availability for the whole clinic/site during a selected interval
Syndesis: Connected referral management and collaboration
PNC v3.0.0 introduces Syndesis, a new referral management and collaboration module designed to help clinics receive, review, triage, update, and close referrals in one connected place.
Syndesis supports referrals from the dedicated portal and from a configured referral email address, helping clinics move away from disconnected inboxes, manual tracking, and fragmented communication. It also introduces real-time referral updates, referral messages, internal notes, configurable KPI rules, and closer integration with the clinical Examination Event.
Branded portal for external referrers
Syndesis includes new branded portal pages that can display the client’s logo, giving external referrers a more familiar and professional experience.
External referrers can use the portal to submit referrals, provide referral details, upload supporting documents, and follow the referrals they are permitted to access.
Improved external referrer registration
External referrer registration has been improved to provide a safer and more controlled onboarding process.
When registrations are enabled, an external referrer can request an account through the Syndesis portal. They are asked to validate their email address, and once validation is complete, the registration is sent to the clinic for review and authorisation.
After the clinic activates the referrer account and saves the record, the referrer receives an email confirming that they now have access and can start using their account.
Central Syndesis settings
Syndesis settings are managed under:
Admin → Site settings → Syndesis
From this area, clinics can configure the dedicated referral email address, enable or disable external account registrations, and decide whether external referrers are allowed to search for already registered patients.
This gives each clinic control over how referrals are received and how much access external referrers have during the referral process.
Dedicated referral email address
Clinics can now configure a dedicated referral email address for Syndesis. This allows referral information received by email to be handled through a more controlled referral route, alongside referrals submitted directly through the portal.
This is particularly useful for clinics that still receive some referrals by email but want to manage them in a more structured way inside Panacea360.
Configurable referral KPI and waiting-time rules
Syndesis includes configurable referral KPI and waiting-time rules to help clinics monitor referral progress against defined targets.
A set of NHS-style KPI rules is preloaded, but these rules can be edited and adapted to match each organisation’s own requirements. Clinics can define their own pathways, rule types, labels, target values, time units, and warning thresholds.
This flexibility is particularly useful for private clinics, international organisations, and services operating outside standard NHS pathways, where local referral targets or internal performance indicators may apply.
[Screenshot: Syndesis KPI and waiting-time rule settings]
Referral review, triage, and updates
Syndesis provides a structured area for reviewing and managing referrals. Internal users can review referral details, supporting documents, priority, messages, and status updates from the referral record.
Referrals can be progressed according to the clinic’s process, including accepting, rejecting, placing on hold, requesting more information, redirecting, updating, or completing the referral.
Real-time messages and referral updates
Syndesis supports real-time referral messages and updates, helping clinics and referrers stay aligned without relying on separate email chains.
Messages are linked directly to the referral record, making it easier to follow what has been discussed, what information has been requested, and what actions have been taken.
Separate internal notes
Syndesis separates shared referral messages from internal notes.
Clinic users can keep internal notes that are visible only to internal users. Referrers can also keep their own internal notes, visible only to their side. This allows both parties to record private operational comments while keeping shared communication clear and appropriate.
Referral section inside the Examination Event
A new referral section has been added inside the Examination Event for patients with open referrals.
This allows clinicians to see active referral information during the consultation, update the referral, or refer back to the referrer when needed. This helps bring the referral into the clinical workflow and supports closing the loop with the referrer after the patient has been reviewed.
Explore the Update
We hope these improvements make Panacea360 even more useful for your team. As always, we will continue refining the platform based on feedback from the organisations using it every day.
Calendar navigation renamed for clarity
We have updated the calendar navigation labels to make the appointment areas clearer and easier to understand.
The previous Clinic button has been renamed to Clinic appointments, and the previous Surgeries button has been renamed to Theatre & procedures.
This helps users quickly distinguish between standard clinic appointment scheduling and theatre or procedure-related booking workflows.
[Screenshot: Calendar buttons showing Clinic appointments and Theatre & procedures]
New Operating theatre management section
We have added a new Operating theatres management section to support the theatre and procedure booking workflow.
This can be found under:
Admin → Organisation → Operating theatres
From this section, admin users can create and manage operating theatres, define their working schedules, and set capacity rules for theatre bookings.
Each operating theatre can now include:
- Working schedule
- Maximum number of cases per day
- Maximum number of cases at the same time
This helps clinics manage theatre availability more accurately and supports safer, more structured operation and procedure booking.
[Screenshot: Admin → Organisation → Operating theatres]
New Operation booking form
PNC v3.0.0 introduces a redesigned Operation booking form for theatre and procedure bookings.
The new form brings the full booking workflow into one structured screen, helping users find or register the patient, select the surgical team, choose one or more procedures, check theatre availability, manage pre-assessment requirements, review inventory, complete billing information, attach documents, and confirm or reserve the operation.
The form also includes a live overview panel, allowing users to review the key booking details as they complete each section.
[Screenshot: Operation booking form with overview panel]
Structured operation details
The booking form includes a dedicated operation details section where users can record the surgical team and key procedure information, including surgeon or consultant, assistant surgeon, anaesthetist, anaesthetic type, scrub nurse, referrer, location, operating theatre, decision date, and special requirements.
This helps make theatre bookings more complete and consistent before they are confirmed.
[Screenshot: Operation details section]
Procedure and operation selection
Users can search and select one or more procedures as part of the operation booking.
Selected procedures are displayed in a structured table, with fields for laterality or side, position or qualifier, duration, price, discount, insurance amount, secondary provider cost, and referrer cost.
This supports more complex bookings where multiple procedures may be carried out during the same operation.
[Screenshot: Procedure / Operation selection table]
Theatre availability linked to operating theatre schedules
The new theatre availability section allows users to search for available theatre slots based on the selected operating theatre and procedure duration.
The availability view includes a calendar, slot indicators, and capacity widgets such as available slots, full slots, overbooked slots, booked slots, and daily capacity.
This links directly with the new Operating theatres admin section, where each theatre can have its own working schedule and booking capacity rules.
[Screenshot: Theatre availability section]
Pre-assessment support
The operation booking form includes a pre-assessment section so users can record whether a pre-assessment is required as part of the booking process.
This keeps pre-assessment consideration within the operation workflow rather than requiring users to manage it separately.
[Screenshot: Pre-assessment section]
Inventory linked to selected procedures
Inventory items linked to the selected procedure can be shown automatically during the operation booking.
Users can review required and additional items, check availability, update quantities, add extra items, or apply a manual stock override where appropriate.
This helps the clinic identify inventory requirements earlier in the booking process and reduce the risk of missing items on the day of the procedure.
[Screenshot: Inventory section in operation booking]
Billing, communications, and attachments
The operation booking form includes dedicated sections for billing and communications.
Billing fields include funding type, payment method, billing profile, and invoice footer notes.
The communications section allows users to manage email and SMS confirmations, procedure-linked forms and materials, appointment letters, consent forms, clinical forms, leaflets, internal operation notes, and CliniCom™ messages.
The form also includes an attachments section, allowing users to link a referral and attach supporting files to the operation booking.
[Screenshot: Billing, communications, and attachments sections]
Reserve or confirm the operation
At the end of the workflow, users can either Reserve operation or Save & Confirm Booking.
This gives clinics flexibility when an operation needs to be held provisionally before all details are finalised, while still allowing completed bookings to be confirmed immediately.
[Screenshot: Reserve operation and Save & Confirm Booking buttons]
Theatre list and electronic whiteboard
A new Theatre list has been added under:
Appointments → Theatre list
This gives theatre teams a dedicated view of the day’s booked operations and procedures.
The list provides a clear overview of theatre activity, including appointment time, patient, procedure, theatre/team, FlowTrack status, readiness, blockers/notes, and available actions. Users can filter the list by date, theatre, FlowTrack status, readiness, or search by patient, hospital number, procedure, or surgeon.
[Screenshot: Theatre list overview]
Theatre FlowTrack
The Theatre list includes FlowTrack™ buttons so staff can update the patient’s theatre journey directly from the list.
The available statuses include:
- Arrived
- Ready for theatre
- Operation started
- Operation completed
- In recovery
- Completed
- Cancelled
- Did not attend
This helps theatre teams track progress in real time and improves visibility across the patient journey, from arrival through to completion.
[Screenshot: Theatre list with FlowTrack buttons]
Privacy mode for shared theatre screens
The Theatre list includes a Privacy mode option, designed for environments where the screen may be visible to wider theatre or reception teams.
This allows clinics to reduce the visibility of sensitive patient information when needed, while still supporting operational awareness and theatre coordination.
[Screenshot: Theatre list privacy mode]
Electronic whiteboard
Users can open an electronic whiteboard for each operation directly from the Theatre list.
The whiteboard provides a theatre-facing summary of the case, including patient details, procedure, theatre team, readiness status, FlowTrack controls, consent/checks, equipment/inventory, notes, internal notes, booking attachments, and a timeline of key theatre events.
[Screenshot: Electronic whiteboard]
Editable procedure-specific information
The whiteboard includes an editable Procedure-specific information section. This gives teams a flexible area to record important case-specific details that may be useful on the day of the operation.
This supports practical theatre communication without requiring these notes to be mixed into unrelated parts of the patient record.
[Screenshot: Editable procedure-specific information widget]
Booking attachments available in the whiteboard
Files attached during the Operation booking process are now visible from the electronic whiteboard.
This allows theatre teams to access relevant booking attachments directly from the theatre view, without needing to return to the original booking form.
[Screenshot: Booking attachments in electronic whiteboard]
Quick actions from the whiteboard
The electronic whiteboard includes quick actions to support common theatre tasks, including opening the patient record, opening the booking, creating a post-op booking, opening the operation note, printing a wristband, updating inventory, and adding a delay reason.
This gives theatre teams faster access to the most relevant actions from one dedicated screen.
[Screenshot: Whiteboard quick actions]
Configurable Operation note templates
PNC now supports configurable Operation note templates under Admin.
Previously, the system supported only one Operation note template. This was limiting for clinics that need different documentation structures for different procedures, specialties, clinicians, or local workflows.
Admin users can now create, manage, and search Operation note templates, following a similar approach to Examination Event templates.
When adding a new Operation note event, users can select the most appropriate template for the procedure or specialty. Iris can also populate the selected Operation note template, helping clinicians produce structured operation documentation more efficiently.
[Screenshot: Admin → Operation note templates][Screenshot: Selecting an Operation note template when adding an Operation note event]
Reports extended to support operations and surgeries
We have extended relevant reports so they can support both Clinic appointments and Operations / surgeries.
Previously, reports were based only on Clinic appointments. This meant users could not generate equivalent reports for operations, even though operations follow a similar booking and patient workflow.
Where applicable, reports now allow users to choose whether the report should be generated for:
- Clinic appointments
- Operations / surgeries
The report structure remains the same where possible, but the data source and field mapping change based on the selected option.
This gives clinics more complete reporting across both outpatient clinic activity and theatre or procedure activity.
[Screenshot: Report filter showing Clinic appointments and Operations / surgeries options]
Delete cancelled reserved appointments from the calendar
Users can now delete cancelled reserved appointments directly from the calendar.
To do this, open the cancelled reserved appointment from the calendar and select Delete.
This gives admin and booking teams a simple way to remove reserved appointments that are no longer required, helping keep the calendar cleaner and easier to manage.
[Screenshot: Cancelled reserved appointment with Delete option]
Site-wide unavailability
PNC now supports site-wide unavailability, allowing clinics to block appointment availability for the whole site during a selected time period.
This is useful when the clinic is closed for a planned interval, such as training, maintenance, bank holiday cover, emergency closure, or any other period where appointments should not be booked for the site.
To add site-wide unavailability:
- Go to the calendar.
- Click the down arrow next to + Appointment.
- Select Unavailability.
- Choose Site instead of Clinician.
- Enter the start and end date/time.
- Add any relevant notes and save.
This helps booking teams manage clinic-wide closures more accurately without having to create separate unavailability records for each clinician.
[Screenshot: New Unavailability modal with Site selected]
Summary
Panacea360 v3.0.0 introduces significant improvements to referral management, theatre booking, operation documentation, reporting, operational visibility, and calendar control.
With Syndesis, clinics can manage referrals more clearly, collaborate with referrers, configure local waiting-time rules, and close the loop from referral to consultation. The new Operation booking workflow and Operating theatre settings provide a more structured approach to theatre scheduling, while the Theatre list and electronic whiteboard support real-time theatre coordination.
Configurable Operation note templates and expanded reporting for operations further strengthen the theatre and procedure pathway, helping clinics document, manage, and report on surgical activity more effectively.
Together, these improvements help clinics manage more complex workflows with greater visibility, stronger control, and better communication across teams.
Crafted with Passion by the MD IT Team
🔁 Refined by Feedback. ⚡ Powered by You.What to Do if You Notice Any Issues?
While we have diligently tested every function, we understand that unexpected issues may arise. If you come across any functionality that is not working as expected, please don’t hesitate to reach out to us via:
Email: Support@mdit.uk
Help Desk: https://support.mdit.uk
London: +44 (0) 1233 556 569
Athens: +30 210 897 6368
Dublin: +353 (1) 968 2555
We value your feedback and are committed to resolving any issues promptly to ensure a smooth experience for all users.
