Every surgical case,one morning briefing.

A private dashboard for GTOA's owners that shows where every surgical case stands, by clinic, stage and week. Live since November 2026.

Greater Texas Orthopedic Associates2026Web Design & Development
Custom Web ApplicationDashboards & Reporting
Every case in view

By clinic, stage and week, kept current through the day.

Shown with demo data
Greater Texas Orthopedic Associates — GTOA Executive Portal, shown with demo data
Greater Texas Orthopedic AssociatesWeb Design & Development
01

Before

The challenge

GTOA's owners wanted one view of where every surgical case stands, across every clinic, without pulling a report together by hand.

The system, as built
Case recordsManual reportOwners
02

The work

What we built

The GTOA Executive Portal. Its morning briefing shows the headline numbers, a stage pipeline, new cases per week and where cases stand, with a clinic filter. Each stage opens the cases behind it, and the scorecard opens a page per clinic.

It also has a surgery calendar, a law-firm partners view, a printable morning brief and an “Ask GTOA” voice assistant. It works on a computer, an iPad or a phone, in light or dark mode, with text-size controls.

The system, as built
GTOA case dataExecutive PortalMorning briefingScorecardSurgery calendarLaw-firmpartners
03

The approach

How it's engineered

People sign in with their GTOA Microsoft accounts, by invitation only, with roles for owners and admins. An admin page manages people and invites, and an audit log records sign-ins and access changes. The portal is private to GTOA's network.

The case data refreshes from the system GTOA already uses every few minutes, with a full check every night. A safety stop pauses the refresh if it would suddenly remove an unusual number of cases, and a notice appears only when the data is out of date.

The system, as built
Microsoftsign-inInvite-only rolePortalAudit logRefresh +nightly check
04

Outcome

The result

GTOA's owners have one page that shows where every case stands, by clinic, stage and week, kept current through the day.

It has been live since 4 November 2026, private to GTOA's network, behind Microsoft sign-in.

The system, as built
Every clinicOne viewOwnersKept current

The system

What it looks like.

GTOA Executive Portal with sample data: the morning briefing, with a clinic filter, headline numbers, new cases per week and where cases standGTOA Executive Portal on an iPad with sample data, with the sidebar folded into an icon rail
Shown with demo data

Technologies & Architecture

Microsoft sign-inInvite-only rolesAudit logDashboardsScheduled data refreshVoice assistantLight & dark modeiPad & phone
Every case in view

By clinic, stage and week, kept current through the day.

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