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Procedure Templates

Create templates for common procedures to streamline scheduling and data capture.

What Are Templates?

Procedure templates pre-configure:
  • Procedure type and name
  • Ligament type (for knee procedures)
  • Graft specifications
  • Fixation methods
  • Default parameters

Accessing Templates

Navigate to Settings > Procedure Templates to manage your templates.

Creating a Template

1

Go to Templates

Navigate to Settings > Procedure Templates
2

Click Add Template

Click the + button
3

Enter Template Name

Give your template a descriptive name
4

Configure Parameters

Set the procedure parameters
5

Save Template

Click Save to create the template

Template Parameters

Procedure Information

FieldDescription
Template NameDescriptive name for the template
Procedure TypeReconstruction, repair, revision, etc.
LigamentACL, PCL, MCL, LCL, etc.

Graft Specifications

FieldDescription
Graft TypeAutograft, allograft, synthetic
Graft OriginBTB, hamstring, quadriceps, etc.
Graft SizeDefault graft dimensions

Fixation Methods

FieldDescription
Femur FixationInterference screw, suspensory, etc.
Tibia FixationScrew, staple, post, etc.

Additional Options

  • Augmentation type
  • Additional procedures
  • Default tension targets

Using Templates

When scheduling an operation:
  1. Select the patient
  2. Choose a procedure template
  3. Parameters are pre-filled
  4. Modify as needed for specific case
  5. Save the appointment

Editing Templates

1

Open Templates

Navigate to Settings > Procedure Templates
2

Select Template

Click on the template to edit
3

Make Changes

Modify the parameters
4

Save

Click Save to update

Template Management

Active vs Inactive

  • Active templates appear in the selection list
  • Inactive templates are hidden but preserved
Toggle status to manage which templates are available.

Deleting Templates

Deleting a template is permanent. Consider setting it to inactive instead to preserve historical references.

Best Practices

  • Create templates for your most common procedures
  • Use descriptive names
  • Keep templates updated with current techniques
  • Review templates periodically