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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

Graft Specifications

Fixation Methods

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 Consider setting it to inactive instead to preserve historical references.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