Report Preferences
Configure the default content and appearance of your post-operative reports.
Accessing Report Settings
Navigate to Settings > Report Preferences to customise your reports.
Report Type
Choose your preferred post-operative report format:
| Type | Description |
|---|
| Letter Report | A personalised letter addressed to the patient with dynamic fields for surgery details, surgeon name, and practice contact information |
| Subsectioned Report | A structured report with toggleable sections (summary, tension info, rehab guidelines, images, feedback) |
| None | Disable post-operative reports entirely |
Go to Report Preferences
Navigate to Settings > Report Preferences
Select Report Type
Click one of the three report type cards. The selected card will be highlighted.
Click Settings
Click the Settings button to expand the configuration options for your chosen type.
Letter Report
The letter report generates a personalised letter to the patient. You write the template once in settings, and dynamic fields are automatically replaced with real data when the report is generated.
Editing the Template
The letter template editor is a multiline text field. You can type your letter directly, and insert dynamic fields that will be replaced with actual patient and procedure data at generation time.
Dynamic Fields
Insert dynamic fields using the + button or by right-clicking in the editor:
| Field | Replaced With |
|---|
{org_logo} | Your organisation’s logo image (or business name if no logo is uploaded) |
{patient_first_name} | The patient’s first name |
{ligament(s)} | The ligament(s) from the procedure templates |
{graft_type} | The graft type (with augmentation type if applicable) |
{org_website} | Your organisation’s website URL |
{org_phone_number} | Your organisation’s phone number |
{surgeon_name} | The surgeon’s full name |
{hyperlink} | A clickable link — you will be prompted to enter a URL and display title |
Inserting Hyperlinks
When you insert a {hyperlink} field, a dialog will ask for:
- URL — the web address (e.g.
https://example.com/recovery)
- Display Title — the text shown to the patient (e.g. “Recovery Guide”)
This inserts a tag like {hyperlink:https://example.com:Recovery Guide} which renders as a clickable link in the generated report.
Preview
Click the eye icon button to preview your letter template with sample data. The preview renders the letter as it will appear in the final PDF report, always on a white background.
Subsectioned Report
The subsectioned report is a structured format with individually toggleable sections.
Default Sections
Enable or disable sections that appear by default:
| Section | Description |
|---|
| Procedure Summary | Overview of the surgery |
| Tension Information | Description of measurements |
| Rehabilitation Guidelines | Post-op care instructions |
| Images | Procedure images |
| Feedback Survey | Link to patient survey |
Default Text
Pre-configure text for common sections:
Rehabilitation Guidelines
Set default post-operative instructions:
- Week 1-2 guidelines
- Week 3-6 guidelines
- Month 2-3 guidelines
- Return to activity criteria
Tension Information
Set default descriptions for tension measurements:
- What the measurements represent
- How to interpret values
- Expected outcomes
Branding
Logo
Upload your practice logo to appear on reports:
- Recommended size: 400x200 pixels
- Formats: PNG, JPG, SVG
- Appears in report header (letter report) or top of report (subsectioned)
- If no logo is uploaded, your organisation name is displayed in a larger font
Contact Information
Set the footer contact details:
- Practice name
- Address
- Phone number
- Office hours
- Website
Language Settings
Default Language
Set the default report language:
- English
- Spanish
- French
- Portuguese
- Arabic
- Chinese
- Hindi
Reports are generated in the patient’s preferred language if set. The default is used when no preference is specified.
Saving
After configuring your report type and settings, click Save to persist your preferences. These defaults will be applied to all new post-operative reports.
Per-Procedure Customisation
Default settings can be overridden when generating individual reports:
- Letter report: Edit the letter content, change language
- Subsectioned report: Toggle sections on/off, edit text sections, select different images
Defaults save time while maintaining flexibility for each case.