Preferences and Reporting

Preferences, Reporting, Importing, and more!
Procedures & Preferences - We’ve adjusted these to help you better organize your data for analytics. Updates to preferences will now allow you to add p...
Fri, 7 Jun, 2019 at 10:47 AM
Reporting: Viewing & Creating Reports
Viewing & Creating Reports The analytics tab has been replaced by Reports. In addition to this, we have added a Custom tab where you can do ad ho...
Fri, 7 Jun, 2019 at 10:48 AM
Procedures & Preferences: Add more details to cases
We’ve updated the process for creating procedures that helps organize them for future analytics. As a rule, when adding procedures, you should only add what...
Thu, 8 Nov, 2018 at 2:43 PM
Manage Notifications: Changing Personal Notification Preferences
Click on your “Account Settings” icon Select “My Preferences” Select “Notification Preferences” From this page you can change you...
Thu, 8 Nov, 2018 at 2:47 PM
Customize your terminology: Change or adjust the language used in Surgio to match how your team communicates
Terminology is important to ensure clear communication of what is needed. For example, a tray could be called a Pan, Kit, Set, etc.  If you visit the Termi...
Thu, 8 Nov, 2018 at 3:52 PM
Add and manage procedures: Setting up and naming your procedures
Visit Settings>Procedures and select the green "Add" button in the top right corner. Disclaimer: you must have Admin rights to manage this ...
Thu, 8 Nov, 2018 at 3:54 PM
Add and manage manufacturers: Add/remove and customize your manufacturer partners
In your Settings, select Manufacturers, and then hit the green "Manage" button on the top right of the screen. Disclaimer: To manage manufactu...
Thu, 8 Nov, 2018 at 3:58 PM