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SurgicalPerformance User Guide
SurgicalPerformance User Guide

How to add locations, change from a trial to premium user, enter data, CPD points, reports

Gillian Murphy avatar
Written by Gillian Murphy
Updated over a month ago

1. Adding an Institution/Location of Practice

1. Click on profile icon in the top right corner of the screen

Step 1 screenshot

2. Click on Profile settings

Step 2 screenshot

3. Click on Locations (2nd heading from the right)

Step 3 screenshot

4. Click on the "Choose a location" box

Step 4 screenshot

5. Search for your institution or if it does not exist on our system create your own

Step 5 screenshot

6. Write a nickname for this location (up to 4 letters). Then save the location.

Step 6 screenshot

2. Free Trial vs. Premium

a. Free trial allows you to enter 10 records. No payment is required, and there is no expiry date on the 10 records.
b. After your 10 records, you can upgrade your account using the following process:

1. Click on your profile photo in the top right corner

Step 1 screenshot

2. Click on Subscription settings

Step 2 screenshot

3. Select the plan you would like to change to. The options for this will be Premium or PREMIUM Yearly.

If you are an AGES member you will be able to see the discounted price here.

Step 3 screenshot

3. Adding data

1. Click on add case in the top left corner of the home screen.

Step 1 screenshot

2. Click on the module you would like to add a case in.

Step 2 screenshot

3. Enter the case data in order to move on to the PROMS field.

Any boxes in red are required to be entered for each case.

Step 3 screenshot

4. If you would like to send a PROMS survey ensure that the toggle button for "send survey 2 weeks after surgery" is turned on.

From here you can then enter the patients name and mobile number in order to send them the survey.

Step 4 screenshot

5. After entering the PROMS information you can enter the outcomes of the case including adverse events, complications and any additional notes.

Step 5 screenshot

6. Click on Save Case.

If you performed multiple procedures in the same surgery you can click on the + sign next to save case

Step 6 screenshot

4. CPD Calculator and Certificate

With SurgicalPerformance continuing as an approved CPD activity, you now earn 5 CPD hours per year by completing at least 30 cases—3 hours in Outcomes Measurement and 2 hours in Performance Review.

To view your CPD certificate which can be submitted to RANZCOG please follow the steps below:

1. Scroll down on your dashboard until you reach the CPD hours subheading

Scroll down on your dashboard until you reach the CPD hours subhearding

2. Click on the calendar on the right or type in the date range for which you would like the generate your certificate.

Click on the calendar on the right or type in the date range for which you would like the generate your certificate.

3. Click on Generate Certificate

Click on Generate Certificate

We’ve also added a new CPD Assist feature in your dashboard to help you easily engage with and manage your CPD activities. It's designed to make the whole process smoother and give you more ways to use your SurgicalPerformance data for meaningful CPD.

5. Reports

1. Click on Reports in the side panel of the dashboard

Click on Reports in the side panel of the dashboard

2. Click on the area in which you would like to generate a report

This could be Procedures, PROMS, Outcomes, Patients, CPD, or Advanced.

Click on the area in which you would like to generate a report

3. From here you can then filter by Procedures

From here you can then filter by Procedures

4. You can also filter by location

You can also filter by location

5. Or you can filter by date range

Or you can filter by date range


7. NCSR reporting

We have a guide specifically about this. Please access it through our help articles which can be found here.

10. Help

Contact us: via Intercom - the little speech bubble in the bottom right of your screen. 

Thank you for using SurgicalPerformance.

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