Skip to main content
All CollectionsTips and Tutorials
SurgicalPerformance User Guide
SurgicalPerformance User Guide

How to add locations, enter data, CPD points, reports, settings

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

1. Adding an Institution/Location of Practice

a. The first page you see will prompt you to add a location. A location is required to begin using SurgicalPerformance. Your surgical outcomes are based on your location. 

b. Simply begin typing the name of your hospital. If it is in our database it will sort accordingly for selection. If it is not, you can create a new location by clicking the "Create It" link. 

c. Once you hare happy, click the "Add Location" Button

d. You can enter as many institutions/locations as required. In the future should you wish to add additional locations - click on the locations link located in the drop down menu from your username at the top right of the screen and then repeat the process. 

2. Free Trial vs. Premium

a. Free trial allows you to enter 10 records with access to all of the features offered within the Premium/Paid version. No payment is required, and there is no expiry date on the 10 records.
b. After your 10 records, if you choose to continue the ultimate experience with SurgicalPerformance and use the Premium version, you will be prompted to add a payment method. 

3. Adding records

a. There are a number of ways to add records. For the very first record you will notice a prompt on the dashboard. 

b. From then on you can simply click the "add records" on the left of the screen, or if you are in a particular module already, you can click the "+" button.

c. Begin entering your case data. All fields highlighted in RED are MANDATORY, all other fields are optional.
STEP 1: Patient details - do not use patient names, the patient must remain unidentifiable
STEP 2: Case details - The options expand depending on what data you enter. For example: if you select "laparoscopic" it will then open a field for "entry technique"
STEP 3: Outcomes. Every record has general outcomes, and some have specific outcomes. 

4. Entering the data - TIPS

a. Drop down menu = select 1 item

b. Free text boxes = simply type the information

c. Date of birth - simply type it in (easiest option). There is the option of using the date picker, but it can be time consuming. Internet explorer and safari has some difficulties with typing the date and different date formats. We advise to use Chrome as your internet browser to get the best experience. 

d. Using the date picker. For things like date of surgery, you can easily select todays date. Click on the down arrow in the data field, and then click on the small round dot. 

e. Switches can be turned on and off by click on them. 

f. Drop down menu's where you can select multiple. Simply select the relevant options. 

5. Editing your profile

a. Click your username in the top right corner of the screen and click on settings. 

b. Now you will be able to click through the tabs and edit any of the details required to be updated. You can also change your account password in this section. 

c. Adding a PIN - It allows sensitive data areas to be protected from access by admin staff, data entry person, or registrar. You can add this feature by click on the security tab. Then turn on "enable PIN". Select a PIN that is numerical between 4 - 6 digits long. Finally select which areas you wish to be protected. (see section 7 below for more info).

6. Enhanced Security

Surgeons are generally very busy, and often do not have the time to in put all of their own data, and quickly fall behind. For this reason, we have offered enhanced security. This feature offers the ability to allow a practice manager, secretary, assistant, registrar or whoever you choose, to enter your cases for you without allowing them to access your sensitive data - such as outcome statistics. If a person entering data then clicks on a page that is protected it will be blocked - example below. Simply enter the correct PIN to unlock the screen. 

7. PRA/CPD Calculator and Certificate

a. The PRA/CPD calculator is available on the dashboard. It gives the ability to easily see how many points you have earned and how many points you could earn (potential points - are records that have not been completed yet). This is adjustable via the filter bar at the bottom, so you can simply select what time period you need to know points for. * Remember to click "Go" when you have selected the dates you need. 

b. The PRA certificate can be generated via the "certificate" link located in the drop down menu under your username at the top right of the screen. To adjust the dates on the certificate you need to have adjusted the dates back on the calculator graph (see above). You can then print the certificate. 

7. Search and Filter Records

a. Accessing records - the records at the bottom of the dashboard are an overview of the most recent records from all modules. You cannot filter or search records here. 

To filter or search records, click on the module under "Records" on the left of the page. This will then take you to all of the records you have entered under the selected section (eg. Gynaecology)

Note* - Records marked in PINK are draft, records in YELLOW are incomplete, records that are WHITE are complete.

b. export records - if you perhaps need to know how many colposcopy cases you have done, you are able to export your records to an Excel document for further analysis. This can be found in settings. 

8. Reports

a. Reports are live and available 24/7 and can be generated on all data entered. Users can lock their reports from unauthorised persons (data entry staff) using the enhanced security PIN feature. 

b. There is a variety of reports and tables/graphs that can be generated. An example - you may want to know how many surgical site infections you have had at a particular hospital for all surgeries. 

c. Or you would like to know your surgical site infection rate at a particular hospital only for hysterectomy

d. Or you can look at all of the outcomes for hysterectomy at once. There are many variations on what you can search from in the reports giving you specific insights into how you are performing

9. NCSR reporting

a. For Australian National Colposcopy Screening Register (NCSR) reporting, you can generate pre-completed reports directly from any colposcopy record.
b. Please search for the NCSR user guide for more information. 

10. Help

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

Text or phone: 0484 000 408

Website: Help Page

Thank you for using SurgicalPerformance.

Did this answer your question?