SurgicalPerformance

Guide to downloading all of your data into an Excel or CSV document.

How can I export data and filter in Excel?

How to search by date and text and filter records

Searching and filtering records

How to use SurgicalPerformance easily on a smart device. Create an icon/app for our website on your home screen

Using SurgicalPerformance on a SmartPhone or Tablet

SurgicalPerformance can be integrated with your Practice Management System (PMS) to streamline your workflow and reduce double data entry.

Integrating Your Practice Management System with SurgicalPerformance

Data link between Genie and SurgicalPerformance

Using Genie to add a record in SurgicalPerformance

Difference between save and save as draft when documenting cases in SP

Difference between Save and Save as Draft

Common reason users cannot search for a specific record

Why can't I search for a specific record?

Managing double entries or mistake entries in SP

Can I delete records?

What to do if you are unable to enter data.

How do I see my reports?

Why do I get logged out automatically?

Support Team

Nina Obermair

Guides users on the practical aspects of working with SurgicalPerformance — from mobile access and searching records to exporting data, saving drafts, and troubleshooting common issues. It’s the “how-to” hub for everyday use.

Using the Platform

Find answers and get help from Intercom Support and Community Experts

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