Create Custom Reports
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Custom Reports

In SureSmile, you can create templates for special reports for your practice.

When you create the template, you can choose to include the following information about a patient:

You can also add sections for the following information:

For each of these, you can include images and or models.

The report template automatically contains the assigned orthodontist and the practice logo if it has been added in the practice profile.

Create a report template

To create a new report template, follow these steps:

    1. Click and select Administration.
    2. Click Custom Reports from the Practice Settings page.
    3. Click New Report.
    4. In the box at the top of the page, enter a name for the template.

      Tip: Use a short description of the purpose of the template to remind you later.

    5. Uncheck any items you do not want to include.
    6. If you do not want to add any sections, click Save.
      OR
      If you want to add sections, go to the next topic.

Add Sections

To add sections to your template, follow these steps:

    1. Check the type of section you want to include (Quality score, Marginal ridge measurement, or Time in Treatment).
    2. Click Add Section.
      Result: The section page appears.
    3. In the box at the top of the page, enter a name for this section.
    4. From the drop down menu, select the appropriate value.
    5. To include an image in the report, click Add Image.
      OR
      To include a model in the report, click Add Model.
    6. Make your selections, and then click Save.
      Result: The list of images or models appears and you can continue to add images and models.
    7. To return to the report template and add additional sections, click the name of the template at the top of the window.
    8. To add more sections, uncheck the last section you entered and check the next one that you want to add.
    9. When you have finished adding sections, click Save on the main template page.
      Result: When you go the patient home page and click Reports, the drop-down list now includes the new template that you created.

Reorder Sections

After you add more than one section, the main template page includes an Order Sections button which takes you to another page that lists all of the sections that you added to the report.

To reorder sections, follow these steps:

    1. From the main template page, click Order Sections.
      Result: The list of sections appears.
    2. Click the up and down arrows in the sequence column to arrange the sections in the order that you want.
      Note: From the page, you can also edit or delete sections using the pencil and trash can icons on the right.
    3. When you have finished the reordering, click the name of the report at the top of the page.
    4. At the bottom of the main template page, click Save.
      Result: The list of custom reports appears.

Edit Custom Report Templates

To edit an existing template, follow these steps:

    1. Click and select Administration.
    2. Click Custom Reports from the Practice Settings page.
    3. Click the pencil icon to the right on the line for the report that you want to edit.
      Result: The report screen appears.
    4. Make changes as needed using the same instructions for creating a new report.
    5. When you have made all of your changes, click Save.

Delete a Custom Template

To delete an existing template, follow these steps:

    1. Click and select Administration.
    2. Click Custom Reports from the Practice Settings page.
    3. Click the trash can icon to the right on the line for the report that you want to delete.
    4. At the Are you sure? prompt, click OK or Cancel.