Procedure names

In short. Whatever procedure you say, type, or import is matched to a standard list in the background. Your case list shows your own wording; the standard name sits underneath so your numbers count exactly. If the agent is not sure, it leaves your words alone and you can match it yourself.

How a name is matched

When you capture or import a case, its procedure wording is matched to the standard list. You do not pick or wait: the case appears with your words, and the match settles in a moment later.

A standard name exists underneath. Counting must be exact, so every matched case also carries the standard name, shown quietly on the case as standardised as: Fracture diaphysis humerus - ORIF. Your case mix and insights run on it. Two surgeons who word an operation differently still count as the same procedure.
Your exact words are kept. The case shows from your dictation with what you said. For an import, the hospital’s original line is kept too, as recorded by hospital as. Nothing is silently replaced.
If the agent is not confident, it does not guess. The words stay as you or the hospital wrote them. After an import, the summary says how it went, for example 41 of 43 procedure names matched automatically · 2 left as recorded. If an entry could be several different operations (“fracture humerus, plate” could be the proximal, shaft or distal operation), the agent asks you.
Close relatives are decided carefully. When the two best matches differ only by joint or site, such as a partial and a total knee replacement, the name is held for a careful check or left as recorded, never stamped with the wrong sibling.

Matching uses the procedure wording alone, never the patient’s name or number, which stay scrambled on your phone.

What your case list shows

The list reads the way you speak. The first time the agent matches something you dictated, it remembers your wording, and from then on that is how the procedure reads on your list. Until it has learned yours, it uses a sensible default for where you practise. A name that could not be matched stays as written and is dimmed, so the few unmatched ones stand out. To fix a name, open the case.

To change how a procedure reads everywhere, edit its line under Settings → Procedures → Your terminology (your wording on top, the standard name beneath). It never changes which procedure a case counts as.

Fixing a match on one case

Open the case, tap the procedure, and pick the right one. A fix made this way changes that case only. Your dictation stays your own and never becomes part of a hospital’s shared billing vocabulary.

For imported cases, the app also asks how far a fix should reach: this case only, or all your cases recorded under that billing name.

Which version wins

When two sources describe a case differently, the rule favours you.

Anything you typed or dictated is never changed by an import.
Your own logbook beats billing wording. Import an eLogbook export or your own sheet over cases that came from a hospital billing sheet, and your wording replaces the billing version on matched cases without asking. The preview says how many cases will change.
Two of your own records that disagree ask you, and one tap settles it.

Importing the same logbook again changes nothing. Confirmation comes only from a hospital settlement sheet, however good your own wording is.

Reviewing your procedure names

Years of imports usually come down to a few dozen billing names, so audit by name. Settings → Procedures lists every billing name from your hospitals with the procedure it maps to, how many cases it covers, and how it was set: matched automatically, set by you, or set by a colleague at your hospital.

Unmatched opens first, holding the names that still need your eye; Matched sits collapsed beneath. The heading counts show how much is left, so you can stop and resume later. When Unmatched reaches zero you are done; new names appear there only after your next import.
Suggestions are not applied until you say so. When the agent is not sure, the name waits in Unmatched with its best suggestion filled in. One tap confirms it and fills in the cases waiting on it, or you can pick another procedure. A name held back because its closest matches were siblings shows that reason.
Auto-matched — check it marks a name the app matched on its own that you have not looked at yet. Your cases keep that match meanwhile; confirm it to move it to Matched, or correct it.
Imported cases that did not match also wait, one case at a time, under Procedures to review in your Inbox.
A correction here reaches all your cases under that billing name, and the confirmation says how many. The same name then matches correctly on every future import.

Less common

Billing-name details, such as one billing name covering several operations, or one meaning different operations, are on What your hospital sheet decides.
Procedures you add or rearrange yourself are yours. The automatic matching never changes them.