Case Logbook docs

Help › Importing your past cases › A logbook without patient names

A logbook without patient names

In short. A personal logbook with MRN, date and operation but no names imports fine. Each case shows as Unnamed until you fill the names in, either by importing a hospital sheet that covers the same MRNs or by filling in one sheet from your EMR.

Import it

Many surgeons keep a personal logbook, such as an eLogbook export or their own Excel sheet, with the hospital number (MRN), date and operation but no names. Import it from Import a spreadsheet on your case list. Each case comes in with its MRN and shows as Unnamed. Nothing is made up to fill the gap. The preview tells you up front how many cases will come in unnamed.

Let a hospital sheet fill them in

When you later import a hospital sheet that covers the same patients, the app matches each case by MRN, fills in the name and confirms the case at the same time.

Or fill in all the names at once

If you have the names in your EMR, Settings → Reconcile does the whole batch in one pass.

  1. On the reconcile page, download the sheet of cases that still need a name. It lists exactly those cases, each with its MRN and date, and three empty columns: Name, Sex and Age.
  2. Open it next to your EMR and fill in the columns. Example row: MRN 000123, Patient A, F, 45.
  3. Upload it back, either on the reconcile page or through the bulk Import screen. The app recognises its own sheet and matches every row, so you are never asked to line up columns.

Every name, sex and age lands on the right case in one pass. Each is scrambled on your phone with your backup password, exactly as in a hospital sheet import. See Where your data lives.

Less common

  • Leave the MRN column alone. Each row is matched to its case by the MRN on the sheet, so a name cannot land on the wrong case.
  • Empty cells stay empty. Fill in only the names and leave Sex and Age blank, and nothing is touched there. A blank cell never clears a value already on the case, and a filled cell only fills an empty field. Your existing entries always win.
  • Re-uploading is safe. The same completed sheet again changes nothing, and it can only update the cases it already has. It can never add new ones.
  • The “do not edit” column. The sheet carries one key column at the far right, headed do not edit. It is how the app knows the sheet is its own export. If you delete it, the app stops with a clear message rather than risk creating duplicates.
  • A name that disagrees. If the sheet’s name does not fit the case, open the case and edit it. See Your cases.