Case Organization & Workflow

Naming conventions, treatment types, multi-angle setup, and batch workflows that scale with your practice.

Overview

As your library grows, a consistent system for naming, organizing, and exporting cases saves significant time. This guide covers naming conventions, treatment type selection, multi-angle workflows, and batch export strategies for practices of any size.

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Case Naming Conventions

Symetri doesn’t enforce a naming format — the case name is for your reference only. A consistent convention makes cases easy to find, scan, and hand off to other staff.

Recommended Format

[Patient Code] - [Treatment] - [Date] - [Consent Flag]

Examples:

JS-001 - Lips - 2026-03 - OK
MR-042 - Forehead - 2026-04 - EYES
TC-017 - Full Face - 2025-11 - NO

Field	Format	Purpose
Patient Code	Initials + number (JS-001)	Identifies patient without full name
Treatment	Short treatment name	Quick visual scan
Date	YYYY-MM	Month of after photo
Consent Flag	OK / EYES / NO	Social media use status

Consent flags:

Flag	Meaning
OK	Full consent — can post with face visible
EYES	Consent with eye blur required before posting
NO	Records only — do not export for social media

Avoid using full patient names in case names. Use initials + a patient ID number that maps to your practice management system.

Multi-Injector Naming

Add an injector initial to identify whose patients are whose:

AK - JS001 - Lips - 2026-03
ST - MR042 - Forehead - 2026-04

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Treatment Types: Which to Use

Choosing the right treatment type affects the editor layout, zoom region, and export format options.

Treatment Type	When to use	Special behavior
Full Face	General facial treatments, overall skin quality	Standard side-by-side layout
Forehead	Botox, brow lift, forehead smoothing	Editor zooms into upper third
Eyes	Tear trough, upper lid, periorbital	Editor zooms into eye region; Top/Bottom layout
Lips	Lip filler, lip flip, perioral	Editor zooms into mouth region; Top/Bottom layout
Side Profile	Profile shots — rhinoplasty, jawline, neck	Optimized for profile alignment

• If the treatment is primarily in one region → use the specific profile (Eyes, Lips, Forehead)
• If the treatment is global or affects the whole face → use Full Face
• If your photos are taken in profile → use Side Profile, regardless of treatment

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Single-Angle vs. Multi-Angle Cases

When to Use Single-Angle

• You only photograph from one angle
• Quick documentation; not for detailed clinical records

When to Use Multi-Angle

Standard 3-angle protocol:

Angle 1: Frontal
Angle 2: 45° Right (three-quarter)
Angle 3: 45° Left (three-quarter)

Standard 5-angle protocol:

Angle 1: Frontal
Angle 2: 45° Right
Angle 3: 45° Left
Angle 4: 90° Right (full profile)
Angle 5: 90° Left (full profile)

Adding Angles to an Existing Case

1. Open the case editor.
2. In the angle tabs bar, tap the + button (leftmost, before the angle tabs).
3. Enter a name for the new angle.
4. The new angle appears as a tab — tap it and import photos.

Deleting an Angle

1. Long-press on the angle tab you want to remove.
2. A context menu appears — tap Delete Angle.
3. Confirm the deletion. The angle and its images are permanently removed.

Per-Angle Treatment Profiles

Each angle in a multi-angle case can have its own treatment profile. Use the profile picker below the angle tabs in the editor:

Angle 1 (Frontal)  → Full Face
Angle 2 (45° Right) → Side Profile
Angle 3 (45° Left)  → Side Profile

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Organizing Your Case List

The case list sorts alphabetically. Use name prefixes to control ordering:

Sort by date (most recent first):

2026-04 - JS001 - Lips
2026-03 - MR042 - Forehead

Priority marking — prefix with ★ to pin important cases to the top:

★ Featured - Lips - JS001 - 2026-04

Archiving old cases — prefix with ARCHIVE to push to the bottom:

ARCHIVE - JS001 - Lips - 2024-06

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Batch Export Workflows

Weekly Social Content Export

1. Select cases

   From the Cases tab, tap Select, then tap each case marked OK or EYES.

2. Open Batch Export

   Tap Batch Export.

3. Configure

   Select layout (Slider for video Reels, Side by Side for stills) and sizes (Feed 4:5 + Story 9:16).

4. Export

   Tap Export All. Files save to your Photos library.

Before batch exporting, confirm eye blur is enabled on any EYES cases. Open each case and verify the blur is on and correctly positioned.

Monthly Records Export

1. Select all cases from the current month
2. Go to Settings and turn off Instagram handle (for clean clinical records)
3. Batch export in Side by Side, Feed 4:5 only
4. Turn the handle back on after records export
5. Move records exports to a dedicated 'Clinical Records' album in Photos

Portfolio Export

1. Select specific cases for the portfolio.
2. Export in Side by Side, Square 1:1 — consistent format looks best in a grid.
3. Use the Framed template for a premium editorial look.

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Case Review Checklist (Before Export)

1. Patient consent confirmed (check naming convention consent flag)
2. Both before and after photos imported for all angles
3. Alignment reviewed — face properly aligned and centered
4. Eye blur enabled if required by consent flag
5. Filters applied if needed — consistent between before and after
6. Background color set (if using background removal)
7. Template selected — check logo placement in Preview mode
8. Crop/zoom set — no white edges, face fully in frame

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Storage Planning

Cases	Mix	Approx. total
100 cases	Mixed	2–3 GB
200 cases	Mostly 3-angle	5–8 GB
500 cases	Mostly 3-angle	12–20 GB

Recommended device storage: 256 GB for most practices. See Device & Storage for full details.

Managing storage: Export cases to Photos regularly, then delete them from Symetri once confirmed in your Photos library. Photos library syncs to iCloud for safekeeping.