> ## Documentation Index
> Fetch the complete documentation index at: https://docs.symetri.app/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

***

## 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 |

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

### Multi-Injector Naming

Add an injector initial to identify whose patients are whose:

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

***

## 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                   |

<Tip>
  * 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
</Tip>

***

## 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
```

***

## 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
```

***

## Batch Export Workflows

### Weekly Social Content Export

<Steps>
  <Step title="Select cases">
    From the Cases tab, tap **Select**, then tap each case marked `OK` or `EYES`.
  </Step>

  <Step title="Open Batch Export">
    Tap **Batch Export**.
  </Step>

  <Step title="Configure">
    Select layout (Slider for video Reels, Side by Side for stills) and sizes (Feed 4:5 + Story 9:16).
  </Step>

  <Step title="Export">
    Tap **Export All**. Files save to your Photos library.
  </Step>
</Steps>

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

### Monthly Records Export

<Steps>
  <Step title="Select all cases from the current month" />

  <Step title="Go to Settings and turn off Instagram handle (for clean clinical records)" />

  <Step title="Batch export in Side by Side, Feed 4:5 only" />

  <Step title="Turn the handle back on after records export" />

  <Step title="Move records exports to a dedicated 'Clinical Records' album in Photos" />
</Steps>

### 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.

***

## Case Review Checklist (Before Export)

<Steps>
  <Step title="Patient consent confirmed (check naming convention consent flag)" />

  <Step title="Both before and after photos imported for all angles" />

  <Step title="Alignment reviewed — face properly aligned and centered" />

  <Step title="Eye blur enabled if required by consent flag" />

  <Step title="Filters applied if needed — consistent between before and after" />

  <Step title="Background color set (if using background removal)" />

  <Step title="Template selected — check logo placement in Preview mode" />

  <Step title="Crop/zoom set — no white edges, face fully in frame" />
</Steps>

***

## 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](/getting-started/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.