The PDF Report is an A4 printable document with one or more pages that can be used as a quotation, a summary of your consultation, or as an informative report with some of the most relevant issues discussed about the procedure or treatment. It can be customized with your name, brand or logo and you can define the elements to be included. 

The PDF file button is located at the right of the top bar of the latest version of the Simulator. 

1. Create a 3D and simulate one or more procedures.
2. Save your simulations
3. Select PDF Report at the top bar of the Simulator. 
   A new page opens with the main configuration screen. It is divided into three main parts: 

• a new navigation menu on the left, or configuration screen, organized by sections, which allows to add and customize the contents of the PDF report;
• the content of each section, which is dynamic. This means that any change here is automatically applied to the relevant section in Crisalix. 
  Every section in the configuration screen on the left, has a checkbox that can be enabled or disabled to include or not that specific content on the report. When a section is included in the PDF report a checkmark will appear at the top of the middle section. 
  Only the contents you add will be included in this report.
• a live preview feature on the right-hand side, allowing you to see a real-time preview of the PDF file as you make changes. 
  

  General

  In this section, you can add a title for this Report, the expiration date, a space for the patient's signature, and a space for your own signature.

   

   

  My contact details

  In this section, you can add or edit your contact details. The fields are prefilled by default based on the information entered in Platform Settings > Profile. Any change here will be by default visible on the PDF report and vice-versa.

   

   

  Patient's details

  You can add or edit your patient's contact details in this section. The fields are prefilled by default based on the information entered in Patient list > Patient > Edit details. Any change here will be by default visible on the PDF report and vice-versa.

   

   

  Photos

  In this section, you can include the patient's photos you used to create the 3D. They can be very useful for reference when comparing the Before and the After. You can include up to 3 photos. Select the ones you want to have on the PDF report. If no selection is made, no photo will be added.

   

   

  3D simulations

  Include in the report one or more simulations saved. Select the ones you want to have on the PDF report. If no selection is made, no simulation will be added.

   

   

  Procedures

  This is where you can add a detail of the procedures your patient will undergo and their prices. You can also add a discount; the total will be calculated automatically. When this section is checked, a list of procedures will be added even if no price is defined. 
  To add more, or other, procedures select + Add Procedure at the bottom of the section to update the Patient's Procedure Report. 
  If you want to remove any of the procedures from the list, just select the bin icon at the right of each price. Remember that the Procedure Report will change accordingly. 

   

   

  Comments

  If you have any additional comments, include this section on your PDF report and enter the text.

   

   

  Branding

  The customization of the PDF report with your logo or colors is in line with the branding you applied to your Patient App. 

   

   

4. Save your changes and preview the resulting PDF.
5.  Download or save it to the cloud and share with your patients if you wish.