Your cases are encrypted with your password. If you forget it, this code is the only way back in — nobody, including us, can recover your data without it.
Just say what you did — approach, attending, your role, the procedure, the MRN, any pearls. Tap Dictate and talk; text appears as you finish each phrase. Your audio is transcribed by our own service on AWS under a signed HIPAA agreement, so it's fine to say the MRN out loud — no need for your keyboard's dictation any more. The MRN is stripped before the text goes to the AI, and your cases are encrypted on this device before they sync.
New case
Amber fields were auto-filled — double-check them before confirming.
Operative note
Draft note — editable; de-identified (no MRN/name)
Technique
New technique
Attending preferences
How specific attendings want this done — these sync to each attending's page.
Import ACGME history
Import from ACGME
Bring in your existing ACGME cases so OpTally learns your attendings, sites, and rotations and catches up your count — with no duplicates.
The file is read on your device — MRNs are never sent to the AI, and sync between your devices encrypted.
Import cases from notes
Already keeping your cases in Notes, a doc, or a spreadsheet? Paste them here — one case per line, or blocks separated by a blank line. Each becomes a draft you review before saving.
Patient identifiers are removed. MRNs, patient names, initials and dates of birth are stripped on this device before anything is parsed, and are never saved on the case. Please don't paste patient names — OpTally never needs them.
Drag & drop a notes file, or
.txt · .md · .csv
or paste
Import techniques
Bring in your operative playbook — sections and attending preferences are read automatically, and anything already in your library is skipped.
Tap the attending to merge into — every case moves over and the two names become one. Or search a new spelling to just rename.
Sync ACGME numbers
Settings
Account & sync
One account turns on AI parsing (nothing to set up) and syncs your phone + computer. Your data is encrypted on this device with your password before upload — the server only ever stores unreadable ciphertext, so it can't read your cases or MRNs. Privacy & security →
Synced across your devices · end-to-end encrypted · AI parsing on
New cases start on your home site, usual role and current rotation — update the rotation when you switch blocks. A role read from your notes always wins over the default. Specialty picks your ACGME minimums in the Progress tab.
Case list
MRNs are masked on the list so nothing identifying is visible over your shoulder. The full value is always in the case itself and in the ACGME autofill.
ACGME asks for “a unique identifier that does not contain patient identifiable information” — the MRN is only the usual habit, not a requirement. A generated code satisfies them exactly, keeps patient numbers out of ACGME, and matches your cases back perfectly on a future import.
Sends how many cases you have in each ACGME category, never a case, a patient, or a date. It lets your program director see who is on pace. Off means nothing is sent.
This is for you, not for ACGME — it's never sent there. Stored encrypted on your devices with a key we don't hold, and masked in the list.
Program roster
Load your program's full attending, site, and rotation lists so they're ready to pick. In the OpTally Chrome extension (on an ACGME case-entry page) tap Copy program roster, then tap Import here. You can still type anyone new as you go.
Bring your data in
Everything is read on this device, and nothing is saved until you've reviewed it.
ACGME case logYour CSV export. Learns your attendings, sites and rotations, and skips duplicates. MRNs are never sent to the AI.
Cases from your own notesKeeping cases in Notes, a doc or a spreadsheet? Paste the list and each line becomes a draft you review — no retyping.
Operative techniquesBring a playbook across from Evernote, OneNote or Docs — sections and attending preferences are read automatically.
Clean up imported data
Two passes over anything you imported. Neither one rewrites what you wrote.
TechniquesProcedure names, section headings, order, and anything stuck in Other. Free — no AI. Shows every change before applying.
Duplicate techniquesFinds techniques that are really one — a left and a right version of the same operation. This deletes records, so it shows exactly what survives and can be undone straight after.
Case titlesRe-titles imported cases. Sends your CPT codes and descriptions only — no patient data — and costs a few cents. Runs automatically after a CSV import; this is only to re-run it.
Backup & restore
Download a local backup file of your cases anytime — handy before a big re-import or as an archive. Your cases also sync across your signed-in devices, end-to-end encrypted (the server only ever stores unreadable ciphertext).
Recently deleted
Review and restore cases you deleted in the last 60 days.
Lock & security
Lock the app on this device so it asks for Face ID / Touch ID or a PIN every time you open it (protects your data if your device is lost).
Face ID is tied to this website address on this device — if you move to a new address or device, enable it again here.
Two-factor sign-in
A code from an authenticator app, on top of your password. Use the same app you already use for ACGME. Your recovery code still works if you lose your phone — using it turns two-factor off, so keep it somewhere you can actually get to.
Scan this with your authenticator app, then type the 6-digit code it shows.
Enrolling on this computer instead? Type the key by hand:
Sign-in activity
Every sign-in to your account, successful or not, for the last 120 days. If you see one you don't recognise, change your password and turn on two-factor.
Cards you've shared
Links you've created from a technique. Anyone holding a link can read that card until it expires or you withdraw it.
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Getting started
New here, or want a refresher? The walkthrough is also always one tap away from the ? in the top bar.
Chrome extension
Fills your queued cases into the ACGME case-entry form. Install it on the computer you use for ACGME.
Danger zone
Delete every case — they move to Recently Deleted (restorable 60 days) and the wipe syncs to your devices. Useful for a clean re-import. Techniques, attending notes, and baseline are kept.
Or delete your entire account — permanently removes your login and all your synced data from the server. This cannot be undone.
Save your recovery code
This is the only way back into your account if you forget your password. Save it in your password manager now — we can't show it again, and because your data is encrypted we can't recover it for you.
Recently deleted
Deleted cases are kept here for 60 days, then removed for good. Restoring one brings it back and syncs to your other devices.
Welcome to OpTally
Report a bug / idea
Found a bug or have an idea? Tell us — it goes straight to the OpTally team. Your name & email are attached so we can follow up.
Please don't include patient info — no names, MRNs, or identifiers in the text, and blur them in any screenshot.
Pilot survey
Share this card
Choose what goes on the card.
Preview
Exactly what your colleague will see. Anyone with the link can read it.
Expires in 90 days. You can withdraw it any time in Settings.
Merge duplicate techniques
One technique survives and keeps everything; the others are deleted. Where both had the same section filled in, both versions are kept, labelled — nothing you wrote is thrown away.
Tidy up techniques
Structure only — headings, names, filing and order. What you wrote inside each section is left exactly as it is.