1. Getting Started: Setup and Account Creation
1. Getting Started: Setup and Account Creation
Step 1: Account Authorization
Your organization must first provide a list of authorized emails to Custom Surgical. These emails are used to activate your user profiles.
🔒 Only company-approved emails will be able to access the platform.
Step 2: Download the MicroREC App
Go to the App Store (iOS) or Google Play Store (Android)
Search for "MicroREC App"
Download and install the app on your phone
Step 3: Register in the App
Open the MicroREC App.
Login and use the emails your company provided.
Set your password and complete your profile information.
Important: Registering means creating your user profile with the authorized email. After you register, the Custom Surgical team will activate your access and assign the correct permissions.
You’ll receive a confirmation once your account is active and ready to use.
Step 4: Team Settings & Account Management
Currently managed by Custom Surgical on your behalf
Includes:
User onboarding and email authorization
Role and permission setup
Workspace management
Self-service team settings are under development and coming soon.
Step 5: Roles & Permissions
Roles Explained
Role | Description |
Clinicians | Records media, manages sessions |
Technicians | Supports doctors, can create sessions. They do not appear as clinicians so they don't have sessions assigned to them. |
🧑⚕️ Technicians can be nurses or clinic staff helping with documentation.
Admin users can be either clinicians or technicians. In addition to the standard features available to all users, admins have access to additional functionalities, including:
User Management: Create, edit, and remove users within the platform.
Connect Storage Management: Monitor and manage cloud storage usage associated with the MicroREC Connect platform.
These permissions enable admins to oversee account structure and ensure efficient use of the system.
Permissions Management
Each user is assigned a role (Clinicians or Technicians), but their actual capabilities are defined by permissions, which are established by the organization and managed directly by Custom Surgical.
🛠️ Permissions cannot be modified by users from within the platform. All configuration must be done by Custom Surgical on behalf of the organization.
Permissions apply to both:
Sessions
Media files (photos & videos)
There are two scopes of permission:
Scope | Description |
Self | The user can perform actions only on sessions and media they personally created |
Entire Company | The user can perform actions on all sessions and media within the organization |
Actions and Scopes Table
2. Creating a Session
2. Creating a Session
From the App
Tap “+ New Session”
Fill in:
Patient ID
Tags (keywords for procedure, department, etc.)
Comments or Notes
Tap Create Session
Once created, any photo or video you capture will be linked to this session.
From the Web
Go to the Connect Web Portal > Go to Connect
Log in with your email and password
Click “New Session”
Enter Patient ID, Tags, Comments
Session will appear in the app instantly
Importing via CSV
Click “Import CSV” from the Sessions page
Select the CSV file you want to import
Map your CSV columns to the system’s session fields (this step is called field mapping and it only needs to be done once).
Review all data:
Ensure Patient ID and Date fields are correctly filled
Confirm there are no errors in field matching or data formatting
Complete the import — sessions will be created in bulk if everything is in place
Pro tip: Use the sample CSV template as a guide to avoid formatting issues.
3. Using the Camera: Best Practices & Features
3. Using the Camera: Best Practices & Features
General Recommendations Before Recording
Ensure strong Wi-Fi connection
Check parfocality and focus between your Hardware device and your MicroREC App. Here's a helpful guide to show you how to make it happen.
Verify app permissions for Camera and Microphone
Camera Settings Overview
Setting | Options | Use Case |
Resolution | 4K / 1080p / 720p | Use 1080p for best balance of quality and file size |
Frame Rate (fps) | 30fps / 60fps | Use 60fps for smoother videos |
Focus Mode | Auto or Manual | Toggle between manual and auto focus depending on the area being captured. |
White Balance (WB) | Auto or Manual | Adjust for lighting tone. Ensures white objects appear white under any light. |
Exposure | Auto or Manual | Adjust image brightness to match lighting conditions (e.g., dim or bright scenes). |
Rotation | 90° increments | Aligns the image view with the view you have on your binoculars |
⚠️ Pro tip: Avoid recording videos longer than 30 minutes in 4K to prevent file handling issues. 1080p @ 60fps is highly recommended.
4. Uploading to the Cloud
4. Uploading to the Cloud
Upload Process
Once a video is recorded, go to the Gallery inside the app
Tap the cloud icon at the top-right
You’ll be taken to the Upload Queue
Your recent videos will be listed there with real-time progress
Short videos and images will appear instantly on your Computer. The "Stay on sync" is optional, but recommended for heavier videos.
Stay on Sync (Accelerate Uploads)
Tap “Stay on Sync” in the Upload Queue
Place the phone:
In a location with strong Wi-Fi
Unblocked (screen stays on)
Plugged into a charger
This ensures faster, uninterrupted cloud synchronization.
5. Patient View
5. Patient View
Available only on the Web Portal
Access by tapping or clicking on a Patient ID
View:
All sessions
Photos and videos
Comments or procedure notes
Filter by doctor, date, or procedure for easy navigation
6. Viewing Content on a Computer
6. Viewing Content on a Computer
Go to www.customsurgical.com
Click "Go to Connect"
Log in with your authorized email
View sessions, access Patient View, and download or share media
7. Sharing Media
7. Sharing Media
Requirements
To use the link-sharing feature, the video or photo must first be uploaded to the cloud. However, if you prefer to share the file directly, you can do so without uploading it.
How to Share with Link Sharing
On App or Connect (web), tap the media file (photo or video)
Tap “Share Link”
Choose:
Share entire session (includes Patient ID, tags, comments)
Or share media only
Set link to expire after 30 days or leave it open
Sharing is a permission-controlled feature. If you don't have sharing permissions, ask your organization admin.
8. Need Help?
8. Need Help?
Tutorials & support: [email protected]
Contact support: [email protected]
In-app chat available for real-time questions.