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Create a New Case

This guide walks you through the process of setting up a new case on the CustoMED platform, from selecting a procedure to reviewing the generated segmentation.Follow these steps to ensure a smooth and secure case creation process.

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Step 1: Select a Procedure

Log in to the CustoMED platform and choose the surgical procedure you would like to plan from the procedure library.
The selected procedure defines the workflow, required anatomy, and supported planning tools.


Step 2: Upload Medical Imaging (DICOM)

On the DICOM Upload screen:

  • Drag and drop your DICOM folder or a ZIP file containing the DICOM study

  • Ensure the folder contains only DICOM image files

  • Do not include viewer software or additional files


Automatic Client-Side Anonymization

To protect patient privacy:

  • All DICOM files are automatically anonymized on your local device before upload

  • No identifiable patient information is sent to CustoMED servers

  • Only the minimum technical and imaging data required to process the case is retained

  • All other metadata is removed prior to upload

No user action is required for this process.


Step 3: Review and Select Scan Series

Once the upload completes:

  • Review the detected scan series

  • The system prioritizes the highest-resolution series

  • If multiple relevant series are present and you are not sure which series is best, select “Upload all series.”

Important Imaging Requirements

  • Make sure that all anatomies required for the selected surgery are fully visible in the chosen series

  • Incomplete anatomy coverage may prevent proper segmentation or delay the case


Step 4: Enter Case Details

Provide the required case information:

  • Surgery date

  • Surgery side

  • Other (if applicable)


Step 5: Add Case Identifiers

Because the platform is fully anonymized, identifiers are used for internal reference only:

  • Patient hint – a reference for your own recognition

  • Case identifier – such as patient initials and part of an internal ID

  • Printable label – used on anatomical models and patient-specific instruments (PSIs)


Step 6: Add Collaborators (Optional)

You may invite collaborators to the case:

  • Enter their email or username

  • Assign permissions (Viewer, Editor, or Case Owner)

  • Click Invite

Invited users receive an email notification.


Step 7: Create the Case

Click Create Case to finalize setup.

Important:
Once a case is created, the medical imaging cannot be replaced.
We strongly recommend verifying that the correct DICOM study and series are selected before proceeding.


Medical Imaging & Series Handling

Imaging Lock After Case Creation

  • After a case is created, uploaded medical imaging is locked

  • Imaging cannot be replaced with a different DICOM study

Multiple Series Handling

  • If multiple series were uploaded, you and the CustoMED team may be able to switch to a better series later, depending on the case status

  • In the Segmentation Viewer, users can:

    • Switch between available series

    • Verify that the displayed imaging matches the anatomy used for segmentation and 3D reconstruction


Incorrect or Irrelevant Imaging

If an incorrect DICOM study was uploaded and no relevant series is available:

  • The case may be deprecated and should be archived

  • A new case should be created using the correct imaging

To avoid delays, always confirm that the uploaded imaging matches the selected surgery before creating the case.


What Happens Next?

Segmentation (Automatic or Manual)

  • Segmentation may be performed automatically or manually, depending on scan quality, indication, and workflow

  • The resulting segmentation is prepared for review in the platform

Review Timeline

  • Manual segmentation or review by the CustoMED team is typically completed within 24 hours

  • You will be notified once the segmentation is ready

Urgent or Time-Sensitive Cases

If a case is clinically urgent and requires priority handling:

  • Please contact the CustoMED team directly after creating the case

  • We will do our best to accommodate expedited review


Error Handling & Troubleshooting

Upload Errors

May occur if:

  • Non-DICOM files are included

  • Viewer software is present

  • The ZIP structure is invalid

  • The network connection is interrupted

What to do:
Verify file contents, repackage the folder, and retry the upload.


Series Selection Issues

May occur if:

  • No valid series is detected

  • Anatomy coverage is incomplete

What to do:
Select a DICOM series if available.


Segmentation Issues

May occur due to:

  • Insufficient scan quality

  • Missing anatomy

  • Incompatible imaging protocol

What to do:
Review system messages. The CustoMED team may contact you if additional input is required.


Need Help?

If you have questions about imaging selection, anonymization, turnaround times, or urgent cases, please contact CustoMED support or consult related Help Center articles.

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