1Patient Intake and Referral Source Capture
Capture demographics, insurance, referral source, chief complaint, surgical concern, prior diagnoses, prior records, consent forms if supported, and intake details.
2Insurance, Eligibility, Authorization, and Contact Details
Track insurance, eligibility, responsible party, preferred pharmacy, emergency contact, authorization needs, payer requirements, and communication preferences.
3Surgical History Documentation
Document prior surgeries, medical history, medication history, allergies, family history if applicable, social history if applicable, anesthesia-related history if applicable, and prior complications if documented.
4Surgical Consultation Workflow
Document referral reason, chief complaint, history of present illness, exam findings, diagnosis, imaging review, lab review, surgical assessment, treatment options, patient counseling, and follow-up plan.
5General Surgery Condition and Procedure Templates
Support documentation for hernia, gallbladder/gallstones, abscess, pilonidal cyst, breast mass, soft tissue mass, abdominal pain, reflux-related surgical consultation if applicable, wound checks, and post-procedure visits if supported.
6Pre-Op Planning and Checklist Workflow
Track planned procedure, surgical indication, checklist items, clearance status, consent status if supported, labs, imaging, medication review, allergy review, patient instructions, and scheduling tasks.
7Consent, Clearance, Labs, Imaging, and Medication Review
Review clearance requirements, consent forms if supported, lab results, imaging reports, current medications, allergies, antibiotics if applicable, pain medications if applicable, and pre-op medication instructions.
8Surgery and Procedure Scheduling
Manage surgical consults, pre-op visits, office procedures if supported, procedure appointments, post-op visits, wound checks, imaging follow-ups, pathology reviews if applicable, and reminder workflows.
9Procedure and Operative Documentation If Supported
Document procedure type, operative notes if supported, indication, consent status if supported, findings, specimen/pathology notes if applicable, diagnosis connection, post-procedure instructions, provider signature, and follow-up tasks.
10Post-Op Follow-Up Workflow
Document procedure history, post-op visit reason, pain level, medication updates, activity restrictions, complication review, recovery progress, patient instructions, and follow-up plan.
11Wound Check and Incision Status Workflow
Document wound location, incision status, drainage, redness, swelling, dressing status, pain level, healing progress, wound care instructions, and follow-up reminders.
12Lab, Imaging, Pathology, and Outside Record Review
Review lab results, imaging reports, pathology reports if applicable, outside records, referral documents, uploaded files, abnormal findings, surgical planning notes, patient notification, and follow-up tasks.
13Medication Management and E-Prescribing
Manage current medications, previous medications, allergies, antibiotics if applicable, pain medications if applicable, pre-op medication review, post-op medication review, medication instructions, refills, pharmacy communication, and e-prescribing.
14Patient Portal and Surgical Communication
Support surgical intake forms, pre-op forms, consent forms if supported, appointment requests, secure messages, pre-op instructions, post-op instructions, wound care instructions, medication instructions, result communication if available, reminders, and bill pay if available.
15General Surgery Billing and Claims
Connect documentation, ICD-10, CPT, modifiers, authorization status, procedure documentation if supported, electronic claims, denials, payments, patient balances, and A/R tracking.
16Reports and Practice Performance Visibility
Review consultation volume, pre-op visits, post-op visits, procedure volume if supported, wound check volume, pending pathology if applicable, pending imaging reviews, unsigned notes, follow-up tasks, claims, denials, revenue, and provider productivity.