Surgerical – Surgery Scheduling Software

No messy surgery scheduling spreadsheets to manage, nothing falls through the cracks.

Use your own surgery forms, Print pre-filled surgery forms for your patients, Assign tasks and due dates to your surgery collaborators, Track your surgery status, Customize as much as needed.

Schedule surgeries just like you do with a spreadsheet. Only, more organized 🙂 No messy spreadsheets to manage, nothing falls through the cracks of our surgery scheduling software.

Use your own surgery booking forms

Send us your surgery booking form, your surgery consent, history and physical, specialty forms etc. We will make them available for you to use from day 1 when you start with our surgery scheduling software.

Once you login, you simply start with your own surgery booking form. You or your front desk uses your own surgery booking form to enter a surgery.

This creates the surgery, the patient and prefills the rest of the forms that you need to print out for the patient.

You no longer have to write down details of the patient, insurance etc in each form
Print pre-filled surgery forms for your patients

You no longer have to write down details of the patient, insurance etc in each form. Once you fill out the surgery booking form the rest of the forms are already created and pre-filled for your patient.

Simply click on any form you like, hit the print button – all the information is already there in our surgery scheduling software.

You can also have your doctors use the Surgerical – surgery scheduling mobile app to book surgeries. This way, you don’t have to transfer everything from the paper surgery booking form to the desktop.
Assign tasks and due dates to your surgery collaborators

Once you or your front desk has created the surgery, you can assign each task to another team member.

Prior authorization to be done by the medical billing team? No problem. Assign it to one of them – they will be alerted via an email. They will also get an email before the due date to update the task.

Medical clearance and COVID clearances appointments to be scheduled by your scheduling team? Just assign it to someone from your team and put a due date on it. We will also warn you when the clearance has expired (30 days from medical clearance date).
Surgery Status Tracker

You no longer have to keep answering “what’s the status of this surgery”. We make it easy for you to update your bosses and the patients about their surgery workflow status.

At any point, if you get a call about a patient or from a patient, you can simply type their name and see exactly where the patient stands, what the surgery status is.

Easily monitor if you have prior authorization needed, if medical clearance has been obtained, what the proposed surgery date is.

If you are using our surgery scheduling software, we even tell you when prior authorizations or medical clearances have expired.
Surgery Calendar

See your surgeries on a simple calendar using our surgery scheduling software. Book surgery dates straight from the calendar itself. No need to wrangle spreadsheets or notepads.

You can also book surgeries right on the surgery calendar itself.

You and your doctors will be able to see the surgery calendars using our Surgerical mobile app as well.

Customize as much as needed

Our surgery scheduling software already provides surgery status for you. You can add your own statuses as well. The software comes with pre-built urgencies. You can also add your own “urgency” status.

We create all your surgery forms for you. At any point, if you want to add more forms, just let us know.

We can (or you can as well) add all your surgeons, all your past and present patients, all your organization locations for you.

We can add all partners that you work with as well.

Want to get started?

    Standalone or EMR connected

    You don’t have to spend money on connecting our surgery scheduling software to your EMR. You can get started with using it as a standalone system as well. Surgerical allows you to upload all your surgeries or patients regularly.

    If you decide to connect your EMR, it costs $500/month

    Web and mobile access to our surgery scheduling software

    You do not have to install any software. Surgerical is web based and can be accessed from anywhere you work. Your surgeons can use the surgerical mobile app to view their surgery calendar and surgery details.

    HIPAA compliant surgery scheduling software

    Surgerical is HIPAA compliant and runs on Amazon Web Services, following the AWS guides on hosting HIPAA compliant software. In addition, we sign a business associate agreement (BAA) with you.

    Document management

    Surgerical allows you to upload all surgery scheduling related documents in one places. These documents can be PDFs or other word documents. We allow you to import patients and surgeries via CSV as well. In addition, with one click, you can generate all patient and surgery related forms as PDFs to print / hand out to your patients.

    Integrated fax management

    In healthcare, we live in the world of faxes – there’s no getting around them. Surgerical gives you a fax number to designate solely for your surgeries. You can see incoming faxes from the Surgerical website itself. Once you receive faxes on Surgerical, you no longer have to scan/PDF faxes received. You should be able to simply attach incoming faxes to surgery / patient records.

    Communication tools within our surgery scheduling software

    Surgery scheduling is all about communications – not playing phone tag or fax tag. Surgerical lets you have discussions around each surgery. Your collaborators (team members and partner team members) can have a conversation around each surgery.

    Want to get started?

      Surgery Scheduling Software How Tos

      Here are responses to a frequently Asked Questions about Surgerical – surgery scheduling software.

      How to login to Surgerical?

      To sign up, either contact us or go to the main page of Surgerical website. Here, you have the options to sign up, reset your password, or login. Click on Sign up, enter your details. The system will send an email (from ) to the email address you signed up with. Please click on the link in that email to verify your email address.

      Once you do that, you can start using the surgery scheduling software.

      How do I add my organization details in Surgerical?

      Once you have logged in to the surgery scheduling software, select Organization from the left hand menu.
      Click the plus button there and add your group NPI. Don’t worry about adding all locations just yet.
      Adding one group NPI will add one location for now. After that you can add the rest of your locations to our surgery scheduling software.

      How do I add my organization locations in Surgerical?

      Once you have logged in to the surgery scheduling software, select Organization from the left hand menu. Since you have already added your organization, now you can add locations. To do this, click on the icon on the far right to add locations. You can add as many locations as you want – just like adding a new row in a spreadsheet.

      Can I add the statuses of my own?

      Absolutely. Our software was developed in collaboration with our own patient contact center team and revenue cycle management team. We realize that not everyone follows the same statuses that our teams do.
      Feel free to add your own statuses by clicking on Status in the left hand menu. You can edit them at any time.

      Can I change URGENCY timeframes?

      Yes, of course – we typically follow the following but you can edit / change or do whatever you want – it’s your organization and Surgerical works the way you want to work.
      STAT (TODAY) 

      To add a new Urgency or edit existing ones, go to Urgency on the left hand menu. Click on the plus button or the pencil button on that page to add or edit an urgency detail.

      How do I add my surgeons?

      You can add as many surgeons as you want to our surgery scheduling software. Click on the surgeons link on the left hand menu. Click the plus button on that page and enter your surgeon’s NPI number. Surgerical, our surgery scheduling software. will fetch the rest of the details from CMS.

      How do I add a surgery?

      Click on the Surgery link on the left hand menu. On the add surgery popup, add patient details, status, surgeon, MRN etc.
      Use the comments / notes section for anything you want to document or pass on to your team mates.
      E.g. we use comments section to note that the surgery is OD first, OS next.
      We have even used the comments section to note aberrations like “Waiting for PCP clearance for bed bug problem. PAT on 08/15 @ 9.30am”.. stuff like that.

      There’s always a next step 🙂 Use that field to assign the next step to someone and to add a reminder for the next step due date.

      Where’s my list of surgeries?

      Same thing – click on Surgery on the left hand menu to see the list of surgeries and the status of each surgery.

      Can I add a lot of surgeries in one shot?

      Absolutely, you can click on the upload CSV button to upload many surgeries in one shot / bulk. Notice that there’s a “Download sample CSV” link there. Click on that link to download a sample CSV file.

      Use this CSV file as a guide on how to add more surgeries to the surgery scheduling software.
      The CSV file contains these columns:

      Surgery CSV file columns
      Surgery Center
      First Name
      Middle Name
      Last Name
      Alternate Phone Number
      Planned Surgery Date
      PAT Scheduled
      Next Step Assigned To
      Current Step Due Date
      Comments / Notes
      Patient signed forms (Medical records release + surgery consent)
      Complete Surgery booking form recd
      Prior Auth Done?
      COVID tests booked?
      COVID results recd?
      Office billed for surgery?
      Simply fill in all your surgeries and click upload.

      As soon as you upload the file, you will see a “mapping” screen. This just make sure that we are mapping the columns of your spreadsheet to our database columns correctly. Make changes as you see fit here and that’s it – you can upload your surgeries.

      How do I add collaborators to my surgeries?

      There are generally two types of collaborators.

      1. People that work in your organization. e.g. other surgery coordinators in your organization, medical billers, front desk or team mates that get you prior authorizations etc.

      2. People that work in your partner organization. e.g. people from the surgery center that you work with – the surgery coordinator, the biller on their side, the materials/procurement personnel etc.

      You can add both types of collaborators from the Organization screen. Click on Organization in the left hand menu, then click on the plus button to invite someone via their email address.
      Before you hit invite, make sure that you choose “My team mate” or “Partner team”.

      Whoever you invite, will get an email (please make sure that you have the right email address). Once they get the email from you, they will be able to sign up and collaborate with you on your surgeries.

      If you are inviting someone as your team mate, they will get the email from and will automatically be added to your team/organization.

      However, if you are inviting someone as a partner team, they will also get an email (like below) and will have to fill in their organization details. Notice that they do NOT have the option to change their email address on the “Accept Invitation” screen.

      Once they accept the invitation, you will see them listed in your organization screen

      I was invited as a collaborator to Surgerical by my surgery partner. What do I do?

      Simple – you received an invitation via email.
      Click on that email invitation link you received.

      After clicking on that email link, you will sign up to Surgerical with your full name and details.
      Once you sign in, click on the Organization link on the left hand menu and add your organization. That’s it !
      Remember, to add your organization, all you have to do is to add your group NPI. We will fetch the rest of the details from CMS.

      Now, you can collaborate with the partner that invited you AND you can also collaborate with any other partners you work with as well. Just add them as collaborators!

      How do I let my collaborator to see my surgeries

      Once your partner has accepted your invitation, they will be able to collaborate on any surgeries you let them collaborate on.
      Go to your surgery list, click on the collaborator icon on the far right hand corner of the surgery row. You will see a popup with your partner names. Select the partner(s) you want to give access to, then click save.
      As soon as you let the partner see your surgery (and allow them to collaborate on the surgery), they will see it in their list of surgeries in our surgery scheduling software.

      How do I move my surgery workflow further?

      Once you have added your surgeries, you can update each surgery’s status as and when your team finishes off each main task.
      Patient signed all the papers? Check it off
      Pre-admission tests done? Check it off
      Medical clearance done? Check it off
      And so on..

      How do I filter my surgeries?

      Click on Surgeries on the left hand menu. Once you are on the surgeries screen, you can filter on any of the columns you see.
      You can also create advanced filtered views with as many different filter criteria as you want.

      Do I have to filter each time? Can I save my searches?

      Of course you can – it’s called a filter builder in our surgery scheduling software.
      Click on the magnifying glass above the surgeries table. This will allow you to create filters with any conditions that you want.
      Once you do that, you can choose to save your search as well. This way, once you have created this filter, you never have to create the same filter again.
      Once you have saved this filter, you can go to filter builder at any time and see up to date results!

      How do I see my calendar?

      Click on Calendar menu item on the left hand side. Here, you can see all the surgeries you have scheduled. You can also add a surgery from this web page by clicking on the date itself (the date you want to plan a surgery for).

      How do I create my own surgery center forms?

      Click on the Form Builder link on the left hand menu. Here, you can create whatever forms your surgery center uses with its partners. This step does need time to wrap up. However, once you are done, you can reuse the same form with all your partners!

      Where can I learn more about surgery scheduling processes?

      Surgery Scheduling Services

      Want to get started?