What’s New

• Create surgery records without assigning a schedule, allowing patients to be added to a waitlist (Unscheduled Surgeries).
• View and search all unscheduled surgeries directly within Surgery Management.
• Use the “Unscheduled Surgeries” filter to quickly identify patients awaiting scheduling.
• Schedule surgeries directly from the unscheduled list in a single workflow.
• Scheduled patients are automatically moved into the Surgery Queue (Pre-Operative stage).

Why This Matters for Your Practice

1. Ensures patients requiring surgery are tracked—even before scheduling is confirmed.
2. Provides clear visibility into unscheduled surgical cases for better follow-up.
3. Simplifies the transition from surgical recommendation to scheduled procedure.
4. Reduces the risk of missed, delayed, or overlooked surgeries.

How It Works

Create Surgery Record → Added to Unscheduled (Waitlist) →  Search & View Unscheduled Surgeries → Schedule → Moves to Surgery Queue

1. Create Surgery Record (Waitlist)
   Users can create a surgery record without assigning a schedule.
   • In the EHR, search for a patient’s name
   • On the results list, right + click on the patient’s name → Schedule a New Surgery

     

   • Complete the Surgery Procedure page with the required procedure details
     (Leave Date of Surgery blank if not yet scheduled).
     
   • Click Save. The patient will be added to the Unscheduled Surgeries (waitlist).
2. View and Search Unscheduled Surgeries
   • Navigate to EMR → Surgery Management
   • On the search page, enable Include Unscheduled Surgeries
     
   • The results will display patients without a scheduled surgery date.
     
   • From the results list, users can:
     • Identify unscheduled surgeries
     • Review patient details
     • Decide which cases are ready for scheduling
3. Schedule from Unscheduled List
   Users can quickly schedule a patient directly from the waitlist (Unscheduled Surgeries).
   • From the results list, click the “Unknown” action link.
     
   • On the Surgery Procedure page, click Search for Available Time
     
   • To Schedule:
     • Enter the desired appointment criteria (date, provider, etc.). Click Search.
       
     • Select the preferred time slot from the results.
     • Create the appointment and click Submit
       
     • Don’t forget to Save once the Date of Surgery is set.
   • After Scheduling:
     • The patient is moved out of the the Unscheduled (waitlist)
     • Automatically transitions into the Surgery Queue (Pre-Operative stage)