Surgery module

Surgery management the whole perioperative journey in one system

From scheduling the operation to post-recovery follow-up: conflict-free OR scheduling, documented informed consent, an automatic readiness check before the patient enters the OR, a surgical safety checklist, a precise operative record, and CPT-linked billing. A system built for surgical discipline.

Pre-op readiness gateSurgical safety checklistConflict-free scheduling
The perioperative journey

Three phases — before, during, and after surgery

The system treats an operation not as a single appointment but as a full journey. Each case moves through the three phases, and every step is documented where it belongs.

1
Before surgery

Preparation & readiness

Schedule the operation

Pick the procedure from the catalog, set the surgeon, OR, and time — with a real-time check that prevents room or surgeon conflicts.

Informed consent

Document the patient's consent to the specific procedure and link it to the operation so it appears in the readiness requirements.

Readiness check

The system automatically verifies consent, insurance pre-authorisation, labs, and imaging before the operation may proceed.

2
During surgery

Safety & documentation

Surgical safety checklist

A 3-phase checklist per the WHO standard (sign-in before anesthesia, time-out before incision, sign-out before leaving the OR) — toggled on per facility policy.

Operative record

Detailed documentation of the operation: diagnosis, procedure performed, anesthesia type, operating team, and surgical notes.

3
After surgery

Recovery & follow-up

Recovery & admission link

Track the patient after surgery and link the operation to the admission record when needed, so the chain of care stays connected.

Auto-scheduled follow-up

The post-op follow-up appointment is created automatically per the module settings — so the follow-up is never forgotten.

Surgical billing

Generate the invoice straight from the surgical procedure, linked to its CPT code, with no re-entry.

The readiness gate

No patient enters the OR before readiness is complete

The costliest mistake in surgery is proceeding with an operation that is missing an essential prerequisite. The system checks every prerequisite automatically and shows what is complete and what is missing before the date.

Each prerequisite is resolved automatically from its source (consent, insurance, labs, or imaging) with no duplicate manual entry — appearing as complete the moment it is genuinely satisfied.

Pre-op Readiness×
demo.clinicone.app/surgery/readiness

Pre-op Readiness

Karim Adel · Laparoscopic Cholecystectomy

3 of 4 complete75%
Informed consentVerified
Insurance pre-authorisationVerified
Laboratory testsVerified
ImagingAwaiting

Surgical safety checklist

Sign-inTime-outSign-out
Patient safety

The surgical safety checklist — in its right place

Built on the three phases adopted by the World Health Organization, surfaced for each operation at the right moment.

Sign-in

Before anesthesia

  • Confirm patient identity, procedure, and site
  • Anesthesia machine safety check
  • Known allergies
  • Airway risk

Time-out

Before skin incision

  • Team members introduce their roles
  • Confirm patient, procedure, and site out loud
  • Anticipate critical events
  • Antibiotic prophylaxis given

Sign-out

Before the patient leaves the OR

  • Confirm the name of the procedure performed
  • Instrument and sponge counts
  • Specimen labelling
  • Recovery and care instructions

The checklist is a facility-level setting (off by default) — enabled by facilities that adopt the surgical safety protocol.

OR scheduling

The operating room is a resource that can't be double-booked

Operating rooms are managed as resources in the system, and operations are scheduled on them in step with the general appointment calendar.

OR Board×
demo.clinicone.app/surgery/or-board

OR Board — Today

Mon, 18 May
OR-1
08:30Ready

Laparoscopic Cholecystectomy

Dr. Adel Mansour

11:00Ready

Inguinal Hernia Repair

Dr. Adel Mansour

OR-2
09:00Ready

Appendectomy

Dr. Hana Saleh

12:30Pending

Excision of Lipoma

Dr. Hana Saleh

!Conflict prevented — OR-2 already booked 10:00–11:30

ORs as resources

An operating room is defined as a dedicated resource, so operations are booked onto it just as appointments are booked onto ordinary rooms.

Room conflict prevented

The system rejects any attempt to book an OR that is busy at the same time, so two operations never overlap in one room.

Surgeon conflict prevented

The system prevents assigning two concurrent operations to the same surgeon, protecting their schedule from double-booking.

OR board

A unified view of scheduled operations by room, surgeon, and time — to follow the OR day at a glance.

Documentation & billing

From the operative record to the invoice — no re-entry

The system links surgical documentation to billing directly, so what is documented in the OR becomes an accurate invoice.

Surgical procedure catalog

A reference list of surgical procedures, each linked to its CPT code and to the corresponding service in the system.

Operative record

Full documentation of the operation: diagnosis, procedure, anesthesia, operating team, and notes.

Invoice from the procedure

The invoice is generated straight from the surgical procedure, linked to its code, so line items are never re-entered by hand.

Admission linkage

The operation is linked to the patient's admission record when needed, connecting surgical care to the inpatient stay.

Who it's for

For general surgery and day-surgery centers

Built on a shared surgical foundation that can extend to other surgical specialties in future.

General surgery

A complete general-surgery unit: a procedure catalog, an operative record, a readiness gate, and post-op follow-up.

  • Code-linked surgical procedure catalog
  • Operative record & precise documentation
  • Automatic post-op follow-up

Day-surgery centers

An orderly path for day-surgery: readiness, operation, recovery, discharge — with billing linked to the procedure.

  • Conflict-free OR scheduling
  • Surgical safety checklist when enabled
  • Instant surgical billing
FAQ

Questions before you start

If your question isn't here, hit the CTA and reach sales directly.

Every operation has a readiness gate that automatically checks four prerequisites: informed consent, insurance pre-authorisation, completed labs, and available imaging. Each is resolved directly from its source with no duplicate manual entry, so before the date it is clear what is complete and what is missing.
Yes. A three-phase checklist per the adopted standard is available: sign-in before anesthesia, time-out before incision, and sign-out before leaving the OR. It is a facility-level setting (off by default) enabled by facilities that adopt the safety protocol.
Operating rooms are managed as dedicated resources, and operations are scheduled on them within the general calendar. The system rejects any same-time conflict — in either the OR or the surgeon's schedule — so two operations never overlap in one room, and no surgeon is assigned two concurrent operations.
Yes. The operative record documents the full operation (diagnosis, procedure, anesthesia, operating team, notes), and every catalog procedure is linked to its CPT code. From the procedure itself the invoice is generated directly, without re-entering line items by hand.
Yes. The system creates the post-op follow-up appointment automatically per the module settings, so the follow-up is never forgotten. The operation can also be linked to the patient's admission record when needed, keeping the chain of care connected.
Yes. The module is built to cover the full path from readiness to billing, suiting day-surgery centers as well as general-surgery departments. It rests on a shared surgical foundation that can extend to other surgical specialties in future.

See the surgery module on your operating workflow

A one-on-one demo where we set up your real procedures, operating rooms, and surgeons, so you see the full perioperative journey in an environment that mirrors your facility.

Surgery & Surgical Center Management Software — ClinicOne