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SURGERY MANAGEMENT

Surgery Management Application
from Planning to Surgery Day.

A connected ophthalmology ecosystem from surgical planning to surgery day.

Connect surgical planning, customized digital forms, HIPAA-compliant e-signatures, medical clearances, patient messaging, and direct ASC coordination. Track every case in real time so nothing is missing on surgery morning.

EHR / PM Integration Direct ASC Coordination Digital Surgical Forms HIPAA-Compliant Workflows
Surgical Case Readiness & Pre-Op Flow - The Saffron Solution
THE SURGICAL CHALLENGE

Surgery Day Shouldn't Depend on a Spreadsheet.

Ophthalmic surgery coordination involves dozens of interdependent requirements: surgical planning, biometry data, medical history disclosures, informed consents, PCP and cardiac clearances, patient drop regimens, and ASC case handoffs.

When these steps are tracked across disconnected sticky notes, physical paper charts, fax machines, and static spreadsheets, critical gaps emerge. Even a single unconfirmed clearance or misplaced consent can stall an entire OR morning.

Fragmented documentation scattered across EHRs, physical charts, and inboxes
Manual fax follow-ups for primary care physician approvals and lab reports
Limited visibility for surgeons and administrators until surgery day arrives
Surgery Workflow Banner Img2
CONNECTED ECOSYSTEM

One Connected Surgical Workflow.

Connect the steps, people, and information required to move a case from surgical planning to surgery day.

Connected Surgical Workflow
SURGICAL READINESS JOURNEY

How a Case Moves from Planning to Surgery Day.

A structured clinical progression ensuring every requirement is documented, verified, and transmitted well before the patient arrives at the surgical center.

STAGE 01 SCHEDULING

Surgical Planning & Booking

The surgical coordinator books the case directly from the clinic schedule. Biometry measurements, operative eye selection (OD/OS), lens preferences, and surgeon instructions link automatically from the EHR.

STAGE 02 DOCUMENTATION

Customized Digital Forms & E-Signatures

Specialized ophthalmic consent forms, anesthesia health questionnaires, and premium lens disclosures generate digitally. Patients securely sign electronically with full audit timestamps prior to arrival.

STAGE 03 MEDICAL CLEARANCE

Approvals, Clearances & Payments

Digital faxes transmit directly to primary care physicians and cardiologists for required medical clearances. Blood work, 12-lead EKGs, and copay verifications are tracked against automated checklists.

STAGE 04 PATIENT PREPARATION

Automated Messaging & Virtual Consults

Automated SMS protocols guide patients through eye drop regimens, pre-op fasting (NPO) instructions, and arrival windows. HIPAA-compliant telehealth meetings answer clinical questions beforehand.

STAGE 05 OR ARRIVAL

ASC Handoff & Surgery Day

The Ambulatory Surgery Center receives a complete, verified digital packet days in advance. Intake nurses verify biometry and consents without missing papers or surgery-day delays.

LIVE CASE TRACKER
STAGE 01 • PLANNING
DEMO CASE #1042 OD • RIGHT EYE
CATARACT PHACO / PREMIUM IOL
Target OR: Friday Outpatient Session
Case Readiness 20% • 1 of 5 Milestones
EHR Surgical Case Booked
VERIFIED
Surgical Consents & E-Sign
QUEUED
PCP Clearance & Blood Work
QUEUED
Patient Preparation
QUEUED
ASC Handoff & Packet Sent
QUEUED
Synchronized with Surgery EHR Demo ID #1042
SURGICAL CASE PIPELINE

See Where Every Case Stands.

A clear view of where each surgical case is in the readiness process.

SURGICAL CASE PIPELINE • READINESS PROGRESSION Demonstration Workflow • Anonymous Case IDs
01 PLANNING STAGE 1
CASE #1042
Cataract Surgery
Biometry Attached
CASE #1045
Toric IOL
Surgeon Preferences Linked
02 FORMS STAGE 2
CASE #1048
Premium IOL
Consent Sent to Patient
CASE #1052
Pterygium Excision
✓ Digital E-Sign Completed
03 CLEARANCES STAGE 3
CASE #1050 CLEARANCE REVIEW
Premium IOL
PCP Medical Clearance Received
✓ 12-Lead EKG Verified
CASE #1054
Cataract Phaco
PCP Fax Transmitted
04 READY STAGE 4
CASE #1057
Cataract Phaco
✓ Pre-Op Drops SMS Scheduled
CASE #1060
Multifocal IOL
✓ Virtual Consult Complete
05 ASC STAGE 5
CASE #1065
Toric IOL
✓ ASC Packet Ready
CASE #1070
Femto Laser
✓ Packet Transmitted
Progressive event updates link clinical milestones to status transitions. Static & Accessible by Design
COMPREHENSIVE PRE-OP READINESS

Everything Needed to Get a Case Surgery-Ready.

Bring the documentation, communication, clearances, and patient preparation steps into one connected workflow.

1. Digital Surgical Forms

Build specialized ophthalmic pre-op questionnaires, medical history disclosures, and medication hold protocols that patients complete securely from their mobile browser before surgery day.

2. HIPAA-Compliant E-Signature

Execute legally binding digital consents for procedures, anesthesia agreements, and premium IOL options with complete cryptographic timestamps and tamper-evident audit trails.

3. Clearances & Approvals

Automate requests to primary care physicians and cardiologists via integrated digital fax. Track received clearance letters, 12-lead EKGs, and lab results directly in the patient file.

4. Virtual Consultation

Conduct secure pre-op telehealth check-ins to review fasting windows, answer last-minute procedure questions, and confirm arrival times without requiring an extra in-person visit.

Surgery Ready Workflow Infographic
ASC CENTER ALIGNMENT

A Complete Case Handoff to the ASC.

Keep the practice and ambulatory surgery center aligned around the information required for the case.

Saffron Surgery Center Handoff Infographic
STAKEHOLDER ALIGNMENT

Everyone Knows What Happens Next.

Surgical workflows run smoothly when surgeons, coordinators, administrators, and surgery centers operate from the same verified source of truth.

OPHTHALMIC SURGEON

Surgeon Oversight

Clear oversight of surgical case status and readiness. Biometry, IOL calculations, and surgical preferences are in place before stepping into the OR.

SURGICAL COORDINATOR

Coordinator Clarity

Immediate visibility into what is complete and what is still missing. Less time chasing down paper faxes, phone calls, and manual spreadsheet entries.

PRACTICE LEADERSHIP

Administrator Insight

Real-time visibility into the surgical pipeline across all providers and locations. Predictable surgery volume and fewer costly cancellations.

SURGERY CENTER

ASC Coordination

Verified, complete surgical packets received well before surgery day. Intake nurses confirm consents, labs, and orders with zero morning delays.

PLATFORM CAPABILITIES

Core Capabilities Built for Ophthalmology.

Practical tools engineered to support ophthalmic surgical workflows from initial booking through surgery completion.

EHR / PM Integration

Direct synchronization with clinical charts and operative schedules.

Customized Digital Forms

Specialized pre-op questionnaires and clinical health history forms.

HIPAA-Compliant E-Sign

Secure digital signatures for surgical consents and premium lens agreements.

HIPAA Virtual Meetings

Encrypted pre-op telehealth video visits to review instructions with patients.

SMS Messaging

Automated text notifications for eye drop regimens and arrival times.

Digital Fax Clearances

Automated clearance transmissions directly with primary care offices.

ASC Communication

Direct packet and biometry transmission to Ambulatory Surgery Centers.

Comprehensive Dashboards

Real-time status tracking for cases across providers and surgical locations.

OPERATIONAL VISIBILITY

Know What Needs Attention.

The platform provides surgery teams continuous clarity over cases in planning, documentation status, medical clearances, and ASC handoffs.

OPERATIONAL VISIBILITY

Full Visibility into Every Surgery

Complete case oversight across all operating rooms, clinical lanes, and surgeons.

Coordinators Know What Is Missing

Instant alerts for pending clearances, labs, or payments well before surgery morning.

Administrators See Live Progress

Executive visibility into surgery case flow, readiness milestones, and OR schedule utilization.

Fewer Surgery-Day Delays

Eliminate morning paperwork bottlenecks and prevent avoidable last-minute cancellations at the ASC.

Better Coordination with the ASC

Surgery centers receive verified patient packets days before surgery day without missing sheets.

Fully Digital & HIPAA Compliant

Built specifically for ophthalmic surgery workflows with certified cloud encryption.

FROM PLANNING TO SURGERY DAY

Make Surgery Management More Connected.

Bring surgical planning, documentation, patient preparation, and ASC coordination into one connected workflow.

Zero Spreadsheets • Fully HIPAA Compliant • EHR & PM Integrated