HomeHealth TechSurgical Practice & ASC Software

Surgical practice & ASC software built around the procedure

Surgical practice and ASC software is the clinical and business system that carries a patient from the decision to operate through pre-op clearance, the case itself, discharge and post-op follow-up. It is for surgeons, surgical groups and ambulatory surgery centers that need case scheduling, operative documentation, implant tracking and global-period billing in one place. Woltrio designs and builds these systems around your workflow and connects them to the EHR, PACS and billing tools you already run.

Get a quote
5
Surgical specialties covered on this page
DICOM
Imaging from your PACS shown next to the op note and case plan
Certified information security management
BAA
Signed with healthcare clients before PHI is shared

Five surgical specialties, one procedure-centered workflow

These specialties share the same backbone: a case that is planned, cleared, performed, billed and followed up. What differs is the imaging, the hardware, the pre-surgical program and the facility rules around it.

General Surgery

General surgery mixes clinic consults, elective cases and add-on urgent cases, so the system has to follow a case from the decision to operate onward. Pre-op workups and clearances (labs, ECG, anesthesia questions, cardiology or primary-care sign-off) become checklists that hold the booking until they are complete. Operative note templates capture procedure, findings, specimens, estimated blood loss and drains. Billing follows US Medicare global surgery rules: 0-, 10- and 90-day global periods, where the 90-day package also covers the day before surgery, plus modifiers 24, 25, 57, 58, 78 and 79 for services inside those periods.

Pre-op clearance checklists · Operative note templates · Global periods (US) · Modifiers 24/25/57/58/78/79

Orthopedics

Orthopedic care depends on imaging and hardware. The chart should open X-ray, CT and MRI studies from your PACS through a DICOM viewer, next to the op note and the implant log. Implant tracking records each device's UDI (in the US, the FDA unique device identifier, with a device identifier plus production identifiers such as lot, serial number and expiration date) so a recall can be matched to patients. Surgeon preference cards drive trays and supply picks for each case. Patient-reported outcome measures for pain and joint function are collected before surgery and at set intervals after it.

PACS / DICOM viewer · Implant UDI log · Surgeon preference cards · PROM collection

Neurosurgery

Neurosurgical cases combine detailed planning with long follow-up. The software brings MRI and CT studies from PACS into the pre-op review and records the planned approach, spinal levels, laterality and any navigation or neuromonitoring needs on the case request. The device record links spinal hardware, shunts or stimulators to the patient by UDI. Op note templates cover levels, instrumentation and intraoperative findings. After surgery, the system schedules imaging and clinic visits across months or years and collects neurological scores and patient-reported outcomes, so every visit can be compared with the pre-op baseline.

Imaging in pre-op review · Levels and laterality · Device records · Long-term follow-up

Bariatric Surgery

Bariatric surgery starts months before the operation. The system tracks the pre-surgical program as milestones: nutrition counseling sessions, psychological evaluation and clearance, medical workup, education classes and the insurer's pre-authorization. For US Medicare patients, NCD 100.1 ties coverage to a BMI of 35 or higher, at least one obesity-related comorbidity and documented, previously unsuccessful medical treatment for obesity, so that evidence should sit in one place before the request goes out. Commercial payers set their own criteria. After surgery, the program shifts to long-term follow-up: weight trends, labs, supplement adherence and nutrition visits.

Program milestones · Psych and nutrition clearance · Pre-authorization packet · Long-term follow-up

Ambulatory Surgery Centers (ASC)

An ASC runs as a facility business as well as a clinical one. Case costing ties supplies, implants, staff time and OR minutes to each case. Anesthesia records capture the pre-anesthesia evaluation, intraoperative events and recovery. In the US, Medicare-certified ASCs must meet Conditions for Coverage (42 CFR 416.52): pre- and post-surgical assessments, written discharge instructions, a discharge order signed by the operating physician and discharge with a responsible adult unless the physician exempts the patient. Medicare-paid ASCs also report to the CMS ASC Quality Reporting (ASCQR) Program, so measure data should be captured during the case.

Case costing · Anesthesia records · Same-day discharge (US CfC) · ASCQR reporting (US)

Core modules of surgical and ASC software

Six modules cover the path of a surgical case. We build the ones you need and connect the rest to systems you already use.

OR and case scheduling

Case requests with procedure, surgeon, estimated duration, equipment and anesthesia type. Block time per surgeon or group, release rules for unused blocks, and room and staff views that show conflicts before the day of surgery.

Learn more

Pre-op workup and clearances

Checklists driven by procedure and patient risk: labs, imaging, ECG, medication holds, anesthesia questionnaire and specialist clearances. Missing items are flagged to the coordinator, and the case stays on hold until the required sign-offs are in the chart.

Learn more

Operative and anesthesia documentation

Structured op note templates per procedure with findings, specimens, implants and estimated blood loss. Anesthesia records cover the pre-anesthesia evaluation, intraoperative events and recovery, and the data can be exchanged as FHIR Procedure resources.

Learn more

Preference cards, implants and supplies

Surgeon preference cards that drive picking lists and trays, with changes tracked over time. Implant and supply use is scanned at the point of care, including UDI where the label carries one, and feeds both the chart and case costing.

Surgical billing and global periods

Charge capture from the op note, global period tracking for 0-, 10- and 90-day procedures, modifier prompts for visits and returns to the OR inside a global period, and pre-authorization status per case before the booking is confirmed.

Learn more

Post-op follow-up and outcomes

Follow-up schedules that span the global period and beyond, patient-reported outcome measures sent at set intervals, complication and readmission logging, and dashboards that compare results by procedure, surgeon or implant.

Learn more

Custom vs. off-the-shelf

Off-the-shelf or custom for surgery and ASCs?

Established surgical EHRs and ASC management systems cover common workflows well, and for many practices they are the right choice. Custom software makes sense when your program, facility mix or reporting needs do not fit their templates, or when you need a layer that connects several systems you already own.

Speed to go live

Off-the-Shelf

Usually faster. Standard modules can be configured and live in a short time.

Custom-Built with Woltrio

Takes longer. We phase the build so the first module is in use early.

Pre-surgical programs

Off-the-Shelf

Standard pre-op checklists; multi-month programs like bariatric pathways may need workarounds.

Custom-Built with Woltrio

Milestones, clearances and pre-authorization steps modeled exactly as your program runs them.

Preference cards and case costing

Off-the-Shelf

Often included, with the vendor's cost model and fields.

Custom-Built with Woltrio

Cost model and fields match your supply chain, implant contracts and reporting.

Integrations

Off-the-Shelf

Vendor-supported interfaces; others may need extra contracts or middleware.

Custom-Built with Woltrio

HL7 v2, FHIR and DICOM links built to the systems you already run.

Cost over time

Off-the-Shelf

Predictable subscription fees that grow with users, sites or modules.

Custom-Built with Woltrio

Higher upfront investment; you own the code and control future changes.

If an existing product fits, we will tell you; if it does not, we will scope what custom work is worth doing.

What every build includes

These foundations come with every surgical or ASC system we build.

Role-based access for surgeons, anesthesia, nursing, schedulers and billing staff, audit logs on every chart view and change, and encryption in transit and at rest. Software is designed with HIPAA safeguards, and our own information security management is ISO/IEC 27001:2022 certified.

How we approach surgical software

We start from the case lifecycle, not from a feature list, and keep clinicians involved through the whole build.

Case lifecycle first

We map each step from referral to final follow-up with your surgeons, coordinators and billing team before writing code, so the software follows how cases move through your practice or center.

Rules checked against sources

Billing and facility rules such as global periods, ASC Conditions for Coverage and ASCQR requirements are checked against current CMS and FDA publications, and we flag where state law or payer contracts may add requirements.

Phased delivery

We deliver in phases, often starting with scheduling or pre-op tracking, so your team uses real software early and feedback shapes the next module instead of a single large launch.

How a build works

  1. 01

    Discovery

    We interview surgeons, schedulers, anesthesia, nursing and billing staff, map your case lifecycle and list the systems the new software must connect to.

  2. 02

    Scope and design

    We define modules, data model and integrations, design key screens such as the case request and op note, and agree on a phased plan and estimate.

  3. 03

    Build and integrate

    We build in short cycles with regular demos, connect to your EHR, PACS and billing systems, and test with realistic case scenarios.

  4. 04

    Validate and launch

    Your clinical and billing leads test workflows end to end, we migrate existing data where needed, train staff and go live in a controlled rollout.

  5. 05

    Support and improve

    After launch we monitor, fix issues, update rules when CMS or payer requirements change, and add modules as your practice or center grows.

Frequently
Asked Questions

Seeking basic information? Our FAQ section is a ready reckoner with precise answers to the most probable queries.

What is surgical practice and ASC software?

Surgical practice and ASC software manages the full life of a surgical case: the decision to operate, pre-op workup and clearances, OR scheduling, operative and anesthesia documentation, implant and supply use, billing and post-op follow-up. Practices use it to coordinate surgeons and staff across clinic and facility, while ambulatory surgery centers also use it for case costing, discharge workflows and quality reporting. It can be a standalone system or a layer on top of an existing custom EMR/EHR.

How does the software handle global surgical periods?

It tracks the global period attached to each procedure code and checks visits and procedures against it. In US Medicare billing, procedures carry a 0-, 10- or 90-day global period; for 90-day major procedures, the package also includes the day before surgery. The system flags services that fall inside an open global period and prompts for modifiers such as 24, 25, 57, 58, 78 or 79 when they apply. This logic usually sits in the billing module, see medical billing and RCM.

Can you track implants by UDI?

Yes. The implant log can scan the barcode on the device label and store the unique device identifier with the case and the patient. In the US, the FDA UDI system splits the code into a device identifier, which can be looked up in the public AccessGUDID database, and production identifiers such as lot, serial number and expiration date. Storing both makes it possible to find affected patients when a manufacturer issues a recall and to feed implant costs into case costing.

Does the software support ASC quality reporting?

It can capture the data your center needs for the CMS Ambulatory Surgical Center Quality Reporting (ASCQR) Program, which applies to US ASCs paid under the Medicare ASC fee schedule. Measures come from claims, chart data, web-based entry and surveys, and the measure set changes through annual rulemaking. We design data capture so measure fields are recorded during the case, then build reports and exports around the measures in force for your reporting year.

How do you support bariatric pre-surgical programs?

We model the program as a series of milestones with owners and due dates: nutrition sessions, psychological evaluation and clearance, medical workup, education and insurer pre-authorization. Coordinators see which patients are ready, blocked or overdue. For US Medicare patients, NCD 100.1 requires a BMI of 35 or higher, at least one obesity-related comorbidity and previously unsuccessful medical treatment for obesity, so the system collects that documentation in one packet. Patients can complete forms and see their progress through a patient portal.

Can imaging from our PACS appear in the surgical chart?

Yes. We connect to your PACS using DICOM, the international standard for medical imaging, and embed or launch a viewer from the case record, so surgeons see X-ray, CT or MRI studies next to the op note and case plan. This matters most in orthopedics and neurosurgery, where pre-op planning depends on imaging. Images stay in the PACS; the surgical software stores references and reports. See charting and imaging software for more on imaging workflows.

How is patient data protected?

Surgical systems we build are designed with HIPAA safeguards: role-based access, audit logging, encryption in transit and at rest, and secure hosting. We sign a Business Associate Agreement (BAA) with healthcare clients before PHI is shared. Woltrio's information security management system is certified to ISO/IEC 27001:2022, and you can review our controls in the trust center. We build systems designed to support your SOC 2 audit.

Should we buy an off-the-shelf system or build custom?

Buy if an established surgical EHR or ASC system fits your workflows, because it will usually go live faster. Build custom when your pre-surgical programs, facility mix, cost model or reporting do not fit standard templates, or when you need one layer across several existing systems. Many projects combine both: a commercial core with custom modules and integrations. We can help you decide during a short discovery; contact us to start.

Related insights

All insights

Ready to Build Your Healthcare Software.

Let's discuss your project requirements and build something that delivers real clinical and business value.

Powering Your Solutions With

Python
Python
Selenium
Selenium
React Native
React Native
Flutter
Flutter
TypeScript
TypeScript
PyTorch
PyTorch
TensorFlow
TensorFlow
Playwright
Playwright
Puppeteer
Puppeteer
React
React
Next.js
Next.js
Tailwind CSS
Tailwind CSS
Vue.js
Vue.js
Python
Python
Selenium
Selenium
React Native
React Native
Flutter
Flutter
TypeScript
TypeScript
PyTorch
PyTorch
TensorFlow
TensorFlow
Playwright
Playwright
Puppeteer
Puppeteer
React
React
Next.js
Next.js
Tailwind CSS
Tailwind CSS
Vue.js
Vue.js
Node.js
Node.js
FastAPI
FastAPI
Go (Golang)
Go (Golang)
PostgreSQL
PostgreSQL
Redis
Redis
Supabase
Supabase
MongoDB
MongoDB
Docker
Docker
Kubernetes
Kubernetes
AWS
AWS
Google Cloud
Google Cloud
Microsoft Azure
Microsoft Azure
Cloudflare
Cloudflare
Node.js
Node.js
FastAPI
FastAPI
Go (Golang)
Go (Golang)
PostgreSQL
PostgreSQL
Redis
Redis
Supabase
Supabase
MongoDB
MongoDB
Docker
Docker
Kubernetes
Kubernetes
AWS
AWS
Google Cloud
Google Cloud
Microsoft Azure
Microsoft Azure
Cloudflare
Cloudflare