Setting up pre-op, surgery and post-op dates

Setting up pre-op, surgery and post op dates are KEY to ensuring successful surgery scheduling.

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Setting up pre-op, surgery and post op dates are KEY to ensuring successful surgery scheduling. Take these steps and make sure your surgery booking is rock solid. Use a scheduling checklist or use Ezhcrm Surgerical.

  1. Pick a surgery date

    Based on the surgical clearance date/time obtained, the coordinator can then pick a date for the surgery.

    To be on the safe side, you should pick a surgery date at least 7 days away from the surgical clearance date.

  2. Pick a pre-operative appointment date/time

    Having a pre-op appointment with the patient without the clearance forms being obtained usually does not make any sense.

    Set up a pre-op appointment after the clearance appt date.

    Typically a 5 day period is a good target to set between the pre-op and the surgery date.

  3. Set up preop procedures/injections etc

    There are also specific cases that you need to take care of.

    An an example, certain pre-op procedures / injections need to be administered with X days of the surgery.

    The surgery needs to be done within X days of the pre-op appt (there are specific cases)

  4. Set up a post operative appointment date/time

    For post op appointments, you should target the next day, next week, next month.

    Set up a post op 1 day after the surgery. Create another post operative appointment 1 week after the surgery.

    Finally, create a follow up appointment 1 month after the surgery.

  5. Set up a transition of care date/appointment

    In some cases, you will transition the patient’s care back to their original care provider. Make sure that you have that planned out as well.

  6. Inform the patients about “tentative” dates

    As a surgery scheduler you will schedule the pre and post operative surgery dates. At this point, explain to the patient that these are tentative dates.

    Make sure your patient knows that these dates might change based on the actual surgery date.

  7. Patient education – handouts

    Hand patients informational leaflets about the surgery, what to expect etc.

    Do not underestimate the importance of patient education handouts.

  8. Inform surgical center scheduler

    This is also the right time to communicate a tentative surgery date to the hospital or the surgery center – by this time you are somewhat sure about the PAT date.