Table of Contents


The SurgicalScheduling data model is used to receive surgical case information like staff assigned to the surgery, case and procedure details, location, and more. Details like this may come from an OR-specific system or from the same scheduling system as non-surgical appointments.

Some EHR systems may also support sending coded diagnoses or surgical case tracking data. However, not every EHR system requires a coded diagnosis for the procedure to be scheduled, and not every EHR system supports surgical case tracking, which are events about case progress (e.g., when a patient is in the OR, when the surgery has started, or when anesthesia has been administered). Case tracking can help the OR staff better manage utilization by viewing real-time updates.

While the event types are similar to the Scheduling data model, there's additional information such as questionnaire answers from the patient, specific equipment requirements for the procedure, or in-progress notes about the surgery. If you want to receive pre- and post-op office appointments, check out the Scheduling data model.

Just like with the Scheduling data model, though, a surgical appointment gets assigned a case number and patient ID. If the surgical appointment is rescheduled, the case number is usually retained. If the surgical appointment is canceled and later rescheduled, however, a new case number is created.

What you don't get from SurgicalScheduling is insurance information or preference card data (i.e., a surgeon's list of preferred supplies). For insurance information, check out the PatientAdmin data model. Preference card data, on the other hand, isn't currently exchanged via a known standard, but you can use the Inventory data model to track used or wasted supplies.