Anticoagulation review
General ProtocolConfirm the perioperative medication plan with the prescribing clinician. Request recent INR and CBC results for clinical review.
Meds:Warfarin
Built by anesthesia clinicians
Parallel screening.
One place to manage procedure preparation.
PreOpSure calls patients in parallel and brings screening notes, clinical alerts, and follow-up into one workspace. Your clinicians review the findings, address concerns, and determine the next step.
ALPatient Queue
Screening and follow-up, side by side.
Jamie ParkerKnee arthroscopy
CallingScreening in progress
Taylor QuinnCataract surgery
Ready to verifyClinical verification remains
Jordan LeeShoulder arthroscopy
CallbackAnother contact attempt needed
Good morning, Alex
Thursday, October 8 · Example Surgery Center
Red 0Yellow 0Green 0Cleared 0Total 5
| Patient | Procedure | Surgeon | Surgery date | Status | Activity |
|---|---|---|---|---|---|
| Jamie Parker08/14/1974 | Knee arthroscopy | Surgeon Dr. Rivera | Surgery Oct 15 | Calling | On Call |
| Taylor Quinn06/22/1964 | Cataract surgery | Surgeon Dr. Chen | Surgery Oct 15 | Processing | Processing |
| Jordan Lee11/08/1981 | Shoulder arthroscopy | Surgeon Dr. Patel | Surgery Oct 15 | Calling | On Call |
| Sam Rivera02/19/1977 | Hernia repair | Surgeon Dr. Morgan | Surgery Oct 15 | Queued | Waiting |
| Alex Morgan09/05/1969 | Knee arthroscopy | Surgeon Dr. Rivera | Surgery Oct 15 | Queued | Waiting |
Red Alerts
0Clinical concerns appear here.
Yellow Flags
0Callbacks appear here.
Green Ready
0Screenings to verify appear here.
Start with a simple
CSV upload.
Upload your procedure roster, check the column matches, and review your patients. Your team starts outreach from there. Claire can screen patients in parallel while clinicians review completed results.
With an authorized Epic connection, import available patient demographics, add procedure and scheduling details, and queue selected patients for screening.
Explore Epic integrationALDashboard / Roster
Interactive exampleUpload Patient Roster
Upload your surgical roster to begin pre-operative screening.
- 1Upload
- 2Map Columns
- 3Review
Drag and drop your roster file
A CSV is all you need to get started.
.CSVsample-surgical-roster.csv5 patients
patient_name,phone,dob,procedure,surgery_date,arrival_time,surgeon_name Jamie Parker,(202) 555-0142,08/14/1974,Knee arthroscopy,2026-10-15,07:30,Dr. Rivera Taylor Quinn,(202) 555-0102,06/22/1964,Cataract surgery,2026-10-15,08:00,Dr. Chen Jordan Lee,(202) 555-0103,11/08/1981,Shoulder arthroscopy,2026-10-15,08:30,Dr. Patel Sam Rivera,(202) 555-0104,02/19/1977,Hernia repair,2026-10-15,09:00,Dr. Morgan Alex Morgan,(202) 555-0105,09/05/1969,Knee arthroscopy,2026-10-15,09:30,Dr. Rivera
Try the upload, mapping and review steps with a sample roster.
The clinical picture,
ready for your review.
Open a patient record to review the screening summary, medications, clinical alerts, risk assessment, and preparation tasks. The conversation and clinical notes stay with the record, alongside the follow-up your team adds.
Review the findings. Clarify what is missing. Keep the next clinical step visible.
Open an alert to see the evidence behind it.
ALDashboard / Patient detail
Jamie Parker
Red · ReviewDOB 08/14/1974Gender FemalePhone (202) 555-0142
Procedure Knee arthroscopySurgery 10/08/2026Arrival 07:30Surgeon Dr. Rivera
3 readiness tasks open · Clinical review pending
Call recordingRecording unavailable in this preview
Attending Review Note
Patient reports warfarin use for atrial fibrillation. History also includes hypertension and sleep apnea treated with CPAP; functional capacity is preserved. The perioperative anticoagulation plan and recent INR result need confirmation; complete anesthesia review and confirm the CPAP preparation plan before final verification.
Clinical Alerts
2 findingsCriticalAnticoagulation
Warfarin reported. Coordinate the perioperative medication plan with the prescribing clinician.
WarningINR review
A recent INR result is not available in this record. Obtain it for clinical review.
Risk Assessment
- Patient Risk
- Intermediate
- Surgical Risk
- Low
- Triage Disposition
- In person
- STOP-BANG
- 3/8 · High risk
Screening inputs
Age 52; hypertension; snoring on nights without CPAP. No daytime tiredness or observed apnea reported. Female, BMI 25.8, regular CPAP use, and preserved functional capacity. Scores illustrate this fictional record; clinician review is pending.
Matched Protocols
1 applicableCall Transcript
10 excerpt lines
Claire
What medications are you currently taking?
Patient
I take warfarin. I also take amlodipine and atorvastatin.
Claire
What do you take the warfarin for?
Patient
Atrial fibrillation. My cardiology office manages it.
Claire
Do you have a recent INR result available?
Patient
I had it checked, but I do not have the result with me.
Claire
Do you use a CPAP machine for your sleep apnea?
Patient
Yes, I use it every night.
Claire
Can you climb two flights of stairs without stopping?
Patient
Yes, I can.
SOAP Note
Jamie reports warfarin use for atrial fibrillation, along with amlodipine and atorvastatin. She reports hypertension and obstructive sleep apnea, with regular CPAP use. She can climb two flights of stairs without stopping. Her most recent INR result is not available during the call. Her family member Morgan will drive her home.
Readiness Tasks
3 openConfirm warfarin plan with prescriber
OpenObtain and review requested testing
OpenConfirm CPAP preparation with the clinical team
OpenNurse Notes
Pre-op nurse
Screening reviewed. Prescriber follow-up and recent INR result requested. Anesthesia review and CPAP preparation remain open.
Add a demo note
Verify with Nurse
Warfarin — prescriber plan and recent INR result pending review.
Medication instructions are confirmed by the clinical team.
Current Medications
3 reported- Warfarin
- Amlodipine
- Atorvastatin
Recommended Pre-op Tests
4EKGReview
Hypertension / OSA / atrial fibrillation
Condition-based screening suggestion. The clinical team checks existing results and confirms what is needed.
Chem-7Review
Hypertension / atrial fibrillation
Condition-based screening suggestion. Existing results and any further testing require clinical review.
INRReview
Example anticoagulation protocol
Requested by the illustrative warfarin protocol. No result, threshold, or timing is assumed.
CBCReview
Atrial fibrillation / example anticoagulation protocol
Supported by the condition mapping and requested by the illustrative warfarin protocol. Reviewed with the rest of the preparation record.
Patient Vitals
- Height
- 5′ 7″
- Weight
- 165 lbs
- BMI
- 25.8
Patient reported
Ride Home
Morgan Parker
Family member
(202) 555-0163
Call Details
- Identity Verified
- Yes
- Assessment Complete
- Yes
- Risk Flag
- Flagged
- Clinical Review
- Pending
Explore the evidence, SOAP notes and preparation tasks.
Understand the finding before deciding what comes next.
Go from a clinical finding to the patient’s own words. Review the supporting evidence, jump to the relevant moment in the call, and see the matching transcript.
ALPatient detail
Red · ReviewJamie Parker
Knee arthroscopy · Dr. Rivera
Call recording02:16 in call
Clinical Alerts
1 findingAnticoagulation
Warfarin reported. Coordinate the perioperative medication plan with the prescribing clinician.
Patient Stated
Illustrative review guidance
Confirm the medication plan with the prescribing clinician. No dose or hold interval is inferred from this report.
Call Transcript
2 matchesPatient
I take warfarin. I also take amlodipine and atorvastatin.
Claire
What do you take the warfarin for?
Bring your facility’s standing orders into the workflow.
Add and maintain facility protocols for medication and condition triggers, instructions, and recommended tests. Relevant matches appear in the patient review workspace to support your team’s review.
Set the guidance in Settings. See the relevant protocol alongside the patient’s findings.
ALSettings
Standing Orders & Protocols
Manage your facility’s protocols and the medications and conditions they match.
Edit the example to see the instruction in the patient view.
ALDashboard / Patient detail
Red · ReviewJamie Parker
Knee arthroscopy · Dr. Rivera
Matched Protocols
1 applicableMatched OnWarfarin
Confirm the perioperative medication plan with the prescribing clinician. Request recent INR and CBC results for clinical review.
Recommended TestsINR, CBC
Current Medications
WarfarinAmlodipineAtorvastatinConnected views of Settings and Patient detail.
Keep clinical
follow-up visible.
Track preparation tasks, escalate concerns for physician input, and see readiness across the procedure calendar. Clinicians can work through what is still needed with the patient’s findings and schedule in view.
ALDashboard / Patient detail
Red · ReviewJamie Parker
Knee arthroscopy · Dr. Rivera
Readiness Tasks
0/3 completedAnticoagulation · Review needed
Try completing a task.
ALEscalations
2 pending escalations for MD review
Alex Morgan
UrgentAwaiting ReviewKnee arthroplastyDr. RiveraSurgery: Oct 14
Escalated by Robin Ellis, RN · 25 minutes ago
Escalation reason
Medication plan needs physician review before preparation can be completed.
Riley Chen
RoutineIn ReviewShoulder arthroscopyDr. PatelSurgery: Oct 16
Escalated by Casey Blake, RN · 1 hour ago
Escalation reason
Additional clinical documentation requested for anesthesia review.
See what needs attention before surgery day.
The surgery calendar brings the scheduled day and each patient’s readiness into one view.
ALOctober 2026
Upcoming Surgery Dates
Thursday, October 8
4 patients scheduled
1 Review1 Callback1 Ready1 Cleared
Day readiness1/4 cleared
Review Required1
Jamie Parker
07:30Knee arthroscopy · Dr. Rivera
0/3 tasks completedCallbacks1
Jordan Lee
08:30Shoulder arthroscopy · Dr. Patel
Patient callback neededReady for Verification1
Taylor Quinn
08:00Cataract surgery · Dr. Chen
Ready for clinician verificationCleared1
Sam Rivera
09:00Hernia repair · Dr. Morgan
Clinical verification completedSee screening activity across your facility.
Review call activity and triage across the roster, then connect screening to what happens on surgery day. Explore the facility’s baseline comparison and record outcomes with their reasons.
Explore your facility’s potential impactALReports
System performance overview
System Performance Selected report
Total Calls120
Avg Call Duration12:40
Red Flags12
Cleared48
Triage Distribution
Red — Needs Review12 (10%)
Yellow — Follow Up18 (15%)
Green — Ready42 (35%)
Cleared48 (40%)
Patient Sentiment
Positive88 (73%)
Neutral24 (20%)
Negative8 (7%)
ALReports
Facility performance and clinical outcomes
ROI Summary
Cancel Rate4.2%↓ from 6% baseline
Est. Savings This Period$5,0001 fewer recorded cancellation vs. baseline estimate
Patients Screened12040 hours of baseline outreach time
View example assumptions
120 screening calls · 48 cases in the app’s cleared-status comparison group · 6% baseline cancellation rate · $5,000 cost per cancelled case · 20 minutes per manual call.
The app rounds the expected cancellation count to 3; this example currently has 2 recorded. The estimate values the positive difference at the configured cancellation cost. Outreach time is a baseline workload equivalent, before nurse verification and follow-up.
Illustrative baseline comparison, not measured savings or a guarantee. Recorded outcomes alone do not establish that PreOpSure caused a change.
Clinical Outcomes
Review reported events and the reasons behind them.
Cancellations2
Delays1
Screening Gaps0
Other Events0
Cancellation Reasons
Patient no-show1
Insurance / authorization1
Outcome reporting
4 / 6outcomes recorded for the example surgery day
1 proceeded as scheduled · 2 awaiting confirmationRecent Reported Outcomes
Devin ColeShoulder arthroscopy
CancelledInsurance / authorization
Facility administratorAuthorization was not available before the scheduled procedure.
Sep 10, 2026
Alex ReedHernia repair
CancelledPatient no-show
Facility administratorPatient did not arrive for the scheduled case.
Sep 10, 2026
Morgan BlakeKnee arthroscopy
DelayedMissing documentation
Facility administratorOutside records were received after the planned start time.
Sep 10, 2026