Resource library

Print-ready resources to walk into your next pilot call.

One checklist. Four clusters. Twenty prompts. Print it, walk it with your administrator and medical director, and bring the score to the pilot conversation — no procurement cycle required.

Pilot readiness checklist

Twenty prompts, four clusters.

Each cluster maps to the workflow the pilot runs against your live chart. Answer with a number, a name, or a single sentence — a row you cannot answer in thirty seconds is the row a pilot will surface.

Chart-review volume

Pre-op screening is the cluster that absorbs the most variance. The five prompts below measure whether your current process is auditable end-to-end before the morning huddle.

  1. What is your weekly pre-op chart volume that arrives unfinished within 24 hours of the case?
  2. What percent of those charts need an anesthesia-specific hold note before clearance?
  3. What is the median wall-clock time from chart open to anesthesia decision, today?
  4. Who signs the final clearance — the OR-day anesthesia lead, a CRNA pool, or a remote reviewer?
  5. Where do the hold notes live after the case — AIMS discrete field, EHR free-text, paper, or a clipboard?

OR-block utilization band

The 75-85% utilization band is what defines ASC economics. These prompts measure how visible that band is to your scheduling lead before first cut, not at month-end.

  1. What is your 12-week rolling first-case on-time start rate, by OR?
  2. What is your 12-week rolling prime-time utilization by room, against the 75-85% band?
  3. How many add-on cases per week do you accept after the morning rebalance has run?
  4. Who owns the morning rebalance — your scheduling coordinator, the OR-day anesthesia lead, or no one in particular?
  5. What is your median turnover time between same-day cases in a single OR, in minutes?

Narcotics vault process

The DEA side of the audit the surveyors read first. These prompts measure whether your count, wastage, and lot trace are wired into a single source of truth, or whether they live on a clipboard.

  1. Who owns the shift-to-shift count and signs the reconciliation packet?
  2. How long does a shift count take end-to-end at your site — draw, count, witness, sign?
  3. Where do wastage events live — paper log, paper log + photo, EHR field, or a vault register?
  4. How often does your count variance exceed a single lot per shift, in a rolling 30-day window?
  5. What is your average lot-level trace time when the surveyor asks for a specific fentanyl vial?

Billing follow-up workload

Same-day RCM is the cluster that closes the loop. These prompts measure whether a denial gets rerouted before EOD, or whether it lands in a month-end rework pile.

  1. How many denied claims do you rework per week on average, across the active payer mix?
  2. Within what window do you re-route a denial that is a real underpayment, versus writing it off?
  3. What percent of cases get a modifier attached before the surgeon signs off the post-op note?
  4. Which CPT + modifier pairings live in your rules today — payer-specific, specialty-specific, or both?
  5. How does your team tell a same-day soft denial apart from a true edit-and-resubmit — overnight batching or live triage?

Download

Bring the checklist to your pilot call.

The same twenty prompts as the on-screen preview, formatted for print. The PDF is ungated — drop it into a reply without a sign-in wall standing between you and the conversation.

Download checklist (PDF)Apply for the next pilot cohort →