Perioperative automation for surgical practices

Transforming surgical practices with artificial intelligence.

Surgical practices run on fragmented data and manual workflows. The result is administrative burden, revenue loss, and time out of the OR. Panel does the work, so surgeons don't have to.

Designed by Surgeons · EMR-Interoperable · All Surgical Specialties · Fast Time-to-Value
www.panelhealth.ai
WORKSPACE
Home
Referral Manager 14
Note Pilot 3
Resident Log Assistant
Analytics
LOCATIONS
— Main Campus OR
— Ambulatory Pavilion
— ASC · North
Practice Overview
All Locations Last 90d ▾
Cases Completed
26
▲ 18.1% vs prior
Total wRVUs
2,526
▲ 14.2% vs prior
Avg wRVU per case
26.9
▲ 1.8
Coding lift
$ 41.2k
▲ est. recovery
Search procedures, sites, locations...
DATE PROCEDURE ANATOMIC SITE LOCATION ATTENDING RESIDENT wRVUs ACTION
04/22 DIEP flap reconstruction R breast Main · OR-4 C. Shepherd A. Torres 35.12
04/22 Alveolar bone graft Maxilla / alveolus Main · OR-1 C. Shepherd M. Osei 8.14
04/21 Mandibular fracture ORIF Mandible Main · OR-5 C. Shepherd L. Park 18.60
04/21 Right wrist stabilization R wrist / distal radius ASC · North C. Shepherd S. Patel 12.38
PARSED
178 op notes
free-text → structured
RECOVERED
$41,200
missed coding · 90d
PURPOSE-BUILT FOR SURGICAL SPECIALTIES
General Surgery Orthopedic Surgery Neurosurgery Urology Plastic Surgery Vascular Surgery Anesthesiology
01 The problem today

The work between cases is disrupting the work in the OR.

Clinical data in surgical practices is fragmented and unstructured. Workflows built around it are manual, error-prone, and time-intensive. The downstream effects are measurable: excess administrative burden, reduced OR time, and systematic revenue loss.

P · 01

Administrative load is consuming clinical time.

Pre-op to post-op workflows such as referral coordination, documentation, coding, and case logging are highly manual and take away from time spent on patient care.

Referral triage9.0h / wk
Documentation & coding3.5h / wk
Resident case logging2.5h / wk
P · 02

Case data is fragmented and unstructured.

Referrals arrive in multiple formats, EMRs often don't talk to each other, and operative notes are free text. Fragmentation makes data visibility and usability difficult.

EMR · Site AFaxPDF
EMR · Site BOp note · txt
Coder QA
→ no single source of truth
P · 03

Multiple sources of revenue leakage.

Referrals go cold from lack of follow-up, while patients who are not pre-qualified create bottlenecks. Weak documentation and missed codes reduce revenue potential. Note amendments cause delays in revenue earned.

Revenue earned per note vs. potential95%
Referrals completed vs. pipeline40%
02 The platform

Three AI agents. One case ledger. The autonomous layer for the surgical enterprise.

Panel deploys AI agents around perioperative workflows that each surgical practice runs. Each agent, purpose-built for its surgical subspecialty, feeds a centralized ledger to provide unmatched visibility into clinical activity.

REFERRAL MANAGER

An autonomous referral coordinator that pre-qualifies surgical candidates before they walk in.

Most surgical practices lose revenue before patients walk through the door. Referrals stack up and triage is inconsistent. Patients arrive at clinic without the pre-qualification that makes them an actual surgical candidate, and the slot is wasted.

Panel's Referral Manager agent runs the full pre-clinic loop: capture referrals from any source, extract the clinical facts, triage by complexity and urgency, and reach out to the patient by SMS or call to close the prerequisite gaps. The result is a denser, better-qualified clinic, and a higher consult-to-surgery yield.

  • Multi-source intake: EMR, fax / e-fax, email, scanned PDF
  • Structured extraction of diagnosis, intended procedure, insurance, and history
  • Triage by complexity, urgency, and surgical-readiness
  • Conservative-care rules engine cross-references payer policy and procedure
  • Patient outreach via SMS and voice ensures complete prerequisites before clinic
Consult-to-surgery yield
denser, more qualified clinic
Time-to-first-contact
referrals worked within hours, not days
panelhealth.ai / referral-manager
AGENT · LIVE
INBOX · TODAY 11 new
FAX
Patient · RFL-2381
Lower extremity wound recon
4m
EMR
Patient · RFL-2380
Post-mastectomy breast recon
11m
WEB
Patient · RFL-2379
Cleft lip revision, adult
28m
FAX
Patient · RFL-2378
Symptomatic bilateral macromastia
45m
EMR
Patient · RFL-2377
Hand tendon laceration, repair
1h
RFL-2380 · EMR INTAKE · 08:51
Carpal tunnel syndrome, right → hand surgery consult
PRIORITY · STANDARD SURG · CANDIDATE
DIAGNOSIS
Carpal tunnel syndrome, R · G56.01
INTENDED PROCEDURE
Carpal tunnel release, R · 64721
PAYER
Aetna Choice POS II
REFERRING
PCP · Dr. L. Chen
EMG / nerve conduction study · confirmed CTS · 03/18
Wrist splint trial · 6 wk minimum · 8 wks completed
PT discharge summary upload · patient uploading today
Prior auth, elective procedure · not yet submitted
09:34SMS · IN"Got it! Uploading PT records now. When can I book my slot?"
09:31SCHEDULEHeld consult slot · 06/02 · pending PT records receipt
09:14SMS · OUT"One more step — please upload your PT discharge summary so we can submit your auth…"
08:54TRIAGERouted to hand surgery · surgical candidate · standard
08:51EXTRACTParsed PCP referral · 12 fields structured · NCS result captured
NOTE PILOT

A documentation co-pilot that defends every code the case actually earned.

Revenue leakage exists due to gaps between what a surgeon does and what the surgeon wrote down. Note Pilot reads the operative note, suggests the CPT and ICD-10-CM codes the case supports, and — critically — flags the documentation language that has to be present for those codes to pass an audit.

Every suggestion cites the exact phrase in the note, the policy it maps to, and the dollar impact of either accepting or declining the amendment. Note Pilot ensures quality documentation to streamline the coding process.

  • CPT and ICD-10-CM suggestions with confidence and citation
  • Documentation amendments — exact language, surfaced in-line
  • Modifier logic for multiple, complex, and assistant cases
  • Side-by-side dollar impact: before vs. after coding lift
  • One-click push to EMR
Revenue capture per case
prevents leakage from weak documentation
Days to bill
fewer coder-to-surgeon round trips
panelhealth.ai / note-pilot
3 SUGGESTIONS READY
OPERATIVE NOTE · CS-1029
Right skin-sparing mastectomy with immediate tissue expander reconstruction
DOS · 04/22

PREOP DX: Right breast cancer, IDC. Planned skin-sparing mastectomy with immediate implant-based reconstruction.

PROCEDURE: Patient was positioned supine with arms abducted. Preoperative markings were confirmed. Following completion of skin-sparing mastectomy by the breast surgery team, the plastic surgery team assumed the field.

The pectoralis major muscle was elevated off the chest wall from its lateral border. Acellular dermal matrix (ADM) was sutured to the inferior pectoralis edge and secured to the inframammary fold, creating a complete submuscular-ADM pocket.

A 500 cc smooth round tissue expander was placed within the pocket and inflated to 150 cc with saline under direct visualization. The device was confirmed to be in appropriate position with no malrotation.

The pocket was irrigated with triple-antibiotic solution. Drains were placed. The skin flaps were assessed for perfusion and closed in layers without tension.

EBL: 35 mL. IMPLANT: Tissue expander, 500 cc, lot documented in implant log.

Codes Amendments 2
CPT · suggested conf · 96%
19357
Tissue expander insertion, breast unilateral
Cited: "500 cc smooth round tissue expander was placed"
9.27 wRVU
ICD-10-CM · suggested conf · 99%
Z42.1
Encounter for breast reconstruction after mastectomy
Z90.11
Acquired absence of right breast · supporting
DOC AMENDMENT · suggested +$612 est.
ADM use supports separate billing (15271). Add explicit sizing language to note:
"Acellular dermal matrix, 16 × 8 cm (128 sq cm), sutured to inferior border of pectoralis major and inframammary fold as inferior sling."
EST. CODING LIFT · THIS CASE
+$612 · +3.84 wRVU
RESIDENT LOG ASSISTANT

Resident case logging that takes minutes, not hours.

Residents can spend over 3 hours per week submitting case logs, creating administrative burden and reducing time for resident education. Case under-reporting is widespread and significant, creating audit risk for programs and documentation gaps that can harm residents.

Resident Log Assistant reads and parses each completed operative note, maps key details to the accreditation taxonomy, and auto-populates submissions via a browser extension. Panel ensures human in-the-loop involvement, with residents reviewing and confirming each submission.

  • Note ingestion via upload, EMR pull, or direct paste
  • Codes, roles, and defined categories auto-mapped to accreditation taxonomy
  • Browser extension auto-populates the submission portal
  • Program-level dashboard for PDs: log completeness and case minimum tracking, by resident
Resident education time
time saved for resident training
Compliance risk
closes gaps in logging requirements
panelhealth.ai / resident-log-assistant
EXTENSION CONNECTED
PGY-3 · RECONSTRUCTIVE PLASTIC SURGERY
Proposed Case Submission
28 pending review  ·  6 to submit
Case · LOG-0412
04/22 · Main Campus OR-2 · Attending: Shepherd, C.
READY TO REVIEW
PROCEDURE
Scalp avulsion repair with rotation flap
extracted · op note ¶3
PRIMARY CODE
12032
Repair, intermediate, wounds of scalp, axillae, trunk and/or extremities
ROLE
Surgeon
extracted · "Resident performed flap elevation and inset"
AREA
Head and Neck Trauma
mapped · accreditation taxonomy
DIAGNOSIS
Traumatic scalp avulsion · S08.0XXA
CONFIDENCE
96%
PENDING REVIEW · 28
LOG-0412
Scalp avulsion repair
JR
LOG-0411
Tissue expander, L breast
JR
LOG-0410
FTSG, dorsal hand
SR
LOG-0409
Local flap, scalp defect
JR
LOG-0408
Bilateral reduction mammo.
JR
LOG-0407
Implant exchange, bilateral
SR
LOG-0406
Abd. wall reconstruction
JR
LAST 90 DAYS 180 submitted · 28 pending · 6 ready
CASE INTELLIGENCE

A unified ledger of your clinical history.

Physicians struggle to understand their own clinical footprint due to fragmentation of case data across sites and EMRs. Panel Case Intelligence is a single source of truth that unifies cross-site case data, providing a queryable case history that reveals insights about productivity, procedures, and techniques.

The tool then helps automate downstream workflows such as case analysis, research, and credentialing submission, saving physicians hours of time every month.

  • One structured record of every case, across every EMR and site
  • Query for key data such as CPT codes, productivity (wRVU), and procedure types
  • Customizable analytics — see top procedures, mix, and trends
  • Automate case-based workflows such as credentialing submissions and case analysis
One source of truth
across every site, every EMR, every year
Credentialing burden
from days to a single export
panelhealth.ai / case-intelligence
CASE INTELLIGENCE · K. RAMIREZ, MD · RECONSTRUCTIVE PLASTIC SURGERY
Rolling 90-day view
All Locations 90d ▾
CASES COMPLETED
34
▲ 5.2% vs prior
TOTAL wRVUs
6,840
▲ 11.4%
AVG wRVU / CASE
38.4
▲ 2.1
UNIQUE CPTs
31
— flat
Top procedures · by volume 90d
Local tissue rearrangement · 14040
48
Split-thickness autograft · 15100
38
Carpal tunnel release · 64721
29
Free flap reconstruction · 15756
22
Complex wound repair, face · 13131
16
Tissue expander, breast · 19357
11
wRVU · weekly 13 wk · trending ↑
Site mix 3 locations
Main OR 50%
Amb. Pavilion 30%
ASC · North 20%
Case Ledger · most recent view all 178 →
DATEPROCEDUREANATOMIC SITELOCATIONwRVUsACTION
04/22Free flap reconstructionR mandibleMain · OR-338.20
04/22Local tissue rearrangementL cheek / faceMain · OR-19.84
04/21Split-thickness autograftR thigh donor siteAmb. Pavilion11.40
04/21Scalp avulsion repairScalp / vertexMain · OR-218.60
03 Persona Solutions

One platform for different roles.

Panel is bought by health systems, used by surgical teams, and trusted by administrators.

01 · SURGEON

A clinical footprint that travels with the surgeon.

  • Every case the surgeon has done is captured, structured, and analyzable
  • Track stats, glean clinical insights, and automate downstream workflows
  • Ensure proper documentation language and coding at the point of care
02 · PRACTICE ADMIN

Manage the patient pipeline efficiently.

  • Automate referral outreach when it arrives
  • Efficiently triage patients and ensure proper workups
  • Prevent lost referrals and wasted clinic time
03 · HEALTH SYSTEM LEADER

Capture lost revenue and optimize costs.

  • Accelerate referral pipelines and increase consult-to-surgery yield
  • Optimize case mix
  • Prevent revenue leakage from poor documentation
04 Why Now

Most surgical practices leave real money and real clinical insight on the table.

Surgical administrative workflows are incredibly inefficient, requiring significant manual work and handling of disparate, unstructured data. This creates lost revenue, lost time, and a lack of data insight through bandwidth bottlenecks and human error. Panel solves this problem through AI-powered automation and data structuring.

55-65%
of patients drop off during the referral process due to poor communication
3-5%
lost revenue per case due to insufficient documentation and inaccurate coding
2.5-4.5 hrs
spent per week per surgeon on operative note documentation and coding
40%+
of resident cases go unlogged due to the burden of manual submission
05 How We Integrate

Read-only at the edges. Never in the way of the OR.

Panel sits alongside the EMR and the surgical workflow. We start read-only on the data you already have, such as operative notes and referral feeds.

HIPAA-aware
BAA on file
SOC 2 in progress
Type II target · 2027
Encrypted
in transit & at rest
Least privilege
scoped access by role
06 Next Move

Ready to transform your surgical practice?

Give us read-only access to one site's operative notes and referral feed. We'll set up Panel to save you time and money.

HIPAA-AWARE· BAA ON FILE· READ-ONLY START· LIVE IN < 30 DAYS