Case study 02 · Healthcare

PreOp Screen

Before surgery, every patient's health history has to be checked. We turned phone calls and paperwork into a 3-minute form on the patient's phone, and a report the doctor signs in one click.

Client
Telehealth anesthesia practice, Florida
Industry
Healthcare
What we did
Product design, web app, clinical rules
Year
2026
The patient's form on a phone
A question with a Not sure answer
3 min

for the patient to fill in the form on their phone. No app, no password.

1 screen

where the doctor sees every patient, the riskiest at the top.

1 click

to turn a reviewed patient into the report the surgeon receives.

0

reports sent without the doctor's signature. Ever.

01The problem

Getting a patient readyfor surgery took too many phone calls.

The practice checks patients before surgery for surgery centres, remotely. Before anyone goes under anesthesia, the doctor has to know their history, their medicines and anything that could make the operation unsafe.

Before
  • Staff phone patients one by one to collect their history
  • Forms come back half filled in
  • One missed medicine can cancel a surgery on the day
  • Reports put together by hand
With PreOp Screen
  • The patient gets a link and fills it in on their phone
  • The form will not move on until the key questions are answered
  • Risky answers are flagged the moment they arrive
  • The report is ready in one click, and the doctor signs it
02How it works

Five steps.One signature.

Tap any step to see what happens there. The doctor stands between the system and the surgeon, so nothing reaches the operating room without a person checking it.

Step 3

System checks the answers. The moment the form arrives, it is compared with the practice's own checklist. Anything risky is flagged, and the patient is placed high, medium or low risk.

03What each side sees

A phone for the patient. A worklist for the doctor.

Form welcome screen
Step 1

The patient's link

Heart and circulation questions
Step 2

Simple questions

Patient record
Patient record with warnings
Step 3

Warnings with reasons

Report
One-page clearance report
Step 4

Report, ready to sign

04A small detail that matters

“Not sure” isnot the same as “No”.

Patients often do not know if a pill they take counts as a blood thinner. Most forms force a Yes or No, and an unsure patient picks No.

So every yes-or-no question has a third answer. “Not sure” becomes a question for the team to follow up, never a quiet No.

Try it · a question from the form

Do you take a blood thinner?

Marked as a question to follow up

Many systems would quietly treat this as a No. Here it stays a question, and the team checks with the patient before surgery.

About you step
Anesthesia history step with Not sure selected
05The doctor's day

Riskiest patientsat the top.

Every warning says why it was raised and which answer caused it. When a case needs a video visit before surgery, the visit is booked automatically.

Today
Today's overview
The day at a glance: who needs the doctor, who is on hold, and which surgeries are this week.
Alerts
Alerts sorted by surgery date
Warnings ordered by how soon the surgery is, with the steps left before the patient is cleared.
06Who makes the decision

The computer suggests.The doctor decides.

AI
Helps with wording

Drafts the doctor's notes. Optional, and switched on only by the practice.

Checklist
Catches the risks

The doctor's own rules, built in. They work even when AI is switched off.

Doctor
Decides and signs

Can change any warning or decision. Once signed, the report is locked.

Try it · a demo patient
  • Sleep apneaNeeds attention
  • Problem with anesthesia beforeNeeds attention
  • Hard to place a breathing tubeNeeds attention
  • Weight (BMI 30 to 40)Plan for it
  • DiabetesPlan for it
Doctor's notes

AI helps word the notes, and they are checked against the patient's answers before the doctor sees them.

Turn AI off and the same 5 warnings appear. Safety never depends on the AI.

07Nothing goes live by accident

234 checks built in.0 switched on without her.

The doctor gave us her medical guidelines: 234 checks, written in plain English. We loaded every one, and prepared 63 so the computer can run them.

But none of them screens a real patient until she has read it and approved it. The approve button simply refuses a check she has not reviewed.

234checks from her guidelines
63prepared to run
0approved yet
0used on patients
08What the surgeon receives

One page.One signature.

One click turns a reviewed patient into the clearance report the practice already used: cleared, cleared with conditions, or on hold. Print it, save it as a PDF, or email it to the surgeon.

It stays a draft until the doctor signs. After that it is locked, so the surgeon always sees exactly what was signed.

Report · signed
Signed clearance report, details hidden

Practice details hidden for privacy. All patients shown are fictional demo data.

09How we built it

A mistake we caughtbefore any patient did.

In testing, the doctor's notes ended every patient the same way: no reason not to proceed. Even for a patient on hold with four warnings on the same page.

The notes and the report go to the surgeon together, so they must never disagree. Now an automatic test compares every note with the report before anything can be sent.

Day 14

The patient form

Secure accounts, the practice's branding, and the full form with consent and save-and-finish-later.

Day 22

The risk checks

The doctor's rules, warnings in plain language, instant alerts.

Day 30

The doctor's screens

Worklist sorted by risk, changes by the doctor, one-click report.

Day 45

Handover

Records, staff accounts, a security review, testing with the practice, training.

Private by design.

Their own account

Built to run in the practice's own cloud account, not ours.

Locked down

Patient information is encrypted, and each practice's data is kept separate.

Every view recorded

The system logs who looked at what, and when.

Fake data in testing

We never use real patients while building or testing. It is in the contract.

After the first demo
“Exactly what I had in mind.”
MD
Founding anesthesiologist
Telehealth anesthesia practice, Florida

Common questions

What is PreOp Screen?

A pre-surgery screening platform for an anesthesia practice. Patients fill in a short form on their phone, answers are checked against the doctor's own rules, and the doctor signs a clearance report for the surgeon.

How do patients fill it in?

They get a link by text or email and complete 18 short steps in about three minutes. No app and no password.

Does the AI decide who is risky?

No. Risk checks are the practice's own rules. AI optionally helps word the doctor's notes, and switching it off gives the same warnings.

Can a report be sent without the doctor?

No. Reports stay drafts until the doctor signs, and signed reports are locked.

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