Products & Services
SurgiMate ESRM (Electronic Surgical Record Manager) is the leading software solution for surgical scheduling and management.
Products & Services
- SurgiMate ESRM
- SurgiMate ESRM Features
- Consulting Services
- SurgiMate Derm Tracker
- SurgiMate ESRM Specialty
Quick Scheduler
Intuitive interface to easily load and manage all case details.
- Surgeons post surgical orders using the Quick Entry customized templates
– Flexible, Fast and Surgeon Specific - Coordinators complete the surgical booking with ease.
- Add and modify all relevant information pertaining to the surgical case:
– Surgery date, procedures and codes, insurance information, equipment, PATs required, related appointments - Send alerts and warnings to ensure that all necessary items are completed before surgery.

SurgiMate ESRM - Quick Scheduler
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Surgical Calendar
Dynamic planner to access the complete surgical schedule.
- Maximize surgeons' blocked time at hospitals.
- Synchronize with PDAs, EMR or PM calendars.
- Filter calendar by surgeons, hospital and surgical coordinator.
- Show calendar in monthly, weekly or daily view.

SurgiMate ESRM - Surgical Calendar
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Form Generator
Powerful engine to output required data with one click.
- Generate all paper and web forms with 100% accuracy, including:
- Booking / OR Reservations
- Custom Patient Letters
- Consents
- PAT
- Insurance and billing forms
- Automatically print, fax or email forms populated with all your patient and surgical data.
- Regenerate forms after modifications (such as a change in surgery date, hospital, procedure) to handle changes consistently and easily.
- Manage forms in a central, accessible and organized form repository.

SurgiMate ESRM - Form Generation
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Reporting and Tracking
Information access point to enhance business insight.
- Improve analysis and decision making with business-intelligent reports and graphs, including:
- Daily Surgery Report by MD and Hospital
- List of cancelled surgeries with associated reason
- Comparative analysis of surgeries based on history and trends
- Patients with an upcoming surgery who do not have a pre-certification number, sorted by other fields such as insurance company
SurgiMate ESRM - Reporting and Tracking
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Messaging and Workflow
Flexible platform to streamline processes and improve communication.
- Eliminate the surgery scheduling papertrail, including:
- Handwritten surgery directives, notes on charts and faxing between office
- Send messages automatically and generate lists to notify staff that a case needs scheduling, requires pre-certification or is complete and ready for billing.
- Create rules to establish custom procedure and diagnosis lists for every surgeon in the practice with corresponding CPT and ICD9 codes.
- Automatic generation of relevant diagnosis list for each procedure.

SurgiMate ESRM - Messaging and Workflow
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Additional Features
Integration Engine
- Automatically import patient information from Practice Management Solutions and Electronic Medical Record (EMR) Systems.
- Generate surgical reports and export to any reporting tool including Microsoft Excel and Crystal Reports.
- Synchronize Surgical Calendar with PDAs, Outlook, EMR or PM calendars.
Sample Microsoft Outlook and Excel Outputs
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Communicator
- Communicate surgical information between surgeons, schedulers, management and support staff.
- Send customized messages (emails) to relevant staff when situations arise such as:
- Surgeon posts a case > the surgical coordinator is notified
- Surgery requires pre-certification > insurance staff are notified
- The day before surgery, surgeons receive accurate information regarding start times and procedure list
Security
PQRI
SurgiMate’s consultants are the industry experts. Trained to identify the unique needs of surgical practices, SurgiMate consultants enable your practice to:
- Streamline operations and increase efficiency
- Enhance business agility
- Improve business intelligence and analytics
SurgiMate consultants have designed a proven Workflow Analysis Methodology. Our experts work with your practice to:
- Identify the scheduling workflow across a surgery’s life cycle
- Measure key aspects of the workflow
- Determine defects and identify bottlenecks
- Optimize the current process
- Establish controls to maintain optimization
Contact Us to learn about our Consulting Services
Dermatology clinics across the United States have implemented SurgiMate Derm Tracker to revolutionize their biopsy management and workflow. This product offers dermatology clinics a comprehensive solution for problems related to biopsy ordering, results, surgery and follow-up. SurgiMate's particular management expertise in the dermatologic discipline is evident by:
- Lab order entry form with drop downs and clicks to produce a biopsy record
- Generate labels and lab order forms (avoiding manual error)
- Reports to track missing results and malignant biopsies
- Generate patient letters to notify them of upcoming follow-ups and malignancy checks
- Maintain a permanent record of every biopsy ordered within the practice for medico-legal reasons
- Enable staff throughout office locations to enter and access biopsy information (which usually takes places in one paper folder or one Excel spreadsheet)
Recognizing that the needs of surgical practices vary depending on specialty and size, ESRM provides specialty-specific tools, templates, and workflows to accommodate these differences. SurgiMate’s professional serice team helps achieve dramatic improvements in efficiency and patient care.
SurgiMate has customized templates for the following specialties:
SurgiMate is continuously developing additional modules and content with new customers in different surgical specialties. Should you wish to discuss your needs with a SurgiMate specialty, please click here.

