Commissioned Research
Top 10 Best Perioperative Software of 2026

GITNUXSOFTWARE ADVICE

Healthcare Medicine

Top 10 Best Perioperative Software of 2026

Review perioperative software options for surgery and perioperative teams, comparing platforms like Oracle Health SurgiNet and key tradeoffs.

20 min readUpdated Editorially scoped research
How we ranked these tools
01Editorial Scope

Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.

02Source Research

Search agents gather the source set and the review record, including transcriptions of video reviews and podcasts.

Read our full methodology →

Framework: Features 40% · Ease 30% · Value 30%

Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy

This comparison targets surgical, anesthesia, and perioperative operations leaders who must coordinate documentation, scheduling, and handoffs across care areas and systems. The decision tradeoff centers on how each platform fits into existing EHR and OR infrastructure through integration paths, configuration and RBAC, and the data model needed to track cases from prep through completion.

MEDITECH Expanse Surgical Services is the best pick for teams running Expanse end to end because event-sequenced surgical documentation keeps perioperative context synchronized from preadmission through PACU handoff, whereas HST Pathways suits ambulatory centers that need configurable, status-driven pathway workflows with controlled rollout.

Editor’s top 3 picks

Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.

Editor pick
1

MEDITECH Expanse Surgical Services

Event-sequenced surgical services documentation that maintains continuity from preadmission through PACU handoff within Expanse.

Best for: Fits when perioperative documentation and event sequencing must follow Expanse across preop, OR, and PACU.

2

Oracle Health SurgiNet

Editor pick

Event-driven case status tracking that propagates perioperative workflow state changes across OR, anesthesia, and PACU.

Best for: Fits when perioperative teams need governed workflow orchestration across multiple departments and legacy integrations.

3

HST Pathways

Editor pick

Status-driven pathway tracking that ties perioperative tasks to episode progress across handoffs.

Best for: Fits when perioperative teams need configurable care-pathway workflows with controlled rollout.

Comparison Table

1
9.5/10
Overall
2
8.8/10
Overall
3
8.6/10
Overall
4
8.5/10
Overall
5
8.2/10
Overall
6
enterprise
7.8/10
Overall
7
7.4/10
Overall
8
vertical specialist
7.3/10
Overall
9
vertical specialist
6.8/10
Overall
10
6.7/10
Overall
#1

MEDITECH Expanse Surgical Services

enterprise

Surgical and perioperative workflow management integrated into the MEDITECH Expanse EHR.

9.5/10
Overall
Features9.5/10
Ease of Use9.5/10
Value9.5/10
Standout feature

Event-sequenced surgical services documentation that maintains continuity from preadmission through PACU handoff within Expanse.

MEDITECH Expanse Surgical Services fits perioperative workflow orchestration where surgical encounters must remain consistent across preadmission, intraoperative documentation, and PACU handoff. The administrative workflow needs a governing model for order entry, document completion status, and downstream availability of completed records. The product is typically evaluated based on how its surgical documentation screens and event sequencing align with ADT updates and scheduling changes.

A key tradeoff is that the perioperative value depends on MEDITECH ecosystem integration rather than operating as an independent layer over non-MEDITECH scheduling and documentation systems. It is most effective when perioperative leadership can standardize templates for intraoperative documentation and enforce completion rules through local roles and audit visibility.

Pros
  • +Perioperative documentation stays synchronized with Expanse patient context
  • +Surgical services workflows align to preadmission to PACU continuity
  • +ADT-driven updates reduce duplicate charting across departments
  • +Template-driven intraoperative and post-anesthesia record capture
Cons
  • –Best results require MEDITECH-centric workflows and integration effort
  • –Template configuration can be time-consuming for multi-service variation
  • –Extensibility relies on MEDITECH integration patterns rather than open tooling
  • –Intraoperative screen navigation can feel dense for rotating staff
Use scenarios
  • Perioperative informatics teams

    Standardize surgical documentation and status flow

    Fewer missing fields across cases

  • Anesthesia departments

    Capture intraoperative documentation consistently

    Cleaner PACU handoff packets

Show 2 more scenarios
  • Pre-admission testing coordinators

    Track preop work against scheduled cases

    Reduced day-of-surgery delays

    Coordinate preadmission activities so the patient chart reflects updated readiness before the surgical day.

  • OR managers

    Manage perioperative workflow visibility

    More predictable turnover readiness

    Rely on surgical service event states to monitor progress through OR and post-anesthesia transitions.

Best for: Fits when perioperative documentation and event sequencing must follow Expanse across preop, OR, and PACU.

#2

Oracle Health SurgiNet

enterprise

Perioperative and surgical documentation software within the Oracle Health clinical platform.

8.8/10
Overall
Features8.8/10
Ease of Use8.8/10
Value8.8/10
Standout feature

Event-driven case status tracking that propagates perioperative workflow state changes across OR, anesthesia, and PACU.

Oracle Health SurgiNet routes perioperative orders and documentation across surgical workflow touchpoints, including OR, anesthesia, and PACU handoffs. It supports surgical case administration with configuration for local processes, plus interfaces for clinical and scheduling systems.

Automation centers on event-driven workflow tracking and status transitions that reduce manual follow-ups between units. System governance relies on role-based access and audit logging to support traceability across the perioperative timeline.

Pros
  • +Workflow routing connects OR, anesthesia, and PACU handoff steps
  • +Role-based access supports controlled perioperative documentation access
  • +Audit logging improves traceability across case status changes
  • +Configurable perioperative process mapping supports local variations
Cons
  • –Setup and interface work can be substantial for full end-to-end coverage
  • –UI workflows can feel dense for teams that need fewer guided steps
Use scenarios
  • Surgical case administrators

    Track perioperative orders across handoffs

    Fewer cross-unit follow-ups

  • Perioperative operations coordinators

    Coordinate status transitions across units

    More consistent handoff completion

Best for: Fits when perioperative teams need governed workflow orchestration across multiple departments and legacy integrations.

#3

HST Pathways

SMB

Ambulatory surgery center software with scheduling, clinical charting, billing, and perioperative workflow tools.

8.6/10
Overall
Features8.6/10
Ease of Use8.6/10
Value8.6/10
Standout feature

Status-driven pathway tracking that ties perioperative tasks to episode progress across handoffs.

HST Pathways targets perioperative workflow orchestration by combining configurable pathway templates with status tracking across the surgical episode.

The solution supports operational workflow governance through role-based access controls and configuration controls that limit who can change pathway logic.

Integration is a central design point, with data exchange intended to reduce manual re-entry across scheduling, admissions feeds, and documentation handoffs.

Pros
  • +Configurable pathway workflows align tasks across pre-op, intra-op, and post-op roles
  • +Event-driven status tracking makes handoff progress visible across the surgical episode
  • +Integration-first approach supports operational data exchange with existing hospital systems
  • +Role-based access controls restrict pathway configuration and operational actions
Cons
  • –Workflow configuration work is non-trivial for facilities with many service lines
  • –Native analytics coverage is lighter than dedicated OR utilization reporting systems
  • –Granular postoperative handoff customization can require implementation support
  • –Some perioperative specialties need additional configuration to match local templates
Use scenarios
  • Perioperative nurses and teams

    Connect pre-op, intra-op, post-anesthesia tasks

    Clearer handoffs

  • Endoscopy clinicians

    Record structured findings with media links

    Repeatable procedure records

Show 2 more scenarios
  • ASC revenue-cycle teams

    Organize claim follow-up workflows

    More visibility into progress

    Reviews claim status and ties follow-up tasks to routine revenue-cycle operations.

  • ASC schedulers and registration

    Keep registration aligned with workflow

    Connected case information

    Coordinates facility scheduling and case registration while maintaining case continuity into day-of-service tasks.

Best for: Fits when perioperative teams need configurable care-pathway workflows with controlled rollout.

#4

Picis Clinical Solutions

enterprise

Perioperative, anesthesia, and critical care software focused on hospital procedural workflows.

8.5/10
Overall
Features8.5/10
Ease of Use8.5/10
Value8.5/10
Standout feature

Interconnected anesthesia-to-PACU documentation workflows that carry structured data forward across the perioperative timeline.

The core value centers on structured perioperative documentation that connects clinician input to downstream handoff steps and operational visibility. Picis Clinical Solutions includes intraoperative documentation patterns and PACU-record workflows, plus preadmission and perioperative operational reporting to support case-level analysis. Integration is a major part of implementation because ADT and scheduling feeds drive event timing and chart context.

Pros
  • +Strong intra-op to PACU workflow continuity for chart completion
  • +Structured documentation supports consistent clinical capture across cases
  • +Operational reporting ties perioperative activity to measurable outcomes
  • +Integration pathways reduce manual re-keying from scheduling and ADT feeds
Cons
  • –Workflow build and template configuration require sustained governance discipline
  • –Deep customization can slow adoption for low-standardization service lines
Use scenarios
  • Anesthesia department leaders

    Standardize intraoperative documentation

    More consistent documentation

  • Perioperative nursing coordinators

    Automate PACU handoff completion

    Fewer handoff gaps

Show 2 more scenarios
  • Perioperative analytics teams

    Track OR and recovery performance

    Actionable process insights

    Case-level reporting supports review of perioperative throughput and clinical process measures.

  • Surgical scheduling operations

    Reduce manual chart reconciliation

    Lower manual re-keying

    Event timing from enterprise feeds supports chart context and reduces re-entry effort.

Best for: Fits when perioperative teams need end-to-end anesthesia documentation and PACU handoff with measurable reporting and tight integration.

#5

Qventus Perioperative Solution

enterprise

AI workflow automation software for perioperative coordination, case progression, and OR throughput.

8.2/10
Overall
Features8.2/10
Ease of Use8.3/10
Value8.1/10
Standout feature

Case execution orchestration that tracks tasks across perioperative phases with workflow-driven handoffs.

Qventus Perioperative Solution is designed around end-to-end perioperative orchestration with a workflow engine that coordinates tasks across roles and phases of care. The automation surface is strongest when perioperative teams need case-level execution tracking, role-based task routing, and visibility into where delays originate in the OR process. Integration work typically targets ADT feeds and clinical systems so patient and encounter context can flow into perioperative planning and execution.

Pros
  • +Case-level orchestration ties tasks to each surgical encounter
  • +Workflow automation supports cross-role routing and execution tracking
  • +Operational dashboards improve throughput visibility by case phase
  • +Integration approach aligns with ADT-driven perioperative context
Cons
  • –Workflow setup requires governance to keep rules consistent
  • –Some facility-specific variations can increase implementation configuration
Use scenarios
  • Perioperative operations leaders

    Reduce variance in case execution

    Fewer missed handoffs

  • Perioperative scheduling teams

    Improve OR throughput planning

    More predictable utilization

Show 1 more scenario
  • Care coordination managers

    Coordinate pre and post handoffs

    Faster movement between units

    Route responsibilities through structured workflow states tied to each perioperative encounter.

Best for: Fits when OR teams need case execution automation and cross-department visibility.

#6

Epic OpTime

enterprise

Operating room management software integrated with Epic's perioperative and inpatient workflows.

7.8/10
Overall
Features7.8/10
Ease of Use7.7/10
Value7.9/10
Standout feature

Procedure-event documentation in OpTime stays synchronized with the perioperative case record across OR and recovery steps.

Epic OpTime is Epic Systems' perioperative workflow module that coordinates surgical case activities from scheduling through intraoperative documentation and post-anesthesia handoff. Its core strength is end-to-end charting tied to procedure events, including anesthesia-related documentation surfaces and perioperative status tracking.

Pros
  • +Event-linked perioperative documentation reduces manual cross-entry during case flow
  • +Deep configuration within Epic reduces the need for external surgical workflow stitching
  • +Role-based access and audit trails support perioperative documentation governance
  • +Scheduling-to-intraoperative transitions stay consistent through shared Epic case context
Cons
  • –OpTime relies on Epic infrastructure, so non-Epic deployments face integration friction
  • –Custom workflow changes often require build work and careful testing across perioperative roles
Use scenarios
  • Anesthesia documentation teams

    Chart anesthetic events tied to procedure

    End-to-end charting consistency

  • Surgical case coordinators

    Manage surgical activities from scheduling

    Fewer duplicate entries

Show 1 more scenario
  • Perioperative administrators

    Control access with audit visibility

    Improved documentation governance

    Uses role-based permissions and auditability to enforce who can view or change perioperative documentation.

Best for: Fits when an organization runs Epic broadly and needs tight perioperative documentation and event tracking across OR, anesthesia, and PACU.

#7

CenTrak Perioperative Workflow

vertical specialist

Real-time location and workflow software for patient, staff, and asset visibility in perioperative care areas.

7.4/10
Overall
Features7.4/10
Ease of Use7.4/10
Value7.4/10
Standout feature

End-to-end perioperative workflow timing that models step dependencies across rooms, roles, and handoff points.

CenTrak Perioperative Workflow is an OR perioperative workflow orchestration product that centers on timed operational steps across the surgical journey. It uses case, staff, and room workflows to drive coordination for activities that occur before incision, during intraoperative documentation handoffs, and through post-anesthesia handoff into recovery.

Pros
  • +Workflow timing helps coordinate OR readiness and downstream handoffs.
  • +Integration pathways reduce manual status copying into scheduling and ADT feeds.
  • +Configuration supports multi-step perioperative processes by role and location.
  • +Operational visibility supports OR utilization and turnover monitoring workflows.
Cons
  • –Configuration depth can require governance to keep steps consistent across units.
  • –Coverage of anesthesia-specific documentation is limited without adjacent anesthesia systems.
  • –Complex process graphs can slow adoption for staff without dedicated training.
  • –Data completeness depends on upstream event accuracy from scheduling and ADT sources.
Use scenarios
  • OR coordinators

    Track timed steps before incision

    Better pre-incision coordination

  • Perioperative documentation teams

    Manage intra-op handoff checkpoints

    Clearer handoff status

Show 2 more scenarios
  • Post-anesthesia recovery staff

    Coordinate post-anesthesia handoff to recovery

    More reliable recovery transitions

    Tracks post-anesthesia handoff steps through recovery-facing workflow progress measures.

  • Hospital integration teams

    Reduce manual status updates with connectivity

    Less manual tracking

    Uses automation and connectivity to integrate with enterprise systems for operational status updates.

Best for: Fits when perioperative teams need operational workflow tracking across OR phases with integration into scheduling and ADT.

#8

Surgical Information Systems

vertical specialist

Perioperative software suite for surgical scheduling, documentation, anesthesia, and supply workflows.

7.3/10
Overall
Features7.3/10
Ease of Use7.3/10
Value7.3/10
Standout feature

Intraoperative documentation is designed around structured step capture that flows directly into PACU handoff documentation screens.

Surgical Information Systems supports perioperative workflow orchestration across scheduling, intraoperative documentation, and post-anesthesia care record documentation in one operational flow.

Pros
  • +End-to-end chart flow links intraoperative documentation through PACU handoff steps
  • +Configurable screens support facility-specific order sets and documentation granularity
  • +Scheduling and case readiness views reduce last-minute manual coordination
  • +HL7 ADT feeds can auto-populate patient and encounter context into perioperative workflows
Cons
  • –Integration depth depends on local interface scope for downstream anesthesia and billing systems
  • –Some OR utilization reporting needs data extraction and transformation outside the core UI
  • –Workflow changes require structured governance to keep documentation consistent across sites
  • –Sterile processing and tray workflows are limited without separate integration projects
Use scenarios
  • Perioperative nurses and teams

    Standardize structured charting across cases

    More consistent records

  • Care transition teams

    Link events to discharge and follow-up

    Better continuity

Show 2 more scenarios
  • Hospital OR schedulers

    Coordinate daily cases, rooms, and readiness

    Fewer manual handoffs

    Manages planned cases, room assignments, staff availability, schedule changes, and case statuses for daily operations.

  • Perioperative operations leaders

    Review timing and throughput performance

    Clear delay analysis

    Provides operational visibility into on-time starts, turnaround, throughput, and block utilization measures.

Best for: Fits when perioperative teams need configured documentation workflows tied closely to scheduling and PACU handoffs.

#9

Getinge Torin

vertical specialist

Operating room planning and management software for perioperative workflow coordination.

6.8/10
Overall
Features6.8/10
Ease of Use6.8/10
Value6.8/10
Standout feature

Case-level workflow tracking that propagates surgical status into intraoperative and postoperative task completion steps.

Getinge Torin centers on perioperative workflow orchestration with a case-centric task and documentation experience aligned to surgical progress. The product connects scheduling events to intraoperative and postoperative documentation steps, so teams can track status across handoffs instead of managing separate spreadsheets.

Pros
  • +Case-centric workflow that ties documentation and task status to surgical progress
  • +Configurable checklist and task steps for OR turnover and handoff sequencing
  • +Automation reduces manual status updates across intraoperative and PACU handoffs
  • +Governed configuration supports controlled participation by perioperative roles
Cons
  • –Deeper integration breadth depends on how connected scheduling and EMR components are deployed
  • –Checklist logic can require careful configuration to match local preference-card practices
  • –Reporting depth for OR utilization depends on upstream data availability
  • –Workflow configuration work is needed to align Torin steps with local handoff maps
Use scenarios
  • Surgical workflow coordinators

    Track status across handoffs

    Fewer spreadsheet handoffs

  • OR turnover operators

    Automate turnover timing workflows

    More consistent turnovers

Show 1 more scenario
  • Clinical documentation administrators

    Control configuration and audit activity

    Stronger documentation oversight

    Applies controlled role-based participation and audit-oriented activity visibility within perioperative workflows.

Best for: Fits when perioperative teams want case-level workflow orchestration and automation across intraoperative and PACU handoffs.

#10

AnesthesiaGo

SMB

Cloud software for anesthesia and perioperative teams covering scheduling, compliance, billing, and documentation workflows.

6.7/10
Overall
Features6.7/10
Ease of Use6.7/10
Value6.7/10
Standout feature

Case-bound peri-anesthesia documentation and handoff outputs that attach to the scheduled encounter record.

AnesthesiaGo supports perioperative workflow orchestration for anesthesia teams by centralizing intraoperative documentation and peri-anesthesia handoffs around scheduled cases. The system focuses on case-based capture for anesthetic events and postoperative status, then produces chart outputs aligned to common perioperative documentation needs.

Pros
  • +Case-linked documentation keeps anesthetic notes and handoff artifacts connected
  • +Workflow design supports intraoperative capture with less back-and-forth
  • +Staff access control supports role-based participation in documentation
  • +Chart outputs align to peri-anesthesia handoff checkpoints
Cons
  • –Integration coverage depends on how scheduling and ADT feeds are implemented
  • –Less depth for downstream quality reporting workflows compared with broader suites
  • –Operational governance for templates needs ongoing local configuration
  • –Automation breadth for non-anesthesia perioperative tasks is limited
Use scenarios
  • Anesthesia teams

    Document intraoperative anesthetic events

    Cleaner peri-anesthesia records

  • Peri-anesthesia documentation staff

    Attach postop status to the right encounter

    Correct case linkage

Show 1 more scenario
  • Anesthesia administrators

    Manage access and audit documentation activity

    Improved audit readiness

    Uses staff access controls and auditability to govern clinical documentation across perioperative cases.

Best for: Fits when perioperative teams want anesthesia-first workflow orchestration with case-linked documentation and controlled access.

Conclusion

After evaluating 10 perioperative software, MEDITECH Expanse Surgical Services stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.

Our Top Pick
MEDITECH Expanse Surgical Services

Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.

Frequently Asked Questions About Perioperative Software

How do anesthesia-first workflows differ between AnesthesiaGo and Picis Clinical Solutions?
AnesthesiaGo ties intraoperative documentation and peri-anesthesia handoff outputs to the scheduled case encounter record for an anesthesia-centered workflow. Picis Clinical Solutions connects anesthesia documentation workflows to PACU handoff screens with structured capture across pre-op, intra-op, and post-anesthesia periods.
Which perioperative platforms provide event-driven case status propagation across OR, anesthesia, and PACU?
Oracle Health SurgiNet uses event-driven workflow tracking and status transitions to propagate case workflow state across OR, anesthesia, and PACU. Qventus Perioperative Solution also coordinates cross-phase tasks with workflow-driven handoffs tied to each surgical case.
When hospitals need deep linkage to a specific EHR, how do Epic OpTime and MEDITECH Expanse Surgical Services compare?
Epic OpTime uses Epic role-based access controls and auditability to manage end-to-end charting tied to procedure events across OR and recovery steps. MEDITECH Expanse Surgical Services aligns perioperative coordination and documentation sequencing to the MEDITECH Expanse EHR so ADT-linked context and surgical services functions stay consistent across preadmission, OR, and PACU.
How do administrators handle security and audit visibility in Epic OpTime versus Oracle Health SurgiNet?
Epic OpTime governs access through Epic RBAC and auditability for documentation viewing and changes. Oracle Health SurgiNet relies on role-based access and audit logging to support traceability across the perioperative timeline as workflow state transitions occur.
What data migration approach is typical when moving from spreadsheets into Surgical Information Systems?
Surgical Information Systems maps facility-specific case readiness and turnover tracking screens into configured documentation steps so documentation moves from pre-op through PACU without rekeying. The migration effort typically focuses on translating existing step lists and handoff notes into the system’s structured step capture so downstream exports and charge reconciliation align with the new operational flow.
Where does Getinge Torin fall short compared with workflow orchestration that emphasizes cross-department task execution?
Getinge Torin centers on case-level workflow tracking that propagates surgical status into intraoperative and postoperative task completion steps with configurable checklists. Qventus Perioperative Solution is built for case execution orchestration across perioperative phases with cross-department visibility, which matters when tasks span more than OR, anesthesia, and PACU.
How do perioperative systems integrate with admission workflows, and what differs between Surgical Information Systems and CenTrak Perioperative Workflow?
Surgical Information Systems typically integrates patient and encounter context through ADT HL7 feeds and produces surgical documentation exports for downstream reporting and charge reconciliation. CenTrak Perioperative Workflow focuses on timed operational steps across rooms, roles, and handoff points and provides an automation and connectivity surface aimed at reducing manual status updates.
Which tools are better aligned to OR turnover tracking and timing automation, and what tradeoff follows?
Getinge Torin supports automation for OR turnover timing tied to configurable workflows and staff-facing checklists. CenTrak Perioperative Workflow provides end-to-end perioperative workflow timing that models step dependencies across rooms and roles, which can require tighter operational configuration to reflect real-world dependency patterns.
When teams need configurable care-pathway templates across preadmission, intraoperative documentation, and postoperative records, how does HST Pathways compare with Oracle Health SurgiNet?
HST Pathways uses configurable perioperative templates with status-driven pathway tracking and audit-style logging to connect tasks across handoffs from preadmission through postoperative records. Oracle Health SurgiNet emphasizes event-driven workflow orchestration with governed workflow state transitions across OR, anesthesia, and PACU, which can be a better fit when process state must update continuously across multiple departments.
What breaks if OR, anesthesia, and PACU teams do not align role-based configuration in Epic OpTime versus Qventus Perioperative Solution?
In Epic OpTime, misaligned RBAC and procedure-event documentation setup can cause inconsistent viewing or editing of charting tied to procedure events across the surgical continuum. In Qventus Perioperative Solution, misconfiguration of cross-department workflows and workflow-driven handoffs tied to each surgical case can stop task execution automation from moving correctly from one perioperative phase to the next.

Tools reviewed

Primary sources checked during evaluation.

Referenced in the comparison table and product reviews above.

How to Choose the Right Perioperative Software

We see the biggest differences in how a perioperative workflow stays connected across scheduling, documentation, and handoffs. Look for criteria like integration depth, audit log, and RBAC controls so the system can follow cases end to end without manual rework.

Case data integration across modules

Why it matters

With case data integration, teams avoid re-keying the same facts across scheduling, clinical notes, and recovery handoffs. When data stays consistent, perioperative throughput and chart accuracy improve during daily swings.

How to check

Ask for a demo that starts with a single case and shows how it carries through pre-op, intra-op, and post-anesthesia handoff screens. Test whether edits made in one step appear automatically in the next without exporting and re-importing files.

API and automation for perioperative updates

Why it matters

API and automation for perioperative updates reduce clerical work when patient, provider, and location details change. It matters most when your workflows require frequent updates during the day.

How to check

On the demo, ask what the system can automate via API (for example, syncing schedules, updating status, or pushing documents). Request a sample workflow map and show what happens when one field changes after initial case creation.

Configurable workflow and data model

Why it matters

A configurable workflow and data model lets you match how you capture perioperative facts, forms, and statuses. Without configuration, teams often bend the process or accept mismatched documentation.

How to check

Ask for a configuration view where you can adjust a case status flow and a documentation template. Bring an example your team uses and confirm you can map the fields and required steps without custom code.

RBAC roles and audit log for activity

Why it matters

RBAC roles and an audit log protect data integrity when multiple roles touch the same case. In perioperative work, that traceability supports internal review and fast issue isolation.

How to check

Request a demo where different roles perform edits on the same case and then show what each role can view or change. Download or view an audit trail for a case and confirm it records who changed what and when.

Operational views for OR day tracking

Why it matters

Operational views help coordinators monitor status changes, bottlenecks, and handoff readiness during a busy OR day. When the view is accurate, fewer surprises reach the anesthesia and recovery teams.

How to check

Ask for an OR-day screen that shows live case status and handoff state. Try switching between at least two filter modes (by room, time window, or service) and confirm updates reflect edits made elsewhere immediately.

Handoff documentation with completion checks

Why it matters

Handoff documentation with completion checks reduces missing fields between intra-op and recovery. In perioperative care, that prevents gaps that become downstream issues for clinicians.

How to check

During the demo, navigate from intra-op entries to post-anesthesia handoff and see whether required items are enforced. Attempt to save with missing critical fields and confirm the system prompts the right users or blocks completion appropriately.

Red flags

  • Case data needs re-keying between steps instead of carrying forward automatically
  • Audit trail is shallow or doesn’t clearly show who changed critical fields
  • Workflow changes require custom engineering rather than configuration

Fit by situation

  • If you constantly update schedules and locations during the OR day, prioritize API and automation for perioperative updates.
  • If multiple roles enter and edit the same case, prioritize RBAC roles and audit log for activity.
  • If your documentation and handoffs don’t match your current templates, prioritize Configurable workflow and data model.
Commissioned Research

Funding and competing interests

This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.

They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.

Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →

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