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Surgery Partners demo research

Status: Draft | Last reviewed: 2026-10-06

Use these sources to understand the choices in the script and data contract. Public pages were retrieved on October 6, 2026. Clinical timings, prices, patient records, providers, and facility policies in the script are fictional design fixtures unless identified below as sourced facts.

R1 Surgery Partners

Sources: Surgery Partners home, About Us, facility directory, and the public site's stylesheet.

https://surgerypartners.com/
https://surgerypartners.com/about-us
https://surgerypartners.com/facilities
https://surgerypartners.com/themes/custom/surgery-partners/scss/style.css

The public company description covers surgical facilities, physician practices, anesthesia, local-market customization, and a musculoskeletal presence. It supports the proposed orthopedic coordination theme. The directory lists multiple facility types and orthopedic locations.

The retrieved stylesheet includes navy #25395d, slate #5D7883, pale blue #bfd0d8, orange #D64000, white, and Open Sans/Mate font declarations. Treat these as observed website styling, not an approved brand kit.

No public page examined establishes Surgery Partners' internal Salesforce deployment, automated outbound process, standard enterprise fasting rule, e-signature policy, or nationwide transport/home-care benefit.

R2 Orthopedic preparation

Sources: American Academy of Orthopaedic Surgeons, OrthoInfo: Total Knee Replacement; Preparing for Joint Replacement Surgery; Preparing for Orthopaedic Surgery: Medication Safety Checklist.

https://www.orthoinfo.org/treatment/total-knee-replacement/
https://www.orthoinfo.org/treatment/preparing-for-joint-replacement-surgery/
https://www.orthoinfo.org/treatment/preparing-for-surgery-medication-safety-checklist/

These sources support pre-op assessment several weeks before joint replacement, a complete medication/supplement list, individual clinician decisions about medicines and testing, and planning help at home. Home preparation includes reducing trip hazards and placing frequently used items within reach. Preparation guidance includes following washing instructions, avoiding self-shaving at the operative site, and reporting illness or skin problems.

The proposal's 14–28-day testing window comes from the requested experience. It is not a universal rule derived from AAOS. Do not order every test mentioned in an educational checklist.

The general joint-replacement article uses midnight fasting language. The demo instead reads the current patient-specific anesthesia order, informed by the anesthesia sources below.

R3 Anesthesia and discharge preparation

Source: American Society of Anesthesiologists, Made for This Moment: Preparing for Surgery, adult checklist.

https://madeforthismoment.asahq.org/preparing-for-surgery/prep/preparing-for-surgery-checklist/

ASA encourages patients to discuss medicines, supplements, relevant medical conditions, previous anesthesia experiences, and recovery needs. It advises arranging someone to take the patient home after outpatient surgery and following the anesthesia team's specific food, drink, and medication instructions.

The demo's professional escort and 24-hour caregiver coverage are explicit synthetic facility/service requirements. This page does not establish a nationwide Surgery Partners caregiver policy or transport benefit.

R4 Fasting

Sources: ASA 2017 fasting practice guideline; 2023 modular update; ASA's current practice-parameter directory.

https://www.asahq.org/~/media/sites/asahq/files/public/resources/standards-guidelines/practice-guidelines-for-preoperative-fasting.pdf
https://doi.org/10.1097/ALN.0000000000004381
https://www.asahq.org/standards-and-practice-parameters

The 2017 guideline describes a two-hour clear-liquid interval, six hours for a light meal/nonhuman milk, and potentially eight hours or more for fatty/fried foods or meat. The 2023 update reaffirms the clear-liquid recommendation for the guideline's intended population.

These are guidance for healthy elective patients. The 2023 text identifies conditions including diabetes, gastroparesis, opioid use, obesity, and prior gastric surgery as reasons for clinical judgment and modification.

The script's midnight/7 a.m. cutoffs are a fictional anesthesia order for a 9 a.m. planned start. They are not a new protocol for diabetes or GLP-1 use. Read explicit approved cutoff timestamps, separate them from arrival time, and obtain clinician review when the plan is missing, outdated, or inconsistent.

R5 GLP-1 medicines

Sources: ASA multi-society guidance release, October 29, 2024, updated February 18, 2025; ASA patient education medically reviewed October 22, 2025.

https://www.asahq.org/about-asa/newsroom/news-releases/2024/10/new-multi-society-glp-1-guidance
https://madeforthismoment.asahq.org/preparing-for-surgery/risks/drugs-diabetes-weight-loss/

The sources explain delayed stomach emptying and aspiration risk during general anesthesia or deep sedation. They describe continuation for many patients after individualized assessment, rather than a universal preoperative hold.

Dose escalation, gastrointestinal symptoms, higher doses, and other causes of slow gastric emptying can require additional measures, a liquid-only preparation plan, anesthesia changes, or delay, determined by the treating team.

The script's stable-dose patient with an existing individualized plan gives the nurse a credible way to resolve a common question. A reported dose change or symptoms should produce a different branch. Do not turn the older one-week hold advice into an unconditional agent rule, and do not turn the newer guidance into unconditional permission to continue.

Source: CMS, QSO-24-10-Hospitals, Revisions and clarifications to Hospital Interpretive Guidelines for Informed Consent, April 1, 2024.

https://www.cms.gov/files/document/qso-24-10-hospitals.pdf

The hospital guidance emphasizes an informed decision and records of the procedure, responsible practitioner, discussion of benefits/material risks/alternatives, patient or representative signature, and signing date/time. The memo also addresses consent for sensitive examinations.

Use this as evidence that consent involves a clinical process and documentation beyond a signature image. The memo governs hospitals; it is not by itself the complete rule set for an ambulatory surgery center. Actual facility type, state requirements, template content, witness/countersignature rules, and permitted remote signing require confirmation when building.

The proposal assumes the surgeon's clinical discussion has already happened. The AI facilitates document review and signing where permitted and routes substantive unanswered questions to the treating team.

R7 Billing estimate scope

Sources: ASA adult preparation checklist, including network checks; CMS patient guide to good faith estimates.

https://madeforthismoment.asahq.org/preparing-for-surgery/prep/preparing-for-surgery-checklist/
https://www.cms.gov/initiatives/your-patient-rights/medical-bill-rights/get-help/guides-resources/what-good-faith-estimate

ASA encourages patients to check the facility and each participating provider's network status. CMS's guide addresses the good-faith-estimate process generally applicable when a patient is not using insurance, and explains that separately scheduled services and other providers may need separate estimates.

For the insured demo patient, use “estimated patient responsibility.” The financial fixture is an illustration, not a price quote or benefit promise from Surgery Partners or an insurer. Store the underlying benefits and authorization findings, date, included services, and exclusions.

R8 Pain medicines and OTC product differences

Sources: NIH MedlinePlus, Naproxen; FDA, Acetaminophen; DailyMed manufacturer label for Tylenol PM Extra Strength, Kenvue Brands LLC, published July 24, 2026.

https://medlineplus.gov/druginfo/meds/a681029.html
https://www.fda.gov/drugs/safe-use-over-counter-pain-relievers-and-fever-reducers/acetaminophen
https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=ce58105b-f010-47af-8f31-6dd4ce4e9cba

Naproxen is an NSAID with important bleeding and other risks; the perioperative decision requires the patient's clinical plan. Its page does not justify one universal preoperative stop interval.

FDA emphasizes checking acetaminophen ingredients across products, avoiding overdose, and considering liver disease and alcohol use. A general label maximum is not the patient's prescribed maximum.

The retrieved Tylenol PM label lists acetaminophen plus diphenhydramine and warns about drowsiness, other acetaminophen products, alcohol, and sedative/tranquilizer use. This provides a concrete reason for the nurse to distinguish the PM product from plain acetaminophen.

The suggested dialogue applies the fictional surgeon's existing plan after review. It does not prescribe a new dose or assert a blanket prohibition on all nighttime products before all procedures.

R9 Salesforce data models

Sources: Salesforce Trailhead units on clinical, insurance/claims, and social-determinants data models.

https://trailhead.salesforce.com/content/learn/modules/health-cloud-data-models/examine-the-clinical-data-model
https://trailhead.salesforce.com/content/learn/modules/health-cloud-data-models/investigate-the-health-insurance-and-claims-data-model
https://trailhead.salesforce.com/content/learn/modules/health-cloud-data-models/discover-the-social-determinants-of-health-data-model

The clinical model covers patient encounters, conditions, medications, facilities/providers, and service requests, including integration with EHR data. The insurance model describes Member Plans and coverage/benefit relationships. The social-determinants model uses care barriers and interventions, with transportation as an example.

These establish modeling options, not availability in the chosen org. Some Salesforce developer ERD pages returned access errors; the retrieved Trailhead pages and local implementation were used instead. Confirm exact API names, licenses, permissions, and write semantics during implementation.

R10 Local implementation evidence

This was a read-only review of the current workspace, which contains other in-progress changes. It was not an audit of a deployed environment or a live Salesforce session.

See also