Practice operations software

Your procedures,actually enforced.

DocOS makes your practice’s own procedures the only path the work can take. Gated when wrong. Chased when stalled. On the record, always.

01The binder

The binder becomes the only path.

DocOS takes the procedures your practice already wrote down and turns every step into a gate the work has to pass through. Nobody has to remember page 41.

02Gated when it's wrong

A case that doesn’t add up can’t be closed.

What the payer approved is stored separately from what was scheduled, and compared. A mismatch stops the case rather than warning about it, and the blocked button says why in a sentence.

03Chased when it stalls

Sent isn’t done. Answered is.

A request stays open with a promise date until a reply is recorded against it. DocOS runs overnight whether or not anyone has the app open, and does the remembering for you.

04On the record, always

Who did what, and when. Every time.

Reads are logged, not just changes. Every read and every change is logged against a named person. Deleting audit history is off by default, and any purge is itself recorded.

Procedures manualRev. 3 · printed

Section 7.3

Prior authorization
for surgical cases

  1. 1.Confirm an authorization is on file before the case is scheduled.
  2. 2.Verify the approved procedure code matches the booking.
  3. 3.Verify approved units match scheduled units.
  4. 4.Confirm the facility and physician named on the approval.
  5. 5.Follow up on anything pending within ten days.

who checks this?

Page 41 of 112Last reviewed: unknown
docos / prior-authorization / case-4471ROR. Okafor

Prior authorization

Arthroscopy · Case 4471

Checking gatesBlocked
Authorization on fileAUTH-88142
Procedure code29881 = 29881
FacilityNorthside ASC
PhysicianDr. A. Feld
Approved vs scheduled units2 ≠ 3

Approved units do not match scheduled units. Resolve the mismatch or record an exception before this case can close.

Mark complete — unavailable

Records request

Open until answered

Chasing

Day

1/10

Northside Imaging

Prior imaging, knee

Promise date: day 10

  1. Day 1Request sent to Northside Imaging
  2. Day 4No reply — chased automatically
  3. Day 7Chased again, overnight
  4. Day 9Surfaced in the morning summary

“Sent” does not close a request. An answer recorded against it does.

Audit trail

Who did what, and when

Append only
  1. Opened case 4471R. Okafor08:41
  2. Units mismatch — case gatedSystem08:41
  3. Exception requestedM. Santos09:02
  4. Exception approved — named as deciderDr. A. Feld09:15
  5. Records received — request closedNorthside Imaging09:31

Deleting audit history is off by default, and any purge is itself recorded.

Illustration · fictional data

AWhy this keeps happening

Yourpracticealreadyhasprocedures.Theyjustaren'tbinding.Notoneofthefailuresbelowisastaffproblem.Theyareallthesameproblem:nothingstopstheworkfromgoingthewrongway.

BThree failures

Every practicerecognisesthese.

None of them are urgent on the day. All of them are expensive by the time somebody notices.

01Failure

Procedures manual · Rev. 3

Matches the software: no

Read this year: unknown

The binder nobody follows

Every practice has a procedures manual. It gets written once, it does not match what the software actually does, and within a year it describes a practice that no longer exists. Staff learn the real process by asking the person next to them.

02Failure
Request records from imagingDone
Reply received: none · Chased: never

"Done" usually means "I sent it"

A task gets ticked when a request goes out, not when an answer comes back. So the prior auth appeal window closes with nobody watching. The records request is never chased. The flight is booked, the receipt is never filed, and the practice quietly eats the cost.

03Failure
Placement startsLicense expiresEnds

Valid on the day anyone checked. Not after.

Nothing is watching the slow problems

A license that expires in the middle of a placement is perfectly valid on the day anyone thinks to check. An authorization that approved a different procedure code than the one scheduled looks fine until the claim is denied. These are found late because they are never urgent.

CWhat DocOS does

Four things thesoftware refusesto let slide.

Your own procedures manual, turned into screens with gates. Each one with a concrete example of it doing that.

Pillar 01

Your procedures, enforced

Every workflow the practice already documents becomes a screen with real gates. A case cannot be cleared until the things that must be true are true, and every blocked button says why in a sentence.

In practice

What the payer actually approved — procedure code, units, facility, physician — is stored separately from what was scheduled, and compared. A mismatch stops the case rather than warning about it.

Pillar 02

Work that closes when it's finished, not when it's sent

A tracked task carries its own completion standard and cannot be closed until the outcome is recorded.

In practice

Quick errands close in one click. Work that is waiting on somebody else owes the full standard: who answered, what they said, and what happens next.

Pillar 03

Deadlines that chase themselves

DocOS runs overnight whether or not anyone has the app open. Expiring credentials raise real work items. Requests aging past their promise date get surfaced.

In practice

One morning summary. On a quiet night, nothing at all — which is what makes the summary worth reading.

Pillar 04

A record of who did what

Reads are logged, not just changes. You can answer who opened a patient's information, and when — a question most practices cannot answer at all.

In practice

Every read and every change is logged against a named person. Deleting audit history is off by default, and doing it is itself recorded.

DBefore and after

The same Tuesday, twice.

Today · keep scrolling

With DocOS

Today

  • The binder says to verify units. Whether anyone did is unknowable.
  • A records request was sent on the 2nd. It is the 12th. Nobody noticed.
  • “Done” means somebody clicked done.
  • A refill got approved. Which provider decided is a conversation, not a record.
  • Asked who opened a chart last Thursday, you cannot answer.

With DocOS

  • The case will not close while approved and scheduled units disagree.
  • The request stays open with a promise date, and the system chases it.
  • “Done” means an answer was recorded against it.
  • There is no button to approve a refill that does not name a provider.
  • You can answer it in about four seconds.

ERemote help, supervised

Delegate the workwithout losing the thread.

Practices increasingly use remote administrative help. The risk is supervision: patient information in the hands of someone working unobserved, and administrative staff making calls that should belong to a provider.

DocOS draws that line in software rather than in a training document. Delegated work becomes traceable work.

ActionFront deskRemoteProvider
Route a clinical question
Close a clinical question
Approve a prescription refill
Stop work and escalate a concern
Open patient information
No path exists Allowed, every read loggedIllustration

FWhat it covers

Built from a realpractice’s own manual.

A specialty practice’s 25-section procedures manual, made binding. Select an area to see the gate it enforces.

Prior authorizationSurgical schedulingPatient inquiriesIntake and schedulingTelehealthPatient communicationsLabsImagingRefills
Medical recordsCredentialing and licensingLocums assignmentsTravelTimesheets and expensesCalendarInbox triageStaff trainingPriority dashboard

Gate 01 of 18

Prior authorization

Approved code, units, facility and physician compared against what was scheduled.

Enforced as a gate, not a reminder

GIn their words

What it’s built to earn.

Placeholder content. These people, practices and quotes are illustrative examples of the feedback DocOS is built to earn — not real customers.

“The part that changed our week is that a case will not clear while the authorization and the booking disagree. Nobody has to remember to check.”
Dr. Elena MoreauOrthopaedic surgeon, four-provider practice

HHow it’s delivered

Your own installation.Alongside your chart system.

01

Each practice gets its own installation

Its own application, its own database, nothing shared with another practice. The failure mode of shared systems in healthcare is one practice seeing another's patients. Separate installations make that impossible rather than unlikely.

02

It runs alongside your chart system

DocOS does not replace the EHR and does not require an integration to be useful. It works end to end even if the chart system gives it nothing but a patient's name.

03

Setup is a checklist, not a project

Onboarding separates the steps the system can verify for itself from the steps that require a person's signature, and never lets the second pretend to be the first.

IThe part most vendors skip

Yes, but…

You have been sold software before. Here are the six objections we hear most, answered without a sales pitch.

  • So do our practices. DocOS is not a chart system and does not want to be one. It runs alongside yours and handles the operational work your EHR was never built to enforce.

JWhere we are

DocOS is new. We’d rather say so.

It was built with one specialty practice, from their own procedures manual, and we are onboarding our first practices now. That means you work directly with the people building it, and your workflows shape what gets built next. If you would rather wait until we are older, we understand — tell us and we will come back to you.

Thirty minutes, screen shared, no slides. Tell us what’s breaking in your week and we’ll show you the part of DocOS that handles it.