Pre-anesthesia assessment

How do we capture the pre-anesthesia health history and medications after booking, and route the flagged answers to anesthesia for review before the procedure?

Ask the anesthesia questions early, on the patient's phone, and route the flags. After a procedure is booked, Callvu prefills the patient's record from the EHR (the problem list, the medications and allergies, the prior anesthesia records, the recent results), presents the pre-anesthesia questionnaire the anesthesia department defined (the airway and sleep apnea screen, the cardiac and pulmonary history, the prior anesthesia problems and the family history of malignant hyperthermia, the medications including anticoagulants, supplements and weight loss drugs, the substance use, the pregnancy status), classifies the answers against the department's rules (the risk class, the flags that need an anesthesiologist's review, the tests the answers indicate, the medications to manage), routes the flagged cases to the anesthesia pre-assessment clinic in the Decision Desk with only the allowed outcomes, and writes the assessment, the classification and the plan to the EHR against the case.

In scopeComplex: multi-party handoffsCallvu moves: prefill, classify, decide, write back

Last updated November 7, 2026.

The problem today

The sleep apnea the patient had mentioned to no one was found by the anesthesiologist in the holding area.

Today, without Callvu

The anesthesia assessment happens on the morning of the procedure, in the holding area, with the patient in a gown. A history that needed a cardiology opinion, a medication that should have been stopped five days before, a family history of malignant hyperthermia, a positive sleep apnea screen: each found that morning is a cancelled case, a wasted room and a patient sent home.

The pre-anesthesia evaluation standards say what to ask and when: the airway, the cardiac and pulmonary risk, the prior anesthesia history, the medications and the substances, the pregnancy status, with the risk classification and the tests indicated by the answers. The answers can be captured days earlier, on the patient's phone, and the department's rules can classify them so the anesthesiologist reviews the flagged cases before the day. HIPAA governs the collection; the EHR holds the assessment.

A flagged answer reviewed a week before is a case that proceeds; one found that morning is a case that does not.

How it runs

From the requestto the system of record.

A procedure requiring anesthesia is booked. Callvu opens the pre-anesthesia assessment from the booking.

Patient or caregiver
Answers the questionnaire and confirms the medication list on their phone.
Anesthesia pre-assessment clinic
Reviews flagged cases and decides the plan in the Decision Desk.
Surgical team
Sees the classification and the plan on the case.
Callvu
Prefills, presents the questionnaire, classifies, routes and writes to the EHR.
  1. Prefill and present

    The problem list, the medications and allergies, the prior anesthesia records and their complications, the recent results and vitals, and the procedure and its anesthesia plan are prefilled from the EHR; the department's questionnaire is presented on the patient's phone in their language: the airway and sleep apnea screen, the cardiac and pulmonary history and the functional capacity, the prior anesthesia problems and the family history of malignant hyperthermia or pseudocholinesterase deficiency, the medications including anticoagulants, antiplatelets, diabetes drugs, supplements and weight loss or appetite drugs, the substance and alcohol use, the pregnancy status, the implanted devices.

  2. Classify

    The answers and the prefilled data are classified against the department's rules: the physical status class, the flags that require an anesthesiologist's review (a positive sleep apnea screen, poor functional capacity with cardiac history, a prior airway difficulty, a malignant hyperthermia family history, a device, a current weight loss drug with its fasting implication), the tests the answers indicate, the medications to hold or continue with the timing, and whether the patient needs a clinic visit or a telephone review.

  3. Decide

    A case with no flags proceeds by rule with the standard instructions; a flagged case goes to the anesthesia pre-assessment clinic in the Decision Desk with the answers, the prefilled data and the classification, and only the allowed outcomes: approve with the plan and the instructions, order the tests, request a clearance or a consult through its process, schedule a clinic visit, or recommend postponement to the surgeon.

  4. Write back

    The assessment, the classification, the plan (the tests ordered, the medication instructions with dates, the airway and device notes) and the review are written to the EHR against the case, the medication and fasting instructions go to the patient through the instructions process, the surgical team sees the status, and the day-of-surgery checklist reads the assessment.

Where it ends: The anesthesia history was captured on the patient's phone days before the procedure, classified by the department's rules, reviewed where flagged, and the EHR holds the assessment and the plan the checklist reads. The Decision Trace shows the classification and the review; the Audit Trace shows the completion, the routing and the write with time.

Runtime enforcement

What is enforcedwhile the work runs.

The regulations preloaded in Callvu Studio and the bank's own policies, applied as steps that run, not lines in a binder. A step that breaks a rule does not run, so a completed run was compliant.

The handoff

Between the front doorand the back office.

The front door

A text or portal message to the patient's phone from the booking; the questionnaire in their language.

The back office

The anesthesia pre-assessment clinic reviews only flagged cases with the data in front of them; the surgical team sees the status.

The Decision Desk

  • A flagged case goes to the anesthesia pre-assessment clinic in the Decision Desk with the answers and the classification, and only approve with a plan, order tests, request a clearance or consult, schedule a clinic visit, or recommend postponement.

Proof

In scope.Proof at scale, not one process at a time.

The kind of process Callvu runs in production for customers in this industry. Ask for a reference on this exact process. The results below are the industry's published proof; each claim code links to its record on agents.callvu.com.

23 hospitals in the Ministry of Health network run on Callvu.

Across Callvu customers

More than 1,000 processes are live across Callvu customers.

Across Callvu customers

Questions

What buyers ask next,answered plainly.

When is the patient asked?

At booking, on their phone, with reminders until the department's cutoff, so flags are reviewed days before the procedure rather than in the holding area.

What gets flagged?

The answers the department's rules mark for an anesthesiologist's review: a positive sleep apnea screen, poor functional capacity with cardiac history, a prior airway difficulty, a malignant hyperthermia family history, an implanted device, a current weight loss drug, among others.

Does this replace the day-of assessment?

No. The qualified practitioner's evaluation within forty-eight hours of surgery builds on it; the earlier assessment is what makes that evaluation a confirmation rather than a discovery.

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