Product

Everything your practice needs, in one platform

From pre-op screening to billing, DataLily automates the workflows that slow down surgery centers, surgeon offices, and independent practices.

Pre-Op Screening

Chart review in seconds

DataLily pulls HIE and EMR records, analyzes risks, and flags potential issues instantly.

TKA Example

Risk flagged: Patient on warfarin (INR 2.4), needs bridging.

See it in action
app.datalily.ai/pre-op

John Smith

DOB: 03/15/1965

MRN: 847291 • Knee Arthroscopy • 01/15/2025

Scheduled

Surgery Scheduled

Initiating automatic record retrieval from HIE & EMR...

HIE8 records
EMR6 records

Risk Assessment

Starting...

0/4
Cardiac
Medications
Lab Results
Documentation
Voice AI

Meet Lily

Your AI assistant for patient outreach and pre-op coordination. Try talking to her now.

Click to talk

Patient Outreach

AI-powered calls for pre-op prep

Information Collection

Medications, allergies, transport

24/7 Availability

Patients can call anytime

Task Management

AI generates tasks. You approve.

Prioritized queues with clear reasoning. One-click approve, reject, or modify.

Task Generated

Cardiology clearance: 67yo male, MI 2019, scheduled ACL. Echo 14mo old.

See the workflow
app.datalily.ai/tasks

AI Task Assistant

Staff reviews and approves AI recommendations

0/4 approved
Call patient to verify NPO status
John Smithhigh
Patient hasn't confirmed fasting - surgery in 2 days
Request cardiac clearance from Dr. Johnson
Maria Garciahigh
EKG shows irregularity - clearance required
Verify insurance authorization
Robert Chenmedium
Prior auth expires in 5 days
Follow up on missing lab results
Sarah Williamsmedium
CBC panel not received from Quest
Staff always has final approval
~30 sec saved per task
Prior Authorization

Every payer. Every rule.

Insurance-specific requirement verification. Different payers, different rules — we track them all.

Rotator Cuff Repair

Aetna: MRI (have), 6 weeks PT (missing — task created).

Learn more
app.datalily.ai/prior-auth

Robert Chen - Insurance Verification

Blue Cross Blue Shield • Colonoscopy

Processing

BCBS_Requirements_2024.pdf

Uploading document...

AI Processing Document

Extracting requirements...Categorizing items...Mapping to surgery...
DocumentationComplete
H&P within 30 daysSigned consent
Lab TestsPending
CBC PanelMetabolic PanelPT/INR
ClearancesComplete
Cardiac clearancePCP clearance
ImagingComplete
Pre-op X-ray
8 requirements extracted
6 complete2 pending
Procedure Library

Configure once. Apply forever.

CPT-specific requirements, surgeon protocols, payer rules. Set it once.

TKA (CPT 27447)

Requirements: H&P 30d, CBC/BMP 14d, cardiac if age ≥65.

Explore procedures
app.datalily.ai/procedures

Surgery Types

Configure requirements for each procedure

6 procedures configured
TKR
Total Knee Replacement

CPT: 27447

12 requirements
BCBSMedicareUHC
THR
Total Hip Replacement

CPT: 27130

14 requirements
BCBSMedicareHPHC
CAT
Cataract Surgery

CPT: 66984

8 requirements
BCBSMedicare
RCR
Rotator Cuff Repair

CPT: 23412

10 requirements
BCBSUHCWellSense
CATH
Cardiac Catheterization

CPT: 93458

16 requirements
MedicareBCBS
COL
Colonoscopy

CPT: 45378

6 requirements
BCBSMedicareUHC+1
Total: 66 requirements across all procedures
Add surgery type →
Operations Dashboard

Your entire pipeline, one view

Real-time visibility into every scheduled case. No more surprises on surgery day.

app.datalily.ai/dashboard
app.datalily.ai/dashboard
+2

12

Today's Surgeries

+3

8

Cleared

-1

3

Needs Review

5

Pending Calls

Surgery Pipeline

This Week
8 Cleared5 In Progress4 Review3 Pending

Priority Tasks

Complete insurance verification

Smith, John

Review risk assessment

Johnson, Mary

Schedule follow-up call

Williams, R.

Patient cleared for surgery
Measurable Impact

Track outcomes from day one

Clearance rates, staff efficiency, patient readiness — all tracked automatically.

75%

Less admin time

34hrs

Saved weekly

97%

On-time clearance

app.datalily.ai/analytics

Surgical Operations Dashboard

Mountain View Surgery Center

0

Patients Cleared

0hrs

Saved This Week

Surgery Pipeline
Scheduled24
In Review8
Cleared45
Completed156
Today's Surgeries
4/6 Cleared

J. Smith

Knee Arthroscopy

7:30 AM

M. Garcia

Cataract Surgery

9:00 AM

R. Chen

Colonoscopy

10:30 AM

S. Williams

Carpal Tunnel

1:00 PM

D. Thompson

Hip Replacement

2:30 PM

L. Anderson

Rotator Cuff Repair

4:00 PM
This Month's Impact

97%

On-Time Clearance

34hrs

Staff Time Saved

98%

Call Success Rate

97%

On-Time Clearance

Before DataLilyAfter DataLily

Charts Reviewed Automatically

0%
100%

Staff Hours on Pre-Op

45 hrs/wk
75%
11 hrs/wk

Patients Cleared on Time

72%
35%
97%

Insurance Issues Caught Early

34%
188%
98%
More for Your Practice

A complete clinical operations platform

Beyond pre-op, DataLily powers your entire practice with AI-driven tools for billing, scheduling, communications, and more.

Billing & Revenue Cycle

End-to-end revenue cycle management. Claims submission, payment posting, denial management, and AR follow-up — all automated.

Claims AutomationDenial ManagementAR Tracking

Scheduling & Check-in

Smart scheduling that accounts for OR availability, surgeon preferences, and case complexity. Digital check-in reduces wait times.

Smart SchedulingDigital Check-inOR Optimization

Communications Hub

Unified patient and staff communication. Automated reminders, secure messaging, and call tracking across your entire practice.

Auto RemindersSecure MessagingCall Tracking

Clinical Notes & SOAP

AI-assisted clinical documentation. SOAP notes, procedure notes, and discharge summaries generated from voice or template.

AI DictationSOAP TemplatesAuto-Coding

Benefits Verification

Real-time eligibility checks and benefits breakdown. Know coverage details, copays, and deductibles before the patient arrives.

Real-time EligibilityCoverage BreakdownCost Estimates

Compliance & Credentialing

Stay audit-ready with automated compliance tracking, provider credentialing, and expiration alerts across your organization.

Audit ReadinessCredential TrackingExpiration Alerts
Let's Talk

What if every patient arrived surgery-ready?

Let your staff focus on patients while AI handles the admin.