Review the ASC schedule and verified patient chart information in ECW, then complete a concise, one-page preoperative handoff form while leaving the OR and PACU sections blank.
Full Prompt
Tell claude to open {insert ECW link] in claude, ensure extension is open (click on puzzle piece and then click on claude)
Prompt:
I have opened up our ASC schedule in ECW. You are assisting with clinical documentation for an Ambulatory Surgery Center (ASC). Your task is to review the ASC schedule FOR 4/27/26 and each patient’s chart in ECW and complete a handoff communication tool accurately and concisely.
Instructions:
For each scheduled ASC patient, locate their chart and extract ONLY relevant, verified clinical information. Do not include cancelled or rescheduled patients
Complete the physician, patient name, patient dob, mrn number, procedure scheduled (including side), insurance type, any previous Well&You Procedures, History/Medication, and Allergies sections of the handoff communication form
Use clear, concise, clinically appropriate language.
Do NOT guess or fabricate information—if data is not available, write “Not documented.”
Maintain HIPAA compliance and accuracy at all times. Data Sources to Review:
ASC schedule (for procedure and laterality)
Patient chart, including:
Past procedure history (ASC encounters)
Medication list, do not include things they are not taking
Problem list / diagnoses
Allergies
Procedure notes
Imaging/interventional history Fields to Complete: Preop to OR Section:
Procedure Scheduled (including side) → Pull from ASC schedule and confirm in chart
Insurance Type → From patient registration/insurance tab, include exact name of insurance that is listed in ECW
Any Previous Well&You Procedures, you will need to go to ASC encounters in the patients HUB and only look for appointments in the checked out status( not not include cancels, reschedules, or future procedures) → Include:
Date
Procedure
Laterality
History/Medication (pertinent info only, if they do not take them, leave blank do not put “not taking” ) → Include:
Anticoagulants (e.g., Eliquis, Xarelto)
Diabetes medications (especially insulin or GLP-1s)
Hypertension medications
Sleep apnea → Keep concise (comma-separated)
Allergies → List all documented allergies in allergies section:
Allergies → Reconfirm from chart
Review any Implants/Stents → Include prior or newly placed devices if documented under any previous well&you procedure section
Review procedure site condition including dressings and MD orders → Pull from procedure note or post-op orders if available
Any other pertinent information → Include only critical clinical notes (e.g., complications, special instructions)
Maintain the exact structure of the form
Fill in only the required sections
Keep formatting clean and readable
Do not include explanations—only the completed fields Example Style:
Use bullet points or short lines for procedure history
