# SurgiDat Serenity Canonical public origin: https://www.surgidat.com ## Every packed kit. A distinct lifecycle record. | SurgiDat Serenity URL: https://www.surgidat.com/01-assembly-uid-audit-traceability.html AUDIT & TRACEABILITY Every packed kit. A distinct lifecycle record. Why a unique assembly UID changes the starting point for audit, load tracing and case investigation.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge A reusable kit number identifies the physical kit. It does not, by itself, distinguish one packing and processing journey from the next. When a question concerns a particular load, case or return, the investigation needs a specific lifecycle identity. The SurgiDat approach SurgiDat assigns a unique lifecycle assembly UID to every newly packed assembly. The reusable child kit keeps its kit identity; the new assembly UID identifies this packing and its downstream journey. That distinction lets teams follow an event without confusing it with an earlier or later use of the same kit. The value to evaluate A precise assembly identity gives audit review a repeatable starting point. It supports focused searches and separates successive uses of the same kit, helping the team investigate the relevant processing record. A practical workflow Identify the packing Create the assembly at packing, with the instrument count and any missing-item information recorded for that event. Follow processing Associate the assembly with the sterilizer load and cycle, then the applicable release or biological quarantine record. Trace the handoffs Record distribution to stock and allocation of the identified assembly to an OR case or cart. Close and restart Receive the assembly in decontam to end its sterile-processing life. Repacking the reusable kit creates a new assembly UID. An illustrative scenario An inquiry begins with a sterilizer load. Search the load to find associated assemblies, then follow their recorded lifecycle, stock location and case allocation. If the same physical kit has since been repacked, its newer assembly UID identifies a separate journey. Measures for a facility pilot Time to locate the relevant assembly and load record Share of sampled assemblies with completed handoff records Time to identify affected assemblies in a recall exercise A focused starting point Select representative kits and trace multiple consecutive packing lifecycles. Test searches from assembly UID, kit, load, patient allocation and stock location. Confirm that changing a kit serial or alternate identifier does not rewrite previously packed assemblies. Scope and interpretation Traceability reflects recorded events. Case allocation links an assembly to a patient record but does not, by itself, prove clinical use. This paper does not claim immutable records or automated recall execution. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Count at the handoff. Act on the discrepancy. | SurgiDat Serenity URL: https://www.surgidat.com/02-or-decontam-count-reconciliation.html OR-TO-DECONTAM RECONCILIATION Count at the handoff. Act on the discrepancy. Immediate return counts connect the operating room to decontam and make missing instruments visible sooner.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge When returned instruments are counted well after the handoff, teams can lose the context needed to understand a discrepancy. An unresolved shortage can turn into a search, replacement request or a patient-safety escalation without a clear account of the return. The SurgiDat approach With OR case receiving in decontam enabled, SurgiDat supports receiving completed cases and recording returned instrument counts. Capturing counts immediately at the OR-to-decontam handoff gives the team a timely operational record for reconciliation. The value to evaluate Earlier reconciliation can help reduce lost instruments and avoidable replacement costs. It also supports retained-item risk reduction by making discrepancies visible for prompt escalation alongside the surgical count process. A practical workflow Open the completed case Locate the case using a case identifier, MRN case UID or assembly UID according to the configured workflow. Record the return Enter instrument counts when the case and trays reach decontam, while the handoff is still current. Resolve the discrepancy Compare the return with the case and kit information. Investigate missing items and escalate under the hospital’s established count policy. Complete receiving Complete the case in decontam and maintain the link to the specific assembly lifecycle for subsequent review. An illustrative scenario A tray returns with an instrument unaccounted for. Recording the count at receiving allows the OR and decontam teams to review the same case and assembly context while investigating the handoff. Any concern about a retained item follows the hospital’s clinical escalation process. Measures for a facility pilot Elapsed time from OR return to recorded decontam count Number and age of unresolved return discrepancies Confirmed instrument losses and related replacement spend A focused starting point Choose a procedure group, define the expected handoff time and agree who records and reviews counts. Compare a baseline period with the pilot, including discrepancy resolution time and instrument loss costs. Scope and interpretation Decontam receiving supports reconciliation; it does not replace intraoperative counts or authorize case closure when a surgical count is unresolved. No reduction in retained-item events is asserted without clinical evidence. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Build the assembly. Preserve the detail. | SurgiDat Serenity URL: https://www.surgidat.com/03-sterile-processing-packing.html STERILE PROCESSING & PACKING Build the assembly. Preserve the detail. Connect kit identification, contents, counts and exceptions before the tray enters a sterilizer load.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge The packing station is where a reusable kit becomes a particular assembly ready for processing. If kit identity, content counts and missing instruments are recorded separately, the downstream team has less context when a question arises. The SurgiDat approach SurgiDat Packing connects child-kit identification with count completion, tray photos, missing-instrument recording and assembly labeling. Saving the packing creates the assembly UID that follows the next lifecycle. The value to evaluate A consistent packing record supports clearer handoffs, investigation of shortages and review of packing activity. The same assembly identity carries the record into processing, stock and case allocation. A practical workflow Find the right kit Search or scan the UID, alternate number, serial, temporary tray tag or kit name. Select the correct child kit where a parent has children. Complete the assembly Review the count and use the tray photo and missing-instrument options as needed. Create the lifecycle identity Save the assembly and generate or scan the configured assembly label. SPDL-only facilities use the preprinted label as the assembly UID. Hand off to processing Use the packed queue to review assemblies awaiting a sterilizer load, with review and reprint access. An illustrative scenario A tray is packed with a known missing instrument. The recorded exception belongs to that packing event and can be reviewed using the assembly UID, rather than being treated as a permanent description of every future packing of the kit. Measures for a facility pilot Packing time by kit or category Missing-item frequency at packing Packed queue age and packing rework requiring correction A focused starting point Prepare a small group of parent and child kits, validate contents and identifiers, and test scanner and printer behavior. Include missing instruments, duplicate search matches, label reprints and an out-of-maintenance kit in the walkthrough. Scope and interpretation An open maintenance record prevents the kit from being packed. A parent with child kits is not itself packed. SSK quick packing is an ad hoc assembly route and is distinct from loan-set receiving. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Keep the load and its evidence together. | SurgiDat Serenity URL: https://www.surgidat.com/04-sterilization-quarantine-release.html STERILIZATION, QUARANTINE & RELEASE Keep the load and its evidence together. Follow identified assemblies through load creation, cycle selection and biological-result workflows.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge Sterilization records need to remain connected to the assemblies that were actually on the load. Review becomes harder when load identifiers, cycle information and biological results must be pieced together outside the processing workflow. The SurgiDat approach SurgiDat connects packed assembly UIDs with a sterilizer load. Teams select the cycle and machine, save the load, print a report and follow the release or Qten workflow required by facility and cycle configuration. Sterilizer printout capture adds the machine-produced printout to the review process, alongside the load and assembly context. The value to evaluate Linked records make it easier to review the relevant processing evidence and identify assemblies associated with a load. Controlled changes help protect saved load information while allowing authorized corrections. A practical workflow Create the load Choose the sterilizer and cycle. Use the next generated load number and permitted correction controls. Record assemblies and capture the printout Scan packed assembly UIDs onto the saved load. Capture the sterilizer printout so staff can review the machine evidence with the processing record. Follow required quarantine For cycles requiring biological Qten, enter the biological setup and result information, including the configured timing and control fields. Distribute after completion Put sterile-complete assemblies into stock locations through put-away or Distribute. An illustrative scenario A biological result needs review. Open the quarantine entry, inspect the result details and jump to the sterilizer load to see the associated assemblies. The load and assembly identities provide the connection to later recorded stock or case allocation. Measures for a facility pilot Completeness of sampled load and biological-result records Time assemblies spend awaiting required quarantine completion Time to identify assemblies associated with a selected load A focused starting point Configure actual sterilizer types, cycle types and physical machines. Exercise passing, failed and biological-required scenarios with nonclinical sample data. Review load-number permissions and next-sequence behavior with administrators. Confirm printout legibility and association with the correct load. Scope and interpretation Configured workflows support documentation and access control; they do not independently validate sterilizer performance or replace facility release procedures. Failed or deleted loads make their assemblies unusable in the documented workflow. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Plan the requirement. Pick the actual assembly. | SurgiDat Serenity URL: https://www.surgidat.com/05-preference-card-management.html PREFERENCE CARD MANAGEMENT Plan the requirement. Pick the actual assembly. Keep surgeon and procedure requirements connected to practical case preparation.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge A preference card describes what a future case should need. It is different from the list of assemblies actually picked today. Treating those two records as interchangeable obscures both preparation requirements and case traceability. The SurgiDat approach SurgiDat manages preference cards using surgeon and procedure information, parent kits and quantities. Live picking scans identified assembly UIDs to the actual case, or uses a requirement to support picking to a cart. The value to evaluate Clear requirements and identifiable picks support case preparation, stock coordination and investigation of shortages. A disciplined card-review process can help identify unnecessary picks and avoidable handling for local evaluation. A practical workflow Define the requirement Maintain card identity, surgeon and procedure details, then add parent kits and required quantities. Map the kits Use tray and kit matching to connect catalog items with facility kits and apply the mapping to preference cards. Pick the real assemblies Choose the case or cart workflow and scan the assemblies actually selected for it. Review and refine Where appropriate, save a scanned case as a future requirement card and review the requirement through the facility’s agreed process. An illustrative scenario A surgeon’s procedure requires two kits. The preference card holds that requirement. Staff then pick specific available assemblies and associate them with the scheduled case, preserving the distinction between intended needs and the actual pick. Measures for a facility pilot Time to prepare and pick a representative case Cases requiring a late kit substitution or additional pick Requirement changes identified during scheduled card review A focused starting point Start with a limited surgeon and procedure group. Validate kit mapping and quantities, then walk from the saved requirement through actual case picking and return counts. Agree how card changes will be reviewed and maintained. Scope and interpretation A printed preference card is a requirement list, not proof of the assemblies on today’s case. Picking and patient allocation do not prove that every picked instrument was clinically used. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Know what is available. Know where it belongs. | SurgiDat Serenity URL: https://www.surgidat.com/06-stock-control-distribution.html STOCK CONTROL & DISTRIBUTION Know what is available. Know where it belongs. Connect assembly lifecycle status with practical location control and case preparation.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge A tray can be physically present yet unavailable for a case because it is packed, loaded, quarantined or still in use. Stock control needs both the assembly’s recorded lifecycle and its location. The SurgiDat approach SurgiDat Stock Management lists sterile assemblies by assembly UID. Distribution connects eligible assemblies to identified storage slots, while search and lifecycle filters help staff distinguish recorded location from processing availability. The value to evaluate Consistent location scanning can reduce time spent searching and improve the quality of availability discussions. Stocktaking and case allocation provide practical checkpoints for investigating discrepancies. A practical workflow Define storage Set up stock locations, case carts, ORs and work stations with area, row, shelf and bin identifiers. Put assemblies away Scan the target slot and assembly UIDs, then process the distribution queue. Control movement Use distribution to relocate assemblies already in stock and retain an identifiable target location. Review the inventory Filter lifecycle and search by UID, kit, patient, load or location. Export the current inventory list when needed. An illustrative scenario A case picker needs an available tray. Search identifies candidate assemblies and their recorded lifecycle and location. Staff can locate an eligible assembly and pick its actual UID to the case instead of assuming that a kit name alone confirms availability. Measures for a facility pilot Time spent locating a required assembly Physical-to-record location agreement in sampled slots Case picks delayed by unavailable or unlocated assemblies A focused starting point Choose a storage area, label its slots and agree the scanning practice for put-away and moves. Validate inventory against physical stock before expanding. Include stocktake behavior in training. Scope and interpretation The Set action is a slot stocktake: assemblies recorded at that slot but not scanned move to area-only location. It is not a deletion. Inventory visibility depends on timely distribution, movement and case-allocation records. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Service around use. Protect the investment. | SurgiDat Serenity URL: https://www.surgidat.com/07-maintenance-by-use-cost-control.html MAINTENANCE BY USE & COST CONTROL Service around use. Protect the investment. Use maintenance counters, warnings and repair records to inform availability and spending decisions.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge Instrument and kit maintenance has an operational cost as well as a repair bill. Poor visibility of use, service status and repair history makes it harder to plan availability and evaluate replacement decisions. The SurgiDat approach SurgiDat supports maintenance by use through configured counters and warnings, along with out-of-service records, vendor shipping and receiving, and maintenance cost reporting. A kit with open maintenance cannot be packed. The value to evaluate Use-based maintenance visibility can help target service and avoid packing an unavailable kit. Coupled with repair costs and downtime records, it provides a basis for evaluating savings rather than assuming them. A practical workflow Configure the counter Select the parent and child kit and set the counter start, warning threshold and current remaining value. Review use and service need Use the configured maintenance information to plan service around recorded use and the applicable service requirements. Control the repair loop Confirm the kit out of service, document repair activity and follow records, ship-out and receiving. Return and review Close maintenance when the kit returns to service; the documented workflow resets the counter. Review costs over a selected date range. An illustrative scenario A frequently used child kit approaches its configured warning point. The team plans service and alternative availability, records the kit out of service and follows the repair return. Cost reporting supports a later repair-versus-replacement discussion. Measures for a facility pilot Repair spend per kit and per recorded use where available Time out of service and repeated repair frequency Unplanned service events and replacement expenditure A focused starting point Choose high-use kits, confirm how use counts are advanced in the configured operation, and set service thresholds with the appropriate owners. Compare repair spend, downtime and emergency replacement activity with the baseline. Scope and interpretation Counter thresholds must reflect manufacturer instructions and facility policy; the software does not determine clinical suitability. Confirm the exact counter behavior and reset rules during configuration. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Keep the shortage visible. Carry the action forward. | SurgiDat Serenity URL: https://www.surgidat.com/08-missing-items-purchasing.html MISSING ITEMS & PURCHASING Keep the shortage visible. Carry the action forward. Connect missing-instrument exceptions with sourcing, order status and replacement-cost review.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge A missing item can create work across packing, the OR and purchasing. If the shortage is only a handwritten note, the team may repeat the search or reorder without a clear view of the outstanding request. The SurgiDat approach SurgiDat records missing instruments during packing and supports exceptions reporting and RFP creation. Purchasing connects the issue with vendor information, document and line status, PO or invoice attachments and instrument pricing history. The value to evaluate An identifiable shortage and purchasing record can reduce duplicate follow-up, improve sourcing visibility and support analysis of avoidable replacement costs. Immediate OR return counts add earlier context to loss investigations. A practical workflow Record the exception Identify the missing instrument in the packing or count-reconciliation workflow and preserve its operational context. Review the shortage Use the Exceptions report to review short or missing instruments before initiating the appropriate sourcing action. Follow the purchase Manage RFP and order status, review line status and attach the relevant PO or invoice documents. Review the cost Use instrument pricing history and purchase documents to evaluate replacement spend and repeat shortages. An illustrative scenario An instrument is missing from a packing. The team reviews the exception and investigates whether it can be recovered before sourcing a replacement. If purchasing is needed, the RFP and order record provide a visible path for follow-up. Measures for a facility pilot Outstanding missing items by age and status Replacement spend related to confirmed losses Duplicate requests and emergency sourcing frequency A focused starting point Select a tray group with recurring shortages. Agree who reviews exceptions, investigates recoverability and creates sourcing requests. Follow a sample issue from first count discrepancy to recovery or documented purchasing outcome. Scope and interpretation Purchasing status reflects recorded updates and attached documents. A missing-item record is not proof of where an instrument was lost, nor is a purchase order proof that the replacement has been received. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## A clear journey for every scope. | SurgiDat Serenity URL: https://www.surgidat.com/09-gi-endoscopy-scope-tracking.html GI & ENDOSCOPY A clear journey for every scope. Connect scope identification, visit checks, hang tags and cabinet storage status.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge Scope management spans visits, processing checks and storage. A cabinet location alone does not explain the scope’s latest recorded processing activity, and a visit record alone does not show where the scope was hung. The SurgiDat approach SurgiDat GI Lab brings TagIT, scopes, cabinets, checklists and related functions into one workflow. Scope serial and alternate identifiers support scanning, while visit records and cabinet indicators provide linked operational context. The value to evaluate Identifiable visits and storage locations support everyday scope finding and review of recorded checks. Storage indicators give staff another operational cue when managing availability. A practical workflow Identify the scope Scan or type the serial, alternate number or asset tag. Maintain the scope register with the appropriate identifying details. Record the visit checks Complete configured visit information, HLD, leak and channel checks and any displayed checklist. Print the hang tag Save the visit and print the hang tag when the required steps are complete, using the configured local printing setup. Track cabinet storage Assign the scope to an empty hook and review within-life, expiring and expired storage indicators. An illustrative scenario A scope approaches its configured storage expiry. The cabinet indicator makes the status visible to staff. An expired scope cannot be hung until it is reprocessed through TagIT, following the documented application workflow. Measures for a facility pilot Completeness of sampled visit and checklist records Expired-storage exceptions and time to reprocessing Time required to locate a scope and its latest visit record A focused starting point Validate scope serials and alternate identifiers, configure checklists and storage-life rules, then test visit entry, hang-tag printing, cabinet moves and expired-scope handling with sample records. Scope and interpretation Recorded HLD and other checks document staff entries; they do not independently verify disinfection efficacy. Storage-life settings and clinical processing procedures remain the facility’s responsibility. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Receive the loan. Follow it through shipping. | SurgiDat Serenity URL: https://www.surgidat.com/10-loan-sets-implants.html LOAN SETS & IMPLANTS Receive the loan. Follow it through shipping. Connect loan-set shipping and receiving with procedure timing, processing and sign-out.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge Loan sets arrive for a particular procedure but still need clear identification, processing coordination and a controlled return. Separate receiving and processing notes can make it harder to follow where the set is in the workflow. The SurgiDat approach SurgiDat supports loan-set shipping and receiving, with procedure-date receiving, kit identification, normal processing and sign-out. Facility configuration determines receiving fields and whether assembly labels are created at receive. The value to evaluate A shared workflow gives the team a way to review outstanding loans and processing readiness without treating every borrowed set as an unrelated side process. A practical workflow Receive for the procedure Use the calendar and receiving record to capture the configured surgeon, procedure, case and timing information. Identify the set Use the semi-permanent loan tag or the configured receive-time assembly creation route. Follow normal processing Pack and sterilize through the processing workflow, with applicable biological requirements for loan sets or implants. Follow shipping and sign-out Complete the shipping and return handoff for the loan set. Confirm required HLD where configured, complete sign-out and release the reusable tag for reuse. An illustrative scenario A vendor set is received for a scheduled procedure. Its tag connects receiving with packing, where the assembly identity is established unless configured at receive. Staff follow processing and case activity before completing the loan sign-out. Measures for a facility pilot Loans outstanding after the expected procedure or return date Receiving records missing required facility fields Time from receipt to processing readiness for sampled sets A focused starting point Agree receiving fields, tag use, assembly creation timing and return requirements. Exercise a representative loan from receipt through packing, processing, case handling and sign-out, including required biological steps. Confirm receiving and shipping ownership, the physical handoff and the records required at each end. Scope and interpretation SSK quick packing is separate from loan-set receiving. Facility settings control when assemblies are created and which HLD confirmations are required; the workflow must be matched to the site’s procedure. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Make the operational conversation measurable. | SurgiDat Serenity URL: https://www.surgidat.com/11-reporting-productivity-costs.html REPORTING, PRODUCTIVITY & VALUE Make the operational conversation measurable. Use activity, exceptions and cost records to evaluate improvement with a local baseline.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge A savings claim is difficult to defend without a baseline, a defined scope and records that distinguish activity from cost. Managers need a way to connect workflow changes with measurable operational outcomes. The SurgiDat approach SurgiDat provides reports for packing, staff activity, GI scopes, OR cases, exceptions, turnaround, maintenance and productivity by category. CSV exports support local analysis and review alongside pricing and purchasing records. The value to evaluate A disciplined review turns general goals into testable questions. Savings may come from lower confirmed losses, fewer avoidable replacements, reduced emergency sourcing or less time spent searching; none should be assumed in advance. A practical workflow Define the question Choose the operational issue: searching, missing items, turnaround, repair spend or another documented activity. Establish the baseline Set facility and date range, review the relevant reports and agree the definitions used for the comparison. Review exceptions and costs Examine maintenance costs, shortages and sourcing records with the responsible operational owners. Measure the change Repeat the review for a comparable pilot period and document volume, staffing or case-mix changes that affect interpretation. An illustrative scenario A facility introduces immediate return counts for a procedure group. Leaders compare discrepancy resolution time and confirmed replacement spend before and after the pilot, while checking whether case volume and the tray mix changed. Measures for a facility pilot Confirmed loss and replacement costs per comparable activity Repair costs and time out of service Turnaround, packing productivity and time spent resolving exceptions A focused starting point Choose a small metric set and name the data owner for each. Calculate change as baseline cost minus comparable pilot cost, subtracting implementation and ongoing costs where applicable. Avoid counting the same saving in multiple categories. Scope and interpretation Reports reflect recorded activity and the chosen date range. Cost-per-use or ROI analysis may require local calculations and additional financial inputs; this paper does not claim a built-in financial model or guaranteed savings. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Fit the operation. Prove the handoffs. | SurgiDat Serenity URL: https://www.surgidat.com/12-implementation-integration.html IMPLEMENTATION & INTEGRATION Fit the operation. Prove the handoffs. Prepare facility data, roles, identifiers, printing and interfaces around a practical pilot.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge Software is only useful if the working environment supports the daily process. Inconsistent kit identifiers, incomplete contents or untested printing and interface paths can weaken the value of otherwise connected records. The SurgiDat approach A SurgiDat rollout should begin with workflow discovery, facility configuration and a bounded pilot. The application supports configurable case fields, combined user roles, English and Spanish operation, local label printing and HL7 intake for patient updates and OR bookings. A small operation can start with a scanner and laptop for packing, loading and release, then expand its scope. SurgiDat has no annual subscription commitment: start and leave when you want. The value to evaluate A focused pilot makes assumptions visible and lets the facility verify the important handoffs before broader rollout. Clear roles and prepared identifiers support consistent scanning and a useful audit record. A practical workflow Map the process Identify departments, handoffs, exception owners and the first operational question the pilot should answer. Prepare the foundation Validate kits and contents, child-kit identifiers, storage locations, sterilizers, cycles, roles and label requirements. Test the environment Confirm scanner behavior, local print drivers and required HL7 patient and booking messages with the responsible technical team. Exercise and evaluate Run normal and exception scenarios, train by role and compare the pilot with agreed success measures before expansion. An illustrative scenario A pilot covers one tray group, one storage area and selected OR cases. Staff walk an assembly from packing to load, release, stock, case allocation and decontam, then retrieve the record from multiple search starting points. Measures for a facility pilot Representative scenarios completed successfully Required kit and identifier data validated before go-live Handoff record completeness and unresolved pilot issues A focused starting point Include missing items, open maintenance, failed loads, biological quarantine, label reprints, stock moves and count discrepancies in acceptance exercises. Agree interface ownership and operational support before expansion. Scope and interpretation HL7 scope, printer hardware, local drivers, security requirements and migration effort need confirmation for each facility. Do not infer certified integration with a named hospital system solely from general HL7 support. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Capture the evidence. Keep the work moving. | SurgiDat Serenity URL: https://www.surgidat.com/13-mobile-app-printout-capture.html MOBILE APP & PRINTOUT CAPTURE Capture the evidence. Keep the work moving. Extend the workflow with the SurgiDat mobile app and sterilizer printout capture.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge An operational record loses value when the supporting evidence remains separate from the activity being reviewed. A sterilizer printout is especially useful when the reviewer can identify the correct load and the assemblies associated with it. The SurgiDat approach SurgiDat offers a mobile app and sterilizer printout capture as part of its broader operational approach. Bring mobile use and printout evidence into the implementation conversation alongside assembly identification, load records and audit review. The value to evaluate Mobile access and printout capture can reduce the distance between the task and its documentation. The value to test is whether staff can capture usable evidence and retrieve it with the right operational record. A practical workflow Choose the mobile task Agree where the mobile app fits the team’s daily operation and confirm the supported tasks on the proposed devices. Identify the right record Use the relevant assembly or load identity so captured evidence can be associated with the correct processing lifecycle. Capture the printout Capture the sterilizer printout clearly, including the details staff need to recognize the machine and cycle record. Review in context Review the captured evidence with the load, cycle, assembly list and applicable release or quarantine record. An illustrative scenario A reviewer needs the evidence for a specific processing load. The team uses the load and assembly context to find the relevant captured printout and compare the supporting details with the processing record. Measures for a facility pilot Captured printouts that are legible and correctly associated Time to retrieve the printout for a sampled load Recapture frequency and user effort for the selected mobile task A focused starting point Test the intended mobile devices and a range of real printout formats with sample records. Agree capture responsibility, association rules and how reviewers retrieve the evidence. Scope and interpretation Confirm mobile platform support, permissions and the exact task set before rollout. Capturing a printout does not imply OCR, automatic cycle interpretation, offline operation or independent sterilization validation. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Start small. Grow on your terms. | SurgiDat Serenity URL: https://www.surgidat.com/14-low-budget-flexible-start.html LOW-BUDGET START & FLEXIBLE GROWTH Start small. Grow on your terms. Begin with a scanner and laptop, then expand from core processing to connected operations and reporting.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge A facility with a limited budget may need a clear operational starting point before it can justify a broader system. A useful first step should answer a real question and leave room for a wider workflow later. The SurgiDat approach A scanner and laptop are enough to get started with SurgiDat. Begin with packing, loading and release, or follow the assembly through sterilization, patient case allocation and return to decontam. Expand the scope as the operation needs it. The value to evaluate A phased start lets the facility evaluate operational value before broadening the scope. There is no annual subscription commitment: start and leave when you want. Agree the selected services, costs and account arrangements before starting. A practical workflow Choose a focused scope Start with packing, loading and release for an agreed group of kits and users. Establish identity Give every newly packed assembly its unique lifecycle UID and use the scans to connect the selected handoffs. Extend the journey Add patient case allocation and decontam return counts when the team is ready for end-to-end tracing. Expand operations Bring in preference cards, stock control, maintenance, purchasing, mobile tasks and reporting as the agreed scope grows. An illustrative scenario A small team starts with one laptop and scanner to identify assemblies and follow core processing. After proving the workflow, the facility expands to case allocation, return counts and stock locations without changing the central concept of a distinct assembly UID. Measures for a facility pilot Time from setup to the first completed core workflow Completeness of records in the selected scope Staff effort and operational issues resolved before expansion A focused starting point Confirm the laptop, compatible scanner, connectivity and label-identification approach. Existing preprinted labels can support the agreed workflow; local label printing requires the appropriate printer setup. Select a narrow, measurable first scope. Scope and interpretation A scanner-and-laptop starting point does not mean every optional device, interface, implementation service or PHOENIX monitoring component is included. Exact setup, service scope and charges are agreed with the facility. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## Know the condition. Record the environment. | SurgiDat Serenity URL: https://www.surgidat.com/15-optional-phoenix-monitoring.html OPTIONAL PHOENIX IIOT MONITORING Know the condition. Record the environment. Complement SurgiDat with optional machine condition monitoring and IIoT temperature and humidity reporting.Illustrative imagery Download this white paper as a PDF ↓ The operational challenge The instrument workflow and the condition of supporting equipment are related operational concerns, but they are different records. Facilities may also need temperature and humidity records for environmental oversight and compliance review. The SurgiDat approach PHOENIX is an optional monitoring offering alongside SurgiDat. Machine-level condition monitoring supports review of equipment health. IIoT temperature and humidity monitoring supplies environmental information and reporting to support the facility’s compliance process. The value to evaluate Machine condition information can support maintenance planning, while temperature and humidity records can support environmental reporting and evidence gathering. The outcome to evaluate is clearer visibility and a more usable record for operational review. A practical workflow Select the monitoring scope Identify relevant machines and environmental areas, with the operational owners and intended use of the records. Define the measurements Agree the machine condition indicators and the temperature and humidity measurements appropriate to the selected scope. Set the reporting context Define the reporting periods, locations, units and facility-approved operating limits needed for review. Review and act Use the monitoring records alongside maintenance and environmental procedures, with clear responsibility for investigating exceptions. An illustrative scenario A facility wants a clearer view of a supporting machine and an area’s environmental conditions. SurgiDat continues to manage kit and assembly workflows; optional PHOENIX monitoring supplies the equipment and temperature/humidity records for the responsible teams. Measures for a facility pilot Measurement and reporting coverage for the selected locations Time to review and investigate an environmental exception Equipment-condition issues investigated through maintenance A focused starting point Survey the equipment and rooms, agree measurement points, review sensor suitability and calibration needs, and confirm connectivity, reporting requirements and responsibility for exceptions. Scope any SurgiDat-to-PHOENIX data integration separately. Scope and interpretation PHOENIX is optional and separately scoped. Monitoring and reports support compliance review; they do not certify compliance, establish regulatory limits or independently validate sterilization. SurgiDat retains ownership of tray and kit workflow management. Start with your workflow Bring your operational question to a SurgiDat walkthrough. No annual subscription commitment: start and leave when you want. sales@surgidat.com | SurgiDat Serenity SurgiDat Corporation · Updated October 30, 2026 · Operational white paper. Scenarios are illustrative; suggested pilot measures are not measured customer outcomes.← All white papers ## About SurgiDat | SurgiDat Serenity URL: https://www.surgidat.com/about.html ABOUT SURGIDAT The patient is the reason.The workflow is the connection. SurgiDat connects instrument operations with surgical cases, helping the people behind patient readiness work from a shared operational record. +PEOPLE.PROCESS.VISIBILITY.OUR APPROACH Make the workeasier to follow. Behind every tray are people assembling, processing, checking, storing, picking and returning instruments. Each handoff carries information the next person needs. Serenity brings these records together across sterile processing, the OR, GI labs, stock, purchasing and maintenance. The goal is a clearer view of the work and the exceptions that need attention. Start with a realoperational question. Where is the tray? Which load processed it? What is missing? Which case used it? The value of connected records is the ability to follow the answer. 01 Practical at the point of work Identifiers, scanning, counts, labels and clear next steps for daily tasks. 02 Connected across departments Processing records, inventory and case allocation that can be followed together. 03 Adapted to the facility Configuration and role access that reflect the operation being supported. ## Request a walkthrough | SurgiDat Serenity URL: https://www.surgidat.com/demo.html LET’S TALK ABOUT YOUR WORKFLOW Show us the handoffyou want to improve. Tell us a little about your team. We’ll use it to shape a focused conversation about SurgiDat Serenity. A FOCUSED FIRST LOOK Your process.Your priorities. We can walk through: Your tray and instrument workflow OR picking and preference cards GI scope tracking and storage Exceptions, maintenance and purchasing Implementation and interface scope Prefer a direct email?sales@surgidat.com ↗ Please do not include patient information.Your nameWork emailHospital / organizationYour roleYour main areaSterile processing / CSSDOperating room / preference cardsGI lab / endoscopyHospital / health system leadershipOther / multiple areasWhat would you like to improve?Prepare my email request ↗ This form prepares an email to sales@surgidat.com in your email application. Nothing is submitted or stored on this website. Your request is ready. Your email application should open. If it doesn’t, copy the prepared request below and email it to sales@surgidat.com.Copy request → ## Implementation | SurgiDat Serenity URL: https://www.surgidat.com/implementation.html IMPLEMENTATION Start with the process.Build the rollout together. A useful implementation starts by understanding how your team works today. The scope and sequence should follow your facility’s needs. 01 Discover the workflow Walk the route from decontam to OR and identify the handoffs and exceptions that matter. Departments and stakeholders Current process and priority pain points Pilot scope and measures of success 02 Prepare the foundation Agree the facility configuration and the data needed for a practical starting point. Kit contents and parent/child structure Identifiers, labels and stock locations Roles, sterilizers and cycle types 03 Connect the working environment Review the local setup and interface scope with the people responsible for it. Barcode scanners and label printers Local print-driver setup HL7 patient and OR booking requirements 04 Practice, review and expand Walk through representative scenarios before agreeing the next stage of the rollout. Role-based workflow training Exception and recall exercises Pilot review and rollout planning BRING YOUR QUESTIONS A practical first conversation. Tell us which departments are involved, how you identify trays today, which hospital systems need to connect, and where your team spends time chasing information.Plan a workflow review ↗ ## Surgical readiness, connected | SurgiDat Serenity URL: https://www.surgidat.com/ SURGIDAT SERENITY Behind everyready OR,a connected team. Bring sterile processing, surgical teams, and instrument management into one connected workflow. Every newly packed kit receives a unique lifecycle assembly UID—connecting its processing, location, and case allocation for audit and tracing.See SurgiDat in action ↗Explore the workflow → A unique assembly identity for every packing lifecycle.THE PEOPLE BEHIND PATIENT READINESS CONNECTED WORKFLOW Illustration One tray. A complete journey.✓Assembled & countedInstrument contents recorded✓Processed & releasedLoad and release records linked↗Located & ready to pickStock location visible to the teamONE CONNECTED PICTURESterile processing+Operating room+GI & endoscopy+Instrument operations LESS SEARCHING. MORE KNOWING. The next case startslong before the OR. Readiness depends on many handoffs. SurgiDat links the work behind each tray, helping teams see the status, follow the process, and find the record. 01 What’s ready? See assembly lifecycle and stock location, then pick identified trays to the surgical case. 02 What needs attention? Follow missing items, quarantine results, unavailable kits and purchasing exceptions. 03 Can we trace it? Connect assembly identification with processing loads, stock locations and case allocation. FOLLOW THE JOURNEY One workflow.Every important handoff.Explore the full workflow → BUILT AROUND YOUR TEAM Different roles.A shared picture. Start with the work your team does every day. Explore how SurgiDat supports the people who keep instruments and cases moving.01 / SPD & CSSD Keep processingmoving. Counts, loads, release and distribution.For sterile processing →02 / OR TEAMS Connect the trayto the case. Preference card management, case picking and immediate return counts.For surgical teams →03 / LEADERSHIP See the operationmore clearly. Exceptions, activity and traceable records.For hospital leaders → PROTECT THE INSTRUMENT. SUPPORT THE PATIENT. Catch the discrepancy.Control the cost. Connect maintenance by use, missing-item management and immediate OR-to-decontam counts with preference cards and stock control. 01 / MAINTENANCE BY USE Service based on use. Follow configured maintenance counters and warnings, record repairs and review costs. Plan service with visibility into use and availability. 02 / MISSING ITEMS Spot shortages. Act sooner. Record missing instruments, follow exceptions into purchasing and assess avoidable replacement costs. Keep the shortage connected to the operational record. 03 / OR TO DECONTAM Count at the handoff. Capture immediate return counts directly from the OR into decontam. Reconcile discrepancies sooner to help reduce lost items and support retained-item risk reduction alongside the surgical count process. 04 / PREFERENCE CARD MANAGEMENT Plan what the case needs. Manage surgeon and procedure requirements, kit quantities and case picking. Keep the planned requirement distinct from the assemblies actually picked. 05 / STOCK CONTROL Locate the available assembly. Track lifecycle status and stock locations, scan distribution and moves, and perform location stocktakes before filling case requirements. 06 / MEASURABLE VALUE Make savings reviewable. Review losses, repair spend, emergency purchases and time spent resolving discrepancies. Establish a facility baseline and measure changes rather than assuming savings.Read the area-of-excellence white papers → LOW ON BUDGET? WE CAN HELP. A scanner. A laptop.A practical place to start. Start with packing, loading and release. Or trace assemblies through sterilization, patient case allocation and return to decontam. Grow into full operations and reporting when you are ready.No annual subscription commitment.Start and leave when you want.Find your starting point ↗ MORE OF THE WORK, CONNECTED Capture the evidence.Follow the physical handoff. Extend the operational picture with the mobile app, sterilizer printout capture, and loan-set shipping and receiving.MOBILE APP Bring the recordto the work. Explore mobile use and sterilizer printout capture.Explore mobile & capture →LOAN SETS Receive it.Process it. Ship it. Connect loan receiving, processing and the return handoff.Explore the platform →OPTIONAL PHOENIX IIOT Condition.Environment. Insight. Machine monitoring plus temperature and humidity reporting.Explore optional monitoring → WHAT USERS SAY Real experiences.In their own words. Customer feedback is being prepared for publication. Explore the workflow and the questions that matter to your team.Customer perspectives → WHEN AUDIT IS PARAMOUNT Same kit. Next packing.A new lifecycle identity. The kit identifier tells you which physical kit you have. The assembly UID tells you which specific packing lifecycle you are tracing. Each newly packed kit receives a unique assembly UID.THE REUSABLE KITKIT-DEMO-01 The physical child kit retains its kit identity.FIRST PACKING LIFECYCLEASM-DEMO-001 Packing → load → release → location → case → decontamNEXT PACKING LIFECYCLEASM-DEMO-002 A new assembly UID follows the next journey. Illustrative identifiers. Case and patient links depend on recorded case allocation.See what this means for audit and tracing → +CONNECTEDBY DESIGN.MORE THAN A TRACKING POINT The detail matters.So does the bigger picture. Tray contents, scope storage, maintenance, missing instruments and purchasing are part of the same operational story. Bring them into the conversation.Discover the platform → ## Mobile app & sterilizer printout capture | SurgiDat Serenity URL: https://www.surgidat.com/mobile.html MOBILE APP & EVIDENCE CAPTURE Bring the recordcloser to the work. Use the SurgiDat mobile app and sterilizer printout capture to support the operational workflow and keep reviewable evidence connected to processing context. 01 Mobile app Include mobile tasks in the facility workflow. Review the supported devices and functions with us, then choose where mobile access helps your team. 02 Sterilizer printout capture Capture the machine-produced printout so the team can review that evidence with the correct load and its associated assembly context. 03 Audit in context Use the specific assembly UID and load record to keep the investigation focused on the correct processing lifecycle. FROM CAPTURE TO REVIEW Make the evidenceusable when it matters. Identify the correct load, capture a legible printout, and review it alongside the recorded cycle, assembly list and release or quarantine information. During setup, confirm device suitability, capture responsibility and how the evidence is associated and retrieved. Printout capture supports review; it does not independently validate the cycle.Read the mobile & capture white paper → ## Optional PHOENIX machine & environmental monitoring | SurgiDat Serenity URL: https://www.surgidat.com/phoenix.html OPTIONAL PHOENIX MONITORING Know the condition.Record the environment. Complement SurgiDat with optional machine-level condition monitoring and IIoT temperature and humidity reporting for operational oversight and compliance review. 01 Machine condition monitoring Monitor the condition of selected equipment to support maintenance review and planning. Scope the measurements and reporting around the machines that matter to the facility. 02 IIoT temperature & humidity Add environmental measurements for selected areas. Agree locations, units, reporting periods and facility-approved limits with the responsible team. 03 Reporting for compliance review Use environmental records and reports as supporting evidence in your compliance process, alongside procedures, calibration records and investigation of exceptions. TWO DISTINCT ROLES. A BROADER OPERATIONAL VIEW. SurgiDat tracks the workflow.PHOENIX monitors conditions. SurgiDat manages tray and kit operations, assembly identities, processing, case allocation and return records. Optional PHOENIX monitoring supplies equipment-condition and environmental information. Hardware, deployment and any integration are separately scoped around your facility. Monitoring and reporting support compliance review; they do not certify compliance or independently validate sterilization.Read the optional PHOENIX white paper → START WITH THE REQUIREMENT Your machines. Your spaces.Your reporting needs. Identify the equipment and rooms you want to monitor. We can review measurement points, sensor suitability, calibration needs, connectivity and reporting scope with your team.Explore optional PHOENIX monitoring ↗ ## The platform | SurgiDat Serenity URL: https://www.surgidat.com/platform.html THE SURGIDAT SERENITY PLATFORM The work is connected.Your software should be, too. Bring daily processing tasks and operational records together, with facility configuration and access that follow each person’s role. Find a capability12 capability areas 01 Sterile processing From the first scan to the final count. Receive in decontam; assemble child kits; record instrument counts, photos and missing items; create ad hoc SSK kits and print assembly labels.Explore this capability → 02 Sterilization & release Every load has a story. Keep it connected. Create and lock loads, scan packed assemblies, select sterilizers and cycles, capture sterilizer printouts, print load reports, record failures and manage biological quarantine results.Explore this capability → 03 Inventory & distribution Know what is available. And where. Locate sterile assemblies, scan put-away destinations, move stock, perform slot stocktakes and search by kit, lifecycle, load, patient or location.Explore this capability → 04 OR & preference cards Connect the requirement to the actual case. Manage surgeon- and procedure-specific preference cards, define kit quantities, pick actual assembly UIDs to cases or carts, and record immediate OR-to-decontam return counts when enabled.Explore this capability → 05 GI lab & endoscopy Give every scope a traceable journey. Record scope visits, HLD, leak and channel checks; complete checklists, print hang tags and manage cabinet hooks with storage-life indicators.Explore this capability → 06 Loan-set shipping & receiving Track the arrival. Follow the return. Manage loan-set receiving around procedure dates, identify sets with reusable tags, follow packing and processing, and complete shipping and sign-out with facility-configured HLD confirmation.Explore this capability → 07 Purchasing & shortages Turn missing instruments into an actionable list. Build RFPs from exceptions, manage vendors, follow order status, attach PO and invoice documents, and review instrument pricing history.Explore this capability → 08 Maintenance by use & repairs Service instruments around use. Understand the cost. Use maintenance counters and configured warnings to plan service around recorded use. Take kits out of packing during repair, manage vendor shipping and receiving, and review maintenance costs to assess repair and replacement decisions.Explore this capability → 09 Traceability & reporting Every packed kit. Its own lifecycle assembly UID. Each new packing creates a unique assembly UID, distinct from the kit identifier. Follow that lifecycle from packing through processing, location, case allocation and decontam. Search assemblies by UID, kit, load, patient or location. Review packing, staff activity, turnaround, OR, scope, exceptions and maintenance reports; export CSV.Explore this capability → 10 Mobile app & printout capture Bring the record closer to the work. Use the SurgiDat mobile app and capture sterilizer printouts as part of the agreed facility workflow. Review captured evidence with the relevant processing context.Explore this capability → 11 Optional PHOENIX monitoring See machine condition and environmental records. Add optional machine-level condition monitoring and IIoT temperature and humidity reporting to support equipment and environmental review. PHOENIX is separately scoped from SurgiDat kit and tray operations.Explore this capability → 12 Configuration & integration Fit the workflow to the facility. Configure facility fields, kits, locations, printers, sterilizers and combined user roles. Support English/Spanish operation and HL7 patient updates and OR bookings.Explore this capability → No matching capabilities. Try another search. WORKFLOW, NOT A FEATURE PILE Configure aroundthe facility. Facility settings control visible case and visit fields, processing options and access to selected load changes. Built-in and custom roles determine the menus people use. The application supports English and Spanish. Discuss printer hardware, local drivers, interfaces and your facility’s requirements during implementation. ## White papers & resources | SurgiDat Serenity URL: https://www.surgidat.com/resources.html AREAS OF EXCELLENCE Practical insight.Connected to your workflow. Explore how SurgiDat connects instrument operations, audit evidence and daily handoffs. Each white paper focuses on one area, with a practical workflow, an example and measures for a facility pilot. THE COMPLETE COLLECTION Fifteen areas. One connected operation. Download all 15 white papers, with editable originals, in one package.Download all PDFs ↓Download matching HTML + PDFs ↓Find a white paper15 white papers WHITE PAPER 01 Every packed kit. A distinct lifecycle record. Audit & Traceability Why a unique assembly UID changes the starting point for audit, load tracing and case investigation.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 02 Count at the handoff. Act on the discrepancy. OR-to-Decontam Reconciliation Immediate return counts connect the operating room to decontam and make missing instruments visible sooner.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 03 Build the assembly. Preserve the detail. Sterile Processing & Packing Connect kit identification, contents, counts and exceptions before the tray enters a sterilizer load.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 04 Keep the load and its evidence together. Sterilization, Quarantine & Release Follow identified assemblies through load creation, cycle selection and biological-result workflows.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 05 Plan the requirement. Pick the actual assembly. Preference Card Management Keep surgeon and procedure requirements connected to practical case preparation.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 06 Know what is available. Know where it belongs. Stock Control & Distribution Connect assembly lifecycle status with practical location control and case preparation.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 07 Service around use. Protect the investment. Maintenance By Use & Cost Control Use maintenance counters, warnings and repair records to inform availability and spending decisions.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 08 Keep the shortage visible. Carry the action forward. Missing Items & Purchasing Connect missing-instrument exceptions with sourcing, order status and replacement-cost review.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 09 A clear journey for every scope. GI & Endoscopy Connect scope identification, visit checks, hang tags and cabinet storage status.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 10 Receive the loan. Follow it through shipping. Loan Sets & Implants Connect loan-set shipping and receiving with procedure timing, processing and sign-out.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 11 Make the operational conversation measurable. Reporting, Productivity & Value Use activity, exceptions and cost records to evaluate improvement with a local baseline.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 12 Fit the operation. Prove the handoffs. Implementation & Integration Prepare facility data, roles, identifiers, printing and interfaces around a practical pilot.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 13 Capture the evidence. Keep the work moving. Mobile App & Printout Capture Extend the workflow with the SurgiDat mobile app and sterilizer printout capture.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 14 Start small. Grow on your terms. Low-Budget Start & Flexible Growth Begin with a scanner and laptop, then expand from core processing to connected operations and reporting.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → WHITE PAPER 15 Know the condition. Record the environment. Optional PHOENIX IIoT Monitoring Complement SurgiDat with optional machine condition monitoring and IIoT temperature and humidity reporting.Download PDF ↓Read white paper →2 pages · PDFOpen matching HTML layout → No matching white papers. Try a different search. ## Who we help | SurgiDat Serenity URL: https://www.surgidat.com/solutions.html WHO WE HELP Built for the peoplebehind readiness. A shared process can serve different needs. Find the starting point that matters to your team.SPD & CSSD ↘OR & surgical teams ↘GI & endoscopy ↘Hospital & health system leaders ↘ SPD & CSSD Bring the next step into view. Keep the assembly, load and distribution records linked as work moves across the department. 01 Assembly without guesswork Search kits by identifiers, review contents, use tray photos and record missing items while packing. 02 A controlled processing record Scan assemblies onto loads, save and lock the load, and follow biological quarantine where required. 03 A visible handoff Place released assemblies into identified stock locations for downstream picking.Walk through your team’s workflow → OR & SURGICAL TEAMS Start with the case. Connect the instruments. Translate surgeon and procedure requirements into a pick of actual, identified assemblies. 01 Plan the requirement Build preference cards using parent kits and quantities for the surgeon and procedure. 02 Pick the real assemblies Scan tray assembly UIDs to a case or pick a requirement to a cart. 03 Reconcile the return immediately Record counts directly from the OR into decontam receiving when enabled. Identify missing items at the handoff, reduce avoidable losses and support escalation of count discrepancies under hospital policy.Walk through your team’s workflow → GI & ENDOSCOPY Follow the scope, visit by visit. Link scope identification, processing checks and cabinet storage in the GI Lab workflow. 01 Identify the scope Load by serial, alternate number or asset tag, with a facility scope register. 02 Record the checks Document HLD, leak and channel checks and the configured TagIT checklist. 03 See storage life Use cabinet hooks with in-life, expiring and expired indicators and print hang tags.Walk through your team’s workflow → HOSPITAL & HEALTH SYSTEM LEADERS Make operational questions answerable. Bring discussions about activity, shortages and maintenance back to identifiable records. 01 Review the operation Explore packing, staff activity, turnaround, case and scope reports. 02 Protect the instrument investment Review missing instruments, maintenance by use, repair costs and purchasing status. Use the records to target avoidable replacement and emergency sourcing costs. 03 Start a system-level conversation Discuss facility configuration, interface scope, training and rollout needs across your organization.Walk through your team’s workflow → ## Low on budget? Start with a scanner and laptop | SurgiDat Serenity URL: https://www.surgidat.com/start-small.html LOW ON BUDGET? WE CAN HELP. Start small.Grow on your terms. A scanner and laptop are enough to get started. Choose the workflow that solves today’s problem, then expand toward full operations and reporting as your needs grow. FLEXIBILITY FROM THE START No annual subscription commitment. Start and leave when you want.Let’s find an affordable starting point ↗CHOOSE YOUR STARTING POINT Simple where you need it.Connected when you need more. These are practical scope examples, not fixed packages. We will agree the services, setup and charges with you. 01 Core processing Start by recording packing, loading and release. Every newly packed assembly has a unique lifecycle UID, giving the selected steps an identifiable record. 02 Trace the full journey Connect sterilization with patient case allocation and return to decontam. Add immediate return counts to support reconciliation and loss investigations. 03 Full operations & reporting Expand into preference card management, stock control, maintenance by use, missing items, purchasing, loan sets, mobile workflows and reporting. A SMALL START CAN STILL HAVE A CLEAR PURPOSE Pick one workflow.Prove the value. Choose a manageable group of kits and users. Prepare identifiers and counts, test the scans and run the selected process from start to finish. Agree how to measure value: less searching, fewer unresolved shortages, clearer load tracing, better stock visibility or a more complete return record. A scanner-and-laptop start uses the agreed label-identification approach. Connectivity, compatible hardware and any local label printing are confirmed during setup. Optional PHOENIX sensors, interfaces and additional services are separately scoped. COMMON QUESTIONS A straightforward start. Do I need to implement every module? No. You can begin with packing, loading and release and expand the workflow when you are ready. Can I trace a kit to the patient and back? You can link an assembly’s sterilization and case allocation with return to decontam. The patient association reflects recorded case allocation. Is there an annual subscription commitment? No annual subscription commitment. Start and leave when you want. We agree your selected service scope and charges before starting. What do I need to start? A scanner and laptop provide the starting point. We confirm compatible hardware, connectivity and the label-identification or printing approach for your chosen workflow.Talk through your budget & workflow ↗ ## Assembly UID, audit & traceability | SurgiDat Serenity URL: https://www.surgidat.com/traceability.html WHEN AUDIT IS PARAMOUNT Every packed kit.Its own lifecycle assembly UID. A kit may be processed many times. SurgiDat gives every newly packed assembly its own unique identity, so audit and tracing can follow a specific processing lifecycle rather than relying only on the reusable kit number. PHYSICAL KIT IDENTITYKIT-DEMO-01 Identifies the reusable child kit, with its own kit code, serial and alternate identifiers.PACKING LIFECYCLE AASM-DEMO-001 The assembly UID identifies this specific packing and its downstream journey.PACKING LIFECYCLE BASM-DEMO-002 When the kit is packed again, a new assembly UID identifies the next lifecycle. Illustrative identifiers, not actual facility records. WHAT THE IDENTITY CONNECTS A precise starting pointfor following the record. 01 Packing & exceptions Find the specific assembly created during packing and the recorded count and missing-instrument information for that packing event. 02 Processing & release Follow the assembly to its sterilizer load and cycle, then review the related release or biological quarantine record where required. 03 Location & case allocation Trace recorded stock location and allocation to an OR case. A patient link reflects recorded case allocation; it does not by itself prove clinical use. WHY THIS MATTERS IN AN AUDIT Trace the right event.Keep separate journeys distinct. The reusable kit identity gives continuity across many uses. The lifecycle assembly UID gives specificity within one packing and processing journey. “Which packing are we reviewing?” Start with the assembly UID to identify the specific lifecycle. Repacking the same kit creates a different assembly identity. “Which load processed this assembly?” Follow the assembly’s load association and review the load record, cycle and relevant release or quarantine details. “Which assemblies were associated with this load?” Search by sterilizer load to find associated assemblies, then follow recorded lifecycle, patient allocation and stock-location information. “Where did it go after processing?” Use recorded distribution and case allocation to trace the handoffs captured in SurgiDat, with assembly detail and CSV exports for review. THE LIFECYCLE BOUNDARY Return closes one journey.Repacking starts another. Receiving an assembly UID in decontam ends that assembly’s sterile-processing life. That decontaminated assembly cannot be packed, sterilized, stocked or picked to a case. The reusable kit can go through preparation and packing again, creating a new assembly UID. Changing a kit’s serial or alternate number does not rewrite assemblies already packed. Traceability depends on the scans, counts, results and handoffs recorded by the team. The unique assembly UID is the link that keeps each lifecycle identifiable. SEE THE RECORD, NOT JUST THE NUMBER Bring an audit questionto your walkthrough. We can follow a sample assembly through packing, processing, stock, case allocation and return—and show how to search from an assembly UID, kit, load, patient or location.Explore audit & tracing ↗ ## The connected workflow | SurgiDat Serenity URL: https://www.surgidat.com/workflow.html HOW IT WORKS Every scan connectsthe next handoff. Follow an illustrative tray journey. Select a stage to see what the team does and the record that carries forward. Workflow illustration using sample identifiers, not a live product screen. Exact steps depend on facility configuration and cycle requirements. THE IMPORTANT EXCEPTIONS Real operations needmore than a happy path. 01 Biological quarantine Cycles marked as requiring biological quarantine route into the Qten result workflow. 02 Unavailable kits Kits with open maintenance records are kept out of packing until maintenance is closed. 03 Return to decontam Receiving an assembly in decontam ends that assembly’s sterile-processing life; a new packing creates a new assembly.