What Surgical Notes does

Surgical Information Systems, also doing business as SIS (with related legacy positioning under Surgical Notes), is a private US healthcare IT company founded in 1997 that provides integrated software and services to ambulatory surgery centers (ASCs), hospitals, and hospital outpatient departments (HOPDs). Its flagship offering, SIS Complete, is a cloud-based single-platform solution that unifies scheduling, charting, clinical documentation, electronic orders, charge capture, billing, and reporting for ASCs, complemented by a modular set of products including SIS RCS (revenue cycle services staffed by CPC-certified coders), SIS Comply (ASC-specific compliance, credentialing, and accreditation), SIS Analytics (perioperative KPI dashboards), SIS Anesthesia, and SIS Surgery. The company supports 150+ standard integrations and maintains legacy client portals for acquired Amkai and SourceMed product lines, and in June 2025 launched SIS Scribe, its first AI-powered product that transcribes physician dictation into operative notes.

The business model combines recurring SaaS subscriptions for the core ASC and hospital platforms with professional services revenue from SIS RCS (tech-enabled billing, coding, and transcription) and ancillary compliance subscriptions. Pricing is quote-based with annual billing cadence and is sold through a direct enterprise field-sales motion targeting mid-market and enterprise ASCs and hospital systems, supplemented by content marketing, webinars, ROI calculators, and client-story–driven demand generation. The company operates exclusively in the United States, is headquartered at 8000 Avalon Blvd., Suite 350 in Alpharetta, Georgia (with a related Dallas-area presence under the Surgical Notes brand), and employs between 251 and 500 people. Surgical Notes acquired Zulu Health in August 2021 to extend RCM capabilities.

Strategically, Surgical Information Systems has been the consistently rated #1 ASC Software by KLAS Research in 2023, 2025, and 2026 and is an 11x consecutive Black Book #1 ASC EHR vendor, reinforcing its positioning as the dominant specialist in the ambulatory surgery software market. The company has been recognized as a Top Workplace in the USA for 2026 and across 5+ consecutive years, and received multiple Energage Culture Excellence awards in 2025. No parent company, public listing, or external institutional investors beyond The CapStreet Group's 2019 funding round are disclosed in source materials, and revenue figures are not publicly disclosed.

Name

Surgical Notes

Legal name

Surgical Information Systems

Website

https://surgicalnotes.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

251–500 employees

Short description

Surgical Information Systems (SIS) provides cloud-based perioperative software and revenue cycle services to ambulatory surgery centers and hospitals in the United States, with an integrated platform spanning scheduling, clinical documentation, billing, compliance, analytics, and AI-powered operative note generation.

Ownership category

akta.pro rank

Product category

Ambulatory Surgery Center Software / Healthcare IT

NAICS

Software Publishers (513210), Document Preparation Services (56141)

SIC

Services-Prepackaged Software (7372), Services-Health Services (8000)

akta.pro primary industry

Perioperative/Anesthesia & Surgical Documentation Systems (HLACAAAF)

akta.pro secondary industries

Surgical, Perioperative & ERAS Pathway Tools (HLACAGAJ), Operating Room Integration & Surgical Informatics (OR control, documentation, connectivity) (HLAHADAE), Clinical Coding Support (ICD/CPT/SNOMED) & Documentation Compliance Tools (HLACAAAO), Nursing, Clinical Notes & Documentation Workflow Tools (HLACAAAG)

Keywords

• ASC billing services
• Medical transcription
• Revenue cycle management
• Medical coding services
• Healthcare IT solutions

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. ASC Software Subscriptions: Cloud-based software platform subscriptions for ASCs including scheduling, clinical documentation, billing, and reporting modules
2. Hospital Software Solutions: Perioperative and anesthesia software solutions for hospitals and HOPDs (Hospital Outpatient Departments)
3. Revenue Cycle Services: Full revenue cycle management, coding, and transcription services delivered by CPC-certified coders and RCM experts
4. Compliance Solutions: ASC-specific compliance management platform with digital logbooks, credentialing, and accreditation tracking

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Surgical Notes is a healthcare IT solutions company that delivers technology-enabled medical transcription, coding, billing, and revenue cycle management services for ambulatory surgery centers (ASCs) and surgical healthcare providers. The company's offerings integrate clinical documentation, scheduling, charge capture, compliance, and back-office revenue cycle workflows to support ASC operations from pre-op through reimbursement. Related product offerings described in source materials cover a cloud-based ASC software platform, AI-powered operative note completion, ASC-specific compliance management, and perioperative analytics delivered via 150+ standard integrations.

Product overview

Surgical Information Systems provides a unified platform-plus-modules architecture for ASCs and hospitals. The core ASC platform is SIS Complete, a cloud-based single platform integrating scheduling, clinical documentation, charge capture, billing, and compliance. This core platform is complemented by specialized modules: SIS RCS for revenue cycle management and coding services, SIS Comply for compliance management, and SIS Analytics for operational insights. For hospitals, SIS offers specialized solutions including SIS Anesthesia (anesthetic event documentation), SIS Surgery (perioperative information management), and SIS Analytics (integrated reporting). The company has also expanded into AI-powered solutions with SIS Scribe for operative note generation. Through acquisitions, SIS also supports legacy Amkai and SourceMed product lines. The platform supports 150+ standard integrations for workflow connectivity.

Differentiator

Problem solved

Functional benefit

Brands

• SIS Complete: Single-platform cloud-based ASC software solution covering scheduling, charting, documentation, billing, and clinical workflows.
• SIS RCS (Revenue Cycle Services)
• SIS Comply
• SIS Anesthesia
• SIS Analytics
• SIS Surgery
• SIS Scribe

Products and services

• SIS Complete A comprehensive cloud-based ASC software platform integrating scheduling, charting, clinical documentation, charge capture, billing, and compliance workflows to manage surgery center operations from pre-op to payment. Designed for ambulatory surgery centers seeking to replace fragmented point solutions.
• SIS RCS (Revenue Cycle Services) Tech-enabled billing, coding, and transcription solutions delivered by RCM experts that combine precise contract loading, proactive denial management, and disciplined A/R follow-up to accelerate reimbursement for ASCs.
• SIS Comply A comprehensive ASC-specific compliance platform that centralizes logs, policies, procedures, credentialing, staff training, and accreditation tracking to reduce risk and ensure regulatory adherence.
• SIS Anesthesia Easy-to-use solution for documenting anesthetic events in hospital and HOPD perioperative settings, designed to reduce documentation burden on anesthesia teams.
• SIS Analytics Analytics solution that turns perioperative data into actionable insights with KPI dashboards, denial trends, and cash-flow reporting for operational and clinical decision-making across ASCs and hospitals.
• SIS Surgery Comprehensive surgery information management solution that reduces documentation burden through real-time electronic charting across the surgical encounter for hospitals.
• SIS Scribe AI-powered operative note completion solution that uses transcription to enable physicians at ASCs to generate comprehensive and accurate operative notes in minutes.

Quantifiable outcome

• 80% of payments collected prior to surgery
• +2 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature7 records

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• eClinicalWorks: eClinicalWorks is a large ambulatory EHR vendor serving a broad base of physician practices and outpatient facilities; while not ASC-specialized, it competes for the same outpatient IT budget with integrated scheduling, documentation, and billing modules.
• Oracle Health (Cerner): Oracle Health (formerly Cerner) provides enterprise hospital and ambulatory EHR platforms; its Millennium and ambulatory offerings compete for the broader health IT wallet and represent a large-incumbent threat in hospital-based perioperative and surgical documentation markets.
• athenahealth: athenahealth provides cloud-based EHR, practice management, and revenue cycle services across ambulatory care broadly; its RCM services in particular compete with SIS RCS for outsourced billing wallet share in ASCs and specialty practices.
• Epic Systems: Epic is the dominant hospital EHR vendor and increasingly extending into ambulatory and surgical workflows through Community Connect and specialty modules; while not a direct ASC specialist, its footprint in larger IDNs can squeeze out best-of-breed ASC platforms during system-wide EHR consolidation.

Direct peers

• Surgical Information Systems: Surgical Information Systems is the leading direct competitor to Surgical Notes in the ambulatory surgery center software market, offering a near-identical platform (SIS Complete, RCS, Comply, Anesthesia, Analytics, Scribe) targeting the same ASC and HOPD customer base with very similar functionality and positioning.
• Greenway Health: Greenway Health provides ambulatory EHR and practice management for specialty practices including surgical and multi-specialty groups, serving as a competing platform for outpatient documentation and billing workflows.
• HST Pathways: HST Pathways is a direct ASC practice management and EHR competitor, providing scheduling, clinical documentation, billing, and analytics to ambulatory surgery centers — overlapping squarely with Surgical Notes' core ASC platform offering.
• Provation Medical (formerly Amkai): Provation offers EHR and revenue cycle management for ASCs and surgical practices, including the legacy Amkai product line, directly competing with Surgical Notes in ambulatory surgery documentation and RCM.
• NextGen Healthcare: NextGen Healthcare offers ambulatory EHR, practice management, and revenue cycle solutions for specialty physician practices and outpatient facilities, including surgery-adjacent specialty groups that overlap with Surgical Notes' customer base.
• CompuGroup Medical US (Ambulatory): CompuGroup Medical provides ambulatory EHR and practice management software used by specialty practices and surgery centers, positioning it as a competing health-IT vendor in the ASC and physician office workflow space.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Surgical Notes