Orthopedics CRM Built for Acuity, Surgery, and Recovery
Orthopedic practices balance high-acuity injury triage with long-cycle surgical scheduling and post-op rehab coordination. Velant captures every injury inquiry in seconds, routes by acuity, runs surgical prep workflows, and keeps post-op patients engaged through full recovery.
Grow ortho volume across injuries, surgery, and post-op
Book a walkthrough — see the ortho workflow from acute injury call through 10-year post-op surveillance.
Acuity-based injury triage and capture
Orthopedic patients call with vastly different acuity — acute fracture, ACL tear, chronic knee pain, hip arthritis. Velant's AI Voice Agent triages by symptom and routes appropriately: urgent injury to same-day slot, sports injury to ortho-sports clinic, chronic to standard ortho visit. Every call answered in under 5 seconds.
- AI Voice Agent: 24/7 inbound coverage with acuity-based triage
- Same-day slot routing for acute injuries
- Sports vs. general ortho vs. spine vs. joint specialty routing
- Real-time insurance verification before scheduling
- Closed-loop attribution from injury search to booked visit
Surgical scheduling and prep workflows
Total joint replacement, ACL reconstruction, rotator cuff, and spine procedures all have multi-week prep workflows: medical clearance, pre-op imaging, anesthesia clearance, anticoagulation hold, PT pre-hab. Velant runs all of it automatically with milestone reminders that won't let the patient miss prep steps.
- Procedure-specific prep checklists (TKA, THA, ACL, rotator cuff, fusion)
- Medical and anesthesia clearance milestone tracking
- Anticoagulation hold reminders with timing-specific instructions
- Pre-op PT (pre-hab) scheduling and adherence tracking
- Day-of-surgery confirmation calls 24h before
Post-op and PT recall — the volume most practices leave on the table
Post-op orthopedic patients need structured follow-up: 2-week, 6-week, 3-month, 6-month, 1-year visits. Many practices miss 25-40% of these because the recall workflow is manual. Velant runs the full post-op cycle automatically and coordinates with PT for non-surgical conservative care patients.
- Procedure-specific post-op visit schedules (TKA, THA, ACL, rotator cuff)
- PT recall and adherence for conservative care patients
- Outcome assessment surveys (KOOS, WOMAC, DASH) sent automatically
- Hardware imaging surveillance for spinal fusion patients
- Joint replacement long-term surveillance (5-year, 10-year)
Referring-physician relationship management
PCP and ED referrals are the lifeblood of orthopedic volume. Velant tracks every referring physician, surfaces top referrers and drop-offs, and runs automated thank-you outreach so referrers see professional courtesy on every patient they send.
FAQs
What is orthopedics CRM software?
Orthopedics CRM software handles acuity-based injury triage, surgical scheduling and prep, post-op recall, PT coordination, referring-physician tracking, and real-time insurance verification. Velant runs all of this on one HIPAA-compliant platform.
Can Velant handle workers' comp and PI patients?
Yes. Velant tracks workers' compensation and personal injury cases with attorney communication, employer reporting, and case-specific billing workflows separate from commercial insurance.
Does Velant integrate with ortho-specific EHRs like Athena, Modmed, or eClinicalWorks?
Yes. Velant handles the entire pre-visit and post-op workflow plus marketing attribution; clinical documentation can stay in an existing ortho-specific EHR with record sync.
How does Velant handle joint replacement long-term surveillance?
Velant runs structured post-op recall: 2-week, 6-week, 3-month, 6-month, 1-year, 2-year, 5-year, and 10-year visits with outcome assessment surveys (KOOS, WOMAC) at each interval.
How much does Velant cost for an ortho practice?
Velant Core is $99/mo unlimited users. AI Advanced ($499/mo) adds AI Voice Agent + AI Booking Agent. A typical ortho group runs $400-$1,200/month total, paid back many times by recovered post-op visits and improved referrer retention.
Is Velant HIPAA-compliant for ortho workflows?
Yes. BAA available, role-based access, audit logs, encrypted communications, TCPA-aware messaging, and HIPAA-aligned telephony for clinical conversations.