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 is one flat monthly price based on clinical team size — never per seat. Solo is $149/mo (1 clinician) and Small is $449/mo (up to 5 clinicians), with plans scaling to 50+ clinicians. Every plan includes full EHR, insurance billing with no per-claim fees, unlimited free telehealth, AI note-taking, and unlimited free non-clinical staff. 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.