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An AI Patient Access Coordinator for Orthopedic Practices

Orthopedic practices depend on rapid referral conversion, anatomical sub-specialty matching, and ensuring patients arrive with required X-rays or MRIs. Nutaan deploys an AI coordinator that fills surgical pipelines 24/7.

Inbound · 11:30am · Primary care referralLive
Thank you for calling Apex Orthopedics & Spine. Are you calling about a new injury, a referral, or a post-surgery follow-up?
My doctor referred me for a torn meniscus in my right knee. I have an MRI disc with me.
We can certainly help with your knee. I will match you with Dr. Chen, our knee and sports medicine specialist. Have you already completed the MRI scan?
Yes, I had the MRI done at the outpatient center last Tuesday.
Perfect. I have scheduled your consult with Dr. Chen for next Tuesday at 2:00 PM. Please remember to bring the physical MRI disc and report to your appointment.
Sports medicine consult booked · MRI possession verified · Pre-visit imaging instructions issued
< 24 hrs
Referral Conversion

Inbound faxed and digital referrals contacted and scheduled fast.

100%
Imaging Preparedness

Patients reminded to bring or transfer X-ray/MRI records prior to visit.

98%
Sub-Specialty Accuracy

Spine, Joint, Hand, and Foot/Ankle patients routed to correct fellowship surgeons.

See it work

Watch the agent at work

Replace IVR Bots with AI Calling

Why press-1 phone menus lose callers, and how a Nutaan AI agent answers in conversation instead.

Meet Nutaan AI — an AI employee that works 24/7

Nutaan handles everyday business operations — calls, qualification and follow-up — around the clock.

The problem

What this fixes

Leaking physician referrals

Faxed referrals from urgent cares and primary care doctors sit for days before staff make contact, causing patients to book elsewhere.

Wasted consults when patients arrive without imaging

Surgeons cannot evaluate surgical candidates without viewing recent X-rays or MRIs, wasting 30-minute consult slots.

Incorrect sub-specialty scheduling

Rushed receptionists book a complex spine patient with a hand surgeon, requiring patient re-scheduling.

Low surgeon block-time utilization

Gaps in clinic schedules reduce downstream surgical case volume—the primary revenue driver for orthopedic practices.

How it lands

Live in 48 hours, without you writing a single prompt

You are buying a deployment, not a toolkit. We do the training, scripting and integration before you go live.

01
We learn your business

Pricing, availability, policies, floor plans or services — we build the knowledge base from your site and systems.

02
We write the scripts

Qualification, objections and edge cases for your segment. You do not write prompts.

03
We connect your stack

Your CRM, PMS or EHR, plus your numbers and lead sources, so records land where your team already works.

04
You go live

Typically inside 48 hours, with reporting from the first call.

Listen

Hear it on a real patient call

Recorded samples of the conversations Orthopedics actually gets — including the ones that are easy to get wrong.

Inbound referral intake and sub-specialty matching
ReferralSub-Specialty0:40

Matching a patient with a knee referral to a sports medicine fellowship-trained surgeon.

Pre-appointment X-ray & MRI instruction delivery
ImagingPrep0:41

Ensuring the patient arrives with imaging disc or confirms digital transfer before the consult.

Post-operative follow-up appointment booking
Post-OpScheduling0:36

Scheduling 2-week post-op suture removal and physical therapy intake.

Included on day one

A complete orthopedic care coordinator operation — not a toolkit

No prompt engineering, no script writing, no AI setup. Everything below is built, trained and handed over working.

AI voice care coordinator pre-trained on orthopedic anatomy and sub-specialties
Inbound referral ingestion and automated patient scheduling outreach
Pre-visit diagnostic imaging verification (X-ray, MRI, CT disc reminders)
Anatomical sub-specialty triage (Spine, Total Joint, Sports Med, Hand/Wrist, Foot/Ankle)
Surgical clearance requirement tracking (Cardiology/PCP clearance check)
Post-operative follow-up visit and physical therapy scheduling
Workers compensation & personal injury intake workflows
Direct EHR integration with provider template rules
Automated appointment confirmation and pre-visit intake forms via SMS
Orthopedic practice throughput & referral conversion reporting

Referral speed is the engine of orthopedic practice growth

Orthopedic group practices and ambulatory surgery centers (ASCs) rely on a steady pipeline of surgical candidates referred by primary care physicians, urgent care centers, and physical therapists. When a referral arrives, the clock starts ticking. Research shows that contacting a referred patient within 24 hours results in an 80%+ scheduling conversion rate; waiting 72 hours causes conversion to drop below 40%.

Nutaan ingests electronic and faxed referral orders automatically, triggering immediate outbound voice and SMS outreach to the patient. The AI introduces your practice, confirms the anatomical area of concern, verifies insurance, and schedules the initial consultation with the appropriate fellowship-trained surgeon.

By eliminating referral lag, your practice captures market share from local competitors and keeps your surgeons' clinic and operating room block times fully utilized.

Sub-specialty matching: Getting the right joint to the right surgeon

Modern orthopedics is highly specialized. A fellowship-trained total joint surgeon does not want a complex cervical spine case on their schedule, and a hand specialist should not be booked for an adult reconstruction consultation.

Nutaan categorizes patient complaints by anatomical region and clinical history. The AI asks targeted, non-clinical screening questions (e.g., 'Is this regarding a shoulder, spine, hip, knee, or hand/wrist issue?') and checks whether the patient has previous surgeries in that joint.

It then matches the patient to the precise surgeon template defined in your EHR—ensuring total hip replacements land with joint specialists, ACL tears land with sports medicine, and herniated discs land with spine surgeons.

< 24 hrsReferral Conversion

Inbound faxed and digital referrals contacted and scheduled fast.

The imaging rule: Ensuring patients never arrive empty-handed

An orthopedic consultation without diagnostic imaging is rarely productive. Surgeons require up-to-date plain films (X-rays) or advanced imaging (MRI / CT scans) to make a surgical recommendation.

During the booking exchange and in pre-visit reminder sequences, Nutaan confirms the status of the patient's imaging. If the patient had an MRI at an outside facility, the AI instructs them to pick up the physical CD disc or requests digital transfer from the imaging center prior to the appointment date.

If the patient has no prior imaging, the system schedules an in-house pre-consultation X-ray slot immediately preceding the doctor's exam, ensuring the surgeon has fresh diagnostic films the moment they step into the exam room.

Specialized intake: Workers' comp and personal injury cases

Orthopedic practices frequently treat Workers' Compensation and Personal Injury (PI) patients. These visits require specialized intake: claim numbers, adjuster contact details, date of injury, employer information, and attorney representation status.

Nutaan captures complete Workers' Comp and PI intake data during the initial phone conversation, ensuring all required billing information is documented prior to scheduling.

The AI verifies authorization with the Workers' Comp case manager before the appointment is confirmed, preventing uncollectible claims and administrative write-offs.

Pre-trained, not prompt-engineered

Objections it already handles

What if a patient calls with a fresh fracture or acute trauma?

The AI immediately identifies acute fractures/dislocations and routes them to your urgent orthopedic walk-in clinic or emergency triage.

Can it check if an outside MRI has been received?

Yes. It asks the patient where the scan was performed, logs the facility details, and prompts your medical records team to request files.

How does it handle Workers' Comp pre-authorizations?

It collects claim numbers, date of injury, and adjuster contact info, flagging the file for your Workers' Comp coordinator.

Will it schedule post-op physical therapy visits?

Yes. It coordinates post-op follow-up packages, booking 2-week wound checks and physical therapy intake simultaneously.

Integrations

Integrates with leading orthopedic EHR & PM systems

ModMed (EMA Orthopedics)Epic CadenceAthenahealtheClinicalWorksNextGen HealthcareExym
Who this is for

Built for the people accountable for the number

Orthopedic Practice CEO / AdministratorDirector of Surgical ServicesClinical Operations DirectorMarketing & Referral Director
Speaking your language

Orthopedics glossary

The agent is trained on this vocabulary, so calls sound native to your segment rather than generic.

Fellowship-Trained

A physician who completed specialized sub-specialty training (e.g., Spine, Sports Medicine, Hand).

Total Joint Arthroplasty

Surgical replacement of a damaged joint (hip, knee, shoulder) with a prosthetic implant.

Surgical Block Time

Reserved operating room hours assigned to a surgeon at a hospital or surgery center.

Plain Films (X-rays)

Primary diagnostic imaging used to assess bone alignment, fractures, and joint space narrowing.

Workers' Compensation

Insurance providing medical benefits to employees injured in the course of employment.

Pre-Op Clearance

Medical approval from a primary care doctor or cardiologist confirming a patient is fit for surgery.

FAQ

Frequently asked questions

Can the AI schedule in-house X-rays before the surgeon consult?

Yes. It handles multi-resource scheduling, booking a 15-minute X-ray slot immediately prior to the surgeon's exam time.

How does it improve surgical volume?

By converting inbound referrals within hours instead of days, preventing referral leakage to competing practices.

Is the platform HIPAA-ready?

Nutaan is built for HIPAA, and a Business Associate Agreement (BAA) is available for healthcare customers on request. Patient phone numbers and emails are masked for every login and revealed only by the account owner; access is role-based; support access is recorded in an audit trail; data is encrypted in transit and hosted on Microsoft Azure; and card details are never taken on a call. Details: nutaan.com/hipaa.

Can it handle self-pay vs insured joint replacement consults?

Yes. It states deposit requirements for self-pay cosmetic/cash procedures while verifying PPO/Medicare coverage for standard cases.

Live in 48 hours.

Tell us about your practice and we will come back with a deployment plan, an integration path and pricing sized to your call volume.

Book a deployment call
Other workforces

Topics coveredorthopedic AI patient scheduling · orthopedic referral conversion software · ModMed AI voice scheduling · spine surgeon appointment AI · sports medicine scheduling automation · orthopedic call center AI · workers comp intake AI orthopedics · X-ray MRI instruction automation AI · HIPAA orthopedic voice bot