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Your front desk can be helping a patient while another call comes in. Some callers need a quick answer. Others want to book, ask about a referral, or reach someone on your team.
Hello Patient builds AI agents for healthcare. For an orthopedic group, the agent answers routine calls, books the visits your group allows, and follows up on referrals. It sends procedure requests to your surgical coordinator with what the patient said. This page covers the calls the agent handles, the visits it books, and what you should test before putting one on your phones.
Which calls need different handling at an orthopedic group?
Routine questions, booking requests, procedure requests, referral outreach and after-hours calls each take a different path. Your group chooses which visits the agent books and where each request goes.
A patient asking for your office hours can get an answer from information your practice provides. A patient who wants a consultation books it during the call. A procedure request goes to the surgical coordinator with what the patient said. After the office closes, the agent keeps booking the visits your group allows, and requests for your team follow the after-hours route your group sets.
What can an AI agent handle on an orthopedic front desk line?
The agent can answer routine office questions and handle the appointment work your group allows.
The agent finds the patient's record in your EHR, or creates one for a new patient, using the identity checks your practice has set. It offers the locations, providers, and visit types your group allows, then books the visit into your schedule.
Say a caller asks about your hours and then wants a consultation. The agent answers the hours question and offers an allowed appointment. When the patient picks a time, the agent books it, so the time the patient hears is the time on your calendar.
The agent also finds a patient's existing appointments and confirms, reschedules, or cancels them inside your group's rules.
How can an orthopedic group follow up on its referral list?
The agent can contact patients on the referral list your group supplies and help them book.
Your group also sets the contact sequence and decides whether the outreach happens by phone or text. The agent can answer questions from the information your practice has given it, then help the patient book. If a patient does not reply, the outreach follows the set sequence and then closes. An opt-out ends the outreach.
Ortho1's outbound SMS referral work reached 718 patients and booked 190 referral visits from May 1 through June 30, 2026, with no hires.
Which orthopedic visits can an agent book, and how do procedure requests reach the surgical coordinator?
The agent can book the non-procedure consultations and follow-up visits your practice makes bookable. The agent sends surgery, injection, and procedure requests to your surgical coordinator with what the patient asked for, so the coordinator starts with the details.
For example, a patient calling for an allowed follow-up visit books it during the call. If that same patient asks to schedule an injection, the agent sends the request to the surgical coordinator with the patient's details.
Hear an agent, then ask for a free demo agent. On the call, ask to test the follow-up booking and the injection request above.
Can an AI agent answer workers' compensation and insurance questions for an orthopedic practice?
Yes. The agent can say whether your practice accepts workers' compensation or an insurance plan using information your group provides. It also collects the patient's plan details and adds them to the appointment note, so your team has them before the visit.
If your practice accepts the plan, the patient can continue with booking under your rules. If you do not accept it, the agent uses your self-pay language or sends the request to your team with the plan details, as your group chooses.
How does an AI agent handle an orthopedic patient's call after hours?
The agent can keep answering routine office questions and handling allowed appointment work after the office closes. Your group decides where requests for your team go during those hours.
A request may become a message or ticket. Your group can also have voice calls transfer live to a person. Text handoffs use a ticket or message with the conversation context.
A patient calling after hours for an allowed follow-up visit books it during the call, straight into your schedule.
What should you ask before an AI agent answers your orthopedic group's phones?
Ask the vendor to use the tools your practice runs and show you an allowed booking and a request for your surgical coordinator. You should see what the patient hears and what your team receives.
Hello Patient integrates with the EHR, practice management, and CRM systems healthcare already runs on. The agent books visits into your schedule during the call, inside the scheduling rules your group sets.
Also decide which system sends reminders and confirmations. If your scheduling system sends its own confirmation, the agent's confirmation can be suppressed.
Hello Patient is HIPAA-compliant, SOC 2 Type 2 certified and provides a business associate agreement on every account. Read about HIPAA compliance.
Find out whether Hello Patient fits your practice. Book a call to walk through two orthopedic patient calls: one to book an allowed office visit and one for your surgical coordinator. Ask for a free demo agent on the call.
Frequently asked questions
Can an AI agent answer the phones for an orthopedic practice?
Yes. Hello Patient's AI agents can answer incoming patient calls and respond using information your practice provides. Your group chooses which visits the agent books and where each request goes. One useful way to test this is to give the agent a call that changes direction. Ask about office hours, then ask for an appointment, then make a request that should reach your team. You can hear whether the agent answers each part correctly and whether the staff handoff happens where you expect it to.
Which appointments can an AI agent book at an orthopedic practice?
Hello Patient's agents book the non-procedure consultations and follow-up visits your group sets up as bookable, straight into your schedule during the call. Your group sets those visit types before the agent takes calls. Surgery, injection, and procedure requests go to your surgical coordinator with what the patient asked for, so the coordinator starts with the details. In a demo, use your own visit types: book a consultation, then ask to schedule an injection, and hear how the agent handles each one.
Can an AI agent follow up on referrals for an orthopedic group?
Yes. The agent can contact patients on the referral list your group supplies and help them book. Hello Patient can send the outreach by phone or text, the way your group approves. The agent can answer questions from the information your practice has given it.
Can an AI agent answer whether an orthopedic practice takes workers' compensation?
Hello Patient can answer whether your practice accepts workers' compensation using the acceptance information your practice provides. When your practice accepts it, the agent collects the patient's plan details and books the visit under your group's rules. It adds the plan details to the appointment note, so your team has them before the visit. In a demo, ask whether the practice accepts workers' compensation, then book a visit, and listen for the agent collecting the plan details before it books.
What happens to an orthopedic patient's call after hours?
After your staff have left, Hello Patient's AI agents keep answering routine office questions and booking allowed appointments. Requests for your team follow the after-hours route your practice sets, with the patient's details attached. In a demo, make sure you hear the patient side of that experience too. Book a follow-up visit, then ask to schedule an injection. Listen to what the agent tells the patient about each request, and see what reaches your team afterward.
Can an orthopedic group keep its patient communications software and add an AI agent?
Yes. Hello Patient's AI agents work beside the communication and scheduling tools your practice uses. Your group decides which system sends each reminder and confirmation. If your scheduling system sends a confirmation, the agent's confirmation can be suppressed. Your group can have voice calls transfer live to a person, and text handoffs reach your team as a ticket or message with the conversation context. Ask to see what happens after a booking and after a staff handoff so you can check how the agent fits with the tools your team uses.
How does an AI agent work with an orthopedic group's scheduling system?
Hello Patient's agent works inside your scheduling system. It finds the patient's record and existing appointments, or creates a record for a new patient, using the identity checks your practice sets. It offers the locations, providers, and visit types your group allows. When the patient picks a time, it books the visit straight into your schedule, so the time the patient hears is the time on your calendar. It also reschedules and cancels visits inside your group's rules and leaves a note on the appointment with what the patient said.
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