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Orthopedic-Scheduling

The Orthopedic Scheduling Challenge

Orthopedic scheduling is inherently complex. Appointments are not interchangeable, and small errors early in the process can create significant downstream problems. Insurance requirements, pre-authorizations, and imaging prerequisites differ, as do provider availability and facility needs.

The cost? Schedulers burning out on complexity. Providers sitting with empty surgical slots. Revenue is lost not because demand is low, but because coordination failures leave OR blocks empty and surgeons frustrated.

Why Generic Routing AI Breaks

Why Generic Routing AI Breaks

CareDesk is built differently. Purpose-built routing AI that knows your specialty, your protocols, and your patients.

Why Orthopedics Needs More Than Generic Routing AI

Generic AI fails in orthopedics because of four critical complexity factors:

Condition-specific patient routing

Orthopedic patients follow different care pathways depending on their condition, history, and readiness for surgery.

Provider-specific scheduling requirements

Orthopedic providers work within defined parameters for consult length, surgical block timing, and case sequencing.

Authorization and coverage dependencies

Scheduling must account for payer requirements upfront to avoid cancellations and delays.

Equipment and facility coordination

Arthroscopy equipment. Fluoroscopy availability. Specific OR configurations. Your appointment and surgical schedule isn't just about provider availability — it's about resource orchestration.

Orthopedic scheduling isn’t just calendar management — it’s coordinating condition-specific care pathways, surgical constraints, and operational dependencies.

13+ Years Delivering Orthopedic Outcomes

CareDesk completes repetitive orthopedic scheduling, follows your practice rules for escalation, and sorts inbound orthopedic requests into the right path via dual-engine AI:

  • Autopilot handles low-risk scheduling autonomously.
  • Copilot surfaces complete context when human judgment is required, especially before surgical scheduling or clearance decisions.

CareDesk does not diagnose. It executes scheduling and escalation rules defined by the clinic and captures the information staff needs.

01

Intake

Reason for visit, symptoms, prior care, and prerequisites.

02

Route

Match provider, location, and slot type using practice rules.

03

Resolve

Book, escalate, or hand off with context so staff can act fast.

What CareDesk Delivers

For Your Scheduling Team

  • Stop juggling sticky notes, mental checklists, and institutional knowledge that lives nowhere but experienced schedulers’ heads.
  • Copilot surfaces exactly what matters:
    “Patient needs clearance before scheduling. Dr. Martinez available Thursday at 1 PM. OR 2 has required equipment. Insurance pre-auth pending. Follow up needed.”

For Your Providers

  • No more surprise schedule changes.
  • No more inappropriate bookings.
  • No more patients showing up unprepared.
  • The schedule respects your preferences, your consult and surgical requirements, and your time.

For Your Patients

  • One phone call.
  • Clear guidance.
  • Coordination that happens invisibly.
  • They don’t feel your complexity; they experience competence.

Autonomous completion:

35–45%

of inbound orthopedic requests completed end-to-end in the first 60 days. Autopilot coordinates initial inquiries, straightforward scheduling, and provider availability without staff action.

Staff handoff success

95%

Within 10 minutes. When human intervention is required, Copilot ensures seamless transitions with complete context.

Recovered appointments

+7 to +10

additional scheduled visits per day per practice, compared to baseline abandonment. Net new scheduled visits from recovered abandoned calls and reduced rework, leading to real surgical throughput increase.

Proven in Orthopedic Practices

Golden state orthopedics & Spine

Clinic type:

Multi-location orthopedic group comprising 17 locations in 10 counties

Primary challenge:

Equitable scheduling among providers, smooth scheduling across all roles and online self-scheduling capability

Timeline:

60-day rollout

Results:

2x visits with no staff increase

  • 10+ more urgent care appointments per day
  • 7–11 additional provider appointments per week

34% fewer patient callbacks

100% encounter documentation and reporting

Restoring Provider Confidence in the Schedule
"Never, in all my days, have I heard of agents being trained and taking calls without error in 2 days of being hired."
— Jordan Sappington
— Jordan Sappington

Director of Patient Information Services

Reducing Rework With Full Clinical Context Surfacing
"In the two years since we implemented CareDesk , we've doubled the number of providers. We have not had to add one single service staff position."
— Kelly Dickerson
— Kelly Dickerson

Call Center Manager

Reducing Rework With Full Clinical Context Surfacing
"Some providers are getting 10 more visits per week with self-scheduling..."
— Angel Jordan
— Angel Jordan

Clinical Manager

Reducing Rework With Full Clinical Context Surfacing
"We have been working with a lot of outside vendors recently and [Keona's] team is by far the best in the biz."
— Victoria "Tori" Ziegler
— Victoria "Tori" Ziegler

Director of Patient Access

01/04

Built for Orthopedic Complexity

CareDesk isn't generic call center software trying to figure out orthopedics. We've spent over a decade mastering the exact complexity of orthopedic scheduling: imaging, authorizations, resources, and surgical blocks. CareDesk evaluates clinical readiness, surgical constraints, and downstream coordination simultaneously in real orthopedic care pathways.

Example 1_ Sports injury referral-1

Example 1: Sports injury referral

Action: Capture injury details, check imaging and referral requirements, route to the appropriate specialist, schedule within defined urgency windows.

Failed conservative management New

Example 2: Failed conservative management escalation

Action: Identify when physical therapy, injections or medications have already been attempted and escalate the patient to surgical evaluation when clinic-defined criteria are met. If requirements are incomplete, route to the correct next step and provide clear instructions.

Pre-surgical clearance coordination new

Example 3: Pre-surgical clearance coordination

Action: Confirm required labs, medical clearance and authorization before scheduling surgery, escalating for review when criteria are incomplete.

CareDesk and Orthopedics

Practice Intelligence 360 - Orthopedics Configuration

Fair pricing

You only pay for completed care, not AI chatter. Works with your scheduling rules, provider templates, and escalation pathways. Escalations include context so staff do not restart the conversation. Creates a clear audit trail of who did what, when, and why.

Healthcare CRM Foundation

13 years of orthopedic workflow refinement. HIPAA compliant. EHR integrated. Built for specialty depth and coordinated care delivery across patient lifecycles.

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Keona Health Icons V2_Patient_360

Patient 360: What the system knows about the patient

Previous injuries and surgeries, current medications, imaging history, prior...

Provider_360 1

Provider 360: What the system knows about your clinicians

Specialty focus, room/equipment needs, procedure preferences.

Practice_360 1

Practice 360: What the system knows about your operational reality

Room constraints, reserved blocks, site schedules (e.g., pitcher...

See CareDesk on Your Orthopedic Workflows

We will map three of your highest-volume call reasons and simulate how routing, prerequisites, and scheduling work in your actual environment. We’ll show you what staff sees, what the patient experiences, and how documentation is captured.

Book a workflow demo