Browse installable workflows
Pre-built workflows for Orthopedic Surgery — organized by the 4 departments at Ortho1 Surgical Group. Install the ones you need; each is fully editable in the builder afterward.
All departments
14 workflows
Built by (4)
Clinical
Spine + joint surgical teams, post-op nursing.
8
Billing
Prior auth, claims, appeals, revenue integrity.
5
Front Office
Scheduling, referrals, patient communications.
4
OR Coordination
OR block management, vendor reps, implants.
2
Workflow
Built by
Default approval
Spine PA orchestration
When a spine surgery is scheduled, pull the chart, identify the payer, generate the PA packet, submit, monitor for denial, auto-generate appeals, schedule peer-to-peer.
Karen Mitchell
Joint replacement pre-op coordination
Replace the schedulers' spreadsheet. Coordinate clearance, anesthesia consult, NPO, DME delivery, transport, day-of confirmation. 12 touchpoints per case.
Linda Park
Post-op clinical pathway
Voice-driven post-op check-ins at days 1/7/14/30/90 with subspecialty-specific questions. Captures structured outcomes for bundled payment compliance.
Surgeon's nurse on escalation
Referring physician nurture
Auto-generate post-op letters to referring PCPs. Voice-call referrers at 30 days with patient outcomes. Detect cadence drops and queue an outreach call.
Not required
Revenue integrity
Audit every surgical claim before submission. Verify CPT, modifiers, implant docs. Auto-file appeals on denials. Track recovery rate by payer.
Biller on flagged claims
Room Rounds — post-op floor check-in
Nurse selects a patient room, completes a structured survey (pain, mobility, wound, nausea), and Ohtari auto-escalates to the surgeon's nurse if any threshold is met.
Surgeon's nurse on case
Inpatient discharge coordination
When a patient is cleared for discharge, coordinate home health referral, PT scripts, follow-up scheduling, discharge instructions, and DME pickup — all before the patient leaves the floor.
Surgeon on case
New patient intake — referral to consult
When a referral arrives by fax or EHR message, classify it, create the chart, schedule the consult, send a welcome packet, and notify the referring physician — all before staff touch it.
Scheduling lead (low-confidence matches only)
Pre-op patient education call
7 days before surgery, Ohtari calls the patient, walks through prep instructions, confirms transport and DME delivery, collects any last questions, and flags anything that could delay the case.
Scheduling coordinator (escalation path only)
CJR bundled payment outcomes tracker
Capture structured outcome data at 30 and 90 days post-joint-replacement, calculate shared savings eligibility, and generate the quarterly CMS submission report automatically.
Practice manager (report sign-off)
Payer contract rate audit
Monthly audit of allowed amounts vs. contracted rates by CPT and payer. Flags under-reimbursed procedures, identifies renegotiation targets, and generates a recovery action list for the biller.
Senior biller
Patient inbound call · voice agent + Skills
When a patient calls, Ohtari answers as a voice agent, identifies them via Athena, and routes to the right Skill — Spine PA, Pre-op coordination, or Billing question — each with its own knowledge base. Transfers to staff with full context if needed.
Clinical lead
Post-op complication · Clinical + Billing + Charting
When a post-op round flags a complication, Ohtari coordinates across all three teams: schedules the wound culture (clinical), stubs the complication CPT (billing), writes the op-report addendum (charting), and routes the bundle for sign-off.
Care coordinator
PROM collection · post-op outcomes
Collect patient-reported outcomes at days 30 / 60 / 90 post-op. Voice agent calls the patient; for patients already in clinic, an NFC kiosk picks them up. Concerning scores escalate to the surgeon's nurse and write to the chart for CJR compliance.
Surgeon's nurse on case (concerning scores only)