1Patient Intake and Referral Source Capture
Capture demographics, insurance, referral source, chief complaint, injury history, affected body part, affected side, prior diagnoses, prior imaging, outside records, consent forms if supported, and intake details.
2Insurance, Eligibility, Authorization, and Contact Details
Track insurance, eligibility, responsible party, preferred pharmacy, emergency contact, authorization needs, payer requirements, and communication preferences.
3Orthopedic History Documentation
Document injury history, onset, pain location, pain severity, functional limitations, prior orthopedic history, prior surgeries, prior injections if applicable, therapy history if applicable, medication history, allergy history, occupational activity details if applicable, and sports activity details if applicable.
4Orthopedic Consultation Workflow
Document chief complaint, history of present illness, affected body part, affected joint/region, laterality, musculoskeletal exam, imaging review, diagnosis support, conservative treatment plan if applicable, surgical assessment if applicable, and follow-up plan.
5Musculoskeletal Exam Charting
Document range of motion, strength, tenderness, swelling, deformity, instability, gait, mobility, neurovascular findings if applicable, special tests if applicable, functional status, pain level, and symptom progression.
6Fracture and Injury Workflow
Support documentation for injury mechanism, date of injury, fracture location, laterality, imaging review, immobilization if applicable, pain level, swelling, deformity, neurovascular status if applicable, follow-up imaging, healing progress, restrictions, and follow-up plan.
7Joint Pain and Arthritis Workflow
Support documentation for knee pain, hip pain, shoulder pain, arthritis, stiffness, swelling, range of motion, imaging review, prior treatment history, injection history if applicable, conservative care, surgical planning if applicable, and follow-up monitoring.
8Sports Injury and Soft Tissue Workflow If Supported
Support documentation for ligament injuries, tendon injuries, meniscus injuries if applicable, sprains/strains, instability, activity limitation, imaging review, rehab plan, return-to-work guidance if applicable, return-to-sport guidance if applicable, and follow-up plan.
9X-Ray, MRI, CT, Lab, and Outside Record Review
Review X-ray reports, MRI reports, CT reports, lab results if applicable, outside imaging records, referral documents, uploaded files, prior study comparison if documented, abnormal findings, surgical planning support, patient notification, and follow-up tasks.
10Surgical Planning and Pre-Op Workflow
Track planned procedure, surgical indication, affected joint/side, imaging review, pre-op checklist, clearance status if supported, consent status if supported, lab review if applicable, medication review, allergy review, risk factor documentation if applicable, patient instructions, and scheduling tasks.
11Clearance, Consent, Imaging, Labs, and Medication Review
Review clearance requirements if supported, consent forms if supported, imaging reports, lab results if applicable, current medications, allergies, pain medications if applicable, anti-inflammatory medications if applicable, antibiotics if applicable, and pre-op instructions.
12Procedure Notes, Injection Documentation, Operative Documentation, and Implant Tracking If Supported
Document office procedures if supported, injections if supported, operative notes if supported, procedure indication, consent status if supported, findings, surgical side/location, implant or hardware details if supported, lot/serial details if supported, diagnosis connection, post-procedure instructions, provider signature, and follow-up tasks.
13Post-Op Follow-Up and Orthopedic Recovery Tracking
Document procedure history, post-op visit reason, pain level, range of motion, wound/incision status, swelling, mobility, weight-bearing status if applicable, restrictions, complication review, imaging follow-up if applicable, medication updates, patient instructions, and recovery progress.
14Rehab, Physical Therapy, and Functional Progress Tracking If Applicable
Track therapy referrals, home exercise instructions, PT progress notes if available, range of motion improvement, strength improvement, mobility progress, functional limitations, return-to-work guidance if applicable, return-to-sport guidance if applicable, and follow-up reminders.
15Medication Management and E-Prescribing
Manage current medications, previous medications, allergies, pain medications if applicable, anti-inflammatory medications if applicable, muscle relaxants if applicable, antibiotics if applicable, medication changes, pre-op medication review, post-op medication review, refills, pharmacy communication, and e-prescribing.
16Patient Portal and Orthopedic Communication
Support online registration, orthopedic intake forms, injury intake forms, pre-op forms, consent forms if supported, appointment requests, secure messaging, imaging follow-up reminders, pre-op instructions, post-op instructions, rehab/home exercise instructions if applicable, medication instructions, work or sports restriction letters if applicable, document sharing if available, online bill pay if available, and demographic updates.
17Orthopedic Scheduling, Recalls, and Reminders
Manage new orthopedic consultations, imaging follow-ups, pre-op visits, procedure scheduling if supported, injection visits if supported, post-op visits, fracture follow-ups, rehab follow-ups if applicable, recurring visits, referral follow-ups, multi-provider scheduling, multi-location scheduling if available, waitlists, cancellations, no-shows, reminders, patient balance alerts, and missing intake alerts.
18Orthopedic Billing and Claims
Connect documentation, diagnosis codes, CPT codes, modifiers, authorizations, procedure documentation if supported, electronic claims, denial tracking, payment posting, patient balances, collections, unpaid claims, and A/R tracking.
19Reports and Practice Performance Visibility
Review orthopedic consultation volume, fracture visit volume, joint visit volume, pre-op visits, post-op visits, procedure volume if supported, imaging follow-up reports, pending imaging review, rehab follow-up reports if applicable, unsigned notes, follow-up tasks, claims, denials, revenue, and provider productivity.