Custom AI workflow automation for orthopedic practice managers operating in the San Francisco market — built on the Epic and NextGen stack most San Francisco orthopedics teams already run.
Orthopedic Practice Managers in San Francisco compete on speed — the firms that automate the back-office work on Epic win the market for orthopedics clients, and the ones that don't fall behind on margin.
AI tracks every measure gap in real time from Epic, schedules outreach for overdue patients, and reports attainment monthly — practices hit bonus thresholds instead of missing them.
AI orchestrates the booking across Epic and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs.
AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably.
AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in Epic, and schedules the next visit — the care plan actually happens.
AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days to 60.
AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.
AI runs PDMP checks on every controlled-substance order, documents the check in Epic, flags concerning patterns, and generates compliance reports — audit-ready, every prescription.
Remote-first engagement. We work with orthopedic practice managers in San Francisco and the surrounding metro — no travel required, no software switch.
