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Orthopaedic Clinic CRM

Stop Losing Orthopaedic Patients Between Inquiry and Surgery Booking

Track every surgery inquiry from estimate to booked procedure, automate pre-op checklists, and follow patients through rehabilitation — so the clinic that calls first wins the case.

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Orthopaedic Clinic CRM

Live sample workspace for Orthopaedic Clinic: Surgery scheduling pipeline tracking every inquiry from estimate to consent to.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

Surgery scheduling pipeline tracking

1

Orthopaedic Clinic Account

Surgery scheduling pipeline tracking every inquiry from estimate to consent

Rs. 2.4L

Physiotherapy referral tracking that

1

Orthopaedic Clinic Opportunity

Physiotherapy referral tracking that follows patients from prescription to first

Rs. 1.1L

Pre-operative checklist automation sending

1

Orthopaedic Clinic Renewal

Pre-operative checklist automation sending patients investigation reminders and pre-admission instructions

Rs. 78K

Implant vendor coordination tracking

1

Orthopaedic Clinic Follow-up

Implant vendor coordination tracking so the right implant is confirmed

Rs. 3.2L

Quick answer

Is HelloGrowthCRM right for Orthopaedic Clinic CRM?

Yes. HelloGrowthCRM gives Orthopaedic Clinic CRM a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like patients receive a knee replacement estimate, leave to think about it, and resurface in a competitor hospital's discharge summary — rather than generic sales busywork.
  • Surgery scheduling pipeline tracking every inquiry from estimate to consent to confirmed OR date
  • Physiotherapy referral tracking that follows patients from prescription to first session completion
  • Pre-operative checklist automation sending patients investigation reminders and pre-admission instructions

See pricingBook a demo

01

The patient who got your estimate is on three other shortlists right now

The decision happens at home, not in clinic

When a patient visits an orthopaedic clinic for a joint replacement or spine surgery consultation, they are not making a same-day decision. They go home, discuss it with the family, look up costs at two corporate hospitals, and wait to see who follows up first. If your clinic sends the estimate via WhatsApp and never calls again, the decision is made by the competitor whose coordinator called the next morning.

A follow-up sequence from the estimate

HelloGrowthCRM creates a follow-up sequence the moment the estimate is generated — a call task at 48 hours, a WhatsApp message at five days, a final check-in at ten days. Your surgeon's recommendation stays front of mind rather than buried under a corporate hospital's more persistent outreach.

02

Pre-operative preparation failures cancel surgeries and erode trust

Coordination across many weeks

An orthopaedic surgery that reaches the operating table requires coordination across multiple touchpoints over multiple weeks. The patient must clear their investigations, complete their anaesthesia workup, and obtain insurance pre-authorisation. Without a system, something is always missed — the haemoglobin result never arrived, the pre-auth is still pending, the patient forgot the pre-operative fasting instructions.

Automate the pre-op checklist

HelloGrowthCRM automates the pre-operative checklist. It sends each reminder in sequence and flags any step that is overdue, so the coordinator can intervene before the surgery date is jeopardised.

03

Physiotherapy compliance is the difference between a good and poor surgical outcome

Recovery depends on the rehab program

After a joint replacement or ligament repair, the quality of the patient's recovery is largely determined by how faithfully they complete their physiotherapy program. Clinics that prescribe physiotherapy and then disappear from the patient's life see high drop-out rates, suboptimal outcomes, and patients who blame the surgery rather than their own non-compliance.

Track attendance and re-engage early

HelloGrowthCRM tracks each physiotherapy referral within the patient's record and monitors session attendance. It alerts the operating surgeon when a patient has missed consecutive appointments, giving the clinic the chance to re-engage before a complication develops.

04

Sports injury clinics run on speed and athlete confidence

What an injured athlete needs

An athlete with an ACL tear or rotator cuff injury needs fast diagnosis, a clear rehabilitation roadmap, and regular progress updates to stay committed to the recovery process.

Manage the return-to-sport pipeline

HelloGrowthCRM manages the sports injury pipeline from acute presentation through imaging, specialist review, surgical decision, and post-operative return-to-sport protocol. Progress milestones are tracked and communicated to the athlete and their coach. This builds the trust that makes a clinic the go-to provider for a sports academy or professional team.

05

Corporate and school partnerships need organised program management

Revenue that spreadsheets cannot scale

Orthopaedic screening programs for schools, sports academies, and corporate wellness initiatives are significant revenue opportunities. Most clinics fail to scale them because bulk appointment management becomes unmanageable on spreadsheets.

A dedicated pipeline per account

HelloGrowthCRM creates a dedicated pipeline for each corporate or institutional account. It tracks individual participant screening status, automates appointment reminders, and generates the summary reports that the institution needs to justify the program to their leadership. A well-run program renews itself and generates referrals for individual treatment among the participants.

AI & Intelligence

AI Features Built for Orthopaedic Clinics

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Voice Agent for Appointment Booking

24/7 AI voice agent calls leads, confirms appointments, and sends WhatsApp reminders — reducing no-shows by up to 40%.

AI Lead Scoring for Patient Priority

Score enquiries by urgency, insurance status, and engagement so your team focuses on the patients most likely to convert.

Indic Call Transcription

Transcribe patient intake calls in Hindi, Tamil, Telugu, Marathi, and 6 more languages — auto-attached to the lead record.

AI Audit Log

Every AI action is logged with a full approval trail, keeping your patient data interactions compliant and reviewable.

Explore AI Agents

All AI features included on every paid plan. No add-ons.

Challenges we solve

The problems holding this industry back — and the fix

Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.

  • Patients receive a knee replacement estimate, leave to think about it, and resurface in a competitor hospital's discharge summary.

    Every estimate-stage patient sits in a surgery pipeline with scheduled WhatsApp follow-ups and counselor call tasks addressing fear, finances, and timing, so the weeks of family deliberation happen in dialogue with your clinic instead of in silence.Surgery decision follow-up

  • Insurance pre-authorizations stall on missing documents, and surgery dates slip while the patient blames your hospital for the delay.

    Each pre-auth runs as a tracked task list with automated WhatsApp requests to patients for pending documents and internal escalations when an approval ages, compressing authorization timelines and keeping families informed at every step.Pre-auth document chasing

  • Post-surgical patients abandon physiotherapy by week three, outcomes deteriorate, and dissatisfied patients quietly damage your reputation.

    Discharge triggers a rehabilitation follow-up schedule, exercise reminders, milestone check-ins, and review visit prompts on WhatsApp, with missed checkpoints flagged for a call, protecting both the clinical result and the word-of-mouth your surgical practice depends on.Rehab adherence tracking

  • Pre-op instructions delivered verbally get half-forgotten, and patients arrive unprepared, fasting incorrectly or missing test reports, forcing reschedules.

    Surgery confirmation triggers a timed pre-op sequence delivering fasting rules, medication instructions, and document checklists at the right intervals before the date, slashing the preparation failures that waste OT slots and erode patient confidence.Pre-op checklist automation

  • Sports injury and accident inquiries arrive at all hours, and an unanswered evening WhatsApp message becomes another clinic's morning appointment.

    After-hours inquiries get an instant automated response with emergency guidance and first-available slots, and a triage task waits for your coordinator at opening, so the acute cases that feed your surgical pipeline are captured around the clock.After-hours inquiry capture

  • Referring physiotherapists and general physicians never hear how their patients fared, so their next complex case goes to the surgeon who calls back.

    Referral sources log on every patient with automated updates at consult and post-surgery milestones, and dashboards expose declining referrers before the relationship dies, keeping the professional network behind your case volume deliberately managed.Referrer outcome updates

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Surgery scheduling pipeline tracking every inquiry from estimate to consent to confirmed OR date
  • Physiotherapy referral tracking that follows patients from prescription to first session completion
  • Pre-operative checklist automation sending patients investigation reminders and pre-admission instructions
  • Implant vendor coordination tracking so the right implant is confirmed before the scheduled date
  • Insurance pre-authorisation pipeline for joint replacement and spine surgery ensuring approvals arrive on time
  • Post-surgery rehabilitation monitoring with milestone check-ins at 2 weeks, 6 weeks, and 3 months
  • Sports injury clinic pipeline managing athletes from acute presentation through recovery to return-to-sport
  • School and corporate tie-up management for bulk orthopaedic health screening programs
  • Fracture case follow-up automation for cast removal, X-ray review, and physiotherapy referral steps
  • Specialist referral network tracking so spine, hand, and arthroplasty sub-specialists share a unified patient view
Compare HelloGrowthCRM to HubSpot, Salesforce & more

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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