The All-in-One Orthopedic Patient Engagement Software


Orthopedic groups can’t expect to muscle through with ad-hoc solutions. Manage your practice’s most essential operations with Promptly, the seamless engagement platform that’s perfect for orthopedic groups.

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Tired of piecing together mismatched programs?

Save staff hours and money by consolidating scheduling, patient communications, insurance estimates, billing, and more into a single solution.
With Promptly, you get an integrated platform designed to streamline your orthopedic practice and patient engagement.

Your new favorite orthopedic patient engagement software

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Targeted patient communications

Send the right messages, to the right patients, at the right time, every time. Plus, use their preferred channels to boost click-through rates.

Our stats don’t lie: Promptly clients see a 97% patient retention rate when using our platform for patient engagement.

Doodle drawing of checking of to-do lists

Automated triage scheduling

Seamlessly schedule different patient types and services (including workers’ compensation) based on needs, staffing, and insurance eligibility.

Get this: Practices save an average of 1,700+ staff hours per year with Promptly’s automated solutions.

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Cost estimates and insurance verification

Provide accurate cost estimations (including deductible, co-pay, and out-of-pocket details) to set expectations with patients and get paid correctly.

Did you know? Only 22% of consumers say they always know how much they owe before they head into a provider visit.

What Promptly can do for your orthopedic practice
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  • Easier onboarding and fewer intake bottlenecks
  • Lower denial rates and reduced revenue leakage
  • Easier workers’ comp patient management
  • Happier staff with less manual work
  • A single source of truth across scheduling, billing, and communications
How many software platforms are you currently using that can be consolidated?
How many openings in your provider schedules do you need to fill?
How many workflows and processes can we help automate to save you time and money?

“I don’t think we could get to where we want to be without Promptly. I couldn’t be more grateful for their ability to figure out systems, be patient with us, and give us the opportunity to become a better clinic.”

Jessica Kissinger
Practice Administrator, Eastern Oklahoma ENT

“As a large management services organization serving 100+ providers across different states, we need solutions that can adapt to meet our needs. The Promptly team has been a true partner to us, working to ensure their solutions work well for us.”

Jonathan Lujan, M.S., M.B.A.
CEO of Sight Growth Partners

“Promptly has significantly enhanced our efficiency and patient satisfaction—the streamlined workflows and real-time eligibility checks have saved my team countless hours.”

Carrie Jacobs, COE, CPSS, OCS

“Using Promptly to automate processes to meet patient demand has been a game-changer for our business—we’ve accelerated payment collections while reducing costs from redundant tasks.”

James Smith, CPA JD
CEO, Utah Eye Center

How our orthopedic patient engagement software wins

Learn more about Promptly’s capabilities, then request a demo to see how we can create a custom plan to help your specialty practice.

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Engage patients

Connect directly with your patients before, during, and after their visit—in the way they prefer. By automating communication sequences, you save time and money on communications while your patients appreciate a cohesive experience in all interactions.

Custom reminders
Cohesive messaging across channels
Two-way texting
Contactless check-in
Recall and reactivation tools
Online intake forms

Fill schedules

Streamline scheduling for both staff and patients with automatic, online scheduling—even for first-time patients—and ensure that canceled appointments are filled quickly without straining your team.

Automated waitlist
Card-on-file booking
Smart appointment links
Instant rescheduling
Staff decision tree
Online referral portal

Simplify payments

Significantly speed up patient collections, reduce the unnecessary cost of mailing statements, and provide your patients with a convenient way to pay their balance.

Text-to-pay alerts
Patient cost estimates
Online payments
POS system
Real time insurance eligibility checks
Multi-entity collections

Access real-time analytics

Integrate vital data sources in one easy platform to access business insights, revenue sources, and growth opportunities to see what's actually working (and what's not) in your practice.

Automated reports filtered by provider and location
Dynamic visual dashboards
KPIs, trends, and opportunities tracking
Integrated operational and financial data sources
Full picture of practice performance
Live revenue generation tracking

Real-time integrations with leading healthcare practice management and electronic health record systems

(and many more)

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Full-service onboarding + support that never leaves you hanging

We get it—switching to a new system and learning different ways of doing things can be daunting. But we’re your partner—not just a vendor—and our dedicated team will help you every step of the way. We’ve hit that sweet spot of being big enough to scale and act quickly, but still small enough to maintain one-on-one relationships.

The bottom line? You’re not just a number to us, and we won’t be just a faceless service to you.

Meet our team

Orthopedic patient engagement software FAQs

What is orthopedic patient engagement software?

It is a digital hub that connects a patient’s initial orthopedic consult to their final post-op checkup. Rather than treating each appointment as an isolated event, this software manages the entire patient’s care journey with your practice. It automates the administrative hurdles—like collecting medical histories, securing surgical deposits, and delivering timed rehab instructions—so your clinical team can focus on getting patients moving again.

Why is orthopedic patient engagement software important?

Orthopedic practices deal with complex logistics, such as surgical block times, high-deductible collections, and long-term recovery arcs. This software stabilizes those operations by:

  • Stopping the leakage: Smart reminders prevent the gaps in your schedule that kill surgical volume.
  • Getting you paid faster: Automated text-to-pay tools capture copays and surgical deposits instantly, keeping your cash flow healthy.‍
  • Streamlining data entry: Digital intake allows patients to complete histories and consent forms at home, keeping your waiting room empty and your clinical data accurate.

What is the best orthopedic patient engagement software?

The best software is the one that lets you manage the patient journey in one convenient location. Promptly is the top choice because we consolidate patient access, engagement, and payments into a single, cohesive interface. We understand the importance of patient connection and help you give the best possible care. With our robust tools, you can manage the entire patient lifecycle—from the first click to the final payment—while cutting your overhead costs.

How can we get started with Promptly?

Request a demo to experience Promptly firsthand! We’ll look at where your practice is facing friction—whether it’s front-desk burnout or slow collections—and show you exactly how to fix it. If it’s a fit, our team handles the heavy lifting of integration so you can upgrade your operations without disrupting your clinic.

See how orthopedic groups are streamlining operations with Promptly

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We automate the tedious stuff so people can do the people stuff

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