How orthopedic groups use AI without replacing existing systems

Orthopedic teams work across systems that were never built to talk to each other. AI can now get direct access to the EHRs, payer portals, PDFs, and tools your practice already uses, without an IT project.

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Why orthopedic admin was hard to automate

An orthopedic case rarely lives in one place. The EHR may hold structured patient, coverage, and order data, while supporting records and important context can sit in PDFs, faxes, and comments. The admin team brings that information together, submits through a payer portal, sends a fax, makes a phone call, and then returns status or confirmation details to the EHR. A single procedure can take more than 4 hours of administrative work and 11 staff hours to get through that chain.1

1 “5 tips to maximize efficiency in your orthopedic practice,” Becker’s Hospital Review

One case, across the systems your team already uses

CernereClinicalWorksathenahealthNextGen HealthcareModMed

EHR

Structured

PDFs & fax

Unstructured

Payer portal

Web UI only

Phone call

Human channel

CernereClinicalWorksathenahealthNextGen HealthcareModMed

EHR

Structured

Orthopedic admin needs intelligence, not just rules

Moving through that chain is only half the challenge. Classical automation can transfer data from one system to the next, but it follows a fixed script: match the record, submit the form, done. The moment a case falls outside the pattern, it breaks and a person has to take over.

An AI that can reason about a case works differently. It can read the chart, weigh the supporting documentation, and judge what a payer actually needs, the way a trained team member would. But that judgment is only useful if the AI can reach the chart, the documents, and the systems where that information actually lives.

Not every case is equally complex. Some require reasoning AI can finally provide.

Easy case
CernereClinicalWorksathenahealthNextGen HealthcareModMed

EHR record

Payer portal

The EHR already holds the structured information the payer requests, and the portal accepts the submission.

Clicks

Clicks agent: Reads the chart, submits it.

Complex case

Scanned letter

Staff comments

Payer call

The proof is in a scanned letter and staff comments, and the payer requires a call before it can move forward.

Clicks

Clicks agent: Reads the letter and the comments, places the call.

Now AI can work alongside your team

Computer use gives an AI agent its own computer, keyboard, and mouse. You create an account for it in the software your team already uses. It then works in those systems like a dedicated member of the team: signing in, reading the relevant case information, navigating the workflow, completing routine administrative work, and placing payer calls when required.

eClinicalWorks

Users

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+ Add user
NameRoleSystem accessActivity
ACA. Chen
Admin supportEHR, payer portal, phone9:12 AM
ClicksClicks agent
Admin supportEHR, payer portal, fax, phoneActive now
JRJ. Reed
Billing specialistEHR, payer portal, fax9:38 AM
MOM. Ortiz
Front deskEHR, payer portal9:41 AM

Clicks gets its own user account in the systems your team already uses. You choose its permissions, it keeps an activity trail, and it works alongside your team with no new system to learn or integrate.

Computer use gives AI the access it needs to work across the EHRs, payer portals, PDFs, phone calls, and desktop applications that make up the real workflow. It does not replace those systems or make clinical decisions.

Watch AI prepare aprior-auth request

Clicks AI agent automatically gathers the relevant patient information and supporting clinical documentation from your EHR and creates a submission-ready prior-auth packet.

eClinicalWorks demo using fictional patient data in a test environment.

Your team stays in control

Your practice sets the workflow, the expected outcome, and the escalation rules. The AI handles routine administrative work; your team stays in control of the cases that require judgment or attention.

Clinical judgment

Care decisions and medical necessity remain with qualified clinicians.

Exception handoffs

Cases that break from the standard path get a clear handoff to your team.

Patient interactions

The AI never contacts patients. Your team stays their point of contact.

Trusted by leading orthopedic practices likePrinceton Brain, Spine & Orthopedics

Start with 1 workflow your team wants off its plate

Show us the workflow. We will map the routine path, define the exception handoff, and keep your team in control.

Decorative illustration
Decorative illustration

Show us one workflow your systems make harder than it needs to be

We will help define the repetitive path, the exception handoff, and how automation can work with the tools your team already uses.