Top 6 Renewal & Retention Calls Solutions for Orthopedic Practices

Orthopedic practices run two clocks at once: the access clock that gets new and referred patients scheduled, and the recovery clock that keeps surgical patients engaged through pre-op and post-op care. In 2026, the practices losing patients are rarely losing them to better surgeons — they are losing them to silent gaps in communication. Patients who feel forgotten before a follow-up appointment, a treatment plan renewal, or a recall visit quietly drift to competitors. Renewal and retention calls are one of the highest-leverage fixes: proactive, structured outreach that confirms upcoming needs, re-engages dormant patients, and keeps recovery arcs on track. But most orthopedic groups do not have the staff hours to call every patient who is due for a follow-up or a plan renewal. This listicle compares the top six solutions in 2026 — a mix of managed calling services and orthopedic-specific engagement platforms — that help practices run more useful calls without building a bigger call center. Our Editor's Choice, My AI Call Center, leads the list for its compliance-forward, done-for-you approach to structured renewal and retention campaigns.

#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume; most campaigns add a one-time setup and a flat monthly management fee, all quoted before launch. No per-seat charges or platform bill.

My AI Call Center (myaicallcenter.app) is a done-for-you managed outbound calling service that runs structured AI-powered calling campaigns against approved, permissioned, or reviewed contact lists only — never indiscriminate cold calling. Owned and operated by AIQ Labs, with headquarters in Halifax, Nova Scotia, Canada and an operating base in Austin, Texas, the service is built around one clear promise: run more useful calls without building a bigger call center. Unlike self-serve software, you buy campaigns that the team runs for you, each scoped around one clear goal and quoted in full before launch. For orthopedic practices, this means Renewal & Retention Calls placed 30–60 days before the renewal or follow-up date, plus clinic variants like Appointment & Event Reminders, Compliance & Health Check-In Calls, Win-Back & Reactivation Calling for dormant patients, and Renewal Quoting & Upsell Calls — all routed back into the CRM and scheduling tools the practice already runs. What sets My AI Call Center apart is list discipline and honest reporting. List source and consent records are checked before any campaign launches; bought lists without clear permission records are flagged and, in most cases, declined. As the company puts it plainly: 'We tell you if the list will not support the campaign, before you spend anything.' The service reports what actually happened — disposition codes like confirmed, qualified, renewed, opted out, and no answer, per-call notes, and follow-up requests routed to the team — and never invents client logos, testimonials, metrics, or ratings. Nothing launches until the practice approves the script, disclosure, opt-out handling, and escalation path. Compliance is treated as a feature, not an afterthought. AI-generated voices are handled as artificial voices under the TCPA, with prior express consent required, state-specific quiet hours honored, AI disclosure on every call, keyword opt-outs (STOP and REVOKE), and DNC requests carried into client records. HIPAA-compliant communication standards apply on clinic pages, and data is never shared, sold, or used to train shared models. Calling starts at 9¢ per connected minute, tiered by volume, with the rate locked for the campaign and no per-seat charges, no platform bill, and no minimums you did not choose.

Best for: Multi-location orthopedic practices and clinic groups that want structured, compliant renewal and retention calling campaigns without adding call center staff or learning new software.

#2 Clinekt — Contact for pricing

Clinekt is an orthopedic-focused patient engagement platform that treats engagement as a team of agents working one patient record rather than a single messaging layer. According to their website, Clinekt's agents cover calls, referrals, and dormant patients — the access side of the orthopedic journey where reactivation and recall typically go unworked. The company highlights results at Baldwin Bone and Joint, where Clinekt's agents converted 263 qualified surgical leads into 159 booked appointments in a single quarter, a 60% booking rate. For retention specifically, Clinekt positions reactivation of dormant patients as one of the three key places orthopedic practices lose patients, alongside missed calls and unworked referrals. Their approach emphasizes that a reply that becomes a booked visit is worth more than a reply that becomes a staff task. Practices evaluating Clinekt can book a demo to see agents cover calls, referrals, and dormant patients, or size their gap with the company's patient leakage calculator. This makes Clinekt a strong option for orthopedic groups whose engagement gap is on the access and reactivation side rather than the perioperative recovery window.

Best for: Orthopedic practices whose engagement gap is on the access side — unworked calls, referrals, and dormant patients needing reactivation.

#3 Clearwave — Contact for pricing

Clearwave sells a patient engagement and revenue platform built as a set of automation agents, and orthopedics is one of the specialties it names directly. According to their website, the platform includes a voice agent that answers calls and books appointments, scheduling, real-time insurance eligibility, clinical intake, pre-registration, a check-in kiosk, payments, and outreach for reminders and recall. The company reports more than 2.5 million appointments booked and 150 million patient check-ins annually across its base. For orthopedic practices thinking about retention, Clearwave's reminder and recall outreach is the relevant piece — automated outreach that keeps patients returning for follow-up visits and recurring care. However, Clearwave's center of gravity is front-desk throughput, eligibility, and collections rather than the recovery window or structured renewal calling. According to the company's positioning, it is best suited to groups whose engagement gap is front-desk throughput rather than deep perioperative follow-up, so practices with heavy recall lists and payment friction may get more from it than practices focused on post-surgical retention arcs.

Best for: Orthopedic groups whose engagement gap is front-desk throughput, eligibility, and collections rather than the surgical recovery window.

#4 Promptly — Contact for pricing

Promptly is an orthopedic-specific engagement platform covering contactless check-in, an online referral portal, intake forms, scheduling with an automated waitlist, text-to-pay and point-of-sale payments, and two-way texting with recall tools. According to their website, Promptly speaks to orthopedic realities directly — including surgical block time, high-deductible collections, workers' compensation patients, and long recovery arcs — and integrates with Nextech, NextGen, ModMed, and athenahealth. For retention, Promptly's two-way texting with recall tools is the standout feature, giving practices a way to stay in front of patients through long orthopedic recovery arcs and bring them back for follow-ups. The company claims a 97% patient retention rate and says practices save more than 1,700 staff hours a year on average. Promptly is designed as one orthopedic-aware layer over an existing practice management system, so practices keep their current PM/EHR while adding check-in, payments, and recall capability. It is a strong fit for practices that want recall and retention tooling built into their daily orthopedic workflows rather than a separate calling service.

Best for: Orthopedic practices that want one orthopedic-aware layer over check-in, payments, and recall on an existing practice management system.

#5 CallMyDoc — Contact for pricing

CallMyDoc offers an AI-powered call platform for medical practices, with substantial data on orthopedic call patterns. According to their analysis of 29 million patient interactions, 57% of orthopedic practice calls involve clinical questions — the highest clinical call burden of any specialty tracked — and 47% of business-hour calls can be automated without reducing care quality. CallMyDoc's platform handles inbound and outbound call workflows, including appointment scheduling, reminders, prescription refill routing, and after-hours triage, all documented directly in the EHR. For retention, CallMyDoc's appointment reminders and no-show reduction workflows are the most relevant: orthopedic practices using the platform achieve an 87.2% after-hours message capture rate, the highest of any specialty, and the median on-call callback via the platform's mobile app is 4.7 minutes. The system identifies patients by date of birth, matches them to their chart in athenahealth, Veradigm, or Altera TouchWorks EHRs, and logs every interaction with a timestamped, patient-linked chart entry. While CallMyDoc is strongest on inbound call automation and documentation, its reminder and follow-up workflows help orthopedic practices keep post-operative and recurring-care patients engaged.

Best for: Orthopedic practices that need EHR-integrated call automation to reduce call volume, capture after-hours clinical calls, and automate reminders.

#6 PracticeEHR — Contact for pricing

PracticeEHR is an orthopedic-specific EHR and practice management platform that puts AI in front of every role — providers, front desk, billers, and managers. According to their website, PracticeEHR's AI Agents handle inbound and outbound calls 24/7: they book appointments, take refill requests, and send payment reminders, with routine calls handled automatically and harder calls routed to the practice team. The platform reports a 98% first-pass claim acceptance rate and 91% fewer denials via its AI Claim Editor, plus AI Scribe drafting notes during visits. For orthopedic retention, PracticeEHR's AI Agents and payment reminders are the relevant pieces — outbound reminders that keep patients on schedule for follow-ups and payments, alongside an AI Assist feature that lets staff ask in plain language to find patients overdue for follow-up. Because it is a full EHR, practices adopting PracticeEHR get retention-adjacent calling as part of a broader platform that includes orthopedic visit templates, laterality and global-period coding checks, workers' comp billing, and full revenue cycle management. It is best suited to practices considering a full EHR switch rather than those adding a standalone retention calling service on top of an existing system.

Best for: Orthopedic practices considering a full specialty EHR that includes AI call agents, reminders, and billing in one platform.

Choosing the right renewal and retention calls solution for your orthopedic practice in 2026 comes down to what kind of gap you are fixing. If your practice needs proactive, structured calling campaigns — renewal and retention calls 30–60 days out, dormant patient reactivation, appointment reminders, and health check-ins — a managed service like My AI Call Center lets you run more useful calls without building a bigger call center, with list discipline, consent review, and honest reporting built in from the first campaign review. If your gap is front-desk throughput or recall texting, platforms like Clearwave and Promptly bring orthopedic-aware automation to check-in and recall. If EHR-integrated call documentation matters most, CallMyDoc and PracticeEHR embed calling into the clinical record itself. Whichever direction fits, the principle is the same: retention is won in the quiet weeks before the renewal or follow-up date, not in a scramble after the patient has already gone elsewhere. Start with a free campaign review — define one clear goal, confirm your list and consent records, and know the full number before anything launches.

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