An independent publicationEvery case sourced, dated & graded A–DGet the weekly Casefile →
Grade BproductionSource date Oct 17, 2026· Last verified Oct 17, 2026

How did Michigan Orthopedic Surgeons use AI agents for patient scheduling?

Michigan Orthopedic Surgeons · Hospitals & Health Systems

Header image: A surgical team operating under bright lights in an operating room

Michigan Orthopedic Surgeons deployed EHR-integrated Assort Health AI agents for phone and web scheduling. The vendor reports $2.3 million in additional revenue, +5% appointment volume, and 3.5x higher self-scheduling conversion than its previous provider.

Reported outcomes

additional revenue
$2.3 million
Source [1] · self-reported
appointment volume
+5% total appointment volume growth
Source [1] · self-reported
self-scheduling conversion
3.5x higher vs previous provider
Source [1] · self-reported

Outcomes are reported exactly as stated by the source; we have not independently audited them.

How it works

  1. AI agents integrated with the EHR book, reschedule, cancel, and confirm appointments.
  2. Calls needing a human are routed to the right department.
  3. Powers web self-scheduling and 24/7 access.

Risks & compliance

  • Mis-scheduling or mis-routing of patients with clinical urgency; escalation rules required
  • PHI handled in calls (HIPAA); EHR write access
  • Vendor-published results; not independently audited

Healthcare cases cover operational and commercial workflows. Nothing here is medical advice or a claim about a device's or drug's efficacy.

Casefile: MedTech angle

Orthopedic practices are core accounts for ortho device reps; faster patient access upstream means faster time to surgical consults and procedures.

Build this yourself

Tools mentioned & how to build it

Disclosure: Some links may earn us a commission; it never affects grades. Tools are listed by fit to this case, never by payment.

Tools mentioned

  • Assort Health (Assort Health)
    Voice AI patient-access agents for specialty practices.

Build a version yourself

  • Retell AI
    Build and deploy phone agents for scheduling, intake and call routing.
  • Zapier
    The default app-to-app automation layer, now with AI agents and AI steps.
  • Make
    Visual no-code automation with AI agents; good for intake, routing and follow-up flows.

All tools by category →

Sources

[1]Assort Health· vendor customer story· Undated (accessed Oct 17, 2026)
“After evaluating 15 potential vendors, they selected Assort Health”
Michigan Orthopedic Surgeons Generates $2.3M Through AI Patient Scheduling

Grade rationale: Named organization with a quantified outcome from the vendor or the organization itself (self-reported). Automated check on Oct 17, 2026: 1/1 quotes and 3/3 outcome claims matched the source. Compiled by the Agent Casefile research desk (AI-assisted; see methodology). Spot an error? Request a correction.

Keep reading

Related cases