Confidential — Board Memo
CaseFlow Pilot — One GI
Gastroenterology/Endoscopy Platform · 22 Locations · Prepared June 27, 2026
GI endoscopy platforms cancel nearly 10% of scheduled procedures; at $2,800 per slot and high volume, the annual leakage compounds quickly across a multi-site network. These slots are currently written off as lost revenue — there is no automated waitlist recovery system in place at most platforms.
$495 14-day paid pilot — fully refundable if cancelled within 14 days.
No integration required. Manual ledger import accepted. CaseFlow connects to your existing schedule via CSV or direct EHR pull.
Outcome reported in board-ready format by Day 14 — slots recovered, revenue recaptured, no-show rate delta vs. baseline.
Scenario Assumption Est. Annual Recovery
Conservative 50% of cancellable slots recovered $1,448,832
Expected 85% fill rate (CaseFlow benchmark) $2,463,014
Aggressive Full cancellation capture across all ORs $3,187,430
Based on 22 locations × avg 2 ORs × 10% cancel rate × $2,800 avg slot value (gastroenterology/endoscopy ASCA 2023 benchmark). 0.85 confidence factor applied to Expected scenario.
$495 capped exposure. Cancel anytime within 14 days for a full refund — no questions, no contracts. Implementation requires no EHR access and no patient-facing app. CaseFlow uses SMS only; HIPAA BAA included at no additional cost.
Approval Link
https://surgeoncaseflow.com/approve/d760e105-561d-4037-ab07-7e43349eb714
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Take this to the board. Download the full 12-page Board Pack PDF — includes projections, diligence, pilot terms, and signature page.
⬇ Download Board Pack (PDF)
Forward to your IC. Download the 8-page Investment Committee Memo — leakage TCV by portfolio company, 90-day timeline, contract structure, and a signed pilot CTA on page 8.
📄 IC Memo →