Confidential — Board Memo
CaseFlow Pilot — Summit Spine & Joint Centers
Spine/Orthopedics Platform · 12 Locations · Prepared June 27, 2026
Spine and orthopedic ASCs cancel 11–12% of cases per month, forfeiting ~$9,100 per slot — surgeon time, room cost, and implant prep wasted with no recovery path. 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 $3,013,920
Expected 85% fill rate (CaseFlow benchmark) $5,123,664
Aggressive Full cancellation capture across all ORs $6,630,624
Based on 12 locations × avg 2 ORs × 12% cancel rate × $9,100 avg slot value (spine/orthopedics 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/744f74e4-3fee-47e7-934d-fb14f8baec69
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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.
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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.
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