CaseFlow is purpose-built for orthopedic, spine, and specialty surgical workflows — cancel a slot, score the waitlist, fill it in under 60 seconds. Luma Health is built for general enterprise health-system patient engagement patient comms, not OR revenue recovery.
We've kept this honest — where Luma Health wins, we say so.
| Capability | CaseFlow | Luma Health |
|---|---|---|
| Surgical-specific pre-op prep Bilingual (en/es) pre-op checklist SMS cadence — T-14/T-7/T-3/T-1 — with procedure-specific instructions and confirmation. |
✓ Bilingual. T-14/T-7/T-3/T-1 procedure cadence. |
✗ General health-system messaging; no surgical NPO pre-clearance cadence. |
| Cancellation waitlist auto-fill Auto-scores waitlist by readiness and fills a canceled OR slot in under 60 seconds — first YES wins. |
✓ Core product. Sub-60s fill time. Tier-1/2/3 blast waves. |
✗ No surgical OR fill engine; outpatient scheduling workflow only. |
| Post-op complication triage Day 1/3/7/14 SMS check-ins with AI triage — URGENT/CONCERNING flags sent to staff inbox. |
✓ Full triage pipeline. SLA alerts. Bilingual. |
✗ No clinical SSI or post-op complication triage. |
| Per-specialty SMS templates Procedure-specific templates for ortho, spine, podiatry, ASC, urology, GI — not generic appointment reminders. |
✓ Ortho, spine, podiatry, ASC, urology, GI, cataract. |
✗ Health-system messaging templates; no ortho/spine/podiatry/ASC surgical templates. |
| ASC integration Native integration with surgical EHRs: ModMed, athenahealth, eClinicalWorks, + 12 more. |
✓ ModMed, athenaPractice, eCW, + 12 more. |
~ Epic/Cerner FHIR breadth; lacks surgical-EHR depth (ModMed/athenaPractice surgical lane). |
| Revenue-recovered reporting Real-time P&L: slots filled, estimated revenue recovered, OR utilization %, PE/MSO network rollup. |
✓ Per-practice + multi-site network rollup. |
✗ No OR recovered revenue dashboard. |
| Implementation time Average time from signup to first waitlist blast firing in production. |
✓ 24–48h for most practices. |
✗ 6+ month enterprise onboarding — IT, security, and procurement. |
| Per-practice pricing Published pricing. No contact-sales gate for pilot tier. Pay-per-recovery option available. |
✓ $495 pilot. $2,495/mo platform. Pay-per-recovery option. |
✗ Enterprise quote only; $30K–$150K/yr; no published per-practice tier. |
| Contract length Minimum commitment. Monthly, annual, or pay-per-recovery available. |
✓ Month-to-month available. No mandatory annual. |
✗ Multi-year IDN contracts required. |
| Money-back guarantee Pilot deposit refund policy if CaseFlow does not perform as specified. |
✓ $495 pilot deposit — credited against platform fee at conversion. |
✗ No pilot refund policy. |
| No-show AI prediction AI predicts no-show risk 72 hours before surgery and auto-texts a confirmation request. |
✓ Risk score at T-72h, auto-SMS confirm, waitlist auto-fire if no-show confirmed. |
✗ No AI no-show risk engine. |
| Slot deposit enforcement Automated deposit request when a waitlist candidate accepts a slot — refund logic and forfeiture tracking. |
✓ Deposit policy engine, configurable tiers, forfeiture tracking. |
✗ No deposit policy engine. |
| Bilingual SMS (EN/ES) All patient communications — pre-op instructions, check-ins, confirmations — sent in English and Spanish. |
✓ Full bilingual (en/es) across all patient touchpoints. |
✓ Bilingual general patient outreach across the health system. |
| PE/MSO multi-tenant platform Network-level dashboard: per-practice ledger, CFO board pages, portfolio rollup across 3–50+ sites. |
✓ PE/MSO platform with CFO board pages, multi-site ledger. |
✗ IDN-wide reporting; no surgical portfolio P&L rollup. |
Scores reflect publicly available information as of June 2026. "Unknown" indicates we couldn't verify from public sources.
Read the surgeon-direct guide (Standby Protocol · $495 pilot) →
General patient messaging platforms are built to reduce phone volume across a broad outpatient base. When a surgical slot cancels, that workflow breaks down. Staff spend 20–40 minutes manually calling waitlist patients — and the window closes before the OR block goes dark. The result: an average orthopedic practice loses $180,000–$320,000 per year in unrecoverable OR revenue, according to modeled estimates from the State of Surgical Revenue 2025 report.
Practices that switch to CaseFlow typically see their first filled slot within 48 hours of setup. The waitlist blast fires automatically when a cancellation comes in, scores patients by readiness (procedure match, distance from facility, last-contact recency), and texts the top candidates simultaneously. First YES wins — staff never makes a manual call for slot fill again.
PE platform operators managing 3–20+ ASCs or orthopedic groups measure this in recovered revenue per slot: $4,000–$12,000 per filled OR block depending on procedure mix, with a recovered revenue P&L dashboard that rolls up across the entire network. That's the gap between a general comms platform and CaseFlow.
Then $1,485/mo for 3-practice pilot.
Converts to $2,495/mo platform or pay-per-recovery.
Annual enterprise contracts. Pricing scales with health-system size, message volume, and IDN integrations — no published per-practice tier.
Know what you're choosing. These are real strengths.
No. Luma ships a strong outpatient scheduling workflow, but it has no readiness-weighted surgical waitlist scoring, no tiered blast waves, and no recovered-revenue P&L dashboard. A typical orthopedic or ASC practice loses $180K–$320K per year in unrecovered OR revenue, according to modeled estimates from the State of Surgical Revenue 2025 report — and that leakage is invisible inside an enterprise health-system messaging dashboard.
Luma is built for IDN-scale patient engagement (Epic/Cerner FHIR write-back, $30K–$150K enterprise contracts, 6+ month onboarding). CaseFlow is built for surgical OR slot recovery — NPO pre-clearance cadence, readiness-scored waitlist, Standby Protocol, Stripe self-serve checkout, and specialty templates for ortho/spine/podiatry/ASC. For Platform E economics (3–50+ surgical sites under one MSO), CaseFlow's recovered-revenue rollup gives the CFO board a metric the enterprise messaging tier was never engineered to surface.
CaseFlow is the purpose-built alternative. The surgical-specific differentiators: readiness scoring (procedure match, distance, last-contact recency), tiered blast waves, slot deposit enforcement, AI no-show prediction at T-72h, and a per-slot recovered-revenue audit trail. CaseFlow integrates with surgical EHRs (ModMed, athenaPractice, eClinicalWorks) so the waitlist and slot data stay in sync with the OR schedule.
Yes. CaseFlow ships a Cerner/Epic FHIR bridge for sites that run on enterprise EHRs, AND it adds surgical-EHR depth (ModMed, athenaPractice, eClinicalWorks) that Luma does not match. Most orthopedic and ASC groups use a surgical EHR layered on top of an enterprise billing/EHR pair — CaseFlow slots into the surgical lane Luma was never designed for.