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 patient engagement & scheduling 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 pre-visit reminders; no surgical pre-op education. |
| 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. |
~ Outpatient waitlist fill — not surgical OR specific. |
| 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 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. |
~ Primary care outpatient templates. |
| ASC integration Native integration with surgical EHRs: ModMed, athenahealth, eClinicalWorks, + 12 more. |
✓ ModMed, athenaPractice, eCW, + 12 more. |
~ Strong primary care EHR breadth; limited surgical EHR depth. |
| 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. |
~ Standard SaaS onboarding. |
| 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. |
~ Published for some tiers; enterprise contracts required for ASC platforms. |
| Contract length Minimum commitment. Monthly, annual, or pay-per-recovery available. |
✓ Month-to-month available. No mandatory annual. |
~ Annual contracts typical. |
| 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 patient outreach, primarily outpatient. |
| 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. |
✗ Multi-location health system view; no surgical portfolio P&L. |
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.
Published pricing for some tiers. Enterprise contracts for ASC platforms.
Know what you're choosing. These are real strengths.
Luma has a waitlist feature designed for outpatient appointments. It is not purpose-built for surgical OR slot recovery — it lacks readiness-weighted scoring, wave-based blast crons, and the recovered revenue P&L dashboard that surgical PE/MSO groups need to track ROI.
Luma is built for outpatient scheduling workflows — it is excellent at general appointment waitlist management. CaseFlow is built exclusively for surgical slot recovery: OR-specific waitlist scoring, tiered SMS blast waves, sub-60-second fill time, and a recovered revenue KPI dashboard for PE/MSO platforms.
CaseFlow is the purpose-built alternative for surgical and ASC slot recovery. The key difference: CaseFlow scores readiness (procedure match, distance, last-contact recency), fires tiered blast waves, and gives you a per-slot recovered revenue audit trail. Luma's waitlist is designed for outpatient PCP appointments, not high-revenue OR blocks.
Yes. CaseFlow integrates with 15+ surgical EHRs including ModMed, athenahealth, eClinicalWorks, and others commonly used by the orthopedic and ASC groups Luma also serves.