2025 Comparison · Surgical Slot Recovery

CaseFlow vs Phreesia

Phreesia is the gold standard for digital intake. CaseFlow is the only platform built to recover lost OR revenue when a slot cancels.

CaseFlow vs Phreesia feature comparison
Run your portfolio through the simulator → Download the 2025 State of Surgical Revenue report

Feature-by-feature comparison

We've kept this honest. Where Phreesia wins, we say so.

Feature CaseFlow Phreesia
Surgical slot auto-fill
Auto-scores waitlist and fills a canceled slot in <60 seconds via SMS — first YES wins.
Core product. Sub-60s fill time. No slot-fill engine. Intake only.
Cancellation waitlist ranking
Readiness-weighted priority score: procedure match, distance, last-contacted recency.
Configurable scoring weights. ~ Basic cancellation list; no readiness score.
EHR integrations (15+)
Native read/write with ModMed, athenahealth, eClinicalWorks, and 12 more.
ModMed, athenaPractice, eCW, + 12 more. 50+ integrations — intake focus, not OR scheduling.
Wave-based fill cron
Tier-1 → Tier-2 → Tier-3 blast waves with per-tier timeout before escalation.
T1/T2/T3 with configurable timeout. Not offered.
Recovered Revenue KPI
Real-time P&L dashboard: slots filled, est. revenue recovered, OR utilization %.
Per-practice + PE/MSO rollup. Revenue dashboards are billing-side, not OR recovery.
PE/MSO multi-site pricing tier
Network-level contracts with platform rollup dashboards and white-label reporting.
Platform plan — per-practice + network. ~ Enterprise contracts available; OR recovery not tracked.
Pay-Per-Recovery option
No monthly base fee — pay only when a slot is successfully filled.
Available on all tiers. Subscription only.

Where Phreesia genuinely wins

These are real strengths — not hedges. Know what you're choosing.

Digital intake
Best-in-class patient intake forms and pre-visit questionnaires.
Eligibility verification
Real-time insurance eligibility at registration — Phreesia is the gold standard.
Patient payments at check-in
PCI-compliant in-office payment terminals and self-pay workflows.
Brand recognition
NYSE-listed; widely recognized by hospital systems and large groups.

Frequently asked questions

Can Phreesia auto-fill a canceled surgical slot?

No. Phreesia is an intake and registration platform — it does not have a waitlist scoring engine or a slot auto-fill workflow. When a surgical slot cancels, staff must manually contact patients on a waitlist. CaseFlow automates that entire process in under 60 seconds.

Does Phreesia support OR scheduling for orthopedic PE platforms?

Phreesia integrates with scheduling systems but does not own OR block optimization, cancellation recovery, or surgical slot fill logic. It is positioned upstream of the surgical workflow — intake and registration — not inside the OR schedule.

What is the main difference between Phreesia and CaseFlow?

Phreesia solves the patient access problem before surgery (digital intake, eligibility). CaseFlow solves the revenue recovery problem after a cancellation happens (auto-fill, waitlist blast, recovered revenue P&L). They serve different moments in the surgical workflow and can coexist in the same practice.

Is there a Phreesia alternative for surgical slot recovery?

CaseFlow is the only purpose-built surgical slot recovery platform. It scores your waitlist, sends tiered SMS blasts, and fills canceled slots in under 60 seconds — with a pay-per-recovery pricing option so you only pay when it works.

See how much OR revenue your practice is leaving on the table

Upload your last 90 days of OR schedule. CaseFlow runs the backtest and shows you exactly how many slots would have been recovered — before you commit to anything.

Run your portfolio through the simulator → 2025 State of Surgical Revenue