CaseFlow is purpose-built for orthopedic, spine, and specialty surgical workflows — cancel a slot, score the waitlist, fill it in under 60 seconds. Relatient is built for general patient engagement & communication patient comms, not OR revenue recovery.
We've kept this honest — where Relatient wins, we say so.
| Capability | CaseFlow | Relatient |
|---|---|---|
| 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 patient reminders only; 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 waitlist scoring engine; no OR slot auto-fill workflow. |
| 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 / 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. |
~ General appointment reminders; no surgical procedure templates. |
| ASC integration Native integration with surgical EHRs: ModMed, athenahealth, eClinicalWorks, + 12 more. |
✓ ModMed, athenaPractice, eCW, + 12 more. |
~ Broad PM/EHR breadth; not surgical-EHR focused. |
| 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. |
~ Mid-market onboarding; not surgery-specialty tuned. |
| 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. |
~ Tiered monthly plan; published pricing but starts above SMB surgical tier. |
| 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. |
~ Basic reminder cadence; 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. |
~ General bilingual reminders; not surgical pre-op cadence. |
| 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. |
✗ No multi-tenant 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.
Tiered monthly plan. Published pricing exists but starts above SMB-tier surgical budget ranges.
Know what you're choosing. These are real strengths.
No. Relatient is a patient messaging and scheduling platform — it has no waitlist ranking, no readiness scoring, and no OR slot fill workflow. When an OR slot cancels, staff must call waitlist patients manually. Read the full 12-month ROI case study at /blog/standby-protocol-roi-case-study-4-surgeon-ortho.
Relatient is built for general medical and dental offices — appointment reminders, online scheduling, and patient intake. It does not support surgical EHRs like ModMed, athenaPractice, or eClinicalWorks at the OR-scheduling lane, and it does not own the NPO pre-clearance, pre-op education, or surgical slot recovery workflows that orthopedic and ASC practices need.
Relatient is generalist patient comms and scheduling — best for reducing phone volume and confirming appointments across a general outpatient base. CaseFlow is purpose-built surgical OR slot recovery — it scores your waitlist by readiness, fires tiered SMS blasts, and fills cancelled slots in under 60 seconds with a recovered revenue P&L.
CaseFlow is the purpose-built alternative for surgical slot recovery. It integrates with 15+ surgical EHRs, scores your waitlist by readiness, fires 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. Start with the $495 pilot.