Dashboard
Summit Orthopedic Associates — Week of Jun 16, 2026
Revenue recovered this month
$38,400from 4 filled slots
Slots filled this month
4
↑ from 1 last month
Revenue recovered
$38,400
avg 47 min to fill
No-show rate
6.2%
↓ from 11.4% in Jan
Prepped & confirmed
34 / 37
92% pre-op confirm rate
No-show rate trend
↓ 45% reduction since January
Slot recovery log
L knee TKA — Dr. Patel
Thu Jun 12, 7am
$12,400
filled in 38 min
R hip THA — Dr. Nguyen
Tue Jun 10, 10am
$14,200
filled in 62 min
ACL reconstruction — Dr. Patel
Fri Jun 6, 8am
$8,900
filled in 29 min
Bunionectomy — Dr. Park
Mon Jun 2, 9am
$2,900
filled in 51 min
Inbox
Patient replies — respond or approve AI-drafted messages
9:14am
Maria Chen
AI draft ready — pre-op confirm
8:42am
James Whitfield 🚨 FLAG
"the incision is leaking fluid and…"
7:55am
Linda Torres
"can i eat oatmeal the morning of"
Yesterday
Derek Sun
YES — confirmed surgery for Thu
Yesterday
Patricia Vega
Got it, nothing after midnight 👍
Maria Chen
Pre-op Queue
37 cases scheduled this month — 7 with pending SMS
| Patient | Procedure | Surgery date | Surgeon | SMS timeline | Risk | Status |
|---|
Post-op Recovery
22 active recoveries — 2 require triage
James Whitfield
R knee TKA · Dr. Patel · Day 4
🚨 Red flag — wound drainage
Rosa Rodriguez
R hip THA · Dr. Nguyen · Day 7
⚠️ Pain not controlled (8/10)
David Kim
L shoulder arthroplasty · Dr. Patel · Day 14
✅ Recovering well
Adaeze Okonkwo
Ankle fusion · Dr. Park · Day 3
✅ On track
Maria Chen
Bunionectomy · Dr. Park · Day 21
✅ Near discharge
María Ramírez ES
Total knee replacement · Dr. Nguyen · Day 3
⚠️ Dolor de pantorrilla (calf pain) — DVT risk
Cancellation Fill
Open slots — blast the waitlist, first YES wins
🔔 Blasting waitlist — Thu Jun 19 TKA slot
Robert Hayes
L knee TKA · waitlist 6 weeks · priority 1
Sending SMS…
Susan Morales
R knee TKA · waitlist 4 weeks · priority 2
William Park
Bilateral knee · waitlist 2 weeks · priority 3
Reports
Summit Orthopedic Associates — performance overview
Slots filled
4
↑ +3 vs last month
Revenue recovered
$38,400
↑ +$27,900
No-show rate
6.2%
↓ -0.6pp vs May
Monthly revenue recovered ($000s)
Want a branded one-page ROI report to share with your surgeon or administrator?
Get an ROI report for your practice →Day 3 Post-Op Check-In — Red-Flag Triage
Jenna Marks, ACL reconstruction · Dr. Patel · Summit Orthopedic
Try a different symptom:
JM
Jenna Marks
Live
AI Triage Analysis
Nurse Inbox — New Escalation
RN Sarah Kim
Alert received 14:32 — escalated by CaseFlow AI
Audit Log
14:32
Real DVT and infection red flags. Real nurse escalation. Catches what hand-off paperwork misses. CaseFlow identifies high-risk patterns in seconds — no clinical staff needed at the keyboard.
🗂 Clearance Tracker
Summit Orthopedic — upcoming cases in the next 30 days · Auto-chase SMS enabled
2
Overdue
5
Chasing
9
Received
3
Cases
4
days out
Robert Vasquez
✅ PCP Clearance
❌ Cardiac Clearance
✅ CBC/BMP/PT-INR
✅ Type & Screen
▼
| Clearance item | Status | Actions |
|---|---|---|
| PCP Medical Clearance | ✅ Received | — |
| Cardiac Clearance Required: age >65 or cardiac comorbidity |
❌ Overdue — 4 days to OR |
2 chases sent · last Jun 17
|
| Dental Clearance | ➖ Not required | — |
| CBC / BMP / PT-INR | ✅ Received ✓ Verified | — |
| Type & Screen | ✅ Received | — |
| Pre-op Imaging | ✅ Received | — |
11
days out
Patricia Lim
⏳ PCP Clearance
⏳ MRI (90 days)
✅ CBC / BMP
▼
| Clearance item | Status | Actions |
|---|---|---|
| PCP Medical Clearance | ⏳ Chasing | 1 chase sent |
| Cardiac Clearance If indicated |
➖ Not required | — |
| MRI (within 90 days) | ⏳ Chasing | |
| CBC / BMP | ✅ Received | — |
22
days out
Angela Torres
✅ PCP Clearance
✅ CBC / BMP
All clear ✓
▼
| Clearance item | Status | |
|---|---|---|
| PCP Medical Clearance | ✅ Received ✓ Verified | — |
| EKG If age >50 | ➖ Not required | — |
| CBC / BMP | ✅ Received | — |
💡 Auto-chase SMS fires at T-21d, T-14d, T-7d, and T-3d for every outstanding item — with a secure patient upload link. No staff action needed until a document arrives.
🔐 Insurance Pre-Auth Tracker
Summit Orthopedic — upcoming cases · Payer auto-chase enabled
1
AUTH RISK
4
In-Flight
5
Approved
1
Denied
0
Tomorrow
Marcus Webb
CPT: 27447, 27486
Aetna PPO
⏳ Pending📧 3 chases
3
days out
Patricia Lim
CPT: 22612, 22614
United Healthcare
→ Submitted📧 1 chase
5
days out
Robert Vasquez
CPT: 27447
Cigna PPO
⏳ Pending📧 2 chases
9
days out
Sharon Kimura
CPT: 29827
Blue Cross PPO
✗ DeniedAppeal needed
✅ Approved (5 cases)
Angela Torres
Approved
Aetna PPO
Auth# ATN-2024-88321
James Whitfield
Approved
Medicare
Auth# MCR-0042819
Rosa Rodriguez
Approved
Medicaid
Auth# MCD-771203
David Kim
Approved
United Healthcare
Auth# UHC-55014
Sandra Obi
Approved
Cigna
Auth# CGN-90032
⚡ Auto-chase emails fire daily when auth is pending within 7 days of surgery — 48h cooldown per payer. Day-before AUTH RISK badge surfaced on every unapproved case with <24h to surgery.
📊 No-Show Risk Score
Summit Orthopedic — Today & Tomorrow · sorted by risk score
3
High Risk
2
Medium Risk
1
Contacted
8
Cases Total
How scores work: First-time patient (+25), no SMS confirmation reply (+30), historical no-show (+40), stale touchpoint (+15), 21+ days lead time (+10), high no-show slot (+10). Confirmed status halves the score. Call or SMS high-risk patients before their surgery window.
🚨 High Risk (score ≥ 61) 3 cases
95
/100
Robert T. ⏰ Today 7:30am
⚠ Historical no-show +40pts
⚠ No confirmation reply +30pts
⚠ First-time patient +25pts
80
/100
Patricia M. ⏰ Today 9:00am
⚠ No confirmation reply +30pts
⚠ First-time patient +25pts
⚠ Stale touchpoint (9 days) +15pts
71
/100
James K. ⏰ Today 11:15am ✓ Contacted
⚠ Historical no-show +40pts
⚠ First-time patient +25pts
✓ SMS sent 8:12am
⚠️ Medium Risk (score 31–60) 2 cases
48
/100
Susan L. 📅 Tomorrow 7:00am
⚠ No confirmation reply +30pts
⚠ Stale touchpoint (7 days) +15pts
38
/100
David R. 📅 Tomorrow 10:30am
⚠ First-time patient +25pts
⚠ Stale touchpoint (8 days) +15pts
👨👩👧 Family Update Loop
Summit Orthopedic — Thursday Jun 19, 2026 · Simulated 90-min surgery · Maria Chen / TKA
What this is: Family in the waiting room (or at home) gets automatic text updates as surgery progresses. Staff stops fielding "how's it going?" calls. All 5 status updates fire automatically — bilingual EN/ES.
How it starts: At T-72h, the escort receives the standard escort confirmation message + a follow-up: "Would you like text updates throughout surgery day? Reply YES." One YES = full loop activated.
How it starts: At T-72h, the escort receives the standard escort confirmation message + a follow-up: "Would you like text updates throughout surgery day? Reply YES." One YES = full loop activated.
Maria Chen — R knee TKA · Dr. Patel
Surgery Thu Jun 19 at 7:00am · OR 2
Escort / Family
David Chen (Husband) · +1 (615) 555-0182
Secondary: Lisa Chen (Daughter) · +1 (615) 555-0194
Surgery Day Timeline — 5 Automated Updates
Pre-op Check-In
Pending
Hi! Maria is checked in and getting prepped. Surgery is expected to start around 7:15am. We'll text you again when it begins.
Surgery Started
Pending
Maria's surgery just started. Please stay available — we'll text you again once it's complete.
Surgery Complete
Pending
Good news — Maria's surgery is complete and went well. They're heading to recovery now. We'll text you again shortly.
In Recovery
Pending
Maria is awake and resting in recovery. Please plan to arrive within 30-60 minutes for pickup. We'll text you when they're ready.
Ready for Pickup
Pending
Maria is ready for pickup! Please come to Main Entrance — Discharge Bay 3. Please let us know when you've arrived and we'll bring them out.
Surgery Deposit Engine
Collect pre-surgery deposits via SMS → Stripe. Reduces no-shows 30–50%.
No-show reduction
30–50%
when a deposit is collected at booking
$4,500
collected MTD
3
no-shows prevented
87%
collection rate
Patient SMS Flow
Summit Orthopedic: A $1,000 deposit is required to hold your Lumbar Fusion on Jul 9. Pay here: surgeoncaseflow.com/deposit/abc123
Jun 18 · T-21d
Per-CPT Deposit Rules
CPT27447 / 27130
$2,000catspine / fusion
$1,000catasc / same-day
$500catoffice procedure
$200Refund window: 7 days before surgery. Late cancel → 12-month credit.
🎯
Deposit Paid = Lower Risk Score
When a patient pays their deposit, CaseFlow automatically lowers their no-show risk score by 18 points. Maria R. (TKA) dropped from Risk 62 → 44 after paying. Sarah T. (unpaid at T-7d) is flagged at Risk 72 — yellow alert, triggering an automated confirmation SMS.