CaseFlow → Compare → CaseFlow vs. Luma Health
CaseFlow vs. Luma Health

Luma raised $130M serving 650+ health systems.
Your 8-surgeon practice isn't their focus.

Luma Health is a strong platform — for large health systems. If you're a surgical SMB, you're paying for infrastructure you'll never use and getting onboarding timelines built for enterprise. CaseFlow is purpose-built for practices like yours.

See CaseFlow pricing → Jump to migration guide ↓
Head-to-Head

The numbers that matter for a surgical SMB.

Feature CaseFlow Luma Health
Starting price $149/mo ~$250/mo
(third-party data)
Pricing published? ✅ On this page ❌ No
Contract length Month-to-month Long-term typical
Setup fee $0 Not disclosed
Onboarding time ~30 min Weeks (enterprise)
Built for surgical practices ✅ Primary focus ⚠️ Broad healthcare
1–15 provider practices ✅ Primary audience ⚠️ Health systems focus
Cancellation auto-fill (waitlist) ✅ First YES wins ✅
Post-op check-in cadence ✅ Day 1/3/7/14/30 ✅
Two-way SMS (native) ✅ No patient app ✅
HIPAA BAA ✅ All plans ✅
No-show recovery SMS ✅ Automated ✅

Luma Health data sourced from publicly available information as of June 2026. Pricing estimates from third-party sources.

Honest Take

When Luma Health is the right choice. When it isn't.

Choose Luma Health if…
  • You're a large health system with 650+ integration requirements
  • You need advanced referral management at scale across multiple facilities
  • Your IT team is driving a multi-year digital front door strategy
  • You can commit to long-term contracts in exchange for deeper functionality
Choose CaseFlow if…
  • You run a 1–15 provider surgical, orthopedic, or podiatry practice
  • You want to go live in 30 minutes, not after a multi-week onboarding
  • Month-to-month pricing with no long-term commitment matters to you
  • You need smart waitlist auto-fill — not just reminders
Migration Guide

Switching from Luma Health? Most practices are live on CaseFlow within 14 days of signing — and we handle the Luma data export for you.

No surprise migration fees. No months-long implementation. Here's exactly what happens.

Days 1–14

Setup & Import

  • Kickoff call (30 min)
  • We request your Luma patient contact export
  • Surgeon roster + procedure mix loaded
  • SMS templates customized for your practice
  • HIPAA BAA signed and on file
Days 15–45

Parallel Run

  • CaseFlow + Luma Health both active simultaneously
  • Staff training (async video + live Q&A)
  • First cancellation auto-fill goes live
  • Pre-op reminder cadence validated
  • Post-op check-in cadence validated
Days 46–90

Full Cutover

  • Luma Health contract cancelled
  • CaseFlow is your single SMS platform
  • First ROI report delivered
  • Slots filled and revenue recovered tracked
  • Ongoing first-month live support

What to export from Luma Health before you leave

We handle the import — you just need to pull these files from your Luma account.

📋
Patient contact list Name, phone, preferred language, opt-in and opt-out status
💬
Message templates All active SMS/email templates — we'll migrate them into CaseFlow's format
📅
Appointment types Procedure categories, reminder timing rules, and self-scheduling workflows
🚫
Opt-out list All STOP / unsubscribe records — we honor these automatically on import

What CaseFlow handles for you

  • ✅ Data import — we ingest your Luma export and map it to CaseFlow's patient schema
  • ✅ Template migration — your existing message templates are rewritten for our platform (1–2 business days)
  • ✅ Surgeon onboarding session — live 30-min walkthrough for your lead surgeon or practice manager
  • ✅ Staff training video — async video library covering the inbox, pre-op, post-op, and slot features
  • ✅ First month live support — priority support channel for the first 30 days post-cutover

Ready to make the move?

Book a 20-min migration scoping call. We'll review your Luma setup, confirm the data export plan, and give you a realistic go-live date before you sign anything.

Book a 20-min migration scoping call →

Save $100+/mo and go live in 30 minutes.

Luma Health is a strong platform at a higher price with longer commitments. CaseFlow is purpose-built for your practice, at a price that makes sense.

See pricing → Watch the demo Try the live sandbox →