Where surgical teams get work done.

One shared platform for the entire service. Ditch the spreadsheets and group texts.

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general13 membersRMD
DWDoug Wolf4 Mar 09:38Final bite is approved. Splints can be ordered off the VSP whenever you're ready.2
Message #general

See what's holding up a case before it holds up the OR.

The clinical side and the financial side, on one page everyone works from.

Jesse JamesOMF-2291Ready to ScheduleOrthognathic · MRN 12498798 · 33F · Attending R. UppgaardCare teamRAMD
Status
Tasks progress5 of 8 complete
DiagnosesICD-10
Maxillary hypoplasiaM26.02
Class III malocclusionM26.213
Planned proceduresCPT
Le Fort I osteotomy21141
BSSO, bilateral21196
Pre-op checklist4 of 4 complete
Prior authorizationApproved · HealthPartnersComplete
Surgical recordsM. Cho · 2026-03-03Complete
Bite approvalDoug Wolf · 2026-03-04Complete
VSP completeDr. A. Reyes · 2026-03-04Complete
Financial clearanceEligibility, prior auth status, and every note from billing live on the case, not in someone's inbox.
Pre-op readinessChecklists, tasks, codes, and status. See what's done, what's left, and who owns it.
Messages that stay putUpdates live on the case, not in a text or on a sticky note. Mention the case in any channel and the message links to it.

The whole service on one board.

Every case moves from review to surgery in plain sight. CaseFlo AI watches the board too, and catches an authorization that runs out before surgery, with the renewal already drafted.

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Case boardUniversity of Minnesota · Oral and maxillofacial surgery
Review3Awaiting team review
Priya NatarajanRUThird molar extractionsMRN 13002217 · 2d in review
Marcus HaleSOMandible fracture, ORIFMRN 12877410 · 1d in review
Elena SorensenKPDental implants, 2 sitesMRN 12990345 · 5d in review
Surgery Sign-Off2Surgery cleared, awaiting finance
Tomás RiveraRUGenioplastyMRN 12765012 · 3d in sign-off
Grace WhitfieldKPTMJ arthroscopyMRN 12911876 · 1d in sign-off
Ready to Schedule2Both gates cleared
Owen BrightwaterRUBimaxillary osteotomyMRN 12855190 · 4d ready
Hannah KowalskiSOAlveolar cleft bone graftMRN 13010428 · 2d ready
Scheduled4Surgery booked
Lena MarshKPBSSO, bilateral13 Mar · OR 2
Prior authEnds 11 Mar
Sam AchebeRULe Fort I osteotomy17 Mar · OR 4
Prior authEnds 14 Mar
Jesse JamesRULe Fort I + BSSO18 Mar · OR 4
Prior authEnds 1 Jun
Ruth CalderSOGenioplasty23 Mar · OR 2
Prior authEnds 30 Apr

Every OR you cover, on one calendar.

One shared schedule instead of a login for every hospital's EMR.

SMTWTFS
Wednesday, 4 March
09:00Pre-op consult · Jesse JamesClinic 2, University of MinnesotaA. Reyes, D. Wolf

Bring the case into the conversation.

Where the whole team talks, decides, and gets work done, with every case one tag away.

Search patients, cases…
general13 membersRMD
DWDoug Wolf4 Mar 09:38Final bite is approved. Splints can be ordered off the VSP whenever you're ready.2
Message #general
Built around your programHospitals become workspaces. Teams become channels. Topics become threads.
The case comes to youTag a case and it opens beside the message. Check it, update it, and keep talking without leaving the thread.
Find it laterEvery message, file, and decision stays searchable, even after the chiefs graduate.

Meet your first AI teammate.

CaseFlo AI works in your channels like any member of the team. Ask it something, hand it a task, and confirm the change.

Search patients, cases…
general13 membersRMD
Message #general
Never off callIt doesn't sleep, doesn't get tired, and never says it'll get to it tomorrow.
Hand it the busyworkPrior auths, insurance appeals, op note reviews for billing, and case updates. It already knows the case, so you don't have to explain it.
You make the callIt sees only what you can see, changes nothing until you confirm, and logs every action.

Say it like a surgeon. Get the code.

CaseFlo AI turns your shorthand into ICD-10 and CPT codes, checks each against the op note, and suggests a fix when one doesn't hold up.

Includes official CPT® descriptions.

Ask CaseFlo about this case

Built for patient data. Ready for your IT review.

Patient data stays encrypted, and each person sees only what their role allows.

  • HIPAA-compliant
  • BAA available
  • Encrypted in transit and at rest
  • Multi-factor sign-in
  • Full audit log
  • Never used to train AI

Completed HECVAT available on request.

Jesse JamesOMF-2291Ready to ScheduleOrthognathic · MRN 12498798 · 33F · Attending R. UppgaardCare teamRAMD
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