How a Cosmetic Surgery Group Held 70%+ OR Utilization
A high-volume, multi-surgeon cosmetic surgery group layered four practices and six patient systems into one warehouse — holding 70%+ procedure utilization for eight straight months.
70%+
Held OR utilization 8 months
Alex Lirtsman
Founder & CEO
CorralData
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The Challenge
A high-volume, multi-surgeon cosmetic surgery group built through acquisition had patient, operational, and marketing data scattered across multiple CRM and EMR instances, Salesforce, and several ad platforms. Cosmetic surgery's long lead times — 60 to 90 days from inquiry to revenue — meant visibility broke down across the funnel. Each practice could see its own performance, but leadership couldn't see the business as a unified portfolio, and assembling an operational view took an entire month.
What They Built
CorralData unified the group's six core patient-management systems, with Google Ads, Meta, and GA4 joined in, into one HIPAA-compliant governed warehouse. Its AI continuously monitors the surgical funnel, surgeon utilization, and 90-day pipeline across the portfolio, powering standardized dashboards and Instant Insights with recommended actions, with AskCorral for ad-hoc questions.
CorralData unified the group's six core patient-management systems — plus Google Ads, Meta, and GA4 — into one HIPAA-compliant governed warehouse, then standardized funnel stages, forecasting, and attribution so every practice and surgeon was measured on the same definitions. On that foundation, its AI continuously monitors the surgical funnel, surgeon utilization, and 90-day pipeline, powering Funnel Conversion, Surgeon Utilization, and Revenue dashboards. Real-time visibility let the ops team catch and fill schedule gaps before they became lost revenue — and procedure (OR) utilization held above 70% for eight consecutive months. Instant Insights surface what needs attention with a recommended action, AskCorral answers ad-hoc questions in seconds, and because the framework is standardized, new acquisitions plug into the same funnel and revenue model instead of forcing a rebuild.
AI Role
AI continuously monitors the surgical funnel, surgeon utilization, and 90-day pipeline, flagging stalls, idle OR capacity, and forecast gaps before they cost revenue — each alert with a recommended action — while AskCorral answers ad-hoc questions in seconds with a supporting data widget.
Infrastructure
AesthetixCRM (3 instances) • ModMed (2 environments) • Salesforce • Google Ads, Meta, GA4 • CorralData HIPAA-compliant governed warehouse
Integration Points
Connectors unifying six patient-management systems plus ad platforms • Standardized funnel-stage, forecasting, and attribution definitions across practices • AskCorral widget generation; outbound to Google Ads/Meta and email/SMS under approval rules
Impact
Procedure (OR) utilization held above 70% for eight consecutive months with real-time visibility into the surgical funnel.
Schedule Gaps Caught Early
Real-time funnel visibility let the ops team catch and fill schedule gaps before they became lost revenue.
Four practices run as one standardized portfolio
Thousands of patient opportunities move through one standardized surgical funnel spanning four practices, three CRM instances, and two EMR systems, benchmarked on the same definitions.
Implementation Complexity
Unifying six patient-management systems (three AesthetixCRM instances, two ModMed environments, Salesforce) plus ad platforms into one standardized funnel across four acquired practices.
Best Fit For
PE-backed or acquisitive multi-practice healthcare groups needing one standardized funnel, surgeon-utilization, and 90-day forecast across disparate CRM/EMR systems.
