For medical device distributorships

The case sheet is done. So is the paperwork.

Snap a photo of the handwritten case sheet. CaseClose reads it, builds the restock request and the hospital billing packet, and sends both. All before you leave the parking lot.

Built for consignment and stock-and-bill reps. HIPAA-conscious by design.
Review case
Dr. Alvarez · Mercy General
Oct 8 · Northstar Medical
Read
NS-4510
Pedicle screw 6.5 × 45 mm
Lot A2291
×4
NS-4512
Pedicle screw 6.5 × 55 mm
Lot A2291
×2
NS-7720
Interbody cage 10 mm
Lot C0418 · check lot
×1
Send restock & billing
TodayScheduleInventoryManage
Sample data for illustration
What is CaseClose? Take a look inside the app →
See it in action

From schedule to invoice, in about 80 seconds.

Photograph the case sheet. CaseClose reads it, updates your inventory, and sends the restock and billing emails from your own address.

Sample data for illustration. Press play to start; it won't play on its own.

The problem

After every case, the real work starts.

Copy part numbers off a crumpled sheet. Type lot numbers into three different emails. Chase down what's left in your trunk. Multiply that by every surgery, every week.

3×

Same data, retyped

Manufacturer restock, hospital billing, and your own records all want the same numbers.

1 digit

Is all it takes

A wrong lot or catalog number means a rejected invoice or the wrong implant restocked.

Nights

And weekends

Paperwork piles up after hours, when you should be done for the day.

How it works

Three steps. About a minute.

1

Photograph the sheet

Take the picture any way you hold your phone. CaseClose straightens it and reads the handwriting: items, quantities, lot numbers.

2

Check what it read

Anything it isn't sure about is flagged for you. Fix a number in a tap. It learns from your corrections.

3

Send it

One tap sends the manufacturer restock request and the hospital billing packet from your own email. Two companies on a case? One email to the hospital, a separate billing PDF for each.

Built for the way reps work

Everything after the case, in one place.

📅

Calendar sync

Connect your phone's calendar and upcoming surgeries show up on their own, tagged by manufacturer and kit. Case sheets start already filled in.

📷

Case sheet reading

Learns each manufacturer's printed sheet so part numbers come out right. Several sheets and several companies on one case are fine.

✉️

Sent from your own email

Restock and billing emails go out through your connected Gmail or Outlook, not ours. Replies land in your inbox. Four surgeries in a day? Batch them.

📦

Inventory that depletes itself

Confirm a case and the stock you used comes off your counts. Know what to restock before you run short.

🧰

Tray & set tracking

See which loaner tray is at which hospital, transfer it between facilities, and keep the full history.

🧾

Invoicing

Stock-and-bill items roll into a clean invoice with the right part numbers and pricing for the hospital.

🖨️

Receive restocks by packing slip

Scan a packing slip or upload a spreadsheet in the console and incoming stock is added for you. Stock the same way from your phone.

✍️

Patient consent

Capture photo consent and a signature right on the phone.

Privacy first

Handled like the patient data it is.

Business Associate Agreements with our infrastructure providers, US-only AI processing, and a BAA between CaseClose and your distributorship.

Read about security

  • BAAs in place with our cloud and database providers
  • AI processing stays in the United States
  • A BAA between your distributorship and CaseClose, signed when your account is set up
  • Photos and records are encrypted and access-controlled

Close your next case before you leave the hospital.

Plans start at $19.99 a month. Questions first? We're happy to walk you through it.