Here's what happens on your phone, from the calendar invite to the sent emails. Every screen below uses made-up sample data.
Connect your phone's calendar and upcoming surgeries appear on their own. CaseClose tags each one with the manufacturer and kit, so the case is already set up when you walk in.
Calendar scheduling is included in the Professional plan.
Hold your phone sideways or upright, whichever lets you get close. CaseClose straightens the photo and reads the handwriting: part numbers, quantities, lot numbers, surgeon, hospital and date.
Every item shows up in a clean list. Anything the AI isn't sure about, such as a smudged lot number, is flagged so you only look where it matters.
CaseClose writes two different emails from the same case: a restock request for the manufacturer and a billing packet for the hospital, each with a PDF of the case sheet and your original photo.
Pick several cases and send one email to each manufacturer and one to each hospital. Each case keeps its own PDF, and the wording changes depending on who's reading it.
When you confirm a case, the stock you used comes off your counts automatically. See what's running low, build restock requests, and keep cross-reference tables for stock-and-bill hospitals in sync.
Using two manufacturers on the same case? Photograph each sheet and tell CaseClose which company it belongs to. Each manufacturer gets a restock request with only its own items, and the hospital gets one email with a separate billing PDF per company, so each can have its own PO.
See exactly which tray or set is at which hospital. Move it from one facility to the next and CaseClose keeps the full history, so you always know where it is and who had it last.
Tray & set tracking is included in the Professional plan.
Photograph a blank copy of each manufacturer's printed case sheet one time. After that, part numbers and descriptions come from your saved copy and the AI only has to find the handwriting.
Collect electronic consent with a signature right on the phone. Result and X-ray photos are only attached once consent is on file.
Request access for your distributorship and have your reps photographing case sheets this week.