
CaseClose
Case sheet billing & restock
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Free
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About
CaseClose is the fastest way for medical device sales reps to close out a case.
Photograph the handwritten case sheet and CaseClose reads the items, quantities, and lot numbers for you — no manual data entry. From there, CaseClose:
• Generates and sends the manufacturer restock request and the hospital billing packet, with pricing and lot numbers handled correctly for consignment or stock-and-bill inventory models
• Sends from your own connected Gmail or Outlook account, so recipients see it coming from you
• Keeps trunk inventory straight, with alerts before you run short on a catalog number
• Tracks cross-reference part numbers automatically for stock-and-bill hospitals
• Collects patient photo consent electronically, with a signature captured on the device, before result or x-ray photos can be attached to a case
• Manages your sales pipeline of surgeon relationships alongside your case work
• Generates and sends invoices for stock-and-bill cases with your own payment terms
CaseClose replaces a shoebox of paper case sheets and a dozen manual emails with a single guided flow from OR to inbox.
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What's New in CaseClose
1.0.1
October 21, 2026
Improved case-sheet reading accuracy, including date of service. Added a first-sign-in password step for accounts created by your company administrator. Performance and stability improvements.
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