CaseClose Console

Every rep, case and count in one place.

Your reps close cases from their phones. The Console gives you, as the distributor or manager, the whole picture: what's open, what's low, what's unpaid, and a clean archive of everything that's done.

Dashboard

See what needs you, first.

Open cases, inventory alerts and unpaid invoices across your whole team at a glance. Below them, Issues to resolve lists what's actually stuck: cases open more than 3 days, invoices unpaid past 30 days, failed emails, inventory problems and closed cases that need a second look.

  • Hide an issue for 7 days; it comes back if it isn't fixed
  • Filter by type, jump straight to the rep
  • Light, dark or automatic display, easy on the eyes
console.caseclosemed.com
Overview
Dashboard
People
Team
Quotas
Pipeline
Operations
Inventory
Trays
Archive

Dashboard

6 reps · 3 territories
Open cases14
Inventory alerts3
Unpaid invoices5
Outstanding$18,450
Issues to resolve All (4) · Stale cases (2) · Invoices (1)
Case still reviewing after 4 days
Mercy General · Dr. Chen
Jordan A.Hide 7 days
Invoice INV-0412 unpaid 34 days
$4,200.00
Priya N.Hide 7 days
Not enough stock: Northstar · NS-4510Sam R.Hide 7 days
Sample data for illustration
console.caseclosemed.com/team
Overview
Dashboard
People
Team
Quotas
Pipeline
Operations
Inventory
Trays
Archive

Team

Add reps, set roles and territories
MemberRoleTerritoryStatus
JAJordan AlvarezRepWestActive
PNPriya NairRepWestActive
SRSam RiveraManagerCentralActive
DKDana KimRepEastDeactivated
+ Add team member
Sample data for illustration
Team

Add reps in a minute.

Type a name and email and the Console creates their login with a temporary password. They sign in to the app and choose their own password on first use. Assign territories, set roles, reset a password, or deactivate someone who leaves — their data stays with your company.

  • No invite codes to track
  • Managers see only the reps they're responsible for
  • Set quotas and commission rates per rep
Archive

Closed cases, filed the way you'd look for them.

Every closed case is filed automatically by rep, then hospital, year and month. Open any case to see the original case sheet photo, every line item with lot numbers, the invoice, and the emails that went out.

  • Hospital names are matched to your saved list, so misspellings don't create duplicate folders
  • Filed under the wrong hospital or date? Fix it in a click; the change is logged
  • Uncertain filings show up in Issues to resolve
console.caseclosemed.com/archive
Overview
Dashboard
People
Team
Operations
Inventory
Trays
Restocks
Archive

Archive

Filed by rep, then hospital, year and month
Jordan Alvarez 42 cases
Mercy General 27
2026 27
October 6 cases
SurgeonManufacturersDateInvoice
Dr. ChenNorthstarOct 8$3,600 paidView Edit
Dr. PatelNorthstarOct 6$2,150 unpaidView Edit
Sample data for illustration
console.caseclosemed.com/inventory
Overview
Dashboard
People
Team
Operations
Schedule
Inventory
Trays
Restocks
Archive

Inventory

Showing: All reps
ItemRepOn handParLevel
NS-4510
Pedicle screw 6.5×45
Jordan26Low
NS-7720
Interbody cage 10mm
Priya54OK
NS-9001
Rod 5.5 × 80mm
Sam34Near par
Trays 12 sets · 9 in hospitals · 3 in trunk
Sample data for illustration
Inventory & trays

Know what's where, rep by rep.

Switch between all reps and a single rep. See low stock before a case needs it, adjust counts, follow restock requests until the parts arrive, and see where every tray is sitting.

  • Edit counts and add items right from the Console
  • Manufacturers and hospitals with multiple contacts; changes reach the app automatically
  • Push a manufacturer to a rep's app in one click
Reports & accountability

Numbers you can hand to anyone.

Revenue and case volume by rep or territory, case reports you can export to a spreadsheet, quota progress, and the pipeline of surgeons and accounts. AI usage shows how many case-sheet reads each rep has used. An audit log records who changed what, and when.

  • CSV export of any case report
  • Quota progress per rep
  • Audit log for every admin change
console.caseclosemed.com/reports
People
Team
Quotas
Pipeline
Insights
Reports
AI usage
Audit log

Reports

Revenue by month · all reps
JunJulAugSepOct
RepQuotaProgress
JAJordan Alvarez$60,000
PNPriya Nair$45,000
Sample data for illustration

Up and running in an afternoon

1

Request access

Tell us about your distributorship. We review it and set up your company.

2

Sign in to the Console

Use your email and password at console.caseclosemed.com on a computer, tablet or phone.

3

Add your team

Create a login for each rep. They get a temporary password and choose their own.

4

Reps use the app

Cases, inventory and invoices appear in your Console as reps work.

Console pricing

One price for your whole team.

When your company has the Console, your reps' app plans are included. They don't pay anything separately; you pay once for the team.

$299/month
Includes 10 seats. A seat is any login on your team: reps, managers and admins.
  • The full Console for your admins and managers
  • The full CaseClose app for every rep, at no separate charge
  • Dashboard, issues, archive, reports, audit log
  • Business Associate Agreement included
  • Each seat beyond 10: $25 / month
  • 250 AI case-sheet reads per seat each month included, same as the Power plan
  • Beyond that: 20¢ per additional read
  • Usage by rep is visible on the AI usage page
Example: 10 reps and 2 admins is 12 seats. That's 10 included plus 2 extra at $25, so $349/month.
One-time setup fee. We help load your manufacturers, hospitals, inventory and team. The fee depends on the size of your company, so we'll quote it together once we know your team.
Request access Individual rep plans

Reps who aren't part of a company Console subscribe on the individual plans.

Want a walkthrough first?

We'll show you the Console with sample data and answer your questions.