Inside the app

From handwritten sheet to sent emails.

Here's what happens on your phone after a case. Every screen below uses made-up sample data.

Step 1

Photograph the case sheet

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.

  • Works sideways, upside down, or at an angle
  • Reads handwriting next to the printed rows
  • The hospital always matches one you've saved
Capture case sheet
NORTHSTAR SPINE · CASE SHEETREV D
NS-4510Pedicle screw 6.5×454A2291
NS-4512Pedicle screw 6.5×552A2291
NS-4514Pedicle screw 6.5×65
NS-7720Interbody cage 10mm1C0418
NS-7722Interbody cage 12mm
NS-9001Rod 5.5 × 80mm2R7731
Take photo
Choose from library
Extract & review
Sample data for illustration
Step 2

Review what it read

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.

  • Two independent reads are compared to catch misread digits
  • Quantities and totals are cross-checked
  • Fix a field in a tap; corrections teach the app
Review case
Dr. Alvarez
Mercy General · 10/08/2026
Draft
NS-4510 confirmed
Pedicle screw 6.5 × 45 mm
Lot A2291
×4
NS-4512 confirmed
Pedicle screw 6.5 × 55 mm
Lot A2291
×2
NS-7720 check lot
Interbody cage 10 mm
Lot C0418 or C0413?
×1
NS-9001 confirmed
Rod 5.5 × 80 mm
Lot R7731
×2
Continue to send
Sample data for illustration
Step 3

Send restock and billing

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.

  • Consignment or stock-and-bill, pricing handled correctly for each
  • Goes out from your own email account
  • Case closes automatically once everything is sent
Send
Manufacturer · Northstar Spine
Restock request, 4 items
restock@northstar-example.com
PDF · case sheet PDF · photo
Hospital · Mercy General
Billing packet with pricing
billing@mercy-example.org
PDF · case sheet PDF · photo
✓ Sent to manufacturer
Today 3:42 PM
Send to hospital
Sample data for illustration
Save the most time

Four surgeries. Two emails.

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.

  • Group by manufacturer and hospital automatically
  • Same routing rules as a single case
  • Every case is logged as sent
Send multiple cases
✓ Dr. Alvarez · 10/08
Mercy General
4 items
✓ Dr. Chen · 10/08
Mercy General
3 items
✓ Dr. Alvarez · 10/08
Mercy General
6 items
✓ Dr. Patel · 10/08
Riverside Surgical
2 items
Will send 3 emails for 4 cases
1 to Northstar Spine · 1 to Mercy General · 1 to Riverside Surgical
Preview & send
Sample data for illustration
Between cases

Know what's in your trunk

Every case updates your on-hand counts. See what's running low, build restock requests, and keep cross-reference tables for stock-and-bill hospitals in sync.

  • Low-stock alerts before you need the part
  • Bulk import from a spreadsheet
  • Audit and reconcile counts
Inventory
NS-4510
Pedicle screw 6.5 × 45 mm
12
NS-4512
Pedicle screw 6.5 × 55 mm
7
NS-7720 low
Interbody cage 10 mm
1
NS-9001
Rod 5.5 × 80 mm
9
Request restock
TodayScheduleInventoryManage
Sample data for illustration
Teach it once

Scan a blank sheet. It remembers.

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.

  • Set up inside the app, with nothing to upload to us
  • Shared across everyone in your distributorship
  • Add a new manufacturer in a minute
Printed sheets
Northstar Spine case sheet
24 rows · tap to edit
Harbor Orthopedics case sheet
18 rows · tap to edit
Scan a blank sheet
Scan a blank copy once. After that, scans of that sheet get the right part number and description for every row.
Sample data for illustration
Before or after the case

Patient photo consent, built in

Collect electronic consent with a signature right on the phone. Result and X-ray photos are only attached once consent is on file.

  • Signature captured on the device
  • Consent stored with the case
  • Photos gated on consent
Patient consent
Photo consent
I agree to let my surgical team photograph my procedure and share the images with the manufacturer for the purpose of case documentation.
Patient signature
J. Rivera
Save consent
Sample data for illustration

Ready to get your evenings back?

Request access for your distributorship and have your reps photographing case sheets this week.