CasePilot handles the entire case lifecycle for medical device reps — surgeon briefings, scheduling, inventory, and compliance. You walk into every OR prepared.
The Problem
Your CRM waits for you to type. Every case note, every follow-up, every compliance log — manual input after a 12-hour OR day. The tools aren't working for you.
30+ cases across multiple hospitals. Each surgeon with specific implant preferences. One missed instrument set and the case is delayed. One missed follow-up and the relationship erodes.
Sunshine Act reporting, AdvaMed guidelines, meal tracking, sample documentation. The paperwork is endless, and the penalties for getting it wrong are real.
What CasePilot Does
CasePilot doesn't wait for input. It monitors your calendar, preps your cases, tracks inventory, and files compliance reports — autonomously.
Before every case, CasePilot delivers a surgeon-specific briefing: implant preferences, last case outcomes, instrument set locations, and open action items. You walk into the OR knowing everything that matters.
Monitors surgical schedules across your territory. Detects conflicts, flags gaps, and coordinates instrument set logistics before problems surface.
Tracks every implant set, loaner, and consignment across hospitals. Alerts you when stock is low or sets need repositioning for upcoming cases.
Logs interactions, tracks transfer-of-value, generates audit-ready reports. No more end-of-quarter scrambles to reconstruct three months of activity.
Automates surgeon follow-ups, tracks outcomes, surfaces upsell opportunities, and maintains relationships without you remembering every detail.
How It Works
CasePilot integrates with your calendar, CRM, and hospital systems. It learns your territory, your surgeons, and your case patterns.
CasePilot begins monitoring and managing your case lifecycle autonomously. Briefings prepared, logistics coordinated, compliance tracked, daily reports delivered.
Be in the OR supporting surgeons. Build relationships. Close deals. CasePilot handles the rest — so you can do the work that actually grows revenue.
Early Access
Medical device sales hasn't changed in 20 years. Same CRMs. Same spreadsheets. Same late-night compliance scrambles. CasePilot is the shift from tools that track your work to an agent that does the work.
Built for reps who know what's broken — and want it fixed.