The order sheet is in. Every rep already knows.
Upload the surgery order sheet. CaseSlate reads it, finds the right reps and facility contacts, and emails them all — then keeps them updated when the time, date or facility changes.
Sent from your office's own email. Nothing goes out until you confirm.
- Adams, AlexHalo Medical
- Baker, JamieHalo Medical
- Ingram, SamCheck the sheet — mark is faint
- Foster, RileyLakeview Surgery Center
Sample data for illustration
Every surgery starts a round of phone tag.
Read the order sheet, look up who handles each vendor, email them one by one — and do it all again every time the schedule moves.
Implant reps, monitoring, bracing, biologics and the facility all need the case details.
A new time, a new date or a new hospital means calling and emailing everyone a second time.
A rep who never heard about a change can mean missing trays and a delayed surgery.
Three steps per case.
Take a photo or upload the PDF. CaseSlate reads the patient, procedure, facility and every vendor checked on the sheet.
Every field is shown for review, and anything CaseSlate isn't sure about is flagged. Nothing goes out until you confirm.
Each rep and facility contact gets the case details and the order, sent from your office's own email account.
Every rep, every change, in one place.
Matches the checked vendors to your Rep Directory, so the right people are on every case.
Set or change every time for a day in one step. Each rep gets one email listing all of their cases.
Move a case and the facility contacts are swapped for you, with a freshly generated order PDF attached.
Emails that don't go through are retried automatically, and every email is filed in your Sent folder.
Handled like the patient data it is.
CaseSlate only sends the notification emails your scheduler creates. It never reads your office's mailbox.
Read our privacy policy →- Every page requires your office's sign-in
- Emails are sent from your office's own email account
- Nothing is emailed until the scheduler confirms
- Each office only ever sees its own cases
Get the schedule out of the phone.
CaseSlate accounts are set up for each office. Questions first? We're happy to walk you through it.