Solution · Medical sales
Built for the rep who lives in the OR.
Four templates shaped for the orders a medical-device rep actually places — surgical case, loaner kit, trial evaluation, quick replenishment — with every action through the case lifecycle captured by a HIPAA-aware audit log.
Compliance
Every action, through the case lifecycle.
Two-tier audit logging captures who created and updated every record, and a separate append-only log records every read, write, and delete across the system. The case lifecycle — quote, authorization, invoice, payment, restock — is fully traced, with the audit reports your compliance team needs already there.
- Append-only audit log across every entity
- Per-record created-by / updated-by metadata
- Audit reports filterable by user, role, action, resource, and time window
Surgical case
The case as a workflow.
The surgical-case template captures surgeon, procedure, and implant details as required fields, then runs the standard quote → authorization → invoice flow. The case stays one workflow execution from prep through restock, so the trail of who did what — and when — is a single record.
Loaner kits
Kits in. Kits back. Tracked.
The loaner-kit template pairs with the underlying inventory model so a kit is a real on-hand object — reserved against an open case, returned after, restocked. Lot and serial tracking carries through every movement.
Trial evaluations
Trials with a paper trail.
A dedicated template for the consigned-units, evaluation, eventual purchase-or-return cycle. The audit log keeps the trail; custom fields capture whatever your team needs to report on per evaluation.
See the OR-side templates in action.
Walk a real case from prep to restock on a demo call.