Stop chasing documents. Start operating.

CaseReady is a simple pipeline CRM for aesthetic surgeons. A WhatsApp bot collects every document your coordinator used to chase manually. Cases arrive ready.

Patient Pipeline
Consult
Docs Sent
Collecting
Case Ready
Scheduled
MR
Maria R.
Rhinoplasty · Dr. Vargas
Case Ready
JL
James L.
Blepharoplasty · Dr. Chen
2/5 docs
SK
Sofia K.
Facelift · Dr. Vargas
New

Your coordinator is not a coordinator. They're a document chaser.

Every day, your team sends dozens of WhatsApp messages asking patients for the same documents. Medical history. Lab results. Pre-op photos. Consent forms. It's manual, repetitive, and it delays surgeries.

3h+
Average daily time spent
chasing documents
40%
Of cases arrive incomplete
on surgery day
$527
Average revenue per visit
at risk from delays
How it works

Three steps to a case-ready practice.

01

Patient enters pipeline

After consultation, add the patient to CaseReady. Select their procedure and the required document checklist auto-populates.

02

Bot collects everything

The WhatsApp bot reaches out, guides the patient through each document, confirms receipt, and sends reminders for anything missing.

03

Case arrives ready

Your coordinator sees a green light. All documents collected, validated, and organized. The surgeon can review and schedule with confidence.

Everything you need. Nothing you don't.

Pipedrive-simple pipeline

Drag-and-drop kanban board designed for surgical workflows. See every case at a glance. No training manual required.

WhatsApp document bot

Automated conversations that collect medical history, lab results, photos, and consent forms. Patients reply in the app they already use.

Smart completeness tracking

Every case shows exactly what's been collected and what's missing. Auto-reminders for outstanding documents. No more surprises on surgery day.

🔒

Procedure checklists

Pre-configured document requirements for rhinoplasty, blepharoplasty, facelifts, and more. Custom checklists for your practice's specific needs.

Your cases should arrive ready.

CaseReady replaces the back-and-forth with a single, automated workflow. Your coordinator manages cases, not messages. Your surgeon reviews complete files, not partial ones.