The Coordinator's CRM that actually works.

Stop being a document chaser. CaseReady gives you a Pipedrive-simple kanban board and a WhatsApp bot that collects every medical document automatically. Focus on patients, not paperwork.

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

Why pay thousands when you can get CaseReady?

Manual WhatsApp

$0
  • 3+ hours daily chasing docs
  • Lost in message threads
  • No tracking or visibility
  • Cases arrive incomplete
  • Surgery delays cost revenue

Aesthetix / Symplast

$299-599/mo
  • Expensive monthly fees
  • 3-6 month training period
  • Built for billing, not workflows
  • No automated document collection
  • Still chase patients manually
BEST VALUE

CaseReady

Request Demo
  • Simple, coordinator-focused CRM
  • WhatsApp bot collects docs 24/7
  • Up and running in 1 day
  • Real-time completeness tracking
  • Cases arrive ready, every time

You were hired to guide patients. Not chase paperwork.

Every day you send dozens of WhatsApp messages asking for the same documents. Medical history. Lab results. Pre-op photos. Consent forms signed. It's manual, exhausting, and it delays surgeries. You deserve better tools.

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.

Frequently Asked Questions

How much does CaseReady cost?

Pricing is tailored to your practice size and monthly case volume. Request a demo and we'll provide transparent pricing that fits your workflow. No hidden fees, no surprises.

Will my patients actually use WhatsApp?

WhatsApp has 2+ billion users and is the #1 messaging app in Latin America, Europe, and Asia. For aesthetic surgery patients, it's often their preferred communication channel—they're already using it daily.

How long does implementation take?

Most practices are up and running in 1 day. We configure your procedure checklists, connect your WhatsApp Business account, and train your team. No 6-month EHR integration required.

What documents can the bot collect?

Everything: medical history forms, lab results (photos or PDFs), pre-op photos, consent forms, insurance info, ID verification. The bot validates file types and reminds patients of missing items automatically.

How does this compare to Aesthetix or Symplast?

Those are full practice management systems built for billing and charting—great for their purpose, but heavy and expensive. CaseReady is purpose-built for one thing: making sure cases arrive complete. Simple pipeline, automated document collection, no training manual required.

Can I customize checklists for different procedures?

Yes. We pre-configure checklists for rhinoplasty, blepharoplasty, facelifts, and other common procedures. You can also create custom checklists for your practice's specific requirements.

Is patient data secure?

Yes. All documents are encrypted in transit and at rest. CaseReady is designed with HIPAA compliance principles in mind. Your patients' data is protected with industry-standard security practices.

See CaseReady in action

Tell us about your practice. We'll show you exactly how CaseReady eliminates document chasing and gets cases ready faster.

Every case, ready before surgery day.

Stop chasing documents. CaseReady's WhatsApp bot handles the repetitive work so you can focus on what you were hired to do: guide patients through their journey with empathy and expertise.