For medical device sales teams

Surgeon preferences & case notes, shared across your team, in the palm of your hand.

ORCaddy turns tribal knowledge into a shared team playbook - so every rep walks into the OR knowing exactly what each surgeon wants, for every procedure.

Saved on-device for the OR AI assistant with sources Team-based sharing
Procedure note updated
3 teammates synced

Built for teams supporting surgeries across

Orthopedics Spine Cardio Neuro Trauma ENT
Features

Everything your team knows, in one shared place

No more critical surgeon knowledge locked inside one rep's head. ORCaddy keeps your whole team in sync.

Surgeon directory

Find any surgeon in the national NPI registry by name, city, and state, then save them to your team. Pin the surgeons you work with most so they stay at the top.

Procedure preferences

Every surgeon gets a formatted preference note for each procedure, shared with the whole team. Only one person edits at a time, so nobody's changes get overwritten.

Searchable procedure files

Attach PDFs, technique guides, and other files to a surgeon's procedure. ORCaddy reads the text inside them so you can search every document by keyword.

Team case dashboard

See the week's cases for every team you're on, color-coded by teammate, with a month view. Add a case with surgeon, procedure, hospital, and time, and assign it to a rep.

Everything for the case

Open a case to see the surgeon's procedure note and files in one place. Tap the hospital address to get directions in your preferred maps app.

Notes you can share

Keep your own notes with formatting and photos from your camera or library. Share a note with specific teammates or entire teams, and edit it together.

AI assistant

Ask about your schedule, surgeons, notes, or uploaded documents in plain English. Answers cite where they came from, and the assistant only sees what you can.

One app for all your teams

Invite reps by email, with owner, admin, and member roles. Belong to several teams and see their surgeons and cases side by side without switching accounts.

Built for the hallway

Preferences, notes, and your schedule are saved on your phone for spotty hospital signal. Export cases to your phone's calendar, and switch to dark mode for dim rooms.

How it works

Up and running in three steps

From scattered notes to a shared team playbook - without changing how your reps already work.

1

Create or join your team

Set up a team and invite your reps by email, or open the invite link your admin sent you. Everyone shares the same surgeons, preferences, and cases.

2

Capture preferences & files

Add surgeons from the national registry, write a preference note for each procedure, and upload the PDFs and guides that go with it.

3

Walk into the OR prepared

Open the case from your dashboard, read the surgeon's procedure note, or ask the assistant - then step in knowing exactly what the surgeon expects.

About us

We help sales teams stop losing what matters most

In medical device sales, the difference between a smooth case and a scramble often comes down to one thing: knowing what the surgeon wants.

Why we built ORCaddy

The idea started in the OR, where one thing was impossible to miss: the knowledge reps depend on rarely lives anywhere reliable. It's scribbled into loose notes, buried in text threads, or carried in the head of whoever happened to cover the case last.

So we built ORCaddy to give medical device teams a single, always-current home for what they know. Capture surgeon preferences, organize case notes, and hand off the details effortlessly — so every rep walks in prepared, no matter who's on the case.

FAQ
Does ORCaddy work without a signal in the OR?
Yes. ORCaddy saves your team's surgeons, procedure preferences, notes, and schedule on your phone, so you can pull them up with little or no signal. You control how much is stored from Settings, and clearing it never deletes anything from the cloud.
What can the AI assistant do?
Ask questions like "what does Dr. Patel want for a total knee?" or "what's on my schedule Thursday?" and it answers from your schedule, surgeons, procedure notes, your own notes, and uploaded documents, with links to its sources. It only reads what you already have access to and never changes your data.
Who on my team can see the notes I add?
Procedure preferences and files belong to the team, so every member sees the same version. Your personal notes stay private until you share them with specific teammates or an entire team.
Can I be on more than one team?
Yes. If you cover cases for several groups, join each team with one account. Your dashboard shows cases from all of them, and your surgeon list brings every team's doctors together.
Is ORCaddy available now?
We're rolling out access to teams now. Request access below and we'll reach out with next steps and availability on the App Store and Google Play.

Bring your team's surgeon knowledge together

Request access and see how ORCaddy keeps your whole team prepared for every case - in the palm of their hand.

Download on the App Store Get it on Google Play