Casechek Continues HIPAA Compliance with the Compliancy Group

August 31, 2020

Casechek has demonstrated compliance with federal HIPAA regulation by partnering with the Compliancy Group beginning in 2018.

Casechek is in compliance with the federally mandated standards of the Health Insurance Portability and Accountability Act (HIPAA) through the use of Compliancy Group’s proprietary HIPAA methodology, The Guard® compliance tracking software, and HIPAA Seal of Compliance®.

HIPAA is made up of a set of regulatory standards governing the security, privacy, and integrity of sensitive health care data, called protected health information (PHI). PHI is any demographic health care-related information that can be used to identify a patient. If vendors who service health care clients come into contact with PHI in any way, those vendors must be HIPAA compliant.

Casechek has completed Compliancy Group’s Six Stage Implementation Program, adhering to the necessary regulatory standards outlined in the HIPAA Privacy Rule, HIPAA Security Rule, HIPAA Breach Notification Rule, HIPAA Omnibus Rule, and HITECH. These standards have been heavily vetted against the letter of the law and meet federal NIST requirements. Casechek ‘s good faith effort toward HIPAA compliance through the use of The Guard has been verified by the HIPAA subject matter experts and Compliance Coaches at Compliancy Group.

The HIPAA Seal of Compliance is issued to organizations that have implemented an effective HIPAA compliance program through the use of The Guard, Compliancy Group’s proprietary compliance tracking solution.

Casechek has completed the Compliancy Group Implementation Program under the guidance of Compliancy Group’s team of expert Compliance Coaches®. The important intersection between HIPAA compliance and data security is often lost on IT providers working in the health care space. Clients are becoming more aware of the requirements of HIPAA compliance–and forward-thinking providers like Casechek choose the HIPAA Seal of Compliance to differentiate their services.



Compliancy Group simplifies HIPAA compliance so that health care professionals can confidently run their practice. The Guard™ is our simple, cost-effective, web-based solution. Users are guided by our team of expert Compliance Coaches™ to Achieve, Illustrate, and Maintain™ total HIPAA compliance. Visit or call 855.854.4722 to learn how simple compliance can be.



Based in Chicago, IL, Casechek is the industry leading software and service for the management of medical device vendors and their inventory. Its applications and services streamline workflows and empower clinicians to operate at the top of their license – instead of worrying about medical device availability.


Verify our Seal of Compliance!


Casechek’s Response to COVID-19

April 1, 2020


On behalf of Casechek, our families and communities, thank you to all of our #healthcareheroes for selflessly leading the fight against the COVID-19 pandemic. We want to share our unwavering support for those on the frontlines, as we navigate these unprecedented times together.



Responding to a Dynamic Situation

As the COVID-19 situation evolves, Casechek is helping hospital limit access to surgery for non-essential vendors. We are actively monitoring trends in our national database to provide insights for members across our network.

Furthermore, Casechek is diligently adhering to all hospital policies set forth in response to COVID-19.  As providers are adapting their policies, procedures and workflows, we are adjusting and aligning accordingly.

Flattening the Curve

To defeat this invisible enemy, we all have an important role to play. To protect healthcare providers and patients, 100% of Casechek’s team is working remotely. We’re obeying all shelter-in-place and stay-at-home orders mandated by local and federal governments. All travel has been postponed.

Staying Informed

To stay informed, we are closely monitoring and following guidance from global health experts such as our Customers, the Centers for Disease Control (CDC), and the World Health Organization (WHO).


We thank all of our #healthcareheroes for their commitment to providing safe, high-quality, and effective care to the communities they serve.  Please continue to stay safe & stay healthy over the coming weeks.


The Casechek Team

Together We Win.

Casechek Featured in BuiltIn Chicago’s 50 Startups to Watch List 2019

February 24, 2019

50 Chicago Startups to Watch in 2019

Surgery involves a lot of moving parts, including surgeons, staff, operation rooms and vendors who need to be in the right place at the right time. Today, that coordination is often spread across multiple records and communication channels. Handling that coordination is exactly what Casechek does by automating some time-consuming aspects of vendor coordination and assigning customer success specialists to manage others on behalf of clients. The company received $1.75 million in funding in July to accelerate product development and make things even easier for hospitals.

Implementing a Sustainable Vendor Management Solution with TriHealth

September 20, 2018

In collaboration with TriHealth, we presented the success of our vendor management solution at the 2018 OR Manager Conference. TriHealth knew it needed a new approach to vendor management and they partnered with Casechek to implement a sustainable solution. Check out our poster here!


  • OR and SPD leadership recognized staff spent too much time on the coordination of vendor supported procedures
  • Staff presumed the vendor was responsible to ensure all inventory was onsite and ready for surgery
  • Vendor communication and coordination methods were fragmented
  • Stakeholder accountability was limited and data was absent
  • Vendor tray throughput was manually documented
  • Vendor tray utilization rates were unknown


  • Implement a sustainable and streamlined case coordination and vendor inventory management solution
  • Improve transparency amongst hospital stakeholders
  • Increase tray forecasting accuracy
  • Decrease Lost Vendor Instrument Spent
  • Increase Vendor Delivery Compliance
  • Improve Tray Documentation Compliance



Stanford Hospital Ranked No. 9 in Best Hospital Honor Roll by U.S. News & World Report

August 28, 2018

Celebrating Stanford Hospital – ranked No. 9 in the Best Hospitals Honor Roll, No. 13 in Orthopedics, and No. 14 in Neurology & Neurosurgery by U.S. News & World Report.

Northwestern Memorial Hospital Recognized as Best Hospital for 2018-2019

August 21, 2018

Congratulations to Northwestern Memorial Hospital for being recognized as a Best Hospital for 2018-2019 according to U.S. News & World Report, including No.13 in the Honor Roll, No. 1 in Illinois and No. 8 in Neurology and Neurosurgery.

Casechek Secures $1.75M Investment to Accelerate Product Development and Support Its Growing Customer Base

July 10, 2018

CHICAGO–(BUSINESS WIRE)–Casechek, a Chicago-based company focused on implant supply chain automation, recently raised $1.75M in growth funding. The round was led by Brandsma Asset Management.

“Casechek’s platform and service are now embedded in the daily operations of our Nation’s leading hospitals. Every day they depend on Casechek to ensure the medical devices they need are ready for surgery. This working capital enables us to deliver our industry leading customer service to current and future customers while we accelerate product development,” said Matt Brandt, Casechek Founder and CEO.

“Service was the pillar of the business we spent generations growing. After sitting down with Casechek customers, it was clear how highly they valued not only the software, but also the devotion to service,” stated Ryan Brandsma. “We are excited to invest in the growth of a company that values its customers as much as its software.”

“We believe you earn the right to growth through an unforgettable customer experience,” said Adam Aldrich, Casechek’s Director of Customer Success. “The customer relationship starts with our consultative deployment process and is strengthened by our daily customer touchpoints. Ultimately, we act as operating partners who provide strategic insights beyond our customer’s daily vendor management challenges.”

About Casechek

Based in Chicago, IL, Casechek is the industry leading software and service for the management of medical device vendors and their inventory. Its applications and services streamline workflows and empower clinicians to operate at the top of their license – instead of worrying about medical device availability.


Kaylee Arnold

OhioHealth Selects Casechek in Support of Quality and Affordability Initiative

December 12, 2017

CHICAGO–(BUSINESS WIRE)–OhioHealth, a nationally recognized, not-for-profit health system, selected Casechek, a Chicago based company focused on implant supply chain automation, to support several critical programs. Casechek launched at OhioHealth Dublin Methodist Hospital in August of this year. As part of its Quality and Affordability Initiative, OhioHealth will continue to implement Casechek’s platform across its care sites.

“OhioHealth wanted to enhance and streamline processes for implant supplier communication, case coordination, and traceability of vendor owned inventory. Time previously spent by our clinical teams managing surgical implant inventory has now been redirected to support patient-centered initiatives”

Like all busy health systems, OhioHealth’s clinical teams devoted extensive resources to the coordination and management of medical devices and the vendors who supplied them. Despite advancements in implant technology, the systems used to procure and manage these devices have remained largely unchanged. “With OhioHealth’s growing procedural volumes, we recognized that our current vendor management processes weren’t sustainable long term,” says Jason Guagenti, OhioHealth Senior Director of Operations.

“OhioHealth wanted to enhance and streamline processes for implant supplier communication, case coordination, and traceability of vendor owned inventory. Time previously spent by our clinical teams managing surgical implant inventory has now been redirected to support patient-centered initiatives,” commented Nikki Ross, OhioHealth System Director, Sterile Processing.

“Delivering the highest quality of care efficiently to our patients is central to everything we do. Automated systems and processes that improve documentation and information flow help us achieve these standards. With Dublin Methodist Hospital as a model, OhioHealth will implement Casechek across its care sites over the remainder of its fiscal year,” added Christy Newland, OhioHealth Director, Sterile Processing.

“We feel both fortunate and proud to collaborate with OhioHealth in its advancement of the implant supply chain. There is a huge opportunity to automate all implant related processes and we’re just getting started. The existing distribution model is broken and needs to change, but change doesn’t come without mutual trust and creative problem solving. Partners like OhioHealth make disruptive innovation possible,” stated Matt Brandt, Casechek Founder and CEO.

About OhioHealth

OhioHealth is a nationally recognized, not-for-profit, charitable, healthcare outreach of the United Methodist Church.

Based in Columbus, Ohio, OhioHealth has been recognized as one of the top five large health systems in America by Truven Health Analytics, an honor it has received six times. It is also recognized by FORTUNE as one of the “100 Best Companies to Work For” and has been for 11 years in a row, 2007-2017.

Serving its communities since 1891, it is a family of 29,000 associates, physicians and volunteers, and a network of 10 hospitals, 200+ ambulatory sites, hospice, home-health, medical equipment and other health services spanning a 47-county area.

OhioHealth hospitals include OhioHealth Riverside Methodist Hospital, OhioHealth Grant Medical Center, OhioHealth Doctors Hospital, OhioHealth Grady Memorial Hospital, OhioHealth Dublin Methodist Hospital, OhioHealth Hardin Memorial Hospital, OhioHealth Marion General Hospital, OhioHealth O’Bleness Hospital, OhioHealth Mansfield Hospital and OhioHealth Shelby Hospital. For more information, please visit our website at

About Casechek

Based in Chicago, IL, Casechek is a customer service company that develops software to automate the implant supply chain. Founded in December of 2014, Casechek helps leading Hospitals and Health Systems across the country manage their implant suppliers. OhioHealth and other providers leverage Casechek’s services to ensure the medical devices they need are processed correctly and are ready for surgery – without all the hassles and distractions. For more information, please visit our website at


Kaylee Arnold

oneSOURCE Integration with Casechek

April 25, 2016

oneSOURCE and Casechek are pleased to announce the availability of oneSOURCE’s industry leading database of manufacturers’ validated sterilization guidelines directly from Casechek’s surgery coordination and inventory management platform. The two companies have partnered to create a seamless user experience to ultimately increase the quality of patient care.

“Casechek prides itself on providing its customers with instantaneous access to the information they need. We are thrilled our hospital partners now have a more efficient and targeted method to access sterilization guidelines for vendor-owned inventory from oneSOURCE’s comprehensive database of IFUs” said Matt Brandt, CEO of Casechek.

“We are excited to offer our mutual clients an interface with Casechek and are pleased a quality organization such as Casechek is now providing a solution for the management of loaner sets” said Jack Speer, President, oneSOURCE Document Management Service.

“We really like the fact that we are now able to easily access critical IFUs for processing loaner trays directly through the Casechek-oneSOURCE portal. This is another great enhancement by Casechek; they continue to lead the way by ensuring quality and streamlining our processing of loaner instrumentation,” said Jim Tyrell, Sterile Processing Department Manager.

Casechek and oneSOURCE customers will be able to instantly capitalize on this new integration. “Casechek and oneSOURCE have become indispensable tools for our SPD team. The integration of the two technologies increases their value that much more,” said Roe Lloyd, Sterile Processing Department Manager.

About Casechek
Founded in Chicago in November 2014, Casechek has established a growing customer base ranging from standalone community hospitals to Level 1 Trauma centers and leading academic institutions. Hospital teams and vendors leverage Casechek to identify potential issues and notify them well in advance of surgery. The improved stakeholder collaboration and information flow allows perioperative teams to reduce inventory errors and decrease delays for procedures. For more information, email .

About oneSOURCE
Experts in patient safety and compliance, oneSOURCE document site was developed in 2006 by Best Practice Professionals, Inc. (dba oneSOURCE Document Management Services) to help hospitals, clinics and surgery centers ensure patient safety and maintain compliance with industry standards.

The founders of oneSOURCE are uniquely qualified to help facilities like yours access thousands of current manufacturers’ IFU documents to stay in compliance and improve processes for patient safety. Together they share over 75 years of hands-on experience as surgical technicians, microbiologists and medical device engineers. Today, their mission is to pass on that knowledge by offering the world’s most complete database of validated manufacturers’ Instruction for Use Documents that comply with FDA regulations and at a price that healthcare facilities can afford.

Casechek Secures Seed Investment

October 7, 2015

Casechek secures seed investment for surgery coordination and inventory management solution
Software application helps healthcare providers improve efficiency and safety

Casechek, a Chicago-based developer of healthcare technology used by hospitals to automate the coordination and management of instruments and implants for surgical procedures, has received a seed investment of $1.1 million led by investment firm TLSG, Inc. The company will use the funding to accelerate enhancements for its deployed product, and to expand sales and marketing efforts.

Casechek enhances the ability of healthcare providers to coordinate with vendors and ensure the availability, delivery, and sterilization of inventory for surgical procedures. Many surgeries that utilize medical devices, such as orthopedic implants, require last-minute delivery of surgical tools from the device manufacturer to the hospital before the procedure. This places significant strain on the hospital staff and increases the risk of processing errors. In the absence of systems, hospitals are forced to coordinate and manage this inventory manually.

“Hospitals using Casechek benefit from a user-friendly solution that automates and streamlines inventory procurement and management. This eliminates distractions and allows surgical teams to stay focused on their number one priority of patient care,” said Casechek founder and CEO Matt Brandt.

Casechek has established a growing customer base ranging from standalone community hospitals to Level 1 trauma centers. Hospital teams access the Casechek system via desktop or mobile application and can identify potential issues and track inventory in real time. The improved collaboration and information flow allows perioperative teams to reduce inventory errors and decrease delays in start times for procedures.

“Quality improvement and cost reduction are top of mind among health care providers across the country, and as surgical operations continue to increase in complexity, we are confident that Casechek will provide a valuable solution to a growing number of hospitals using technology to address these critical priorities,” said Michael Sachs, Chairman of TLSG, Inc.

About Casechek
Founded in 2014, Casechek is a Chicago-based healthcare technology company focused on enabling hospitals to improve efficiency and quality. Casechek’s easy to use technology solution automates inventory management for loaned surgical tools, simplifying interactions between operating rooms and medical device manufacturers. For more information visit

Heidi Graham

Silver Cross Spins Gold Lining Into Sterile Processing Operations Progress

May 5, 2015

Until last fall, Silver Cross SPD struggled to manage the loaner tray process, including the vendors and their inventory. “Making matters worse, vendors are using loaners more frequently, and they are giving us less time to process the trays,” Hatten said. “This has placed significant strain on our department and impacted our ability to operate efficiently.” The distractions even irritated the OR, she added.

So in September SPD began testing a prototype app that enables tracking of loaner instruments and trays that can be downloaded to any smartphone or mobile device, called Casechek. “We believed that the system had the potential to reduce the workload and strain on the hospital staff while also implementing controls and processes that reduced patient risk,” Hatten noted. SPD implemented Casechek fully in November and mandated use on December 1.

“Since that time every loaner tray has been scheduled, managed and tracked using Casechek,” she continued. “While we were confident that the results would be positive, we didn’t expect that loaner tray issues and adverse events would be eradicated completely. Casechek has the unique ability to proactively identify issues and alert both the OR and SPD teams in real time. This meant that we were able to address problems long before they could impact the OR or case start times. This reduced the stress between the OR and SPD teams and simultaneously improved our working relationship. The reporting features of the system have also allowed us to track vendor compliance and drive vendor accountability. We now have Casechek dashboards throughout the SPD and OR that keep us informed and on the same page.

Furthermore, they examined tray processing times for loaner trays through Casechek and that helped them to shave off 3.5 minutes per tray during processing, she added.