FOR YOUR TEAM

Different responsibilities.
A connected view of the work.

Walk through the same operation from each desk. Job titles describe the workflow; the permissions granted to each named person are configured and verified for your company.

Owner

See the entire operating picture. Set duties, approve scope, resolve exceptions and review release readiness.

Home & operating oversight Reporting, usage costs & commissions Access, alerts & system management Policies & survey readiness Company environments & scoped implementation

Co-owner

Share oversight with explicit authority. Agree which governance and money decisions this person may make.

Home & operating oversight Reporting, usage costs & commissions Quality program & operations registers Phone setup & availability

CFO

Separate pipeline from cash. Review A/R, posted cash, payer rates, operating cost and write-offs.

Reporting, usage costs & commissions Claims & revenue-cycle controls EOBs, payments & patient balances Collections & A/R Purchasing & cost control Private pay, rentals & register

Intake

Turn incoming work into a complete order. Resolve identity, missing evidence, payer context and the next handoff.

Lead intake & ingestion Fax intake & document review Patient workspace Payers, insurance & eligibility Prescriptions & renewals Prior authorizations Orders & readiness

Customer service

Answer with the account in view. Explain status, request missing details and record the next step.

Patient workspace Phone workspace & human calling Email, SMS & partner messages Call history, recordings & plans Estimates & patient decisions Worklists, reminders & scheduling

DME technician

Know the equipment and the work at the door. Confirm unit, condition, setup evidence, delivery and unresolved field issues.

Delivery tickets & proof Route planning & Delivery mode Serialized assets & service Equipment repairs Home-safety assessments Fleet & driver readiness

Biller

Connect the claim to the evidence. Review dates, codes, payer requirements, acknowledgment and payment exceptions.

Claims & revenue-cycle controls EOBs, payments & patient balances Collections & A/R Prior authorizations Document Matrix, forms & signatures Rental lifecycle & check-ins RCM Workflow Studio

Inventory

Know what is available and what it costs. Receive, count, allocate, transfer and service the right item.

Products & manufacturers Inventory & allocations Purchasing & cost control Serialized assets & service Equipment repairs

Sales

Grow the referral relationship. Manage prospects, contact permissions, dispositions and reviewed handoffs.

Referral outreach & prospect work Practitioners & referral directory Capability statements & opportunities Marketing visibility & campaign preparation

Compliance

Follow the evidence through the operation. Review controls, missing evidence, acknowledgements and corrective work.

Policies & survey readiness Quality program & operations registers Document Matrix, forms & signatures Operating academy & staff training Access, alerts & system management

Patient

Understand the next step. Provide requested information, review choices and complete authorized paperwork.

Branded websites & referral access Estimates & patient decisions Delivery tickets & proof Email, SMS & partner messages Selected-document patient portal

Referral partner

Get the order to the right desk. Submit relevant information and respond to documentation requests.

Branded websites & referral access Practitioners & referral directory Document Matrix, forms & signatures

Your operation. Your scope.

See what changes
at your desk.

Start with a guided demo. Explore a free 14-day pilot built around the workflows you want to evaluate.

Request your free pilot

Selected modalities · agreed AI allowance
BAA and setup before patient data

Different responsibilities.A connected view of the work.

See what changesat your desk.

Different responsibilities.
A connected view of the work.

See what changes
at your desk.