Flag Revenue at Risk the Same Day, Not 30 Days Later
Your technicians did the work. The equipment was delivered, the setup was completed, the patient was trained. But when billing tries to submit the claim 15 or 30 days later, something is missing: a signature, an equipment serial number, a required document. CareLogix evaluates every completed visit for billing completeness the same day, flagging what is missing and assigning follow-up before the revenue window closes.
Completed Work That Cannot Be Billed Is Revenue You Have Already Lost
The gap between field execution and billing submission is where DME revenue goes to die. A technician delivers a CPAP machine, trains the patient, and marks the visit complete. Two weeks later, billing discovers the delivery ticket was not signed. Or the equipment serial number was not recorded. Or the physician order on file has expired. Or the payer requires a specific document that was never collected.
Now begins the rework: phone calls to the patient, return visits to collect signatures, calls to the physician's office for updated orders. Each of these recovery efforts costs time, delays the claim, and risks the revenue entirely if the payer's filing deadline passes.
The worst part: none of this needed to happen. If the missing items had been flagged the same day, while the tech was still in the field or while the patient's memory was fresh, the recovery would have been trivial. Instead, the problem sat invisible for weeks, compounding in cost and difficulty.
This is not a billing problem. It is an operational visibility problem. And it affects every DME provider that separates field execution from billing evaluation by days or weeks.
How It Works
- 1
Visit Completed in the Field
A technician marks a stop as completed: delivery confirmed, setup done, patient trained, equipment serial recorded (or not).
- 2
System Evaluates Completeness
CareLogix automatically checks the completed visit against a billing requirements checklist: signature present, serial numbers recorded, required documents attached, payer-specific requirements met.
- 3
Flags Missing Items
Any missing requirement is flagged immediately with a clear description of what is missing and why it matters. Visits are scored on a billing readiness scale.
- 4
Assigns Follow-Up
Missing items are assigned to the appropriate person: the tech for a missing signature, the office for a missing physician order, the patient for a missing document. Each follow-up has a deadline.
- 5
Clears for Billing
Once all requirements are met, the visit is cleared for billing submission. The revenue-at-risk dashboard updates in real time as items are resolved.
Key Capabilities
ROI Impact
98% billing readiness on first pass
Connected Workflow
This module works hand-in-hand with the rest of CareLogix.
Real-Time Dispatch
Completed stops in dispatch trigger immediate billing readiness evaluation with no delay between field completion and billing assessment.
Learn moreWork Order Management
Work orders track the full lifecycle from referral through billing-ready status, with billing readiness as the final pipeline stage.
Learn moreStop Losing Revenue to Missing Paperwork. Start Billing on Time.
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