The Field Operations Platform for Home Medical Equipment

Every Referral Becomes Revenue.
Every Route Runs on Time.

CareLogix orchestrates your entire field operation, from the moment a referral hits the fax to the moment the visit clears for billing. One platform replaces the spreadsheets, phone trees, and guesswork that cost your branches hours every day.

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0%
Reduction in referral data entry
0%
More patients per route
0.0 hrs
Saved per dispatcher per day
0%
Billing readiness on first pass
HIPAA-Ready Architecture
Encrypted at Rest & In Transit
Role-Based Access Control
Full Audit Trail

Built for DME/HME and respiratory care providers with 10 to 1,000+ locations

The Challenge

Your Branches Are Bleeding Time and Revenue

These six operational failures are costing DME providers millions annually, and most have accepted them as normal.

Referral Bottleneck

Every faxed referral requires 8-12 minutes of manual data entry. Errors cascade downstream. Patients wait days for equipment they need today.

Windshield Time Waste

Dispatchers build routes from memory. Without optimization, techs drive 30-40% more miles than necessary, burning fuel, overtime, and capacity.

Confirmation Call Treadmill

Staff spend 2-3 hours daily leaving voicemails. 60% of calls go unanswered. Unconfirmed patients become missed visits that cannot be billed.

Blind Until End of Day

Branch managers have no real-time view of field execution. A missed stop, a failed delivery, a late tech. You find out at 5pm when nothing can be fixed.

Unbillable Completed Work

Your techs did the work. But missing signatures, unmarked serials, or incomplete documentation means revenue earned in the field dies on the desk.

Tool Sprawl, Zero Orchestration

Scheduling in one system. Routing in another. Patient comms on sticky notes. No system owns the full lifecycle, so nobody can see it.

Ready to see how CareLogix solves these problems?

15-20 minute walkthrough tailored to your operation. No pressure.

The Platform

From Fax to Billing-Ready in One Connected Workflow

Six capabilities that replace six disconnected systems. Each one works alone. Together, they eliminate the gaps where referrals stall, visits fail, and revenue leaks.

01

AI-Powered Fax Intake

Upload a faxed referral and AI extracts patient demographics, ICD-10 diagnosis codes, HCPCS codes, payer information, and physician NPI, automatically pre-filling your work order and matching against existing records.

Reduces data entry by up to 80%
AI-Powered Fax Intake
02

Work Order Lifecycle

Every work order moves through a clear status pipeline with readiness scoring. What's ready, what's blocked, and why, with full audit trail on every action.

Every blocker visible. Every delay explained.
Work Order Lifecycle
03

AI Route Planning

One click and AI analyzes every unrouted work order, groups them by geography and staff credentials, assigns them to the right technicians, and optimizes routes using real road data.

More patients per day, less windshield time
AI Route Planning
04

AI Patient Communications

From initial outreach to secure a visit date, to appointment reminders, prior auth follow-ups, en-route ETAs, and satisfaction surveys. AI handles the full SMS conversation, or staff can take over anytime.

90% fewer outbound calls. Higher confirmation rates.
AI Patient Communications
05

Real-Time Dispatch

See every route on a map with real road paths, color-coded legs, arrival windows, and stop-by-stop itineraries with turn-by-turn directions. Know where every tech is and what's at risk.

Know what's at risk before it fails.
Real-Time Dispatch
06

Billing Readiness

Automatically evaluate whether a completed visit has everything for billing: signatures, equipment serials, documentation, and payer requirements. Flag revenue at risk the same day, not 30 days later.

Flag revenue at risk the same day.
Billing Readiness
Security & Compliance

Enterprise Security That Passes Your Compliance Review

Tenant-isolated, audit-logged, encrypted, and role-controlled. Built to satisfy your security team, your compliance officer, and your BAA requirements.

HIPAA-Ready

Tenant isolation, encryption at rest and in transit, PHI minimization throughout.

Role-Based Access

12 configurable roles with location-level scoping. Users only see what they need.

Full Audit Trail

Every change logged with who, what, when, and why.

Enterprise-Ready

Multi-tenant, multi-location from the ground up. Scales from one branch to thousands.

Intelligence Built In

AI Built on DME Logic, Not Generic Models

Every AI capability is trained on the operational rules of home medical equipment delivery: credential matching, geographic clustering, payer requirements, and patient availability. It makes decisions a senior dispatcher would make, at the speed of software.

Route Intelligence

Analyzes work orders, staff credentials, geographic clusters, and workload to create optimal routes in seconds using real road data.

Conversational SMS

Contextually-aware AI that knows each patient's appointment, visit type, and technician. Handles scheduling, confirmations, and follow-ups via text.

Document Intelligence

Extracts structured data from faxed referrals - patient info, diagnosis codes, HCPCS, payer details, physician NPI - and matches against your records.

Integration

Connects to Your Systems Without Rip-and-Replace

Most DME providers run on a patchwork of homegrown EMRs, legacy billing systems, and spreadsheet-driven dispatch. CareLogix was designed to layer on top, not force a migration.

  • ✓ API-first architecture
  • ✓ Homegrown EMR integration support
  • ✓ CSV import/export for bulk data
  • ✓ SMS & voice via Twilio
  • ✓ Real road routing via OSRM
  • ✓ Multi-tenant, multi-location architecture

Built for the Systems Nobody Else Will Integrate With

We know many DME providers run on custom-built systems that commercial software can't touch. CareLogix is built API-first specifically for this. Whether your EMR exposes APIs, database connections, HL7/FHIR messaging, or flat file exchanges, we can connect.

See the AI in action with your own data

We'll walk through route planning, patient SMS, and fax intake using scenarios from your operation.

About CareLogix Health

Built for DME. Powered by AI. Ready for Enterprise.

CareLogix Health is an AI-powered field operations platform designed exclusively for the durable medical equipment (DME), home medical equipment (HME), and respiratory care industry. It is built to solve the operational challenges that DME providers with 10 to 1,000+ locations face every day: fragmented referral intake, inefficient route planning, manual patient confirmation calls, lack of real-time field visibility, and revenue leakage from incomplete billing documentation.

The platform manages the complete work order lifecycle from the moment a faxed referral arrives to the moment a completed visit clears for billing. Core capabilities include AI-powered fax document scanning that extracts patient demographics, ICD-10 diagnosis codes, HCPCS billing codes, and physician NPI numbers; AI route planning that optimizes field technician routes by geography, credentials, and workload using real road data; AI-assisted SMS patient communications that handle scheduling, confirmations, reminders, and post-visit follow-ups; and real-time dispatch with road-level route visualization and arrival window tracking.

CareLogix Health is built with HIPAA-ready architecture, multi-tenant multi-location support, role-based access control with 12 configurable roles, complete audit logging, and an API-first design that enables integration with homegrown EMR systems, legacy billing platforms, and existing operational tools. The platform supports equipment types common in DME/HME operations including oxygen concentrators, CPAP machines, BiPAP devices, ventilators, hospital beds, wheelchairs, nebulizers, and pulse oximeters.

CareLogix Health competes in the field service management (FSM) software category alongside platforms like ServiceTitan, Samsara, and FieldEdge, but is differentiated by its exclusive focus on the DME/HME and respiratory care vertical, its AI-first approach to route planning and patient communications, and its ability to integrate with the homegrown EMR systems that many large DME providers rely on.

FAQ

Common Questions

What is CareLogix Health?

CareLogix Health is a field operations platform built for DME, HME, and respiratory care providers. It manages the entire work order lifecycle from referral intake through billing readiness, with AI-powered route planning, patient communications via SMS, and real-time dispatch.

How does AI route planning work?

CareLogix uses AI to analyze unrouted work orders and available field staff, then groups stops by geographic proximity, staff credentials, and workload balance. Routes are optimized using real road data to minimize drive time and maximize patients seen per day.

Can CareLogix integrate with a homegrown EMR?

Yes. CareLogix is built API-first and designed to connect with existing systems including homegrown EMRs. We support REST APIs, CSV import/export, and custom integration workflows to match your technical environment.

How does patient communication work?

AI-assisted SMS throughout the lifecycle, from initial outreach to schedule a visit, to reminders, prior auth follow-ups, en-route ETAs, and post-visit surveys. Patients text back naturally and AI handles the conversation. Staff can take over manually at any time.

Is CareLogix HIPAA compliant?

CareLogix is built with HIPAA-ready architecture including tenant isolation, role-based access control, complete audit logging, encryption at rest and in transit, and PHI minimization. Designed for healthcare from the ground up.

What does CareLogix cost?

Pricing is based on location count and enabled modules. Typical pilots start at 3-5 locations. Contact us to discuss your operation and we'll scope a proposal within one call.

See What Your Branch Operations Look Like With CareLogix

30-minute walkthrough. Your service area. Your work order types. No generic slide deck. We show you the platform running scenarios that match your operation.

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