For DME and HME suppliers
Every order carries its own economics. Everything else rolls up from there.
Your billing system knows what you charged. Your books know what you deposited. Neither knows what you earned on a given order after product, delivery, and labor, or whether the concentrator you placed with three patients has ever paid for itself.
What you billed: Brightree, the estimator, the invoice
What you collected: QuickBooks, the bank
What you earned: Nobody
Who it's for
- Independent DME and HME suppliers
- Teams that bill in Brightree and keep the books in QuickBooks
- Suppliers with capital equipment on Medicare capped rentals
How it works
Order entry
Office staff or virtual assistants key each order in a form built for speed. Nearly every field is a dropdown, and choosing a product fills its HCPCS code and cost from your price list.
Calculated margin
Gross profit, net profit, and margin calculate on entry. Profit is computed, never typed, so there is no formula to overwrite.
Roll-ups
Dashboards roll up by payer, doctor, facility, HCPCS, vendor, referral source, and product category, and every filtered view exports to Excel.
Roadmap: serialized asset tracking
Each order records the equipment's serial number today. Tracking each unit's 13-month capped-rental clock and cost recovery across patients is the designed next build.
Features
Order-level gross and net margin, calculated on entry
Product, delivery, and labor cost sit on the order next to billed and collected, so every order shows what it earned.
Roll-ups by payer, referral source, facility, HCPCS, vendor, product
The same order records answer which payers, referral sources, and products carry the operation.
Designed for fast, clean entry by office staff or virtual assistants
Keyboard-first entry, type-ahead product search, and required fields named on failure, all at once.
Search, filters, Excel export, role-based access
Filters stack, every filtered view exports to Excel exactly as it appears on screen, and each person sees what their role allows.
Roadmap: per-serial-number capped-rental tracking across patients
Each unit's capped-rental clock and cumulative cost recovery across placements.
Roadmap: Brightree and QuickBooks integration
Order import from Brightree and a QuickBooks connection. Today, orders are keyed by hand, by design.
Sits alongside your systems
It sits alongside Brightree and QuickBooks rather than replacing them. Brightree keeps doing billing. QuickBooks keeps doing accounting. This does the one thing neither of them does.
There are no integrations yet, by design: orders are keyed by hand so the data structure is right before any integration work. Brightree order import and QuickBooks integration are on the roadmap.
Screenshots
Availability and pricing
Pricing on request.
Origin
It started as a build for one independent supplier who could see what every order billed but not what it earned. That build is now software other suppliers can run.