For independent DME/HME suppliers, accredited or accrediting
Referrals decide revenue. Build the system that wins them.
Done-for-you client acquisition systems for DME suppliers. Compliance-first referral growth, order intake, patient resupply, and patient-file signatures, running on top of your existing billing system and tools, with a signed BAA whenever we handle patient information.
Business-to-business only. We never market to patients.
Where referral revenue leaks
Unknown prescribers
No clear view of which local prescribers order your products
Manual outreach
Referral outreach is done by hand, when there is time
Incomplete fax orders
Orders arrive missing what Medicare requires
Silent clinics
Referring clinics never hear back on their orders
Blocked playbooks
Federal rules rule out the marketing other industries use
Four systems. Built for how DME actually works.
Done for you and compliance-first. Each one runs on top of your existing billing system and tools, with a signed BAA whenever we handle patient information.
Referral Source Engine
Done-for-you outreach to new prescriber practices.
- Ranked target lists built from CMS and NPI data
- A compliant clinic referral kit
- Email sequences to practice managers
- Visit briefs for your reps
- A referral-source dashboard
Business-to-business only. Nothing of value given for referrals. No fax marketing.
Order Intake and Clinic Update Engine
Complete orders, and clinics that always know where things stand.
- Every order checked against Medicare's written order requirements
- Missing items requested the same business day
- The referring clinic updated through delivery
ComplySigned
A closed-loop signature system for patient files.
- Patients sign on their phone during the staff call
- Proof of delivery and every signature filed automatically
- A file closes only when it's complete
Available as a Kit, Done-for-you setup, or Managed service.
- In development: beta waitlist
Patient Retention and Resupply Engine
Resupply for current patients, built to Medicare's refill rules.
- Consent-based refill reminders
- Documented refill confirmations
- An audit-ready log
Now selecting 3 beta clients. Join the waitlist or apply to be considered.
Join the waitlist
How we work with your team
- 01
Discovery call
A 30-minute conversation about your referral sources, order intake, resupply, and patient files, and which system fits first.
- 02
Sign the agreement (plus a BAA when we handle patient information)
We put a signed Business Associate Agreement in place before any work touches patient information.
- 03
We build it
We set the system up on top of your existing billing system and tools. Nothing to replace.
- 04
We run it
Done for you, with dashboards and logs your team can review.
Who built this
Built by a DME owner who knows the rules from the inside.
Client AC was founded by Sandy Sanders, who co-owns DME supply companies in Ohio and Georgia. She knows the referral, intake, and compliance challenges independent suppliers face because she faces them too. Before DME, she was Director of Product Marketing at AT&T.
A GOOD FIT IF
- Independent DME/HME supplier, accredited or going through accreditation
- Established suppliers with about $500K to $5M in annual Medicare payments, or new suppliers setting up their patient files, intake, and referral sources for the first time
- You want more prescriber referrals without breaking federal rules
NOT A FIT IF
- You want marketing aimed at patients
- You want to replace your billing system
- You want referral tactics that offer anything of value in return
Compliance-first, always
- Business-to-business only, never patient marketing
- Nothing of value given for referrals
- No fax marketing
- A signed BAA whenever we handle patient information
- Runs on top of your existing billing system and tools
Questions DME owners ask
Do you market to patients?
No. Client AC is business-to-business only. Referral outreach goes to prescriber practices and their practice managers, never to patients.
How do you keep referral outreach compliant?
Every system is built compliance-first. Nothing of value is given for referrals, and we do not use fax marketing.
Do I need to replace my billing system?
No. Our systems run on top of your existing billing system and tools.
Will you sign a BAA?
Yes. We sign a Business Associate Agreement whenever our work involves handling patient information, and it is in place before that work begins.
Where does the prescriber target list come from?
The Referral Source Engine builds ranked target lists from CMS and NPI data.
How is ComplySigned offered?
As a Kit, a Done-for-you setup, or a Managed service.
What does it cost?
Pricing depends on which systems you need. We cover it on the 30-minute discovery call.
Book a 30-minute discovery call.
Tell us about your supply company. We will talk through your referral sources, order intake, resupply, and patient files, and which system fits first.
Business-to-business only. Please do not include patient information in this form.
