Workflow continuity board
Reduce uncertainty where complex case handling creates day-to-day drift.
DME BILLING & CASE MANAGEMENT SOFTWARE
DME case management built for suppliers who have outgrown spreadsheets.
Certiva DME Workflow Control is case management software for durable medical equipment suppliers with up to 500 active cases. It tracks cases from patient intake through billing follow-up, manages serialized inventory with DMEPOS compliance documentation, automates recurring rental billing cycles and maintains a full audit trail for every case.
What specialized workflow control looks like
See how case management, serialized inventory and billing follow-up become traceable and structured, across every day-to-day step.
Traceability and follow-through
Support complex workflow execution with clearer day-to-day visibility.
What breaks down when complex DME workflows fragment
DME operations involve too many moving parts to manage through disconnected tools and manual handoffs.
Cases that fall between team members
When case handoffs happen through email, chat, or verbal instruction, steps get missed and the patient or client feels it first.
Serialized items that lose their history
When serialized inventory is not tracked properly through rentals, replacements and returns, compliance and liability exposure grows.
Billing follow-up that stalls revenue
When billing status and follow-up are managed manually across disconnected tools, unpaid claims and billing gaps stay invisible for too long.
Fulfillment errors that reach patients
When shipping, replacement and fulfillment steps lack structured tracking, errors get discovered after they have already affected service delivery.
What the DME Workflow Control System covers
Specialized day-to-day capabilities for DME suppliers, healthcare equipment companies and complex workflow operations.
Case and task management
Track every case from intake through fulfillment, billing and resolution, with task assignment and status visibility at every step.
Serialized inventory tracking
Maintain full traceability for serialized equipment (rentals, replacements, returns and history) across your entire inventory.
Rental and lease workflow management
Manage rental agreements, return schedules and equipment status, with the structure your operations and billing teams need.
Shipping and fulfillment tracking
Track outgoing shipments, replacements and delivery status. So your team knows where every order stands.
Billing follow-up and dispute management
Track billing status, outstanding follow-up requirements and dispute resolution. So revenue gaps stay visible.
Full day-to-day audit trail
Access the complete case, inventory and billing history your compliance, audit and management reviews require.
What DME suppliers see after deployment
How DME ops and billing leaders decide whether to go deeper.
DME suppliers using Certiva case tracking and exception routing reduce unfulfilled cases by up to 80 percent within the first quarter of deployment.
Certiva DME implementation for SMB suppliers runs 2 to 6 weeks, compared to the 3 to 9 months typical with enterprise DME platforms like Brightree. Most suppliers run a parallel billing cycle then cut over.
Certiva DME Standard supports up to 100 active cases at $500 per month with a 30-day structured pilot option. The pilot fee is credited back when you convert to annual.
Who this system is built for
The DME Workflow Control System fits operations where complexity across cases, inventory, rentals and billing creates coordination gaps that are difficult to manage with general-purpose tools.
- DME suppliers and medical equipment companies managing serialized inventory, patient cases, rentals and billing across a growing team.
- Operations managers dealing with complex fulfillment workflows where case handoffs, shipping and replacement tracking need full traceability.
- Billing coordinators managing follow-up, disputes and outstanding claims across a high-volume caseload.
Best fit
Start here if complex workflows are fragmenting across your team
If cases fall between team members, serialized items lose their history, or billing follow-up stalls revenue, this is the system built for your day-to-day complexity.
Questions about the DME Workflow Control System
What DME teams ask before investing in a deeper technical review.
Is this only for DME billing, or does it cover the full day-to-day workflow?
It covers the full day-to-day workflow, from case intake and serialized inventory tracking through rentals, fulfillment, shipping and billing follow-up. Billing is one component of a broader case-to-resolution system.
Will the demo focus on our specific case and billing challenges?
Yes. Every Certiva demo is for the specific workflow friction your operation faces, whether that is case management gaps, serialized inventory traceability, rental tracking, or billing follow-up bottlenecks.
Does this overstate automation features that do not exist yet?
No. The conversation stays grounded in what the system does today, structured workflow visibility, traceability and follow-up discipline. We do not oversell.
How does implementation work for complex DME operations?
We work through your specific workflow requirements before implementation. So the system is configured around how your operation actually runs, not a generic template.
Can this handle both equipment sales and rental management?
Yes. The system supports sales, rentals, replacements and returns, with the inventory tracking and billing workflow structure that both transaction types require.