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Features

Everything a DMEPOS
operation actually needs

Built specifically for durable medical equipment suppliers — the workflows, the compliance requirements, and the operational handoffs.

Intake FlowLive Call
👤Patient ID verified
💳Insurance — Medicare Part B
👨‍⚕️Prescribing physician confirmed
📍Collecting delivery address...
📋Prepare intake record
📌Trigger prior auth workflow
Intake Automation

Complete intake on
every single call

Structured intake sequence — all required fields collected without relying on staff to remember what to ask.

  • Collects demographics, insurance, diagnosis, and prescriber info
  • Verifies Medicare/Medicaid eligibility in real time
  • Adapts script dynamically by product type (orthotics, CPAP, mobility)
  • Prepares completed intake for your team and downstream workflows
  • Flags incomplete intakes and schedules callbacks automatically
Active IntegrationsConnected
⚙️
Operations
📋
Clinical Intake
📊
Reporting
🛡️
HIPAA Pipeline
🔗
Operations Workflow
⚙️
Automation
Workflow Integration

Fits into
your existing workflows

PHI routes through a dedicated HIPAA-compliant pipeline — encrypted in transit and at rest — so sensitive data never touches unsecured channels.

  • Configurable handoffs for intake, operations, and operations teams
  • Flexible routing based on your finalized systems and workflow design
  • PHI routes exclusively through an encrypted HIPAA pipeline
  • API and webhook options available where appropriate
Transfer Dashboard2 Active
Warm Transfer — Now
Patient requesting order question
Sarah M. (Operations) — Summary ready
Completed — 9:14 AM
New patient — CPAP resupply order
Handled by AI — Intake prepared ✓
Completed — 8:47 AM
Insurance verification — Medicare
Handled by AI — Eligibility confirmed ✓
Live Transfer

Humans step in exactly
when they need to

DMEDesk handles the routine. Complex calls get warm-transferred with full context — your agent never starts from zero.

  • Warm transfer with call summary before agent picks up
  • Configurable escalation rules by call type, time, or patient flag
  • After-hours urgent calls still reach on-call staff
  • Full call recording and transcript for every interaction
  • Voicemail fallback with auto-transcription and callback scheduling
This Week's PerformanceLive
Intake Completion Rate94%
Calls Handled by AI81%
First-Call Resolution76%
Patient Satisfaction88%
0
Calls This Week
0
Missed Calls
Analytics

See exactly what happens
on every call

Every interaction transcribed, scored, and surfaced in your dashboard. Track intake quality and resolution rates.

  • Full call recordings stored and searchable
  • Automatic transcription and AI-generated summaries
  • Intake completion tracking by product category
  • Identify most common call reasons and optimize scripts
  • Export reports for management or compliance audits
Compliance

HIPAA isn't a feature.
It's the foundation.

Every client operates under a signed BAA. PHI through encrypted, HIPAA-compliant pipelines. No shortcuts.

🔒

BAA Provided

Signed Business Associate Agreement included with every subscription. Covered from day one at no extra cost.

🛡️

Encrypted PHI Routing

All protected health information routes through a dedicated encrypted pipeline — secured in transit and at rest.

📜

Audit-Ready Logs

Complete audit trails for every data access, call record, and system action. Configurable retention policies.

🏢

Enterprise-Grade Security

Built on infrastructure that meets the highest security standards — independently audited and verified.

📞

TCPA Tools Built-In

Consent prompts, opt-out handling, calling windows, and DNC list management for all outbound campaigns.

🌍

GDPR Aligned

Configurable data retention, consent management, and subject access request handling included.

Integrations

Connects to everything
you already use

Native integrations with the tools you already use.

Intake & Operations Workflows

  • Intake handoffs
  • Operations queues
  • Order status updates
  • Prior auth tasks
  • Custom workflows
  • Secure exports

Compliance & PHI

  • Encrypted HIPAA pipeline
  • Secure email delivery
  • Compliance monitoring
  • Audit-ready logging
  • BAA on file

CRM & Automation

  • HubSpot
  • GoHighLevel
  • Salesforce
  • Zendesk
  • Custom webhooks

Telephony

  • Carrier-grade telephony
  • Bring your own number
  • Number port-in
  • 150+ countries
  • Local & toll-free

See these features working live

Book a 20-minute demo using your own script, your products, your brand.

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