01 Check availability.02 Assign the delivery.03 Review equipment history.View the workflow ↗
PLANNED SIGN-IN & FILE WORKFLOWS
Work accounts and file exports.
Google and Microsoft sign-in is planned. QuickBooks and Excel workflows use file exports, not live sync.
Google Workspace
Planned work-account sign-in
Microsoft 365
Planned work / school sign-in
QuickBooks
Bookkeeper CSV export · not sync
Microsoft Excel
CSV / XLSX file workflow scope
Design previews only; no live connectors, partnerships or endorsements. Sign-in does not sync operational data. Accounting exports may require bookkeeper mapping.
DAILY OPERATIONS
Manage the full order workflow.
From the first hospice request through delivery, service, and billing.
01 / CLIENTS, PATIENTS & ORDERS
Keep hospice requests and orders together.
Keep the hospice, source order, and next action in one record. Review requests, assignments, and outstanding work.
A workflow illustration—not a completed delivery or real signature.
MAINTENANCE & HOSPICE BILLING
Connect equipment history to service and billing.
Maintenance and hospice billing stay attached to the same equipment record. Review service status and billable dates before the next assignment or invoice.
36 names from the PlatinumMED reference catalog. Equipment units and supply quantities use separate tracking models.
11 items
Beds & Mattresses
Full Electric Bed APP Mattress
11 items
Respiratory
O2 Concentrator 5L O2 Tank w/regulator
6 items
Mobility
Wheelchair Walker w/ Wheels
3 items
Bathroom Safety
Commode w/ Bucket Shower Chair
3 items
Monitoring
Bed alarm Chair alarm
2 items
Lifts & Slings
Trapeze Hoyer Lift with sling
Catalog names are source-based. Acme quantities, serials, tracking setup and records are fictional.Explore the inventory workspace →
FICTIONAL ROLE EXAMPLES / NOT CUSTOMER REVIEWS
What each role needs to see.
These fictional Acme examples illustrate role-specific needs. They are not customer reviews or measured results.
FICTIONAL EXAMPLE
“I need a daily view of scheduled deliveries, rented equipment, and issues that require my review.”
AO
Acme DME · OwnerFictional role example
FICTIONAL EXAMPLE
“I need the hospice request, assigned equipment, and order status in the same record.”
OP
Acme DME · Operations leadFictional role example
FICTIONAL EXAMPLE
“I need the stop details, assigned unit, and proof-of-delivery requirements before I leave.”
DR
Acme DME · DriverFictional role example
FICTIONAL EXAMPLE
“I need to verify service dates and contract rates before approving an invoice.”
BL
Acme DME · Billing leadFictional role example
Shaped with a working Las Vegas hospice-contract DME shop: PlatinumMED, our tenant-zero design partner. No employee quote or endorsement is represented here.
IMPORT & LAUNCH
Start with your existing records.
A two-week go-live is a target, not a guarantee. Timing depends on data quality, training, and owner approval.
01 / MAP YOUR RECORDS
Import active records.
Patients, facilities, coverage, catalog, serialized units, rentals, open orders and documents from authorized exports.
02 / REVIEW THE DRY RUN
Review the import.
Resolve rejected rows, preserve source IDs, invite staff and approve tenant settings before any changes apply.
03 / TEST THE WORKFLOW
Validate daily operations.
Order → equipment assignment → signed delivery → maintenance return → hospice invoice review.
PROPOSED CORE PLAN
Core for one location.
Proposed company-based pricing for independent DME shops. Not a live subscription offer.