- Services
- Case Study
Palmetto Manager Mobile App: for DME Claims, Billing, and Field Operations
Palmetto Manager is a companion mobile app for DME and medical supply teams that need the same end to end workflows available on the web, but accessible on the go. Staff can manage patients, orders, claims documentation, supplies, scheduling, and service maintenance from one place, with records staying consistent across web and mobile. AI assisted OCR helps organize uploaded forms by recognizing documents and routing them to the right record, so teams spend less time sorting paperwork and more time moving claims forward.
All the workflows you need, in your pocket, with data that stays in sync.
From Paperwork Delays to Mobile-First Workflows
Before Palmetto Manager Mobile App
Before the mobile app, field work and office work were difficult to keep synchronized for DME and medical supply teams. Technicians and coordinators relied on calls, texts, and email threads to confirm patient details, delivery notes, and claim paperwork, and many updates were recorded later when the day slowed down. That delay created gaps in documentation, repeat questions, and missed follow ups. When someone needed a quick answer on a claim or an order, they often had to search through attachments, check multiple systems, or wait for office staff to confirm the latest status.
Scheduling and service coordination also required extra back and forth. Appointments, deliveries, and maintenance visits were managed through separate calendars and manual reminders, so it was hard to see the full day’s workload, handle changes quickly, or keep the team aligned in real time. For growing SMB providers across the US and Canada, this increased admin effort, slowed response times, and reduced visibility into what was happening in the field.
After Palmetto Manager Mobile App
After launching Palmetto Manager Mobile, teams gained a single mobile workspace that stays aligned with the web platform and keeps DME operations moving from anywhere. Staff can access patients, orders, and claim records on demand, review which documents are completed or still required, and pull up the latest files without waiting for someone else to send them. With AI assisted OCR uploads, forms can be recognized and organized into the correct record, which helps keep documentation clean when updates happen during deliveries, appointments, or service visits.
The mobile app also supports daily coordination through shared scheduling and consistent records across web and mobile. Updates are captured closer to the moment work happens, which reduces gaps, improves follow ups, and gives the office clearer visibility into progress. The result is smoother field execution, faster claim readiness, and more predictable day to day operations for SMB teams in the US and Canada.
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Key Features
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Mobile access to patient and order records
View patient profiles, order history, notes, and attachments from anywhere so field and office teams stay aligned without phone calls.
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Claim readiness on the go
Quickly confirm which claim documents are complete, signed, missing, or still open so you can follow up faster and avoid reimbursement delays.
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AI assisted OCR uploads
Upload forms from the field and let AI assisted OCR help organize documents into the correct patient or order record for cleaner medical billing workflows.
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Document checklist by workflow
See required paperwork for each claim type and track what is received versus outstanding, keeping DME documentation consistent and audit friendly.
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Supplies workflow in your pocket
Review supply records, recurring supply needs, and supporting documentation so monthly supply operations run smoothly without spreadsheets.
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Renewals and expirations tracking
Monitor expiring documents and upcoming renewals to reduce missed deadlines, prevent fulfillment interruptions, and keep claims moving.
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Scheduling and shared calendar
Coordinate appointments, deliveries, and field visits in a centralized schedule so teams can adjust quickly and reduce scheduling conflicts.
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Service and maintenance activity
Track repair and maintenance work with a clear history tied to the right record, supporting better follow ups and more reliable service reporting.
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Search and filters
Find patients, orders, claims, products, and documents in seconds using filters that support day to day DME operations and billing tasks.
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Role based access
Control what each user can view or edit so sensitive data stays protected while staff get the access they need to do their work.
Mobile app development for SMBs
Build a mobile app that is simple to use and ready to scale. We help you shape the scope, map the user journey, and plan the right features so the build stays focused. You start with a consultation and a high level range for budgeting, then Discovery confirms scope so you can move forward with a fixed price and a reliable timeline.
Delivery Approach
At-Cost Discovery Phase
We started with an at-cost Discovery Phase to understand how the web workflows needed to translate into a mobile first experience. We reviewed the highest value day-to-day scenarios for DME teams, including claim status checks, document capture, supplies lookups, scheduling, and service updates. Then we prioritized the mobile feature set, removed anything that was not essential for on the go use, and produced wireframes plus a detailed specification that defined roles, validations, and edge cases.
Fixed-Price Development
After the wireframes and specification were approved, we delivered the mobile app as a fixed price build with a defined timeline. Work was organized into milestones with demos and testing checkpoints across devices, so progress stayed visible and quality stayed controlled. We focused on core workflows first, then refined usability and performance based on feedback, resulting in a mobile app that stays aligned with the web platform and supports predictable rollout for growing SMB teams in the US and Canada.
A practical delivery model that optimizes cost by focusing on the highest value workflows first, without compromising quality or scalability.
Impact
With Palmetto Manager Mobile in place, the team reduced back and forth communication and gained faster visibility into what is happening in the field. Staff can access patient and order records on demand, confirm claim readiness by checking which forms are completed or still open, and capture updates closer to the moment work happens. AI assisted OCR uploads help keep documents organized even when paperwork is submitted from a phone, which reduces missing files and improves consistency across records.
The result is smoother scheduling for appointments, deliveries, and service visits, fewer gaps in documentation, and faster follow ups between field staff and the office. With web and mobile staying aligned, SMB teams in the US and Canada can run daily operations with less admin overhead and a clearer path from field activity to reimbursement.
Screens
A quick look at the mobile app screens used by office staff to manage operations.
Fixed price. Clear plan.
From Estimate to Certainty. After your free consultation, we provide a rough, non-binding estimate to help with budgeting. Once Discovery is complete, you get a fixed-price quote and a guaranteed timeline. No surprises, no scope creep, no unexpected costs.