Palmetto
Streamlining Operations for Handicap Equipment & Medical Supplies

The AI-empowered Palmetto app was developed to empower Palmetto staff in efficiently managing their day-to-day operations. Designed for a company specializing in selling and servicing handicap equipment as well as providing essential medical supplies on a subscription basis, this comprehensive platform centralizes all operational workflows in one intuitive interface.

Key functionalities include:

• Claims Management: Streamline insurance processes with both Medicaid and private insurance, tracking the status of each claim, required forms, and approvals.
  
• Automated Purchase Orders: Generate POs automatically for equipment when approved by a claim and for supplies when inventory falls below minimum thresholds.
  
• Inventory Management: Keep track of equipment and medical supplies, including cost and selling prices.
  
• Equipment Rental Management: Manage rental inventory, track rental periods, and automate billing and scheduling for rented equipment.
  
• Appointment & Calendar Management: Schedule home visits, deliveries, and equipment maintenance with integrated map navigation for technicians.
  
• User & Role Administration: Manage staff access levels efficiently to ensure secure operations.
  
• Patient & Insurance Management: Centralize patient profiles, associated physicians, and private insurance details.
  
• Reporting & Dashboards: Monitor KPIs at a glance and generate detailed operational reports.
  
• AI-Powered Document Processing: Utilize an artificial intelligence text recognition engine to scan, categorize, and assign forms to specific claims, automatically determining form type and status to assess claim progress.
  

The Palmetto app unifies complex processes into a single, user-friendly platform, saving time, reducing errors, and enhancing service delivery for both staff and patients.