DME automation consultant

DME automation built by people who actually run a DME

A thin automation layer on top of Brightree, WellSky, or NikoHealth — no rip-and-replace, no 12-month implementation, no enterprise contract. Built and battle-tested inside a Houston-area DME doing $1.5–2M/month in billables.

Founded by Irfan Mirza, Director of IT & Operations at a Houston-area DME doing $1.5–2M/mo in billables. We don't read about DME workflows. We run them.

The leakage

Where every DME platform leaves money on the table

Brightree, WellSky TeamDME, NikoHealth, Bonafide — each one ships with gaps. The gaps are where your margin lives and dies.

Intake still runs on faxes and re-keying

Referrals come in as PDFs, staff re-types demographics, prescriptions, and insurance into the platform. Errors become denials 30 days later.

Prior auth queue is a spreadsheet

Your platform does not tell you which authorizations are aging, which are about to expire, or which payers need what documentation. Somebody built a tracker in Excel.

Resupply outreach lives in one person's head

CPAP supplies, oxygen recerts, enteral restocks — the calendar exists, the outreach does not. Patients churn to competitors who called first.

KX modifier errors trigger takebacks

Documentation says one thing, claim says another. Medicare claws back 6 months later and the money is already spent.

National competitors are eating your referrals

They set up in 48 hours. You take 6–10 days. Referring physicians notice. You lose the account before you ever knew it was at risk.

Your platform vendor says "we're working on it"

Brightree, WellSky, and NikoHealth have a roadmap. Your 2026 cash flow cannot wait for it.

Build 01 — Intake

Intake validation bot

Every inbound referral parsed, validated against Medicare LCDs and payer rules, and posted to your platform with missing-element flags. Your intake coordinator starts the day with a clean queue instead of a fax pile.

Faxed referrals and prescriptions are run through OCR, demographics and insurance are extracted automatically, and structured data is pushed straight into Brightree, WellSky, or NikoHealth — no re-keying, no transcription errors.

  • Fax & PDF OCR extraction
  • Medicare LCD validation
  • Payer-rule checks
  • Missing-element flags
Explore fax intake OCR

Referral to clean queue

Fax in, validated record out — hands-off.

Build 02 — Prior auth

Prior auth tracking engine

A live queue of every authorization by payer, patient, aging bucket, and missing documentation. Auto-escalations, expiration alerts, and one-click packet regeneration replace the Excel tracker your platform leaves you to babysit.

Nothing ages out unnoticed. Nothing expires in the dark. Your team works a prioritized list instead of hunting through screens.

  • Aging buckets by payer
  • Expiration alerts
  • Auto-escalations
  • One-click packet regen
Explore prior auth tracking

Every authorization, visible

A live queue instead of a spreadsheet.

Aging tracker Live
Expiration alerts Armed
Packet regen Ready
Build 03 — Resupply

Resupply automation

Eligibility-aware outreach by SMS, email, or IVR. Respironics / ResMed usage data wired in for CPAP and BiPAP resupply. Schedule-C calendars for oxygen, enteral, and urological restocks — so the patients who would have churned stay yours.

The calendar your platform never built, running itself, contacting patients the moment they become eligible.

  • SMS, email & IVR outreach
  • CPAP / BiPAP usage data
  • Eligibility-aware timing
  • Oxygen & enteral restocks
Explore resupply automation

Related DME automations

The pages your patients and referrers see next.

Build 04 — Billing

Billing & KX compliance pipeline

Pre-claim validation against the documentation packet, a KX modifier rule engine, and a pre-claim denial predictor that flags the 3–5% of claims most likely to bounce before they leave the building.

Catch the takeback before it happens. Stop funding clawbacks out of next quarter's cash flow.

  • Pre-claim packet validation
  • KX modifier rule engine
  • Denial predictor
  • Documentation cross-checks
Close the billing gap

Claims that pass the first time

Pre-flight every claim before it leaves.

Documentation Matched
KX modifier Verified
Denial risk Flagged
Why custom

Why a custom layer beats waiting for the platform roadmap

Brightree, WellSky, and NikoHealth are fine systems of record. They are not workflow engines. Every feature your staff wishes existed is either on a roadmap nobody can name a date for, or locked behind a module priced for an enterprise that is not you.

SynergyIQ does not replace your DME platform. We build the thin automation layer on top that does what your platform does not — intake validation, auth queues, resupply outreach, billing pre-flight. You keep your system of record. We make it faster and smarter than your national competitors.

Deep dives on each platform's gaps and the automation patterns that close them:

Integrations

DME platforms we extend

We sit on top of your platform. We do not replace it.

Brightree WellSky TeamDME NikoHealth Bonafide CareTend ResMed AirView Philips Care Orchestrator Availity / Waystar Change Healthcare
Outcomes

Outcomes DME suppliers see

Believable ranges from real DME engagements.

40–60%reduction in intake-to-setup cycle time
25–35%fewer documentation-driven claim denials
2–3xincrease in resupply contact rate
15–25 hrsper week of staff time recovered per location
Where we work

DME automation across Greater Houston

SynergyIQ is based in Richmond, TX and serves DME suppliers across Greater Houston, Fort Bend and Harris County — and across the United States. Most engagements are delivered remotely, so location is never the limit.

Richmond Sugar LandKatyHoustonMissouri CityCypressStaffordPearlandFort Bend County
Questions, answered

Frequently asked questions

DME automation is a thin software layer built on top of your existing platform — Brightree, WellSky TeamDME, NikoHealth, or Bonafide — that closes the intake, prior authorization, resupply, and billing gaps the platform does not ship with. You keep your system of record; we add the workflows your staff wishes existed.

Eligibility-aware outreach reaches patients by SMS, email, or IVR when they are due for resupply, with ResMed AirView and Philips Care Orchestrator usage data wired in. Schedule-driven calendars handle oxygen, enteral, and urological restocks, lifting resupply contact rates 2 to 3 times over manual phone outreach.

Yes. We build a live prior authorization tracking queue organized by payer, patient, aging bucket, and missing documentation, with auto-escalations, expiration alerts, and one-click packet regeneration — replacing the spreadsheet your platform leaves you to maintain.

Yes. We do not replace Brightree, WellSky TeamDME, NikoHealth, Bonafide, or CareTend — we build automation on top of them and connect to payer and device systems like ResMed AirView, Philips Care Orchestrator, Availity, Waystar, and Change Healthcare.

Yes. We sign BAAs with every client, encrypt data in transit and at rest, enforce role-based access, and build full audit trails into every integration.

Engagements are scoped per workflow, not as an enterprise contract — no rip-and-replace and no 12-month implementation. We quote exact pricing after a free DME workflow audit that maps your intake-to-setup-to-resupply cycle and quantifies the leakage.

Deep dives

Related DME resources

Brightree Limitations & Custom Automation

Where Brightree stops shipping features and how a thin automation layer closes the workflow gaps it leaves open.

WellSky TeamDME Shortcomings

The recurring TeamDME gaps DME suppliers hit, and the custom automation patterns that fix them.

Small DME vs Nationals: Automation Wins

How a small supplier with the right automation out-operates national competitors on speed, not spend.

SynergyIQ is based in Richmond, TX and serves DME suppliers across Greater Houston and the United States.

Out-operate the nationals

Ready to out-operate the national suppliers?

Free DME workflow audit. We map your intake-to-setup-to-resupply cycle, quantify the leakage, and show you the exact automation layer to close it.

Call Text Book Consult