How it runs for DME and HME suppliers
Financial measures such as gross margin per product line, days of cash, patient AR aging and rental revenue forecast sit beside those counts, so an owner can see cause and effect in one place. Dashboards are updated with each close and delivered through Fathom, a spreadsheet or your BI tool.
What are financial dashboard services?
Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for.
What we handle for DME and HME suppliers
- Gross margin by product line and branch from closed books, updated monthly
- Active rentals, cap dates and forecast rental revenue for the next six months
- Patient and contract AR aging buckets with trend lines
- Orders delivered but pending prior authorization, counted and valued
- Cash runway, expected remittances and payables due in the next 30 days
The KPI that matters here
Dashboard refreshed within one business day of each close, with every figure traceable to the ledger.
DME & HME compliance notes
Medicare DMEPOS supplier rules
Medicare DMEPOS suppliers must meet the supplier standards, hold accreditation and keep a surety bond to bill Medicare. Payment then follows fee schedules, competitive-bid amounts and capped-rental rules that decide when revenue is earned. Your books need to reflect those payment rules, not a generic sales model.
Prior authorization
CMS keeps a Required Prior Authorization List for certain DMEPOS items, and claims for those items without an affirmed decision are denied. We flag delivered-but-unauthorized orders as unbilled at each close so cash forecasts stay honest. Authorization work itself stays with your intake or billing team.
HIPAA
Patient names and diagnoses appear on remittances, statements and Brightree exports. Our staff are HIPAA-trained, we sign a BAA, access is logged and files are never downloaded to local devices.
State sales tax on equipment
Many states exempt prescribed durable medical equipment from sales tax while taxing retail accessories and over-the-counter items. We track taxable and exempt sales separately in the ledger so returns can be prepared from the books. Your tax preparer or advisor confirms the rules for each state.
DME & HME software we work in
- QuickBooks Online
- Sage Intacct
- Bill.com
- Gusto
- Brightree
- Bonafide
- TIMS Software
- All 50 platforms
More for DME and HME suppliers
Other services for dme & hme
Frequently asked questions
Which KPIs should a DME owner watch monthly?
Gross margin per product line, because rates differ by line and bid area. Days from delivery to billing, because unbilled deliveries delay the whole rental chain. Rental revenue forecast with cap dates, so month-13 and month-36 drops are expected. Patient AR over 90 days as a share of patient AR. And cash runway against payables due. These five are the core of our standard dashboard.
Can the dashboard include data from Brightree?
Yes. Operational counts such as deliveries, active rentals, resupply shipments and pending authorizations are pulled from Brightree or Bonafide reports and placed beside the financial measures. Financial figures always come from the closed ledger so they do not shift when claims are reworked. Where a count and a financial figure disagree, the dashboard flags it rather than hiding it.
What tools do you use for dashboards?
Fathom for QuickBooks Online and Xero clients, native reporting and dashboards in Sage Intacct, or a maintained spreadsheet when that is what you prefer. If you already use a BI tool we supply the reconciled data on a schedule. Our KPI dashboards service page shows the standard layouts and how they are adapted for equipment suppliers.
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