Every Referral Becomes Revenue. Every Route Runs on Time.
CareLogix replaces fragmented tools with one platform that manages the full work order lifecycle, from faxed referral to billable delivery, with AI-powered routing, patient communications, and real-time dispatch.
Built for DME/HME and respiratory care providers with 10 to 1,000+ locations
0%
Reduction in referral data entry
0%
More patients per route
0 hrs
Saved per dispatcher per day
0%
Billing readiness on first pass
Projected impact based on operational modeling
The Challenge
Your Branches Are Bleeding Time and Revenue
Referral Bottleneck
Every faxed referral requires 8-12 minutes of manual data entry. Errors cascade downstream. Patients wait days for equipment they need today.
Windshield Time Waste
Dispatchers build routes from memory. Without optimization, techs drive 30-40% more miles than necessary, burning fuel, overtime, and capacity.
Confirmation Call Treadmill
Staff spend 2-3 hours daily leaving voicemails. 60% of calls go unanswered. Unconfirmed patients become missed visits that cannot be billed.
Blind Until End of Day
Branch managers have no real-time view of field execution. A missed stop, a failed delivery, a late tech: you find out at 5pm when nothing can be fixed.
Unbillable Completed Work
Your techs did the work. But missing signatures, unmarked serials, or incomplete documentation means revenue earned in the field dies on the desk.
Tool Sprawl, Zero Orchestration
Scheduling in one system. Routing in another. Patient comms on sticky notes. No system owns the full lifecycle, so nobody can see it.
See It in Action
Book a 30-minute walkthrough and see how CareLogix streamlines field operations from referral to revenue.
Platform
Six Modules. One Workflow.
Each module solves a specific operational pain point. Together they form an end-to-end system that eliminates handoff gaps and gives you full lifecycle visibility.
AI-Powered Fax Intake
Upload a faxed referral and AI extracts patient demographics, ICD-10 diagnosis codes, HCPCS codes, payer information, and physician NPI, automatically pre-filling your work order and matching against existing records.
Work Order Lifecycle
Every work order moves through a clear status pipeline with readiness scoring. What's ready, what's blocked, and why - with full audit trail on every action.
AI Route Planning
One click and AI analyzes every unrouted work order, groups them by geography and staff credentials, assigns them to the right technicians, and optimizes routes using real road data.
AI Patient Communications
From initial outreach to secure a visit date, to appointment reminders, prior auth follow-ups, en-route ETAs, and satisfaction surveys. AI handles the full SMS conversation, or staff can take over anytime.
Real-Time Dispatch
See every route on a map with real road paths, color-coded legs, arrival windows, and stop-by-stop itineraries with turn-by-turn directions. Know where every tech is and what's at risk.
Billing Readiness
Automatically evaluate whether a completed visit has everything for billing: signatures, equipment serials, documentation, and payer requirements. Flag revenue at risk the same day, not 30 days later.
Security
Built for Healthcare From Day One
HIPAA-ready architecture with tenant isolation, encryption, role-based access, and full audit logging.
HIPAA-Ready
Tenant isolation, encryption at rest and in transit, PHI minimization throughout.
Role-Based Access
12 configurable roles with location-level scoping. Users only see what they need.
Full Audit Trail
Every change logged with who, what, when, and why.
Enterprise-Ready
Multi-tenant, multi-location from the ground up. Scales from one branch to thousands.
AI Platform
Intelligence at Every Step
CareLogix embeds AI throughout the work order lifecycle. Not as a bolt-on, but as the engine that powers intake, routing, and patient engagement.
Route Intelligence
Analyzes work orders, staff credentials, geographic clusters, and workload to create optimal routes in seconds using real road data.
Conversational SMS
Contextually-aware AI that knows each patient's appointment, visit type, and technician. Handles scheduling, confirmations, and follow-ups via text.
Document Intelligence
Extracts structured data from faxed referrals, including patient info, diagnosis codes, HCPCS, payer details, and physician NPI, then matches against your records.
Integration
Connects to Your Existing Stack
CareLogix is built API-first. It works alongside your EMR, billing system, and existing tools.
- API-first architecture
- Homegrown EMR integration support
- CSV import/export for bulk data
- SMS & voice via Twilio
- Real road routing via OSRM
- Multi-tenant, multi-location architecture
Have a Homegrown EMR?
Many large DME providers run on custom-built or heavily modified systems. CareLogix is designed to integrate with them via REST APIs, CSV pipelines, or custom workflows. No rip-and-replace required.
Discuss Your Integration
From the Founder
“I built CareLogix because I spent years watching enterprise DME operations struggle with the same problems: fragmented referral intake, blind dispatching, and revenue leaking through incomplete documentation. This platform is what I wished existed when I was implementing field operations systems for providers with hundreds of locations.”
Adam Donaldson
Founder, CareLogix Health
FAQ
Common Questions
CareLogix Health is a field operations platform built for DME, HME, and respiratory care providers. It manages the entire work order lifecycle from referral intake through billing readiness, with AI-powered route planning, patient communications via SMS, and real-time dispatch.
CareLogix uses AI to analyze unrouted work orders and available field staff, then groups stops by geographic proximity, staff credentials, and workload balance. Routes are optimized using real road data to minimize drive time and maximize patients seen per day.
Yes. CareLogix is built API-first and designed to connect with existing systems including homegrown EMRs. We support REST APIs, CSV import/export, and custom integration workflows to match your technical environment.
AI-assisted SMS throughout the lifecycle: from initial outreach to schedule a visit, to reminders, prior auth follow-ups, en-route ETAs, and post-visit surveys. Patients text back naturally and AI handles the conversation. Staff can take over manually at any time.
CareLogix is built with HIPAA-ready architecture including tenant isolation, role-based access control, complete audit logging, encryption at rest and in transit, and PHI minimization. Designed for healthcare from the ground up.
Pricing is based on location count and enabled modules. Typical pilots start at 3-5 locations. Contact us to discuss your operation and we'll scope a proposal within one call.
Ready to See CareLogix in Action?
Schedule a 30-minute walkthrough. We'll show you how CareLogix manages the full work order lifecycle for DME providers like you.