Increase revenue flow from referral to paid claim
We map how revenue moves through your DME or HME business and build one view that shows where it's stuck and how much is sitting there. Then we help you get it moving.
Who this is for
Presidents, COOs and CFOs at operators like these.
- Operators with a couple hundred employees or more
- Multiple branches, each handling intake its own way
- Several systems in the flow, such as Brightree, Coral, fax, portals and an ERP
- Companies growing by acquisition, where new branches arrive with their own processes
- A president or COO who suspects revenue is sitting somewhere and can't see where
If you already have a single view of every stage and you're working on cycle times, you probably don't need us.
What you'd see
Every stage in one view, with drill-down by branch. Your CFO can check every figure, because they're all your numbers.
Sample data for a fictional operator, shown to illustrate the view. It isn't a client's data.
What this looked like at a $100M home medical equipment company
Net 5-year benefit
5-year ROI, with payback in 12 months
Less maintenance overhead
For the first time in my career, my team spends more time on analysis than data preparation.
Ask yourself these at every stage
Answer honestly and the gaps show up on their own.
Referral
- How many referrals are waiting in each branch right now?
- How long until someone touches a new referral?
- Which referral sources turn into orders most often?
Sales order
- How long does it take to go from referral to sales order?
- What share of referrals never becomes an order?
- Which branches are running behind on intake?
Prior auth
- How many orders are waiting on prior auth today?
- How long does approval take by payer?
- What share comes back denied, and why?
Claim
- How long from delivery to claim?
- What share of claims goes out clean the first time?
- Which documents hold claims up most often?
Billed
- How many delivered orders haven't been billed?
- What's holding them, and who owns the next step?
- How does billing lag differ by branch?
A/R
- How much A/R is past 90 days?
- Which payers pay slowest?
- Which denials repeat by payer, code and modifier?
Paid
- How long does a referral take to become cash?
- How much of what you earned reached the bank this month?
- Which branch turns referrals into cash fastest?
How we work with DME operators
Diagnose
A Brightree and intake scorecard covering branches, intake sources, Coral adoption, and prior auth and A/R visibility.
Build
The single view from referral to paid, by branch.
Improve
Intake, prior auth and denial work, with AI and automation where a stage is manual.
Run
Managed revenue flow on a monthly retainer.
What it's like to work with us
Steinert Analytics has been an instrumental partner in successfully migrating to a Fabric Lakehouse structure at my company. They continuously exceed expectations by digging deep into issues that have arisen with using this newer platform, going so far as to cement a relationship with Microsoft's engineers while pushing to surface and resolve bugs that they otherwise were not aware of at Microsoft, all in the interest of serving our partner relationship and delivering on what we need. They have been consistent thought partners and are actively engaged in serving our company goals alongside us. This is a team consisting of thoughtful, curious, and driven individuals who use their skill and heart to bring their partners what they need. Their character and ability speaks for itself.
Hear it from a DME leader
Navigating the DME Landscape
Neil Weiss, Director of Operations and Home Care at Cincinnati Children's Hospital
The intricacies of durable medical equipment, the metrics for success in home care, and the emerging role of AI, from inside a children's hospital.
February 17, 2026
Common questions
Do we have to replace Brightree?
No. We work with the systems you already run and connect what Brightree can't see on its own, such as intake, Coral, fax and your ERP.
Where do we start?
We start with the Revenue Flow Scorecard. It maps your stages, shows what's measurable today, and gives a first estimate of stuck value.
Who needs to be involved?
You need the executive who owns the number, plus the people who know each stage. Decisions happen in time-boxed workshops with the owner present.
How do you handle patient data?
We handle BAAs and compliance before anyone touches a system, and the work runs on your infrastructure.
What will we be able to see?
You'll see every stage from referral to paid in one view, with drill-down by branch. Every figure comes from your own numbers, so your CFO can check it.
What kind of DME operators do you work with?
We work with multi-branch operators with a couple hundred employees or more, often PE-backed and growing by acquisition.