DME & HME Order Management System

Order Management

Manage every order from start to finish, whether placed by customers or CSRs. Track all communication between your team and customers, record special requirements, review, approve, schedule, and dispatch with ease for seamless fulfillment.

Streamline DME & HME Order Management with Automation & Accuracy

Serious ERP’s Order Management Solution is designed to simplify order fulfillment, improve accuracy, and automate recurring deliveries, ensuring that DME & HME providers can efficiently manage every step of the process—from order creation to final delivery. Whether placed by the DME or nurses through the Customer Portal, every order is tracked, reviewed, and processed with precision and compliance.

Speed up order creation with pre-configured templates and bundled kits, reducing manual entry and improving efficiency. Maintain compliance and accuracy with enhanced history and audit logging, giving you complete visibility into every transaction. Automate recurring order scheduling to streamline milk runs and routine reorders, saving valuable time and ensuring seamless fulfillment.

Serious ERP Order management system screenshot - where DME orders management - and hme order management happens
Customer Service rep using Serious ERP to create a delivery order as well as using order management
01.
End-to-End Order Processing & Tracking

Process, track, and manage every order—from placement to final delivery—all in one place.

Multi-Channel Order Creation: Orders can be submitted by CSRs or through the Facility Portal by nurses and caregivers.

Real-Time Progress Tracking: Every order moves through statuses so your staff and customers always know what’s next.

Seamless Fulfillment Across Order Types: Create, edit, and fulfill delivery, pickup, and service orders with ease.

Built-In Order Review: Portal-submitted orders are reviewed and approved by CSRs before dispatch, ensuring accuracy and compliance.

02.
Built-In Patient Management for Precision Fulfillment

Serve every patient with the right equipment and personalized care.

Patient-Centered Workflows: Access demographics, caregiver info, and medical history directly from the order screen.

Match Orders to Patient Needs: Track PAP, LPM, and other key settings to ensure personalized and compliant fulfillment.

Reduce Errors with Intelligent Ordering: Contract-based workflows and suggestive ordering guide CSRs and customers to the right products.

Integrated Patient Records: Keep all patient-related data in one place for faster order entry and clearer communication.

03.
Faster Ordering with Templates and Kits

Eliminate repetitive entry with one-click tools that streamline complex orders.

Order Templates: Build reusable order templates for recurring patients, facilities, or supply types.

Bundled Kits: Group frequently ordered items into kits for faster fulfillment and fewer omissions.

Smart Recommendations: The system suggests compatible or required items based on patient profile or payer contract.

Customizable Workflows: Adapt templates and kits to match your operational needs—no manual workarounds required.

04.
Recurring Orders Done Right

Automate milk runs, rental renewals, and long-term care routines with zero manual entry.

Auto-Scheduled Deliveries: Set up recurring orders to process automatically on a fixed schedule.

Remove Redundancy: Save time and reduce human error by avoiding repeated data entry for repeat customers.

Timely Delivery Assurance: Keep facilities, patients, and caregivers stocked without delays or missed shipments.

Complete Visibility: Review, edit, and pause recurring orders from a central dashboard at any time.

Serious ERP Order management system screenshot - where DME orders management - and hme order management happens
DME order being created by a customer sales rep who is using Serious ERP
FAQ

frequently asked questions

Order templates and pre-configured kits allow the DME to group commonly ordered items into one-click selections, reducing order entry time and ensuring consistency in supply management. This feature is particularly useful for recurring patients and facility orders.

Serious ERP offers intelligent order guidance, suggestive ordering, and contract-driven workflows to prevent mistakes. Integrated patient management ensures that orders are tailored to individual patient needs, reducing errors and improving compliance.

Serious ERP’s Recurring Order Scheduling automates routine deliveries, such as milk runs and rental renewals, eliminating the need for manual reordering. This ensures patients and facilities receive essential supplies on time without administrative delays.

Yes! Serious ERP maintains detailed audit logs, tracking every order modification, note, and approval for full transparency. Order notations allow providers to document important details, ensuring clarity and regulatory compliance.