NewClient portal, billing & invoices

From referral to revenue.
Every DME claim, tracked to payment.

Squad RCM Solutions works your DME referrals from intake to payment, and gives every client a live portal to see each patient, each document and every dollar collected.

  • No setup fee
  • Branded referral form
  • Cancel anytime
Prior auth approvedMaria G. · just now
$48,250collected in October
4 documentsreceived with referral

Built for DME suppliers of every kind

  • CPAP & sleep
  • Mobility
  • Wound care
  • Orthotics & braces
  • Diabetic supplies
  • Respiratory
Features

Everything between the referral and the payment

One shared record for your team and your clients, from the first call to the cleared payment.

Live team dashboard

Cases by step, team workload, AR aging and what needs attention, updated as your team works.

Branded lead forms

Every client’s link in their own colors, font and wording.

Four document uploads

Filed automatically into the right section of the case.

Transparent billing

Each client’s own percentage, applied to what their leads collect.

Private by design

Staff see only their assigned queues. Clients see only their own patients.

Duplicate protection

A repeat referral for the same patient within six months is held for review, never billed twice.

Full case history

Every status change, call recording, document and sign-off is written to the case’s activity log, with who did it and when.

How it works

Six steps. One place. No lost referrals.

Each patient moves through the same clear workflow, and both your team and your client can see exactly where it is.

  1. Step 1Referral

    Lead form, import or manual entry

  2. Step 2Verify

    Eligibility & benefits

  3. Step 3Authorize

    Documents & prior auth

  4. Step 4Ship

    Consent call & tracking

  5. Step 5Bill

    Claim submission & AR

  6. Step 6Get paid

    Collection & invoice

12workflow stages tracked
4document types per referral
100%of changes logged
24/7client portal access
Product

See it from every side

Your team’s workspace, your clients’ portal, the referral form and the invoice, all connected.

One live view of every case

See every referral by step, what is waiting on your team, AR aging and what was collected this month.

  • Cases by stage and status
  • Assigned work queues per employee
  • AR over 30 days flagged
Start with your portal
Pricing

Simple, honest pricing

One plan for your client portal and referral forms. No setup fee, no per-user charges.

Full-service RCM

% of collections

Our billing team works your referrals end to end, so you only pay when your claims are paid.

Become a client
  • Everything in Client Portal
  • Eligibility & prior authorization
  • Claims, AR follow-up & payment posting
  • Denials & appeal management
  • Percentage agreed per client
FAQ

Questions, answered

Anything else? Sign up and our team will walk you through your portal.

What does the $100 plan include?

Your own client portal login with the live dashboard, patient tracking through every step, document uploads, billing reports and invoices, plus your branded patient referral form link.

Can I change how my referral form looks?

Yes. In your portal’s Lead form editor you change the brand name, title, wording, colors, font and label width. Changes apply to your own link only.

How is the billing percentage calculated?

Squad RCM Solutions sets your percentage. It is applied to what your paid leads collect in a period. You see each paid patient and the total in your portal.

Can other clients see my patients?

No. Each client sees only its own patients, documents and invoices, and permissions are checked on the server for every request.

How do referrals reach Squad RCM?

Through your branded lead form link, a spreadsheet import, or by adding a lead in your portal. Every referral starts in New Referrals.

Ready to see every referral, and every dollar?

Open your client portal today. $100 per month for the portal and your branded lead forms.