
Home health intake
Relay
Referral intake, verification calls, staffing, consent and authorizations in one system. A fax becomes a structured referral the moment it lands.
We build one system around how your business works, then we run it for one flat monthly rate. No deposit. No build invoice. No handoff.
Your software was built for every business at once, so your team digs through screens they never use to find the three they do. We build the screens your people need, and leave the rest out.
Each hospice on Summit DME’s system orders from its own approved product list, not the supplier’s whole catalog.
A price moved, a status flipped, and now two people remember it differently. Without a record, the argument never ends. Our systems keep one.
On CRS’s contractor system, invoices and job expenses carry a log of who changed what.
Two people answered the same customer. Nobody shipped the order. You hear about it when the customer calls back. In a real system, every job has one owner and one status everyone can see.
Every open order from every hospice sits on one board, flagged when it runs past its delivery promise.
The steps live in someone’s head. When they’re on vacation, the work waits. We put the steps into the system, so the rules hold on any day, with anyone at the desk.
The lab’s kiosk refuses an expired lot. Only an admin can let it through, with a PIN and a reason, and both are logged.
The renewal went up again. The tool didn’t get better. Add a person and the bill grows. We charge one flat monthly rate, locked for 48 months.
Hosting, backups, maintenance and development hours are in the rate.
Built for Orange County and California businesses still running on spreadsheets, fax machines and hope. These are the systems we built and still run. Some are software that didn’t exist yet, like a hospice supply chain or a home health referral pipeline. Some replace a tool the business was renting.

Home health intake
Referral intake, verification calls, staffing, consent and authorizations in one system. A fax becomes a structured referral the moment it lands.

Home health coding
Reads the OASIS and the chart, suggests ICD-10 codes, and cites the page each one came from. The coder accepts or rejects every suggestion, and every call is logged.

Inbound calls
Answers the phone, books the appointment, and logs a transcript of every call.
Open orders
Medical supply ordering
Replaced a broken legacy ordering system for a supplier serving hospices. 21 hospice accounts are live on it.

Lab inventory
Barcode stock counts, expiring lots and fridge temperatures for a lab that ran on a shared spreadsheet.

HR for a clinical employer
Handbook, reviews, time off and improvement plans signed electronically, in one internal system.
E-signature
Templates, signers in order, and signed PDFs, with an API other apps call. It signs Relay consents and Synergy plans.

Production budgeting
Estimates, purchase orders, and supplier and client invoices for production companies, tracked against the budget as the job runs.

RFPs and bids
Agencies send an RFP, production houses bid on it, and both sides track the bids in one place.

Creator campaigns
Matches creators to brand campaigns, scores the fit, and tracks deliverables.
Tasks
Daily log
Contractor CRM
Leads, projects, permits, daily logs, change orders and invoices for a remodeling contractor, with a portal where homeowners follow their own job.
Kitchen install work orders
Turns a retailer’s paper install packet into a digital work order, split across crews and exported to Excel or PDF.
Supply Orders, Sealeo, CRS and Jexpo are shown as drawings of the screen, with grey bars in place of real data. The others are screens from the running systems.
Projects like these usually get quoted at $8,000 to $40,000. We don’t ask you for that. The build goes into one flat monthly rate, locked for 48 months.
The usual way is a deposit, a big build invoice, a handoff, and then an ex-vendor. Ours skips the invoice and keeps the vendor.
No deposit, no fixed bid, no separate build fee. The build is priced into one monthly rate, locked for 48 months.
Hosting, uptime, backups and maintenance are ours to own, not yours to babysit.
Response times depend on severity. A broken order form doesn’t wait in the same line as a typo.
Every month includes development hours for changes and small features, because a system that never changes becomes the next spreadsheet.
How the usual pricing models compare, and what software costs after launch: how much custom software costs. More in our notes on building and running software.
Crowded software, a per-seat bill that keeps rising, or a platform that owns your data and your customer list. We build the tool around how you work, and we run it.
Several people, one file, and nobody’s sure which copy is right.
Faxed referrals, verification calls, coding, consents and staff paperwork.
Orders from many hospices, each with its own product list and delivery speed.
Reagents, expiring lots and fridge temperatures, counted by barcode.
Leads, permits, daily logs and change orders, with a portal for the homeowner.
Install packets, estimates and invoices that someone types in by hand today.
Private AI on a server in your own office, so staff can use it on client and patient files without sending them to an AI company. This one has a setup fee and a monthly rate.
Most people stay on a bad system because the switch scares them. Here’s the path from your first message to a live system, the way we moved Summit DME while it kept taking orders.
1
Skip the demo. Describe the spreadsheet, the fax machine or the platform you’ve outgrown. One of us will reply, and we’ll say honestly whether we’re the right fit.
2
Your team doesn’t stop. Summit’s old system handled about 27 orders a day during the move. Every change runs on a test copy first.
3
We copy the data twice, so nothing added during the move is lost. More than 7,900 past orders moved over. After that, we run it.
Custom software isn’t always the answer. We’ll tell you when it isn’t, even if that means we lose the work.
An off-the-shelf tool already does what you need at a fair price. Keep it.
One person owns the spreadsheet and nobody else touches it.
You want a one-time build and a handoff. We don’t sell projects. We build, run and stay.
The spreadsheet, the fax machine, the platform you’ve outgrown. One of us will reply.