Healthcare SaaS CRM · Case Study
Portal DME
A purpose-built operations platform that replaces spreadsheets and disconnected tools for durable medical equipment providers.
The challenge
Where the operation was getting stuck
DME providers were managing patient orders, billing tasks, compliance records, and customer communication across spreadsheets and disconnected systems. Teams needed one shared source of truth without losing the workflows specific to their industry.
What AURA built
A system designed around the real workflow
AURA built a multi-location SaaS CRM with patient management, order tracking, billing pipelines, compliance documentation, role-aware administration, click-to-call, SMS communication, and operational dashboards.
Results
Outcomes recorded in the platform
- 20+ DME providers supported on the platform
- Full billing pipeline brought into one operating system
- Click-to-call and SMS embedded in staff workflows
- Patient, order, and compliance information unified
Figures reflect AURA's portfolio and platform records as of September 2026.
Delivered capabilities
What the platform includes
Healthcare operations software
Patient and order management
Billing workflow automation
Compliance documentation
Multi-location administration
Integrated calling and SMS
Technology
Built for production
See the product
Visit Portal DME
Explore the live customer-facing product where publicly available.
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