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What to Expect When You Transition to a New DME Software System

March 18, 2019 Posted on Categories DME

Choosing a new DME software system like Bonafide is exciting. When you think about all the new features, options, and benefits you’re going to get, you know you’re making the right choice. But then reality sinks in: transition is going to take a lot of time and effort. We get it. We do everything in our power to make transition as seamless as possible, but we also won’t pretend that switching your software isn’t a big deal for you.

We recognize that changing your software to Bonafide is going to impact every aspect of your operation. When all is said and done, you’re going to have a far superior Inventory Control System and accurate financial reporting/analysis that will help you drive profitability beyond what you are able to do today. But before that happens, we’re going to plan implementation, minimize setbacks, and help you get the maximum value from the Bonafide system.

Here are three things that we will work with you during the implementation program to make transition as smooth as possible.

1. Protect key processes

Our Inventory Control System is far superior to that of any of our competitors. This means you’re going to see massive improvements in your purchasing, receiving, accountability, and inventory processes, picking orders and delivery service.

We’ll work with you to evaluate your old system and set up the transition process to minimize surprises. We’ll ask you to document your current processes before the switch and do a side-by-side comparison of how your old system handles things so that when we install Bonafide we can make the transition as seamless as possible.

2. Clean your data

There’s an old saying in software that if we put junk data in, no matter how good the software is, you’re going to get junk data out. Before making the switch from your old system to Bonafide, we’ll ask you to do a full inventory of your data. Duplicate records, missing information, and inconsistent naming systems can all cause problems in the implementation process.

Your transition to Bonafide can be a clean start, so it helps if you can take the time to update and standardize your existing data. Also take a look at what sorts of data problems you currently face. Have discussions with your team members and identify standards for data entry that you want to use with your new Bonafide system. If you create a master document of your data standards, we can set your system up to operate beautifully.

3. Manage your people

We can do everything right on a technology side, but people ultimately run your business, and we have to get them on board as well. Some of your employees will resent the fact that you’re changing your software, and there’s simply no way around the fact that even enthusiastic employees will need to adapt to the Bonafide system. We do everything to make it easy for your people to learn and start using Bonafide right away. You’ll need to prepare them for some frustration and slow-down as they learn new things.

Unrealistic expectations about new software systems can be a major impediment to smooth transition, so the more you work with your staff to prepare them, the better the results will be. Successful transitions begin at the top and trickle all the way through the organization.

Replacing your current software with Bonafide is a window of opportunity. The decisions you make during the transition will make a huge difference in terms of how smoothly it goes. We are here to work with you every step of the way to make transition as painless as possible!


Bonafide Announces Updated User Interface

November 28, 2018 Posted on Categories DME

Bonafide has a new look and feel!

We have been creating an entirely new and more efficient look and feel for our users. Our new user experience is going to make working in Bonafide even easier! Starting Monday 12/3/18, we will test our new user environment for two months. Turn it on and give us feedback so that you can have a say in the future of Bonafide!

Turn on Bonafide 2.0

Simply select “Explore Bonafide 2.0” from the top of your screen:



Our 2.0 login page looks like this:




Customer Information Screen


New Order Screen


The new UI framework uses javascript version ES6, which is supported by these browsers:

  • Chrome 58
  • Edge 14
  • Firefox 54
  • Safari 10
  • Opera 55

If you need any assistance, don’t hesitate to contact us!

Bonafide Management Systems Announces Integration with Allegiance Group

November 27, 2018 Posted on Categories DME

Making it even easier for DME businesses to collect

Bonafide Management Systems officially announced that it now has full integration with Allegiance Group, a leading provider of patient pay billing and collection services for DME businesses. This full integration includes single sign on functionality, which provides seamless integration between Bonafide and the AR services provided by Allegiance Group.

“This is definitely going to make it a lot easier for our customers to collect on all of their payments,” says Wayne Bailey, Director of Client Services, Bonafide Management Systems. “Utilizing this solution will enable DME providers to see exactly what is going on with their collection status in real-time.”

This integration offers the following benefits:

  • Single sign-on access to both Bonafide system and Allegiance Group
  • View Allegiance Group invoices in Bonafide system
  • View patient statements and patient activity in Bonafide system
  • View collection status in Bonafide system
  • Automatically post payments in Bonafide system

“By fully integrating COLLECTPlus and Bonafide Management Systems, both companies agree the collaboration will increase productivity and allow our providers to capture more of their private pay dollars more efficiently and cost effectively,” said Bruce Gehring, SVP, Business Development Manager for Allegiance Group.


Ready to Bill @ Curbside

November 26, 2018 Posted on Categories DME

One of the major challenges in DME businesses is the lag time between delivery and billing. All other DME software systems require post-delivery processes to complete order verification, inventory reconciliation, and compliance documentation. This additional post-delivery processing adds time and effort and increases the chance of costly errors.

Bonafide is the only system that allows billing to start in real-time at curbside.

Bonafide automates order validation, inventory reconciliation and compliance documentation, which means that when an item is delivered curbside, billing is ready to go right away. Most DME providers can’t imagine how easily this all gets done. We have heard that this eliminates a delay of up to two weeks between an item being delivered and an invoice being sent out.

Our competitors say they have this functionality, but their systems are incomplete and still require multiple steps in-house to complete the delivery for billing. With Bonafide, drivers simply follow the steps on any smart device to complete the entire delivery process right the first time, and billing can start right at curbside.

Benefits of this technology:

  • Fewer write-offs due to missing information and past-timely filing
  • Fewer denials with automatic serial number reconciliation
  • Faster billing because synchronized system allows instantaneous transfer of delivery documents from drivers to billers
  • Faster audit response because every delivery is electronically logged and properly documented

Our technology makes the driver’s job very simple and direct, and there are no devices to be purchased, since drivers are already using a smart device. Here’s how it works:

1. The Driver

  • Does NOT have to prepare for or remember delivery protocol. Everything is automatically populated in the system.
  • Does NOT have to write down serial numbers or barcodes. Handled automatically in the background.
  • Confirms document review electronically so it is time-stamped.
  • Gets patient signature on the device so it is time-stamped.
  • Does NOT have to scan documents into the system on return.
  • Does NOThave to bring completed paperwork back to the office.

2. The Biller

  • Does NOT have to wait for the driver to return with paperwork, which is frequently missing critical elements.
  • As soon as the driver completes the steps, the biller sees “Confirmed Delivery” orders automatically on their work queue screen.
  • All required signatures are visible.
  • Serial number is always correct because of barcode scanning.
  • Create invoice and claim with one click.

3. The Warehouse Manager

  • Does NOT have to map and optimize drivers’ routes – it’s done automatically.
  • Does NOT have to manually update inventory totals – it’s done automatically as product goes from warehouse to truck to patient and return to warehouse.
  • Inventory is always updated in real-time on trucks, in warehouses and at branch warehouse.

4. The Customer Service Representative

  • Does NOT have to track down drivers for updates, because they can “see” items on truck throughout the day as driver delivers, services and picks up equipment.
  • Trucks are equipped as “mobile warehouses” carrying extra stock, CSR can add items to an order in real-time while the driver is en route to a delivery.
  • Always knows exactly which items are at a patient’s house and which are on the trucks because of barcode serial number scanning.

That’s it! Simple and easy, and very little room for mistakes! No more chasing paperwork and requiring drivers to make multiple trips to get the signatures they need. Your billing team can forget about nagging the drivers, because everything is automated and seamless.

This feature is included free with your Bonafide service. If you haven’t used it yet, we’ll be happy to get you started right away.

Contact Us

Bonafide Management Systems 241 Lombard St.
Thousand Oaks, CA 91360

Schedule a Demo