Paloma Reviews & Product Details

Paloma is the complete operating system for pharmacy-billed home infusion agencies, infusion suites, and concierge IV nursing providers. Built by a Registered Nurse and Administrator with 16 years of operational experience — including zero-deficiency state surveys, VA Community Care billing, and specialty pharmacy contracting — Paloma encodes real operational knowledge into software that prevents citations before they happen. REFERRAL INTAKE WITH AI PARSING Upload any referral document — fax, PDF, physician Rx pad, VA Community Care packet, or hospital discharge — and Paloma's AI parser extracts 20+ fields automatically. Patient demographics, ordering physician with NPI verification, specialty pharmacy, drug, ICD-10 diagnosis, authorization number, payer, and cert period populate in seconds. Duplicate patient detection prevents double records. What used to take 20 minutes takes 90 seconds of review. COMPLIANCE OPERATING SYSTEM Paloma ingests your agency's complete policy manual — 190+ policies across 12 sections — and maps every policy to the workflows that generate evidence. A live compliance score (0–100) shows exactly where evidence gaps exist. The "Why Am I At Risk?" analysis identifies which policies have no supporting evidence and links to the workflow that closes each gap. The Survey Simulator generates a 40-page readiness report showing what a surveyor would find today. Daily compliance briefs keep the DON and Administrator informed. SCHEDULING WITH ELIGIBILITY ENFORCEMENT Full scheduling with week, day, month, list, and suite chair views. Every visit assignment runs four automatic checks: discipline match, credential validity, compact license state coverage, and drug competency. Expired licenses block assignment. Nurses cannot be double-booked. Unauthorized visits are blocked. At 80% utilization, reauthorization alerts fire automatically. CREDENTIAL MANAGEMENT Complete employee file system with AI document scanning. Upload any credential and the system reads and populates fields automatically. OIG exclusion check tracking with 30-day overdue warning. Compact license validation with NURSYS link. Driver's license state mismatch warning. DON approval gate required before any nurse can be scheduled. Date Pulled recorded on every document for survey audit trail. BILLING Pharmacy invoice generation with per-contract billing rates — flat rate, tiered hourly, or per-visit with mileage deductible. Visit notes automatically attached to invoices. Supply reorder forms routed to the correct pharmacy supply email, separate from the invoice email per contract. UB-04 generation for VA Community Care claims. Aging report tracks outstanding balances. WHO IT IS FOR Home infusion agencies billing through specialty pharmacies. Infusion suites with chair-based scheduling. Concierge IV nursing providers. VA Community Care nursing agencies. Hybrid operations running multiple care models. All 50 states. Live in 7 days with white-glove migration included.