Modernizing intake and documentation flows in HME is less about new tools and more about aligning people, data, and partners. In this session, industry leaders share hard-won lessons from cross-vendor collaboration: how to set goals that matter (cycle time, hold reasons, completion rates), where integrations create outsized impact, and how to avoid common pitfalls in change management. We’ll cover governance models that keep projects on track, how to structure phased rollouts, and tactics to measure value without turning it into a sales pitch. Attendees leave with a practical collaboration checklist they can use with any partner ecosystem—software, billing, or EMR.