Artera vs. SurgyCRM Comparison


Artera	SurgyCRM Surgy Innovation Labs	+	+
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		Related Products DoctorConnect DoctorConnect delivers industry-leading patient engagement and automation tools that help healthcare providers improve efficiency, reduce no-shows, and enhance patient satisfaction. With over 32 years of experience, we support thousands of doctors, clinics, and hospitals nationwide. Our platform integrates with hundreds of EMR and PM systems to simplify communication and daily operations. Key Features: • ARIA Phase 1 – AI receptionist for 24/7 call answering, triage, and transfers • ARIA Phase 2 – AI scheduling automation for real-time booking and rescheduling • Automated Reminders and Recalls • Digital Patient Forms and Surveys • Automated Waitlist and No-Show Recovery • Secure Messaging, Telehealth, and Online Payments • And more Discover how DoctorConnect can boost revenue, streamline workflow, and transform your patient experience. 85 Ratings Visit Website AdvancedMD AdvancedMD is a comprehensive cloud-based medical office management software designed to streamline operations for private healthcare practices. It combines practice management, EHR, and patient engagement tools into a unified platform. The AI Clinical Assistant powers ambient listening, auto-transcription, and chart action items to eliminate documentation burden. 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Our HIPAA-compliant dashboard offers best-in-class digital forms and consents, two-way patient communication, intraoffice communication, automated appointment reminders/confirmations/reviews/recalls, a customized app-based loyalty program, and much more! Modento seamlessly layers on top of your Practice Management System to improve your daily efficiency and save your staff hours of time scanning documents and making phone calls. Modento is helping offices across the country improve their case acceptance, acquire and retain more patients, and increase their profitability. Visit our website to schedule your free demo today and see how Modento can make your life easier. 558 Ratings Visit Website WaitWell WaitWell is a secure, scalable queue management and appointment scheduling platform for healthcare, retail, government, and enterprise service organizations. It reduces wait times, improves customer flow, and streamlines service delivery across single and multi-location operations. Customers can join virtual queues or book appointments via QR codes, web, SMS, kiosks, or chat, with real-time status updates and notifications. WaitWell includes AI-powered features to support customer routing, service guidance, and operational efficiency. Staff use real-time dashboards and reporting to monitor performance, identify bottlenecks, and optimize staffing. Managers can query operational data using natural language to analyze trends and improve throughput and service outcomes. 211 Ratings Visit Website Medsender HIPAA compliant secure faxing built exclusively for healthcare. Medsender integrates with dozens of top EMR / EHR systems and provides everything you need out of the box to view, sign, edit, and upload documents to your EMR system. Medsender's optional automation feature can also automatically label incoming faxes and upload them to the corresponding patients' chart in your EMR, saving several hours of manual work each day. 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All without you needing to organize and reorganize things. 6,346 Ratings Visit Website iPlum iPlum is a mobile first solution for business professionals. iPlum works on your existing smartphone without changing carriers. Get best call quality & text in any situation. Give a professional touch for your business with phone tree virtual extensions. Works well for both large businesses and solo professionals. Promptly respond to your calls & texts during business hours and send them directly to your voicemail during non-business hours. Organize your team with a centralized portal. Add and manage iPlum users with different profiles and permissions in a corporate account. Tell your customers you care by automatically sending smart business text for missed calls or texts. Attach a signature for your texts. Texting in legal or healthcare business requiring HIPAA compliance, use secure channels with encryption. Your clients get FREE iPlum app to send you secure texts. It is critical to protect client data as per privacy and security regulations. 9,148 Ratings Visit Website XpertCoding XpertCoding is an AI-powered medical coding software by XpertDox that uses advanced AI, natural language processing (NLP), and machine learning to code medical claims automatically within 24 hours. It automates the coding process, enabling faster and more accurate claims submissions to maximize financial gains for healthcare organizations. Features include minimal human supervision, easy EHR connectivity, flexible cost structure, a significant reduction in denials and coding costs, a HIPAA-compliant business intelligence platform, risk-free implementation with no initial fee and a free first month, and higher coding accuracy. XpertCoding's autonomous coding solution helps healthcare providers and organizations get paid faster, accelerating the revenue cycle and allowing them to focus on patient care. 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About Artera strengthens how healthcare providers communicate and care for patients. We bring together text, email, phone, and voice AI agents in one platform built for healthcare. Our voice AI agents handle the routine conversations that consume staff time: appointment scheduling, patient intake, referral management, payments, and care gap outreach. Artera pairs its secure agentic platform, Artera Harmony, with dedicated AI Service Squads who work within each practice's workflows to design and build custom AI solutions around their needs. Trusted by 1,000+ specialty practices, FQHCs, health systems, and federal agencies with 11+ years of healthcare-native experience. SOC 2 Type 2, HITRUST, HIPAA compliant, and FedRAMP Class D Certified. Patient data is never used to train AI models. 2B+ Annual Comms. \| #1 Best in KLAS (Patient Communications, 2026) \| 11+yrs Experience \| FedRAMP Class D Certification \| 200M+ Patients \| 1,000+ Provider Customers	About SurgyCRM is a cloud-based hospital CRM for managing patient inquiries and engagement across the care journey. It brings website, chatbot, call-centre, WhatsApp, walk-in, referral and imported leads into a shared inbox, then supports assignment, follow-up, source tracking and conversion against hospital information system records. Teams can set up care-journey milestones and automated WhatsApp reminders, manage doctor and partner referrals, and collect QR-code feedback as tracked tickets. A bilingual website chatbot captures questions and creates leads; role- and branch-based access, audit trails and dashboards support multi-location operations. A companion mobile field app records referral visits. SurgyCRM is intended for hospitals and hospital groups, connects with existing HIS/HMS platforms through APIs or scheduled data sync, and can also begin with spreadsheet imports. It is delivered as multi-tenant SaaS.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Supported Chromebook Not Supported
Audience Developers, IT professionals, and technical decision-makers evaluating healthcare communication platforms	Audience Hospitals, clinics, and hospital groups managing patient inquiries and engagement.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing $50 Annual subscriptions are scoped per hospital based on selected modules and deployment needs. A custom root domain, branded transactional emails, or a brand-owned Android app listing may incur additional charges. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Artera Founded: 2015 United States artera.io	Company Information Surgy Innovation Labs Founded: 2020 India surgy.health/products/surgy-crm
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Luma Health	ReferralMD
Solutionreach View All	SurgyScribe Surgy Innovation Labs Private Limited View All
Categories AI Agents for Healthcare Supported AI Voice Agents Supported Appointment Reminder Supported Healthcare AI Supported HIPAA Compliant Messaging Supported Medical Scheduling Supported Patient Engagement Supported Patient Experience Supported Patient Intake Supported Patient Relationship Management (PRM) Supported Patient Scheduling Supported	Categories Healthcare CRM Supported Patient Relationship Management (PRM) Supported
Show More Features Appointment Reminder Features Appointment Scheduling Supported Calendar Management Not Supported Call Reminders Supported Email Reminders Supported Online Booking Supported Payment Reminders Supported Recurring Appointments Not Supported Rescheduling Supported SMS Messaging Supported Two-Way Messaging Supported Patient Engagement Features Appointment Scheduling Supported Care Planning Supported Collaboration Supported Messaging Supported Mobile Access Supported Patient Education Supported Patient Portal Supported Personal Health Record Not Supported Progress Tracking Not Supported Self Management Supported
Integrations AdvancedMD Supported EpicCare EMR Supported Greenway Health Supported MEDITECH Expanse Supported ModMed Supported NextGen Healthcare EHR Supported Oracle Health Ambulatory EHR Supported Oracle Health EHR Supported Veradigm EHR Supported WhatsApp Not Supported athenaOne Supported eClinicalWorks Supported Show More Integrations View All 11 Integrations	Integrations AdvancedMD Not Supported EpicCare EMR Not Supported Greenway Health Not Supported MEDITECH Expanse Not Supported ModMed Not Supported NextGen Healthcare EHR Not Supported Oracle Health Ambulatory EHR Not Supported Oracle Health EHR Not Supported Veradigm EHR Not Supported WhatsApp Supported athenaOne Not Supported eClinicalWorks Not Supported Show More Integrations View All 1 Integration
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