SurgyCRM

SurgyCRM

Surgy Innovation Labs
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About

Solutionreach is 100 percent focused on providing the technology, and the expertise on how to effectively use it, to deliver better care and build a more profitable practice. We did it first, and after nearly 20 years, we’re continuing to lead the way. We show practices how to improve the patient experience and connect with patients in the way they want to connect. The result? More patients schedule more appointments and actually show up for them. More patients leave glowing reviews of their providers for others to see, and then they book appointments. And all patients get regular communications that keep them connected to the practice and coming back. When practices commit to working with us, we bring all the experience we’ve gained working with 52,000 other practices to the entire process, whether it’s that first welcome email or a practice check-in five years down the road. If a practice is ready to start growing and increasing revenue, then we’re the right partner.

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

medical, dental, and vision practices

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

Screenshots and 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 1.0 / 5
ease 1.5 / 5
features 2.0 / 5
design 1.5 / 5
support 1.3 / 5

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

Pros & Cons from Real Users

Pros

  • None.
  • When the sync with the scheduling system is working the product works as advertised.
  • The software was alright, not the best certainly. It did automate our appointment confirmation process as advertised.
  • Works decent for text and appointment reminders for patients in healthcare offices. Integrates well too.

Cons

  • They over promise and ...underdeliver. of should i say- don't deliver. They skip meetings that they bill for and don't help at all.
  • The sync with your scheduling system is always down and it consumes endless amounts of time to restore it. During the time when the sync is down patients are not receiving their reminders. This results in fewer patients showing up and loss of revenue. The support techs only know basic elements of IT and are in way over their head. They can't understand what the problems are and therefore don't know how to resolve them.
  • The user interface was daunting, especially for our team members who did not grow up in the digital age.
  • I hate the outdated platform and is not super easy to use.

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Solutionreach
United States
www.solutionreach.com

Company Information

Surgy Innovation Labs
Founded: 2020
India
surgy.health/products/surgy-crm

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SurgyScribe

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Categories

Categories

Healthcare CRM Features

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Not Supported
Patient Communications Supported
Patient Management Not Supported
Physician Management Not Supported
Predictive Analytics Not Supported

Appointment Reminder Features

Appointment Scheduling Supported
Calendar Management Supported
Call Reminders Not Supported
Email Reminders Supported
Online Booking Supported
Payment Reminders Supported
Recurring Appointments Supported
Rescheduling Supported
SMS Messaging Supported
Two-Way Messaging Supported

Dental Features

Appointment Management Not Supported
Appointment Reminders Supported
Claims Management Not Supported
Clinical Charting Not Supported
Imaging Not Supported
Inventory Management Supported
Patient Account Management Not Supported
Patient Billing Not Supported
Patient Records Management Not Supported
Treatment Planning Not Supported

Medical Practice Management Features

Claims Management Not Supported
E-Prescribing Not Supported
EMR / EHR Not Supported
HIPAA Compliant Supported
Insurance Eligibility Verification Not Supported
Inventory Management Not Supported
Multi-Office Supported
Multi-Physician Supported
Patient Billing Not Supported
Patient Portal Not Supported
Patient Records Not Supported
Patient Registration Not Supported
Patient Scheduling Supported
Physician Scheduling Not Supported

Optometry Features

Appointment Management Not Supported
Insurance Management Not Supported
Inventory Management Not Supported
Patient Records Not Supported
Recall Tracking Supported

Integrations

DentiMax Supported
Denticon Supported
Nextech Supported
OrthoTrac Supported
PracticeWorks Supported
Sensei Cloud Supported
WhatsApp Not Supported
WinOMS Supported

Integrations

DentiMax Not Supported
Denticon Not Supported
Nextech Not Supported
OrthoTrac Not Supported
PracticeWorks Not Supported
Sensei Cloud Not Supported
WhatsApp Supported
WinOMS Not Supported
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