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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Enhance the capabilities of your agency and sales force by providing immediate access to market intelligence and sales data. Focus on referral sources that align with their patient demographics and discharge trends, integrating them into your sales pipeline for better tracking. Pay attention to the clinical classifications of patients along with their discharge behaviors to effectively build your network. Assess your agency's performance by analyzing readmission statistics, diagnostic metrics, and payer distribution. Improve your sales strategy and increase conversion rates through tailored dashboards and reports for both individual representatives and teams. Cultivate referrals and foster stronger connections through comprehensive customer profiles, accessible from any mobile device, alongside guided talking points. Equip hospice sales teams with essential data and predictive clinical indicators to facilitate timely care for more hospice patients. Investigate, analyze, and benchmark the demographics and treatment histories of hospice patients to ensure they recognize the advantages of hospice care, thereby enhancing overall service delivery and patient outcomes. By leveraging these insights, your agency can strategically position itself to meet the growing demands of hospice care effectively.

Description

SurgyCRM is a cloud-based customer relationship management system designed specifically for hospitals to effectively handle patient inquiries and enhance engagement throughout their care journey. This platform integrates various communication channels, including websites, chatbots, call centers, WhatsApp, walk-ins, and referrals, into a unified shared inbox that enables assignment, follow-up, source tracking, and conversion metrics aligned with hospital information system records. Teams are empowered to establish care-journey milestones, automate WhatsApp reminders, oversee doctor and partner referrals, and gather QR-code feedback as tracked tickets. A bilingual chatbot on the website efficiently captures inquiries and generates leads, while features such as role- and branch-based access, audit trails, and dashboards facilitate seamless operations across multiple locations. Additionally, a mobile field app allows for the documentation of referral visits, ensuring all interactions are recorded. SurgyCRM is tailored for hospitals and healthcare groups, seamlessly integrates with existing HIS/HMS platforms via APIs or scheduled data synchronization, and can also initiate data input through spreadsheet imports, making it versatile for different operational needs. This solution is offered as a multi-tenant software-as-a-service platform, allowing for collaborative use among various stakeholders.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SmartChart Yes 
WhatsApp No 

Integrations

SmartChart No 
WhatsApp Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$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 Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Trella Health

Founded

2015

Country

United States

Website

www.trellahealth.com/solutions/customer-relationship-management-crm/

Vendor Details

Company Name

Surgy Innovation Labs

Founded

2020

Country

India

Website

surgy.health/products/surgy-crm

Product Features

Healthcare CRM

Audience Targeting Yes 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management Yes 
Predictive Analytics Yes 

Home Care

Billing & Invoicing No 
Care Plan Management No 
Caregiver Management No 
Client Management Yes 
Field Communication Yes 
Insurance Management No 
Payroll Management No 
Scheduling Yes 
Visit Verification No 

Home Health Care

Billing & Invoicing No 
Charting No 
Electronic Signature No 
Employee Tracking Yes 
Medication Database No 
Patient Intake No 
Scheduling Yes 
Time / Task Reporting Yes 

Hospice

Assessment Management No 
Bereavement Management No 
Care Planning No 
Claims Management No 
EMR / EHR No 
Medication Tracking No 
Patient Intake No 
Physician Portal No 
Scheduling Yes 
Volunteer Management No 

Product Features

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

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