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Simplify your Clinic Operations
Servis.ai provides HIPAA-certified AI-driven tools designed to help clinics, wellness centers, and healthcare providers optimize patient referrals, enhance workforce efficiency, and maximize daily visits—all while ensuring compliance and seamless integration with existing systems, including Electronic Medical Records (EMRs).
Maximize your clinic's referral network
Effectively market to past patients
Increase 1st attendance for new patients
Do it all, stay
HIPAA compliant
Expand Your Referral Network
Grow and maintain strong relationships with hospitals, nursing homes, and physicians who refer patients to your clinic.
- Maintain a structured database of partnered doctors.
- Track key referral sources such as hospitals and private practices and keep them rolling in via automated marketing campaigns
- Manage healthcare professionals, decision-makers, and administrators.
- Track physician's referral rate and take action if you detect a slowdown from top referrers.
Streamline Patient Onboarding & Scheduling
From referrals to confirmed patients, ensure seamless patient journey management.
- Stay top of mind with past patients for their new clinical needs.
- Manage patient records, insurance details, and health data—integrated with your EMR or handled directly within Servis.ai.
- Automate and optimize scheduling to maximize daily visits. Integrated with EMRs or managed within Servis.ai.
- Send promotional offers for optional services to applicable past patients.
Hire Smarter, Track Certifications & Optimize Performance
Ensure your clinic has a high-performing, compliant, and well-equipped workforce.
- Keep track of open job roles and hiring status and manage recruitment pipelines, interview progress, and candidate documentation.
- Store employee credentials, certifications, HR data and track company-lent devices assigned to staff.
- Securely store contracts, handbooks, compliance documents, and marketing collateral.
Real Providers. Real Progress.
[servis.ai] is the software that I use to manage relationships, track visits, and plan stops while in the field. One of the most appreciated services offered is...
Lisa Fujioka
Revival Health
[servis.ai] is outstanding in terms of customization, service, interface, simplicity and elegance...
I love servis.ai. It has been truly transformational for our Admissions Department — just incredible.
Jake Weld
Mansfield Hall
The most amazing part of this software for us has been the customer service. The team has helped us customize our product to create a format where we can...
[servis.ai] is the software that I use to manage relationships, track visits, and plan stops while in the field. One of the most appreciated services offered is...
Lisa Fujioka
Revival Health
[servis.ai] is outstanding in terms of customization, service, interface, simplicity and elegance...
I love servis.ai. It has been truly transformational for our Admissions Department — just incredible.
Jake Weld
Mansfield Hall
HIPAA-Compliant, Fully Integrated & Data-Driven
Servis.ai ensures HIPAA-compliant data management, providing security and regulatory adherence for patient and medical records. Our CRM can integrate seamlessly with existing EMR systems or serve as a standalone platform for managing patient and procedural data.