AI-Powered CRM for the Medical Devices Industry
servis.ai empowers medical device companies with cutting-edge CRM tools designed to optimize patient care, streamline inventory management, enhance HR processes, and drive sales success. Our AI-driven solutions are built to support the complex workflows of the medtech industry, ensuring efficiency, compliance, and seamless integration with existing systems—including Electronic Medical Records (EMRs).
With HIPAA-certified technology, we provide a secure, intelligent, and adaptable platform tailored for the medical devices sector.
Build Stronger Relationships
Manage and track key industry connections—from hospitals and nursing homes to physician networks.
- Organize and oversee key healthcare providers and referral sources.
- Maintain up-to-date records of decision-makers, physicians, and administrators.
- Optimize your sales process by gaining visibility into your team's day-to-day interactions with clients.
Streamline Referrals & Treatment
A seamless bridge between medical device providers, physicians, and referred patients.
- Maintain an organized database of partnered doctors and track potential patients referred by hospitals and doctors before they become confirmed cases.
- Manage confirmed patients, their insurance details, and medical records. This can integrate with your existing EMR or be managed entirely within Servis.ai.
- Schedule and manage patient consultations, either through your EMR or within Servis.ai.
- Track insurance authorizations, approvals, and medical procedures related to your devices.
Optimize Inventory Tracking
Real-time tracking of your medical device inventory, from vendor management to product usage.
- Keep an organized database of suppliers and vendors and manage stock in various locations, including trunk stock for field reps.
- Track each medical device, its status (assigned, implanted, removed, etc.), and compliance history.
- Oversee procurement, deliveries, and supply chain movement.
Strengthen Your Workforce
Ensure efficient recruitment, employee performance tracking, and compliance with industry regulations.
- Track open job roles and hiring status and manage recruitment pipelines, from applications to interviews.
- Store employee credentials, certifications, and HR data.
- Monitor company-owned equipment assigned to employees.
- Securely store handbooks, contracts, product manuals, and compliance certificates for patient education.
- Generate reports to assess employee performance and productivity.
Seamless Integration & HIPAA Compliance
Servis.ai ensures HIPAA-compliant data management, providing security and regulatory adherence for patient and medical device records. Our CRM can integrate seamlessly with existing EMR systems or serve as a standalone platform for managing patient and procedural data.
AI-powered automation to reduce manual tasks and optimize efficiency.
Secure, cloud-based storage for patient, device, and HR documentation.
Customizable workflows tailored to the needs of medtech companies.
Who can benefit from using servis.ai?
Medical Devices
Health Information Technology
Biotech
Medical Robotics
Medical Software
