Medical Device Operations Platform That Goes Beyond Sales Tracking
servis.ai functions as a medical device CRM while extending far beyond traditional sales tools. Track provider accounts, IDNs, hospitals, and decision-makers alongside referrals, procedures, and downstream activity.
- Account engagement and utilization trends
- Field activity tied to actual clinical use
- Relationship health across complex provider networks
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.
End-to-End Patient and Procedure Visibility
For medical device companies involved in patient workflows, servis.ai supports tracking from referral through procedure and follow-up. Integrate with EMR systems or manage workflows directly within the platform.
- Clear visibility into patient progression
- Improved coordination with provider partners
- Better understanding of procedural volume and timing
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.
