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EMR Integrations Overview
MySurgeryQuote integrates with popular Electronic Medical Record and CRM systems to streamline your workflow. Send patient quotes directly to their chart or CRM record without leaving the application.
Supported EMR Systems
ModMed (Modernizing Medicine)
- Send quote PDFs to patient documents
- Automatically create billing charges
- Search patients directly from MySurgeryQuote
DrChrono (by EverHealth)
- Send quote PDFs to patient documents
- Search patients directly from MySurgeryQuote
- Secure OAuth2 connection
GoHighLevel
- Send quote PDFs to contacts
- Create invoices from quote line items
- Search contacts by name, email, or phone
- Secure OAuth2 connection
Getting Started
- Navigate to Admin → EMR Integration in your MySurgeryQuote dashboard
- Select your EMR provider
- Follow the setup instructions for your system
- Test the connection before use
Requirements
- Admin or Organization Admin role required for setup
- Active account with your EMR provider
- API access enabled on your EMR account (your EMR provider can assist)