Send quotes directly to patient charts. No double entry. No downloading and uploading.
Send quote PDFs directly to patient charts with one click. Push billing charges to ModMed. Search patients without leaving MySurgeryQuote.
Connection status tracking shows what’s been sent. No downloading files and uploading elsewhere. Quotes land where they belong.
Send quote PDFs to patient documents with secure OAuth2 connection. Search patients by name directly from MySurgeryQuote.
Token-based authentication means no stored passwords. Connect once and send quotes with one click.
Send quote PDFs to contact records, generate invoices and patient-facing estimates from quote line items, and search contacts by name, email, or phone. Contacts are automatically tagged for workflow automation. Connects through the GHL Marketplace — no API keys needed.