Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our software for managing CRM and contacts simplifies the process of overseeing contacts while facilitating the creation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. It allows users to set up reminders, such as callback prompts, which help maintain organization, along with a Today view that outlines daily plans for each individual. Appointments, tasks, and jobs can be designated to multiple users, and the Appointments View enables users to view scheduled appointments for any given month, whether for a specific individual or the entire team. In addition, the platform supports mail merge and email marketing functionalities, as well as VoIP capabilities and SMS messaging. Amphis Customer offers seamless integration with Outlook, enhancing the management of customer emails, tasks, and appointments. Furthermore, both quotes and invoices can incorporate free-text sections with individual pricing or can be generated by selecting items from a comprehensive parts database for the products you offer, thereby streamlining the invoicing process. This level of customization ensures that users can tailor their documentation and communication to meet their unique business needs effectively.
Description
Manage your professional practice efficiently with Psylio. Take notes, manage your finances and schedule appointments all in one place.
Psylio is your daily ally. It allows you manage your schedule, files, and invoicing in a safe manner, while complying with professional orders.
Documentation simplified : Create your progress notes on a user-friendly platform with customizable templates. You can access your notes from anywhere, anytime with the automatic cloud backup.
Appointment scheduling: Simplify scheduling with online booking and a calendar integrated to view and plan out your week. Automatic email confirmations of appointments reduce no-shows.
Financial management: Create and send invoices to clients and track payments so that billing is quick and easy. Manage your income and expenditures for accurate accounting and enhance your financial manager with customized reports.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Outlook
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
29,95$CAD
We offer adapted rates for clinics, educational organizations and non-profit organizations. Contact us for more information.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Amphis Software
Founded
1993
Country
United Kingdom
Website
www.amphis-software.com/products.htm
Vendor Details
Company Name
Optania
Founded
2009
Country
Canada
Website
www.psylio.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
Medical Practice Management
Claims Management
Yes
E-Prescribing
No
EMR / EHR
Yes
HIPAA Compliant
No
Insurance Eligibility Verification
No
Inventory Management
No
Multi-Office
No
Multi-Physician
No
Patient Billing
Yes
Patient Portal
Yes
Patient Records
Yes
Patient Registration
Yes
Patient Scheduling
Yes
Physician Scheduling
No