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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Enhance the capabilities of your agency and sales force by providing immediate access to market intelligence and sales data. Focus on referral sources that align with their patient demographics and discharge trends, integrating them into your sales pipeline for better tracking. Pay attention to the clinical classifications of patients along with their discharge behaviors to effectively build your network. Assess your agency's performance by analyzing readmission statistics, diagnostic metrics, and payer distribution. Improve your sales strategy and increase conversion rates through tailored dashboards and reports for both individual representatives and teams. Cultivate referrals and foster stronger connections through comprehensive customer profiles, accessible from any mobile device, alongside guided talking points. Equip hospice sales teams with essential data and predictive clinical indicators to facilitate timely care for more hospice patients. Investigate, analyze, and benchmark the demographics and treatment histories of hospice patients to ensure they recognize the advantages of hospice care, thereby enhancing overall service delivery and patient outcomes. By leveraging these insights, your agency can strategically position itself to meet the growing demands of hospice care effectively.

Description

servis.ai is a comprehensive business operations and CRM solution that consolidates workflows for customers and teams into one unified system of record, leveraging AI-driven automation, voice technology, reporting, and various integrations to enhance efficiency and understanding. Users can interact with an AI assistant and voice interface to effortlessly navigate the platform, create or modify records, dictate notes, generate reports, and perform tasks using natural language, accessible on both web and mobile devices. The platform encompasses modules for email, phone, SMS, meetings, tasks, webforms, and offers extensive integrations with popular tools such as Office 365, Zoom, Twilio, and Slack. Additionally, servis.ai features preconfigured application stacks that include suites of related apps specifically designed for workflows in areas like sales, HR operations, field service, or clinics, all of which can be fully customized and interconnected fluidly. The underlying architecture of the platform is based on AWS, utilizing serverless technology and a globally distributed infrastructure to ensure optimal performance, while also providing options for flexible data residency and exposing GraphQL APIs for developers. This combination of features not only streamlines operations but also empowers businesses to adapt to their unique needs effectively.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AWS Lambda No 
ActiveCampaign No 
Chargebee No 
ClickUp No 
Drift No 
GitHub No 
Google Drive No 
Gravity Forms No 
Invoice Ninja No 
Keragon No 
Magento No 
Mailchimp No 
Microsoft Excel No 
Microsoft Power BI No 
Postman No 
SendGrid No 
Typeform No 
X (Twitter) No 
monday AI work platform No 

Integrations

AWS Lambda Yes 
ActiveCampaign Yes 
Chargebee Yes 
ClickUp Yes 
Drift Yes 
GitHub Yes 
Google Drive Yes 
Gravity Forms Yes 
Invoice Ninja Yes 
Keragon Yes 
Magento Yes 
Mailchimp Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
Postman Yes 
SendGrid Yes 
Typeform Yes 
X (Twitter) Yes 
monday AI work platform Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$75 per month
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Trella Health

Founded

2015

Country

United States

Website

www.trellahealth.com/solutions/customer-relationship-management-crm/

Vendor Details

Company Name

servis.ai

Founded

2006

Country

United States

Website

servis.ai/

Product Features

Healthcare CRM

Audience Targeting Yes 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management Yes 
Predictive Analytics Yes 

Home Care

Billing & Invoicing No 
Care Plan Management No 
Caregiver Management No 
Client Management Yes 
Field Communication Yes 
Insurance Management No 
Payroll Management No 
Scheduling Yes 
Visit Verification No 

Home Health Care

Billing & Invoicing No 
Charting No 
Electronic Signature No 
Employee Tracking Yes 
Medication Database No 
Patient Intake No 
Scheduling Yes 
Time / Task Reporting Yes 

Hospice

Assessment Management No 
Bereavement Management No 
Care Planning No 
Claims Management No 
EMR / EHR No 
Medication Tracking No 
Patient Intake No 
Physician Portal No 
Scheduling Yes 
Volunteer Management No 

Product Features

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

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