EMR Integration (ModMed)

MySurgeryQuote integrates with ModMed (Modernizing Medicine) for seamless patient data flow.

New to MySurgeryQuote? See better quoting for ModMed practices for what MySurgeryQuote adds on top of ModMed's built-in quoting tool.

Setting Up ModMed Integration

  1. Go to Admin → EMR Integration
  2. Click Connect ModMed
  3. Enter your ModMed credentials:
    • Firm Prefix
    • Username
    • API Key
    • API URL
  4. Click Test Connection
  5. If successful, click Save

What the Integration Does

  • Pull patient demographics from ModMed
  • Push completed quotes to patient records
  • Sync provider information

Data Security

All data transfers are encrypted and HIPAA compliant. Your ModMed credentials are stored securely and never exposed.

Permissions: Only users with Admin roles (ADMIN, ORG_ADMIN, LOCATION_ADMIN) can send quotes to the EMR. Regular users can create and manage quotes but will not see the ModMed/DrChrono buttons. This ensures billing accuracy and prevents accidental duplicate submissions.

Troubleshooting

If connection fails:

  • Verify your API credentials with ModMed
  • Check that your ModMed account has API access enabled
  • Contact support if issues persist
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