EMR Integrations Overview

Updated May 26, 2026: This article was revised to reflect current pricing and feature behavior.

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

Nextech (Coming soon)

  • Nextech integration is in development and will support the same one-click quote send

Included on every plan

All EMR integrations (ModMed, DrChrono, and GoHighLevel) are included on every plan at no extra cost. Nextech will be included on every plan when it launches.

Getting Started

  1. Navigate to Admin → EMR Integration in your MySurgeryQuote dashboard
  2. Select your EMR provider
  3. Follow the setup instructions for your system
  4. 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)
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