Integrations
EMR integrations that just work
One-click send to ModMed, DrChrono, GoHighLevel, and Nextech. Included on every plan.
ModMed
Send finished quote PDFs straight to the patient's ModMed chart. No downloading, no re-uploading. One click from quote to chart.
- One-click PDF send to patient chart
- Patient search built-in (no double entry)
- Push billing charges to ModMed
- Per-location EMR Location ID mapping
- Audit log of every send
DrChrono
Push quotes directly into DrChrono patient records. Every estimate stays attached to the chart where your team already works.
- One-click PDF send to patient record
- Patient lookup in MySurgeryQuote
- Automatic chart attachment
- HIPAA-compliant via DrChrono OAuth
- Audit log
GoHighLevel
Attach quote PDFs to GoHighLevel contacts. Trigger follow-up workflows the moment a quote is sent: text, email, calendar booking.
- One-click PDF send to contact
- Workflow trigger on quote sent
- Tag contacts by quote status
- Automation-ready
- Audit log
Nextech
Send finished quote PDFs straight to the patient's Nextech chart. No downloading, no re-uploading. One click from quote to chart.
- One-click PDF send to patient chart
- Patient search built-in (no double entry)
- Audit log of every send
- HIPAA-compliant via Nextech SMART Backend Services (System) auth
What you get with EMR integration
One-click delivery
Hit Send. The quote PDF lands in the patient's chart in ModMed, DrChrono, or Nextech, or as a contact attachment in GoHighLevel. No downloading and re-uploading.
Built-in patient search
Look up patients from MySurgeryQuote. No copy/paste between systems. Patient pulls directly from your EMR's database.
Audit log on every send
Every quote sent is logged with timestamp, user, and recipient. HIPAA-compliant. Searchable from the quote history.
Included on every plan
Every EMR integration is included on every plan at no extra cost: ModMed, DrChrono, GoHighLevel, and Nextech.
See pricingReady to send quotes where your team works?
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