servis.ai provides a cloud‑native platform that unifies CRM, field service, HR, and inventory workflows for healthcare providers and medical‑device companies. The system uses AI to automate referral routing, scheduling, and inventory updates, and integrates bidirectionally with EHRs via FHIR for HIPAA‑compliant data exchange. Custom dashboards and API‑first integrations deliver real‑time analytics and enable embedding of insights into existing tech stacks.
Funding
Funding not disclosed
Founders
Product
Problem
Healthcare providers and medical‑device firms often operate with disconnected CRM, HR, field‑service, and inventory systems. The lack of real‑time integration with electronic health records (EHR) creates data silos, manual hand‑offs, and compliance risk, slowing patient care and revenue cycles.
Solution
servis.ai delivers a unified, cloud‑native operations platform that consolidates CRM, service, and internal workflows into a single source of truth. AI‑driven automation routes referrals, schedules visits, and updates inventory without manual entry, while an AI Analyst generates on‑demand trend reports and next‑step recommendations. Native connectors synchronize patient and device data with existing EHRs, ensuring HIPAA‑compliant record keeping. The mobile companion extends the same functionality to field staff, enabling real‑time updates and approvals from any device. Custom dashboards and API‑first integrations let organizations embed analytics into their existing tech stack, accelerating decision‑making across the enterprise.
Target Audience
Primary users are in‑home healthcare agencies, hospital and clinic networks, and medical‑device manufacturers that need integrated CRM, workforce management, and compliance‑ready operations.
Features
- AI Analyst engine that produces curated insights, predictive trend analytics, and actionable guidance on demand.
- Pre‑configured “App Stacks” for HR operations, field service, inventory management, and sales, each with end‑to‑end workflow automation.
- Bidirectional EHR integration using FHIR standards for secure patient and device data exchange.
- Mobile app with offline capability, real‑time sync, and push notifications for field technicians and caregivers.
- Role‑based access control and audit logging to meet HIPAA and other regulatory requirements.
- Extensible API and webhook framework for seamless connection to third‑party tools (e.g., QuickBooks, Slack, Zoom).
- AI‑enhanced task routing and scheduling that optimizes travel routes and staff utilization.
- Customizable reporting engine with drag‑and‑drop dashboards and scheduled export options.