Intergy offers ambulatory practices a specialty-focused EHR and practice management solution. With Intergy’s tools, users can manage chronic conditions, capture payer incentives, and thrive in the world of value-based care. The ONC-certified solution has consolidated functionality that simplifies notation, automates tasks, and streamlines workflows. The Intergy ecosystem of products also includes telehealth, remote patient monitoring, chronic care management, patient portal, patient…
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Agentforce Revenue Management
Score8.6 out of 10
Mid-Size Companies (51-1,000 employees)
Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.
How well is the product customizable for workflow modifications for my clinic? Does the result flow easily for the provider or are there many chunky clicks required? (i.e. one modification to a workflow between the nurse and provider requires 27 clicks.. ok this accomplished the workflow that was needed but at what cost?) Can your system produce customized reports on the fly, is the data real time or lagging? Can the system be tuned in terms of document/note templates and the Graphic User Interface forms so a particular practice/provider/speciality needs can be taken into account?
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.
Health Reminders- for different patient needs or preventive care/screenings. For example patients who have a diagnosis of Diabetes- their health reminders will show if they need an A1c, foot exam, eye exam, etc. and when it was last performed
Orders Tracking- This helps nursing staff make notes on referrals or orders and they are able to look at the order tracking section for all patients and filter it by provider, order type, status, etc. to know what needs to be followed up on or what has been completed and so forth...
Tasks- This is a nice feature that has many different options for use. It can be used internally to send a quick message to another user, a phone message, billing message, and any task gives you the option to make it "patient related" if necessary. It can be used by the providers when they make an order they can then send it to the nurse to complete. Lots of different ways for Tasks to be used
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sometimes, Intergy tends to crash on occasion, which is understandable.
Also, when checking for insurance eligibility, sometimes Intergy will not accept a specific insurance card and I have to call up the insurance to make sure the patient is eligible for coverage. It would be nice if more types of insurances could be added.
When creating recalls for patients to remind them to visit, sometimes the system does not cooperate properly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Our Salesforce is very messy, which tells me it's not super easy to clean up.
I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
Sometimes when saving it doesn't seem like things actually save.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Because it looked almost impossible to integrate it with Zoho CRM while our Sales Operations team was working on it. But thankfully it worked at last but at the expense of a month's time. However, it has made every possible Revenue operations task simpler now. And that has ultimately made our team more efficient in terms of work hours spent on manual work.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Usually they are very helpful. I would prefer they do some of the actual changes I am requesting instead of having me do the work. I feel that they could walk you through it, instead of letting you figure out the desired results on your own.
There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We moved from Intergy to athenaCollector and athenaClinicals. Athena is cloud-based, meaning we can access it from any location that has internet. My staff misses the ease of scheduling in Intergy, but the accountability of users' productivity is amazing. We had more control over document classification with Intergy, but sometimes that's a double-edged sword. When some people label a document "MRI-Lumbar spine" and others call it "Lumbar Spine MRI," there is some redundancy and sometimes important documents get missed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Easy access to reporting on closed-won, closed-lost, and open quotes.
Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
