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Keep patients informed

Help patients stay connected to your practice with HIPAA-grade secure messaging and timely appointment updates.

1. Secure two-way messaging

Open Messagesto start or reply to a patient thread. Subjects and bodies are encrypted at rest — even a thread title like “re: lab result” is treated as PHI. Patients reply from their portal.

2. The patient portal

Patients get their own secure portal for messages, appointments, intake forms, and a copy of their data. Enable portal access from a contact’s record under Contacts.

3. Appointment reminders & broadcasts

Use recalls and sequences to keep patients informed about upcoming visits, new services, or seasonal campaigns — all consent-aware.

4. Full visibility

Every outbound email and text is logged in Communications, and each patient’s message history appears on their record. Nothing goes out untracked.