SolutionReach

This Intake feature sends HIPAA-compliant forms that patients can complete before their visit. Practices can customize each form and have it sent automatically by email or text once an appointment is booked. Submitted data can also be written back to supported PM or EHR systems, which helps cut down on manual entry for front-office staff. Beyond the forms themselves, QR code check-in, mobile-friendly form design, and auto-fill fields add another layer of convenience.

AI Receptionist answers patient calls and SMS messages when staff are unavailable. From there, patients can book, reschedule, or cancel appointments directly through the AI receptionist, while also getting answers to questions about hours, location, and other practice information. Appointment details are then confirmed, and conversations are logged for staff review.

Batch Messaging gives practices a way to send one message to a group of patients at the same time. Staff can build custom lists using criteria such as age, gender, insurance, or diagnosis through a practice management connection. Lists can also be created by uploading a CSV file with details like patient ID, patient name, or date of birth.

It acts as a shared hub for patient communication, marketing, and performance tracking across multiple practice locations. Staff can manage appointment reminders, recall, two-way texting, rescheduling, birthday messages, newsletters, intake, and surveys. It also supports branded newsletters for promotions or education, along with tools to collect, respond to, and monitor patient reviews by location. And with enterprise reporting, it compares metrics and KPIs across sites to surface no-show trends and support new-location onboarding.

Two-Way Texting lets practices message patients from an office number or website. Staff can use it to obtain HIPAA consent, confirm prescriptions, request payments, collect images, and sort messages by priority. Patients can also request appointment changes over text instead of calling. On top of that, conversation history, patient details, and the appointment calendar remain available from both the desktop and mobile app. The same tool can also start conversations with prospective patients directly from the practice's website.

This solution helps practices collect, monitor, and respond to patient reviews from one platform. Review invites can be sent by text or email, while AI-powered alerts flag new feedback and negative trends. Practices can also use AI-suggested responses, sentiment analysis, competitor comparisons, and reporting to track and improve their online reputation.

Revenue Cycle Messaging connects patient messaging with billing and payment tasks across the patient journey. Practices can send insurance and treatment details, payment notifications, and overdue balance reminders by text or email. From there, patients can receive electronic bills and make secure payments. This helps staff manage collections and payment follow-up more easily.