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Streamline Operations


Staff can use simple interactive texting to streamline a variety of internal HR and operational tasks.

Staff can use simple interactive texting to streamline a variety of internal HR and operational tasks.

Appointment Cancel Notifications

Notify staff in real-time when an appointment at their clinic is canceled via text reminder reply.
  • Automate scheduling process
  • Reduce staff phone calls
  • Prevent system leakage

Clinical Notifications

Notify staff on clinical events via text, e.g., new positive Covid result. Custom targeting per event type.
  • Allow for mobile escalation
  • Ability to connect with mobile staff

Data Reports & Exports

Define custom reports that track strategic goals. Export communication records from PatientEXP into Salesforce and/or customer’s EMR, etc.
  • Marry SMS outreach with CRM functions
  • Consistent messaging with audit trail
  • Exports in various formats (HL7, CSV, etc.)

Internal/Staff Gaps

Communicate internally to stay on top of operational needs. Notify appropriate staff members about events as they occur in real-time.

Issue Tracking

Real-time notification mechanism for internal issue management. Easy integration with popular issue tracking systems.
  • Allow for mobile escalation
  • Ability to connect with mobile staff
  • Custom staff alerts

Provider Compliance

Notify medical staff regarding required forms, etc.
  • Keep providers up-to-date
  • Automate compliance follow-up

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