Hi Emily, Dr. Davis shared your care plan.PDFCare plan · e-sign requested✓ Signed by EmilySigned! Can my daughter get updates too?Done — Lauren Roberts added as caregiver.
Message Emily…Send
SMS
9:41
RCRiverside Clinic
Hi Emily, Dr. Davis shared your care plan.PDFTap to review & signSigned! Can my daughter get updates too?Done — Lauren Roberts added as caregiver.
Text message↑
THE CARE CIRCLE
One thread for the whole care team.
Clinicians, staff, patients, caregivers and case managers — on the same conversation.
RDClinicianDr. Davis
JWCare staffJohn Williams
LRCaregiverLauren Roberts
CMCase managerChristopher Moore
ECPatient
USE CASES
Every conversation around care, in one place.
01Pre-visit intake
Patients check in before they arrive.
A text link opens a mobile intake — history, allergies, consents and insurance cards. Answers land in the chart.
✓Forms, consents and insurance photos✓Branching questions by visit type✓Answers written back to the EHR
9:41
RIVERSIDE CLINIC · PRE-VISITYour intake
Reason for visitFollow-up on cholesterol
Any new allergies?YesNo
Which one?Sulfa drugs — rash
Insurance card📷 Front & back captured
Submit
SMSLink sent 2 days beforeNo app, no login
✓Allergy added to EHRInsurance on file
02Care-team threads
One thread for everyone involved.
Clinicians, staff, family and case managers coordinate in a single secure thread — family replies by SMS.
✓Group messaging with role labels✓Instant notifications to caregivers✓Every message logged to the record
Care team · Emily Carter
RDJWLRCMEC5 members · clinicians, family, case manager
JWJohn · RNnowBP 152/94 at home today, up from last week.
RDDr. DavisnowIncrease lisinopril to 10 mg. Recheck in 1 week.
CMChristopher · Case mgrnowPharmacy delivery set for tomorrow.
LRLauren · DaughternowThanks — I’ll make sure she takes it.
✓Family replies by SMS — no app needed
03Outreach campaigns
Reach thousands with one message.
Target a patient group, send in their language and let replies book appointments automatically.
✓Audience filters from EHR data✓Two-way replies and auto-booking✓Delivery, reply and booking analytics
Campaigns · Flu vaccine 2026
SENT1,240
REPLIED812
BOOKED486
Delivered98
Opened91
Replied65
Booked39
AUDIENCEAge 65+ · no flu shot this season
MESSAGE · EN / ESFlu shots are here! Reply 1 to book, 2 for walk-in hours.
✓Replies booked automatically
04Scan, fax & e-sign
Paperwork done from a phone.
Scan documents, send for signature, fax to partners and file to the chart — without a fax machine.
✓Mobile scanning with edge detection✓E-signatures from a text link✓Fax and print built in
9:41
HOME HEALTH ORDERPhysician signature: ________
Edges detected · 1 page
PDFHome_health_order.pdfSent for signature · Dr. Davis