Every conversation, next to her record.
Texts, secure portal messages, and website chats land in one team inbox. Each one is linked to the person, assigned to someone, and answered from your center’s number.
Two-way texting and secure portal messages are on Plus and up; the website chat widget is Premium. Text usage is metered; see what counts as a text.
Your Inbox
Thursday appointment
Just nowYou: Just a photo ID. Your intake forms are already done. See you at 3!
Parenting class Thursday
9:41 AMCan my mom come with me to my class?
Material support pickup
9:12 AMThank you! See you at 10:30.
Class supplies
YesterdayWhat should I bring to class on Monday?
Pregnancy test results
MonThanks so much for your help.
Select a conversation
Choose a conversation from the list to view messages and contact details
Thursday appointment
Texting (319) 555-0122
Phone
Location
Texting
OK to textAppointments
1Recent Visits
1One inbox, every conversation, the right person. Assign it, see her whole story, send her forms, and move anything sensitive to the secure portal.
Answer with the whole story in view. Her appointments, recent visits, and texting consent sit beside the thread, and the conversation shows up on her record.
Send her forms without leaving the conversation. From a secure conversation, pick her intake forms and consents, send them to her phone, and watch them go from sent to opened to completed.
Secure conversations use the client portal: Plus and up, for pregnancy centers.
Sensitive answers go through the portal. Switch to a secure message for anything private. She gets a text with a link, signs in to your client portal, and reads it there instead of in a plain text.
Secure client portal messaging is on Plus and up for pregnancy centers.
Voicemail is coming soon. Voicemail in the Inbox, with transcription, is on the way for Premium. Until then, texts, secure messages, and website chats are what land here.
Coming soon. Phone features will have separate usage charges.
Built around the person, not the phone number. Texting, secure messages, and website chat in one place, on Plus and up.
- Plus
Two-way texting
Text from your center’s number, with photos (MMS) as well as plain texts.
- Plus
Assignment and team inboxes
Your Inbox, Unassigned, and All, with an owner on every conversation.
- Plus
Internal notes
Leave a note for your team in the thread. Clients never see it.
- Plus
Linked to the record
Each conversation sits next to the person’s appointments, visits, and texting consent.
- Plus
Forms and consents from the thread
Send intake forms and consents and see when they are opened and completed.
- Plus · PC
Secure portal messages
Exchange PHI through your client portal instead of a plain text.
- Plus
Multiple numbers
A number per location or campaign, so you know where a text came from. Additional fee per number.
- Plus
Inbox notifications
Choose what alerts you: new appointments, gifts over an amount, or activity on a contact.
- Premium
Website chat widget
A chat bubble for your website. Chats land in the same Inbox.
Texting needs sender registration and a one-time setup. Text usage is metered, and additional numbers carry a fee. Voicemail and other phone features are coming soon, with separate usage charges. Pricing details.
“You are the best support group I have worked with — and I am not young — I've worked with a LOT of them!”
Answer every text with the whole story.
A team inbox linked to every record, with secure messages for anything sensitive.