Communication That Works for Everyone
Phone tag wastes time for everyone. Proactive Chart’s messaging system lets you communicate with patients securely, efficiently, and with full documentation in their chart.
Manage all patient messages from a unified inbox with filtering and assignment
Key Features
Unified Staff Inbox
All patient messages in one place. Filter by provider, message type, or status. Assign conversations to team members and track response times.
Inbox features:
- Unified message view
- Provider assignment
- Message type filtering (general, appointment requests)
- Read/unread status tracking
- Response time monitoring
- Thread history access
Two-Way Secure Messaging
Patients can initiate conversations through the patient portal. Staff respond from the EMR. Every message is encrypted and documented automatically.
Messaging capabilities:
- Patient-initiated conversations
- Staff-to-patient outreach
- File and image attachments
- Message threading
- Automatic chart documentation
- Notification preferences
Appointment Request Integration
When patients request appointments through the portal, it creates a message thread. Staff can respond, confirm, and schedule without leaving the conversation.
Request workflow:
- Portal appointment requests
- Availability sharing
- Confirmation messaging
- Direct scheduling from thread
- Automated confirmations
Staff Notifications
Real-time notifications alert staff to new messages. Customizable alerts ensure urgent messages get attention without overwhelming your team.
Notification options:
- In-app notification bell
- Email alerts
- Customizable urgency levels
- Provider-specific routing
- After-hours handling
Patient Portal Messaging
Patients access messages through their secure portal. They can view history, send new messages, and manage notification preferences.
Patients can send and receive messages through their secure portal
Patient features:
- Secure message access
- Conversation history
- Attachment viewing
- Notification preferences
- Mobile-optimized interface
Automated Communications
Appointment Reminders
Reduce no-shows with automated SMS and email reminders. Customize timing and messaging to match your practice style.
Reminder options:
- SMS text messages
- Email reminders
- Customizable timing
- Confirmation tracking
- Easy reschedule links
Recall Messaging
Re-engage patients who haven’t been seen recently. Automated recall messages help fill your schedule and maintain patient relationships.
Recall features:
- Configurable inactivity thresholds
- Personalized outreach
- Response tracking
- Easy scheduling links
Benefits for Your Practice
Reduce Phone Volume by 40%+
When patients can message you, they stop calling for routine questions. Your phone is free for urgent matters.
Document Everything
Every conversation is automatically documented in the patient chart. No more sticky notes or forgotten follow-ups.
Respond on Your Schedule
Messages let staff respond when convenient, not when the phone rings. Batch processing is more efficient than constant interruptions.
Improve Patient Satisfaction
Patients appreciate the convenience of messaging. They get answers without waiting on hold or leaving voicemails.
HIPAA-Compliant by Design
Secure, encrypted messaging meets HIPAA requirements. Audit trails document all communications.
Ready to Transform Patient Communication?
Join practices that have dramatically reduced phone volume while improving patient satisfaction and documentation.
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Questions? Email us at [email protected]