features
Email From Inside the Record
Send from the client, caregiver, or schedule you are already looking at, so the message is filed against it by default rather than by discipline.
System Notifications That Land
Compliance expirations, schedule alerts, failed submissions, and approval requests can route by email to the people who own them.
Documentation Trail
What was communicated, to whom, and when becomes part of the audit picture alongside visit verification and case notes.
features
Send an Existing Document
Fax a file that already lives on a client or caregiver record. Pick the record type, choose the client, select the saved document, and send. Nothing is downloaded or re-uploaded.
Receive and Attach
Open an incoming fax, select the client, set the received date, choose the document type, name it, and save. It appears in that client's documents list immediately.
Contact Directory
Search receivers by fax number or name, or add a new contact inline. Frequently used payer and physician numbers stop being sticky notes.
features
One-to-One Messages
Direct conversations with a caregiver, with their contact details and current messaging status shown in a panel beside the thread.
Broadcast Groups
Send one message to many. Build the audience by caregiver, supervisor, location, or All Company, and see receivable and unreceivable counts before you send.
Dynamic Fields
Insert First Name, Last Name, Full Name, Email, Employee ID, or Birthday into a message with the plus button or by typing two angle brackets. Personalized at scale without a mail merge.
Broadcast Groups From CareMatch
Run a CareMatch search for the caregivers who fit a client, select them in the results, and click Create Broadcast Group. The audience arrives pre-filled in Chat.