Patient engagement
Follow-ups that actually go out
Recalls, check-ins and education go to the patients who opted in, approved by someone other than the person who wrote them.
What it does
The details that matter
Opt-in only
Campaigns can only reach patients who opted in, and opt-outs apply everywhere at once
Two-person approval
The person who writes a campaign cannot approve it; a second team member signs off
Education hub
Share handouts and guides from one library instead of email attachments
Recall sweeps
Due-for-follow-up lists that send once, even if the job runs twice
Explainable engagement scores
See why a patient scores as at-risk, not just a number
Secure messaging
Message patients from the chart, with every thread kept on the record
Popular with
Practices that rely on Patient engagement
FAQ
Patient engagement questions
Can I text patients from EMR MD?
Yes, for appointment reminders and opted-in follow-ups. Each plan includes a monthly text allowance.
Can marketing staff see clinical notes?
No. The marketing role sees campaign and aggregate data only, never the chart.