One of’s premiere features is that it allows you to interact with your patients first, and worry about paperwork second. is intuitive about tracking your correspondence, and automatically putting it in the right spot so you can focus on what’s being said in your conversation rather than remembering to log it later.

As a general rule you can apply across the external communications board, communication must go through one of’s channels in order to be recorded. The content of the communication isn’t being recorded – any non-relevant text messages, emails, or phone calls are ignored; we don’t want to be burdened with that information! only cares about what pertains to your patients, because that’s what you care about.

Here’s more about how it all works:


When a patient calls your phone number from a number you have recorded in their chart, or vice versa, the time of the call, who initiated the call (and from what number) will be noted and tagged to the patient’s chart. The actual conversation will not be recorded. If the call is not made to the number, will have no knowledge of the correspondence.

In-Browser Calls

If you’re making calls from your desktop or laptop, you can call your patient directly from your browser. These in-browser calls function in exactly the same way as a normal phone call except that the call is connected from your browser instead of your mobile device. Before you can make in-browser calls, you will need to have enabled phone services.

To make an in-browser call head to your patient’s chart, select “Contact Details”, and then choose the number you would like to call. Click on “Call from my browser” and your call will be connected. Just like a normal phone call, only the details of the call will be recorded, not the actual content.

Email is set up to be your IMAP email client, only smarter. will occasionally check your email, and if it finds a message to or from an address it recognizes as a patient (because you will have noted it as such), it will tag it to the patient’s chart.

In the event finds an email that could be associated with more than one patient (a family of three only uses one email address, for example) it will prompt you to answer a quick series of questions to make sure the correspondence is tagged to the correct patient. Just a quick confirmation, and you’re back at it.


Outbound faxes are used to send prescriptions to pharmacies, but there is not a feature for inbound faxes. As an alternative to faxing something, please scan and attach the file, take a picture of the document and upload that way, or any other method of attaching files you can think of.

Social Media

Facebook: Facebook’s API doesn’t allow to pull content from private messages, and we don’t see the need to put public information in the patient’s chart.

Still stuck? Shoot us an email and we'll do our best to help.