Connect · Patient engagement

The front door your patients already use. Connected to the chart.

WhatsApp, SMS, email, voice and clinical forms in one queue. Each conversation is matched to a patient or held for a person to check, routing rules you set send WhatsApp messages to the team that owns them, and forms your team fills in write straight onto the chart.

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2B+ people use WhatsApp · 31 voice languages · matched to the chart, or held for a human

The communication gap

Stop running patient communication out of personal phones and shared inboxes.

Patients message on WhatsApp, text, email and call, often about the same thing on the same day. When those land on staff handsets and a shared mailbox, an urgent message waits behind a routine one, the same question gets answered twice, and none of it reaches the record. Connect brings every channel into one queue where each conversation is already attached to a patient.

One queue

Every channel your patients use, in one place.

WhatsApp, SMS, email and calls arrive in the same list, each already matched to a patient or held for someone to check.

Four channels, one list

WhatsApp, SMS, email and call records land in the same queue, ordered by what is newest and what is urgent. Each thread keeps the channel it came in on, so your reply goes back the way the patient reached you.

Matched on phone and email, or not at all

A conversation attaches to a chart only on a single high-confidence match. Two possible patients, or a partial one, and it waits for a person instead. No patient record is created automatically, so an unknown number never quietly becomes a duplicate patient.

Turn an unknown sender into a patient

When the number is new, your team pulls the details out of the conversation into a draft and confirms it. Conditions, allergies and medications are written as provisional and tagged with where they came from, so a clinician can see they were taken from a message.

One inbox listing WhatsApp, SMS and email conversations together, each row showing its channel, its owner and whether it is linked to a patient.
Green is WhatsApp, blue is SMS, orange is email, all in the same list. A thread the system could not confidently match to one patient says so rather than guessing.

Triage

Routing that reads the message first.

Once you set up routing rules, each inbound WhatsApp message is read for what it is about and how urgent it is, and your rules decide where it goes.

Twelve intents, not a mood score

Appointment request, question about an existing appointment, refill, medication question, symptom report, test results, billing, referral, follow-up, general question, greeting, and possible emergency.

Urgency and tone

Low, medium, high or critical, with a distressed tone told apart from a merely negative one. A rule can route on the intent, the urgency, the tone or the words in the message.

Urgent work goes to the top

Where a routing rule creates a FHIR Task for your team, the task carries the intent and urgency, and an urgent or critical reading raises its priority.

An SMS thread marked urgent, with the classification and its reasoning shown above the conversation and the patient's record in the panel beside it.
Shown on an enterprise workspace, where the reading and the reason for it sit above the conversation and the patient it belongs to is in the panel on the right. This summary strip comes with enterprise plans.

Voice

Calls your patients, in their own language.

The voice agent speaks 31 languages across seven voices. It makes outbound calls to patients you already have, and on a supported clinic phone line it can also answer the calls that arrive after you have closed.

Books and reschedules on the call

On an outbound call to a patient on your list, it books, moves or cancels against real availability, and the change lands in the same calendar the front desk works from.

Check-in calls you design

Post-discharge check-ins, routine follow-ups and medication adherence run as workflows you draw, on the schedule you set. What the patient answers is kept against the call.

After hours, answered

Set your opening hours once. Outside them the voice agent tells the caller you are closed, passes on the out-of-hours guidance you wrote and takes a message. On some phone lines it can forward the call to your on-call number instead.

The patient just answers the call.

There is no app to install and no portal to sign into. Sora says who it is calling for and why, waits for an answer, and keeps going in the patient's own language. What was said stays with the call, so the team that picks it up afterwards can read it.

A post-discharge check-in call on a phone, Sora asking how the patient has been feeling and the patient replying that they have been tired and lost their appetite.

Forms

Forms that file themselves as coded FHIR.

Fifty-nine field types, from a plain date to a vitals panel, an allergy list, a body map or a signature. Point each answer at a FHIR field once in the designer, and every form your team submits after that writes itself to the chart.

Clinical fields, ready to use

Vitals panels, medication lists, problem lists, procedures, allergies, body maps and signatures, alongside the ordinary text, date and choice fields.

Conditional logic and live scores

Show a question only when it applies, with fifteen operators deciding. Formula fields you set up, such as a BMI, calculate as the form is filled in on your team's screen.

Writes as a FHIR transaction on submit

Each field carries the FHIR path you chose for it, so a form your team completes arrives as coded FHIR on the record. No integration code, and no mapping project afterwards.

A form designer where clinical fields are dragged onto a grid and each answer is pointed at a FHIR path.
Build the form by dragging clinical fields, then point each answer at a FHIR path. Captured once, coded on submit.

Consent and privacy

Compliance controls a clinician can actually work with.

Consent is checked before a message goes out, whether a person or an automation is sending it.

Consent per channel, per number

WhatsApp, SMS, email and voice each carry their own consent. A STOP reply to an SMS is honoured immediately and does not expire. The WhatsApp 24-hour reply window is tracked for you, so a free-form message is never sent outside it.

PHI Guard reads it before it leaves

It looks for identifiers such as a record number, a policy number or a date of birth, in the formats a dozen countries use, and for clinical content in the body. It shows what it found and offers the message back with those parts removed.

An override is a decision, not a loophole

Sometimes the clinical detail is the reason for the message. Your team can send it as written, and that choice is written to the audit log with who made it. A message carrying an identifier such as a record number cannot go out until it is removed.

A FHIR-native front door, on the same record as the clinic.

Connect is not a messaging tool bolted onto your EMR. A WhatsApp message becomes a FHIR Communication, kept even when the sender is not a patient yet. A message your routing rules turn into work opens a FHIR Task with the classification on it. A form your team completes writes coded FHIR straight onto the record. These are the same resources your clinicians, your analytics and your reporting already read, so there is nothing to reconcile later and no second database to keep in step.

Explore Patient CRM & Growth
A patient chart with an SMS and voice log tab open, showing the outbound calls made to that patient alongside their problems, medications and results.
The same conversation, read from inside the patient's chart, next to their problems, medications and results. Nobody has to remember to file it.

Applications

Built for high-volume healthcare workflows.

01

Inbound intake and triage

Route inbound WhatsApp by what it is about and how urgent it is, with rules you set, so the urgent messages surface ahead of the routine ones.

02

Outbound care follow-up

Voice check-ins and SMS reminders for post-procedure and long-term condition cohorts, on the schedule you set.

03

Pre-visit intake

Send a form as a link by SMS or email and have the answers waiting for your team before the patient arrives.

04

Referral and enquiry routing

Set a rule that recognises a referral or a billing question on WhatsApp and puts it in front of the team that owns it.

Pricing

Per clinic, per month. Not per provider.

Connect is not sold on its own. It comes with the rest of the clinic on one plan, and what changes between plans is how many people you can reach a month. Prices are in US dollars and shown in your local currency at checkout. Taxes are extra.

Free
$0
100 SMS and 1,000 emails a month
RecommendedStarter
$99
1,000 SMS and 10,000 emails, 100 voice calls, WhatsApp templates and your own SMS number
Pro
$249
3,000 SMS and 30,000 emails, 250 voice calls

Replying to a patient who messaged you first is free on every plan.

See the full allowance table →

Get started

Answer every message. Even at 2 AM.

Connect your own WhatsApp number and your phone line, and watch the first messages arrive in one inbox, attached to the right patient.