Every inquiry, every follow up, in one place.
Engage is the follow up side of MedStackPlus: the contact CRM, the inbox, the lists, the forms and the automations that keep patients and referrers coming back, with opt outs and quiet hours built in. It is for marketing contact details, not for clinical notes.
16 things Engage does
Contact CRM
Every inquiry, note and tag in one record the whole front office can see, with who has opted out of messages marked so nobody messages them by mistake. It is for contact details and marketing, not for clinical notes.
One Inbox
Texts, email, website chat and Facebook and Instagram messages in one thread per person, so a question about hours or whether you are taking new patients is answered once by whoever is on.
Missed Call Text Back
When a call goes unanswered, the caller gets a short text right away with a way to reach the office, and a reminder to call 911 in an emergency.
Lists and Segments
Build lists such as people who opted in, past patients who are due for a visit, and referring offices, and send to the list you choose.
Email Campaigns
Practice news, new provider announcements, event notes and recall reminders, sent to the list you choose with the unsubscribe line and your office address built in.
Text Campaigns
Short messages to people who agreed to hear from you, with your practice name, the opt out line and quiet hours respected, and no health detail in the text. Texting stays off until you have consent and carrier registration in place.
Forms for Requests
Appointment request and contact forms that ask only for a name and a way to reach the person, with a line asking them not to send health information through the form.
Landing Pages
A page for a flu shot clinic, a new provider, a screening event or a new location, live in an afternoon with the request form on it.
Calendars and Scheduling Links
Visits, tours and event spots booked from a link, confirmed and reminded by message with no health reason in the reminder.
Review Requests
A request after a visit sent to every patient who agreed to messages, with the review link already in it, no reward attached and no screening for happy patients first.
Social Planner
The week's posts scheduled from one calendar, in your voice, with no patient photos or details unless a signed authorization is on file.
Automations
Recall, review request and appointment follow up written once and run every day, with quiet hours and opt outs respected.
Conversational AI for Chat
A chat assistant on your site that answers common questions about hours, location and how to schedule, tells anyone with an emergency to call 911, never answers a medical question, and hands a real person the rest.
Branded Mobile App
Your team reaches the system from a phone, under your practice name.
Team Roles and Permissions
Front desk, marketing and owner each see what they need, with a separate account for each location.
Reporting
Messages sent, replies, opt ins, opt outs and reviews in one view, so you can see what is bringing people in.
How it works with Remy and the writing tools
The writing tools draft the words, with the checks built in. Engage is where they go out: the list, the schedule, the automation and the reply. Every draft is for you to read and approve. Engage also connects to the systems a practice already runs, with 1,800+ integrations in its app marketplace. Connect only systems that are right for your privacy obligations, and do not pass patient records into it.