Unified Communications

• 1 guide

  Contacts

  Learn how to add and manage patients and lead contacts to keep your communication organized and efficient.

  Open topic: Contacts
• 1 guide

  Calls

  Understand how to manage inbound, outbound, and internal calls using advanced VoIP technology designed specifically for Med SPAs.

  Open topic: Calls
• 1 guide

  Fax

  Get guidance on sending and receiving HIPAA-compliant faxes securely without the need for traditional fax machines. Easily transmit patient records, prescriptions, and documents directly from your computer or mobile device.

  Open topic: Fax
• 1 guide

  Send Email

  Learn to send secure, HIPAA-compliant emails for appointment reminders, promotions, and follow-ups—all from one unified system. Maintain a professional image with branded emails and organized communication threads.

  Open topic: Send Email
• 1 guide

  SMS

  Get insights into sending HIPAA-compliant, two-way SMS to deliver appointment reminders, promotions, and personalized messages that boost patient engagement and reduce no-shows.

  Open topic: SMS
• 1 guide

  Chat

  Discover how to stay connected with patients and team members through real-time, HIPAA-compliant chat. Answer questions, send updates, and coordinate appointments instantly from a centralized chat system.

  Open topic: Chat
• 13 guides

  Digital Marketing

  Learn to drive patient engagement and boost bookings with targeted email, SMS, and robocall marketing—all in one place. Track performance, manage responses, and stay HIPAA-compliant across all marketing channels.

  Open topic: Digital Marketing

Coming soon: Email