Patient engagement

SMS, voice, fax, and video - on one patient chart

Patient engagement software healthcare teams actually use lives inside the EMR. Two-way texting, Twilio voice and IVR, Telnyx eFax with AI extraction, and telehealth - Professional plan for comms. SOC 2 Type II. Canadian data residency.

SMS
Email
Voice
eFax
Video
SOC 2 Type II PIPEDA & HIPAA-aligned Data residency in Canada

Two-way patient SMS and templated email

Clinic SMS reminders are table stakes. LifeLink patient communication supports two-way texting threaded to the chart - reception answers rescheduling questions with patient context visible. Templated email handles confirmations, receipts, aftercare plans, and payment links via edge functions.

  • Patient SMS linked to chart threads
  • Appointment confirmation and reminder emails
  • Payment link and aftercare plan delivery
  • Post-visit feedback collection via secure token
  • Live chat widget integration for clinic website (Crisp)
Hi, can I move my Thursday appointment to Friday morning?
We have 9:30 AM with Dr. Chen open. Reply YES to confirm.
YES

Mock thread - chart-linked in product

Voice

Clinic phone system - IVR, queues, and call AI

Twilio voice replaces a separate phone vendor. WebRTC softphone, IVR menus, TaskRouter queues, and after-hours routing to AI assistant targets.

Inbound and outbound calls

Staff place and receive calls in-browser. Caller ID and patient lookup connect voice to the chart. Voicemail capture and playback without a separate PBX admin portal.

IVR builder and after-hours

Visual IVR menu trees route to departments or queues. Business hours and after-hours rules send overflow to voicemail or voice AI assistant routing. Call summaries transcribe and summarize recordings.

Deep dive: clinic phone system

Send fax from chart
Received fax inbox
Link fax to patient
AI field extraction
Clinical approvals fax
Audit trail

eFax with AI extraction - still fax, faster charting

Telnyx eFax sends and receives in the EMR. Inbound faxes land in a received-fax inbox for staff to attach to patients. Fax AI uses vision extraction to suggest patient demographics and fields from PDF content - MOAs review before accepting. Clinical approvals can route documents for fax signature workflows.

Professional plan - SMS, fax, and voice usage

Patient engagement channels (SMS, eFax, Twilio voice) require the Professional subscription. Core clinical charting, scheduling, portal, and telehealth video are available on base plans. AI scribe, interpreter, and fax/call AI features require the AI System plan. Communications onboarding wizard guides clinic setup for Twilio and Telnyx provisioning.

View pricing

Patient engagement FAQ

For clinic managers and operations leads evaluating unified comms.

Patient engagement software covers two-way messaging, appointment reminders, voice calls, fax, and feedback collection tied to the clinical record. LifeLink integrates SMS, email, Twilio voice, IVR, eFax, and video on one chart - gated by the Professional plan for SMS, fax, and voice usage.

See SMS, voice, and fax on one chart.

Book a demo - two-way messaging, IVR, and fax AI with your clinic workflow.

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30-minute call · No commitment · See it on your own workflows