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Patient engagement

Fill your schedule.Win patients back.

Pulse is patient engagement built inside your EMR: win-back, compliant reviews, campaigns, text-to-pay, and one inbox fed straight from the chart. Native, included, and impossible to bolt on. No add-on stack, no add-on fees, nothing to leave behind.

MA
Mason A.
Going cold · no next visit
Win-back
Google ReviewsReview
★★★★★
Asked every patient, compliantly
Visit Thu · 2:00
Reply C to confirm
Reminder
SB
Sophia B.
Great — see you then! 🙌
Welcome, new patientsCampaign
Pulse
One inbox, fed by the chart
5 patients to reach today
Born in the chart

Engagement that starts where care actually happens.

Most engagement tools are a bolt-on, syncing off a stale export of your patient list. Pulse is different: it fires off your own live events the moment they happen: a visit wraps, a no-show hits, a plan of care runs out, an authorization starts to lapse. It all lands in one inbox, fed straight from the chart, so your team always knows who to reach and why.

  • One inbox, every channel. Texts, web chat, and confirmation replies in a single patient thread.
  • Context from the chart, not a thin CRM. Coverage, last visit, plan of care, and balance sit right beside the conversation.
  • Nothing to import, ever. Your patient data is already here. Pulse just puts it to work.
Pulse · Conversations
MA
Mason A.
Going cold · no next visit
Win-back
JT
Jordan T.
Replied “C” · confirmed Thu 2:00
Reply
SB
Sophia B.
Left a 5-star review 🙌
Review
From the chart
CoverageCigna · active
Last visit18 days ago
Plan of care2 visits left
Balance$40.00
Jodie: draft a win-back message
One platform, eight ways to grow

Everything you’d rent from four vendors, native and included.

Pulse folds the whole engagement stack into your EMR. No bolt-ons, no separate logins, no per-message fees.

Flagship

Conversations inbox

One thread per patient, fed straight from the chart. Every channel your patients use, in a single place your whole front desk can work.

TextsWeb chatConfirmations One inbox

Win-back worklist

Lapsed patients cohorted from your own visits and ranked so your team works the money moments first.

Going coldLapsedLong-lapsed

Compliant reviews

Ask every patient the way Google and the FTC require. No gating, no liability.

Patient satisfaction

A private NPS survey with detractors flagged for recovery before they post.

Campaigns

Segment patients from your own visit data and send a personalized campaign in two clicks.

NewActiveLapsed

Referral-source CRM

See which physicians actually fill your schedule, and get flagged when a good referrer cools off.

Conversion by sourceCooled-off alerts

Text-to-pay

Send a balance and a secure pay link right in the thread. Native Stripe, no separate payments product.

$40.00 balancePay now →

Home-program nurture

Nudge patients who have fallen off their home exercises, using your own HEP and check-in data.

HEP + check-in signals
Jodie · Reach these today
1
Mason A.
Mid-episode dropout, 18 days and no next visit. Best win-back odds.
Draft →
2
Elena R.
Plan of care ends this week. Rebook to protect the outcome.
Draft →
3
Dev P.
Authorization lapses in 3 visits. Flag before it turns into a denial.
Draft →
Jodie works the list

Never start from a blank list, or a blank message.

Jodie ranks who to reach today and tells you exactly why, drawing only on your visit data. She can catch you up on a patient in a sentence and draft a warm, HIPAA-safe message you edit and send. Jodie ranks and drafts; your team always approves the send. It is help, not autopilot.

  • A prioritized worklist that explains its reasoning, never a blind blast.
  • Draft with Jodie writes the first message so no one stares at an empty box.
  • Catch me up summarizes the relationship before you reach out.
Reviews, done right

Ask every patient. Not just the happy ones.

Most tools quietly send only satisfied patients to Google. That is “review gating,” and it is against Google policy. The FTC’s 2024 rule made it a liability the clinic owns even when a vendor does it. Pulse asks everyone, cleanly, so your reputation grows on trust instead of risk. Jodie can even draft a compliant public reply that never confirms someone was a patient.

  • No gating, ever. Every recently-seen patient is invited to review.
  • PHI-safe reply drafter. Jodie writes public responses that stay on the right side of HIPAA.
Pulse · Reputation
Google Reviews
MA JT SB ER DP
★★★★★
✓ Every patient asked · no gating
Included, not itemized

No add-on stack. No bolt-ons. No per-message fees.

Competitors sell you the EMR, then bill for everything that actually grows the practice. With Pulse, it is all in the box.

Reach

  • Win-back worklist
  • Reactivation campaigns
  • Recalls & recheck reminders
  • Referral-source CRM

Reputation

  • Ask-everyone reviews
  • PHI-safe reply drafter
  • NPS & satisfaction
  • Detractor service recovery

Revenue

  • Text-to-pay in the thread
  • Balance nudges
  • Native Stripe, no middleman
  • Rebook-the-lapsed prompts

Relationships

  • One chart-fed inbox
  • Live patient-context rail
  • Jodie priorities & drafts
  • Home-program nurture

From a stack of add-ons
to one platform that does it all.

The rest of the market sells you the EMR, then bills you for everything that actually grows the practice. Pulse doesn’t.

The old way
With Pulse
Patient engagement
A $500–1,200/mo stack of separate engagement bolt-ons you rent forever.
Win-back, reviews, NPS, campaigns, referrals, text-to-pay, native and $0 extra.
Getting reviews
“Gating” that routes only happy patients to Google, now an FTC liability.
Ask everyone, compliantly. More real reviews, zero risk.
Text-to-pay
A separate payments product, or a middleman sitting in the thread taking a cut.
Balance and a secure link right in the thread, native Stripe.
Who to reach today
A staffer scrubbing spreadsheets between patients.
Jodie ranks the list, explains why, and drafts the message.
Your patient data
Held hostage. Leaving is “a project.”
Standard FHIR, exportable in one call. Always yours.
8
Pulse tools, all included
$0
Add-on fees for engagement
1
Inbox, fed by the chart
5
Live chart events that trigger outreach

Turn every visit into the next one.

See Pulse work off your own patient data in a walkthrough built around your clinic.

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