Healthcare teams: Send requested info to patients quickly

Support agents miss info requests buried in forms and inboxes, delaying patient intake. Requesters receive correct attachments quickly, so case managers and patients can proceed without manual file searches.

Healthcare teams: Send requested info to patients quickly

Overview

Manual file searches slow patient intake and frustrate case managers. This workflow ensures the right informational attachments reach requesters quickly while creating an auditable record, eliminating manual sends and missed follow-ups.

Notable Features

  • Attach correct resources to emails
  • Search files by request keywords
  • Encrypt attachments for HIPAA compliance

Healthcare teams: Send requested info to patients quickly