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Communicating With Your Patients Is More Important Than Ever

We’ve rounded up the best-in-class CRMs and patient communication platforms to make it easy and seamless for your business.




CUSTOMER RELATIONSHIP MANAGEMENT software that integrates with your EMR or POS systems is just one way to track and retain patients. According to Twilio, 87% of businesses see digital communications as critical to survival, while in a State Of Local Business report by Podium 85% of respondents sought businesses offering pandemic-friendly services like curbside pickup, local delivery, and/or contactless payments. New ways of reaching patients include website chat, text marketing, video chat and text payments. Using Weave Payments, Children’s Clear Vision in Twin Falls, ID, collected $10,000 over text in 12 months, replaced 250 paper invoices monthly, and billing staff saved 30 hours a month.

Podium Messaging tool


Messaging tools for small businesses that include marketing, communication, and payment technology.

(833) 276-3486 |

Doctible smart messaging


Offer best-in-class software to a variety of healthcare practices to automate back-office tasks — like Smart Messaging and a Virtual Waiting Room — while giving them the ability to engage and get feedback from patients.

(800) 380-6071 |

SolutionReach communication software



Integrated platform that offers automated tools for texting, intake, scheduling, and payments

(866) 605-6867 |

Weave communication software


An all-in-one customer communication platform for small businesses. Weave’s software can generate positive reviews, transcribe digital forms, and send appointment reminders.

(888) 579-5668 |

Marketing 4ECPs homepage

Marketing 4ECPs

In addition to website design and digital marketing, the Innexus Program offers automated text and email appointment reminders, recall messages, product-ready notifications, and more.

(844) 386-7971 |

Smart Ways to Sell Patient Communication Software

Devon NeubauerUrban Optiks Optometry, San Diego, CA 

Communicating With Your Patients Is More Important Than Ever

Five years ago we migrated from Nexus Now to SolutionReach, which has improved its software over the years and now offers rich and robust features. It has helped keep our practice up-to-date and automate processes for our patients. We offer texting, online forms, appointment reminders and recalls. You can buy the core product and then pay extra for add-ons like digital forms, a pay module or phone popups. SolutionReach allows our EMR and real-time scheduling to talk to one another. About 95% of our patients have opted in to texting and all our communication with patients is done digitally. Text messaging has taken over from email since it’s immediate and the number of calls we receive has gone way down. We also have a widget on our website that allows patients to call or text us anytime.

Will To, ODOptical Illusions,
San Mateo, CA

Communicating With Your Patients Is More Important Than Ever

When choosing a third-party platform you need to find the right fit, so I chose SolutionReach and Marketing 4ECPs. Even though there is some overlap I like that they bring things together and know how to work well with each other. A team from Marketing4ECPs designed a plan around what I wanted. This included advertising, social media, and a website. Every six months I’ve added more services like ads on Google, Facebook, YouTube, and Instagram. For a monthly fee, they take care of my social media content and send out a monthly newsletter. SolutionReach integrates with my EMR and website and offers recalls, reminders, direct online scheduling, texting, instant messaging, intake forms, and payments by texting.




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