Access real-time DCA news and provider blogs. Send and receive secure emails. Manage production, collections, and goals. View schedules and track training/CE opportunities. All features are HIPAA-compliant and accessible via mobile devices.
Synchronized calendar for rational time arrangement.
The app synchronizes with the iPhone Calendar for time arrangement. It offers personal affair management, day, week, and month views, and date calculation.
Store frequently used text snippets like addresses, phone numbers, and links. Access and insert saved texts across iPhone, iPad, and Mac. Sync texts between devices and use as a keyboard extension for quick replies.
Manage customer relationships with automated follow-ups via text and email. Create prebuilt funnels tailored to your industry. Track leads and convert them to clients. Monitor reviews on Google, Facebook, and other platforms.
Create personalized emails with templates. Upload contacts from Google Sheets. Manage lists and avoid CC/BCC. Send targeted messages to multiple recipients efficiently. Track status and edit content directly. Export contact lists for future use.
Organize emails by automatically sorting incoming messages into folders based on learned patterns. Set custom rules for categorization. Prioritize important emails and archive or delete messages with one tap.
Process payments using stored credit card information. Send receipts via email. Collect electronic signatures. Receive deposits the next business day. Ensure PCI Level 1 compliance. Update the regularly for new features.