Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
Manage bank accounts with real-time balance checks, transfer funds via counter-account, and use payment templates or QR code scans for payments. Authorize transactions with Touch ID. View transaction history and set payment reminders.
Manage clients, view schedules, and handle appointment requests. Send and receive two-way text messages. Sync with practice management system and portal. Access business data from smartphone.
