Two-Way Patient SMS That Closes the Referral Loop
Echopad Reach texts your patients about their referrals and appointments, runs the follow-up conversation, and hands your staff only the messages that actually need a person, then writes every outcome back so nothing goes silent.
How It Works in 3 Seconds
Echopad Reach texts the patientBusiness Value for Decision Makers
For practices losing patients to no-shows and unanswered referrals, Echopad Reach replaces manual phone tag with automated, compliant SMS outreach, so staff only step in for the conversations that actually need a person.
What You See
A new referral or booked appointment automatically starts patient outreach. Replies are read and routed. A clear "yes" confirms, anything unclear lands as a task for your team, and every message and outcome writes back to the source record.
Key Benefits
- Reach every patient by text, from a compliant business number
- Automate referral follow-up and appointment reminders
- Only see the tasks that actually need a human
- Every outcome writes back onto the referral automatically
Perfect For
Practices using OpenInlet for referral management, and any clinic that wants automated, compliant SMS reminders and follow-up without adding staff workload.
Trigger → Outreach → Outcome
Echopad Reach automatically starts outreach.
“Hi Maria, Dr. Patel's office received your referral. Reply YES to confirm you'd like us to schedule your visit.”
YES
A clear reply resolves automatically. Nothing lands on a staff member's desk unless it's unclear.
Outreach complete · referral updated · nothing went silent.
How Patient Follow-Up Was Done: Then vs Now
From manual phone tag and spreadsheets to automated, compliant SMS conversations.
Automated SMS conversations
- Two-way SMS — one thread per patient, sent automatically
- Clear replies auto-resolve — only unclear ones reach staff
- Outcomes write back — onto the referral automatically
- Consent enforced — STOP/START/HELP handled automatically
Phone tag & spreadsheets
- Phone tag — repeated calls to reach one patient
- Spreadsheet tracking — no single view of who needs a follow-up
- No visibility — into whether a patient ever got the message
- Every reply — lands on a staff member, confirmed or not
Automated SMS conversations
- Two-way SMS — one thread per patient, sent automatically
- Clear replies auto-resolve — only unclear ones reach staff
- Outcomes write back — onto the referral automatically
- Consent enforced — STOP/START/HELP handled automatically
Phone tag & spreadsheets
- Phone tag — repeated calls to reach one patient
- Spreadsheet tracking — no single view of who needs a follow-up
- No visibility — into whether a patient ever got the message
- Every reply — lands on a staff member, confirmed or not
How Echopad Reach Works
Three simple steps from referral or appointment to a closed loop.
Automation Triggers
A new referral or booked appointment automatically starts the right sequence: outreach, a reminder cadence, or a request for missing information.
Reach Texts the Patient
Echopad Reach sends an approved, merge-filled SMS template from a compliant business number, and reads the reply. A clear response resolves automatically.
Outcome Closes the Loop
Anything unclear becomes a task for your staff. Every message and outcome writes back onto the referral, so nothing falls through the cracks.
Built for the Whole Outreach Workflow
From the first text to the closed task, Echopad Reach covers every step.
Two-Way SMS Conversations
- Unified inbox One clean thread per patient, inbound and outbound together, with search and status filters.
- Delivery status at a glance Queued, sent, delivered, or failed, with a plain-language reason and one-click retry.
- Triage & priority Threads carry a status and priority, so the most urgent conversation is never buried.
Patient Contacts, Organized
- CSV / Excel import Duplicates are skipped automatically, and every row error is reported with its line number.
- Consent status on every contact Opt-in, opt-out, or unknown, texting an opted-out patient is blocked everywhere.
- Search, filter, and archive Find anyone in seconds, and soft-delete a contact without losing their history.
Templates & Approval
- Merge fields fill themselves in Patient name, appointment time, clinic name, and scheduling link, a patient never sees a raw placeholder.
- Draft → approve workflow Staff draft, an admin approves, nothing goes out unreviewed, with full version history.
- Edit-safe Editing an approved template spins off a new draft, so live wording never changes underneath you.
Automations That Do the Follow-Up
- Automatic triggers A new referral starts outreach; a booked appointment starts the reminder cadence.
- Reply understanding Replies are classified and routed automatically. A clear "yes" confirms, anything unclear goes to your team.
- Run history & retries Watch every automated run step-by-step, and retry any single run or all failed runs at once.
Appointment Reminders
- Automatic cadence Reminders fire at T-48h, T-24h, and day-of, and track whether the patient confirmed.
- Follows changes Rescheduling restarts the cadence against the new time; cancelling stops it.
A Task Queue for Your Team
- Everything that needs a human Callbacks, reschedules, unclear replies, failed texts, and opt-outs all land as tasks.
- Triage-ordered Most urgent, soonest-due work is always on top, assign, track, and close with full history.
Know How Your Outreach Is Performing
7 / 30 / 90-Day Activity View
Compare this period to the last: messages, contacts, appointments, and workflow runs.
Outreach Funnel
From new patient to contacted, engaged, and scheduled: see exactly where patients drop off.
Appointments & Reliability
Confirmation and no-show rates, delivery reliability, and workflow completion, in one place.
Closes the Loop With OpenInlet
Echopad Reach plugs straight into OpenInlet's referral management.
See OpenInletOpenInlet
- Referral events flow in automatically and kick off patient outreach.
- Every text, reply, and outcome writes back onto the referral: contacted, engaged, confirmed, declined, or unable to reach.
- A built-in Test Connection check confirms the link is healthy.
- Turn it on or off per clinic with a single switch.
Compliance Built Into Every Message
STOP / START / HELP
A patient who texts STOP is opted out instantly, everywhere. Echopad Reach won't text an opted-out patient. Keywords are configurable per clinic.
Isolated by Design
Every clinic's data lives in its own workspace on encrypted, HIPAA-eligible Azure infrastructure. Sensitive patient details are stripped from referral records before they're ever stored.
Admin-Only, Fully Audited
Settings and template approval are admin-gated, with a complete, tamper-evident audit trail of every change and a configurable 1–15 year retention window.
FAQ
Common questions
Everything you need to know about Echopad Reach.
Get Started
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