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EchoPad Reach Two-Way Patient SMS That Closes the Referral Loop

How It Works in 3 Seconds

📋
Referral or Visit Booked
Echopad
Reach Texts Patient
Outcome Written Back

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.

Business Value for Decision Makers

For practices losing patients to no-shows and unanswered referrals, 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
LIVE DEMO

EchoPad Reach

Trigger → Outreach → Outcome

STEP 1Referral Received or Visit Booked
New Referral from OpenInlet by Echopad
Patient: Maria Gonzalez
To: Dr. Patel (Cardiology)
Reach automatically starts outreach
STEP 2Reach Texts & Follows Up
Outbound SMS
Delivered

"Hi Maria, Dr. Patel's office received your referral. Reply YES to confirm you'd like us to schedule your visit."

Patient replies "YES" — auto-confirmed
Same day

A clear reply resolves automatically — nothing lands on a staff member's desk unless it's unclear.

STEP 3Outcome Written Back
Referral Updated Automatically
Status: ConfirmedWritten back to OpenInlet
Full Conversation LoggedNote added to the referral
Outreach complete • Referral updated • Nothing went silent

What Reach Handles For You

Two-way SMS inbox
Automated reminders
Referral write-back

Perfect For

Practices using OpenInlet for referral management, and any clinic that wants automated, compliant SMS reminders and follow-up without adding staff workload.

Traditional vs AI-Powered

How Patient Follow-Up Was Done: Then vs Now

From manual phone tag and spreadsheets to automated, compliant SMS conversations

Manual Follow-Up
vs
With EchoPad Reach

📞 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

Watch auto comparison • Tap to control

Manual
Staff calls every patient by hand
Automated
With EchoPad Reach
Simple Process

How EchoPad Reach Works

Three simple steps from referral or appointment to a closed loop

1

Automation Triggers

A new referral or booked appointment automatically starts the right sequence — outreach, a reminder cadence, or a request for missing information.

2

Reach Texts the Patient

Reach sends an approved, merge-filled SMS template from a compliant business number, and reads the reply — a clear response resolves automatically.

3

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.

That's it! Reach runs the sequences, your team handles the exceptions.

Everything Included

Built for the Whole Outreach Workflow

From the first text to the closed task, Reach covers every step

Two-Way SMS Conversations

Meet patients where they already are

  • 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

Bring your list in and keep it tidy

  • 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

On-brand and compliant, every time

  • 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

Stop chasing patients by hand

  • 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

Fewer empty slots, less phone tag

  • 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

Automation handles routine, staff handle exceptions

  • 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.
Insights & Dashboards

Know How Your Outreach Is Performing

Messages Sent & Delivered
Response Rate
Time to First Contact
Opt-Out Rate

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.

Connector

Closes the Loop With OpenInlet by Echopad

Reach plugs straight into OpenInlet by Echopad's referral management

🔗

OpenInlet by Echopad

  • 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.
Built for Patient Consent

Compliance Built Into Every Message

STOP / START / HELP

A patient who texts STOP is opted out instantly, everywhere — 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

Ready to see Echopad in action?

Book a quick walkthrough and leave with a clear automation plan.

15-minute call, no obligation.