Scheduling Connect your calendar to handle appointment requests.
Google Calendar: booking, lookup, rescheduling, cancellation Calendly: eligible booking, lookup, supported cancellation One scheduling connection per organization. Calendly booking depends on the account and event type; direct rescheduling is not supported.
Configuration Organization setup and authorization required
Discuss this connection Healthcare Records Discuss a connection to your EHR, EMR, or practice-management system.
Agree which records and actions are allowed Review connection and security requirements No ready-to-use EHR or EMR connection is included in this release.
Configuration Project review and implementation required
Discuss this connection Communications Set up patient calls, texts, and a staff handoff process.
Configured phone and SMS Conversations and details for staff review Email, WhatsApp, and a public website chat widget are coming soon. Staff communication tools need custom integration.
Configuration Organization setup and authorization required
Discuss this connection Patient Management / CRM Agree where collected contact and administrative details should be saved.
Choose the records and fields to use Review who can read and update them Writing to an external CRM or patient-management system needs additional integration work.
Configuration Project review and implementation required
Discuss this connection Helpdesk & Billing Discuss how requests should reach your helpdesk or billing tools.
Map requests to your ticket process Assign staff ownership and approvals Helpdesk tickets, billing-account access, and payments are not ready-to-use connections.
Configuration Project review and implementation required
Discuss this connection Internal Systems Connect a specific office task to a tool your team already uses.
Review the task and system interface Work with your existing tools Each connection must be built, authorized, and tested before activation.
Configuration Project review and implementation required
Discuss this connection Custom API Give an approved external service access through your organization’s credentials.
Access limited to your organization Structured conversation results An authorized organization credential is required. Custom application connections need separate integration work.
Configuration Organization setup and authorization required
Discuss this connection