Prepare
- Appointments and reminders
- Digital intake and consent
- Insurance-card capture
- Secure pre-visit questions
Patient engagement should return to the care record.
Portal, messaging, intake, HEP, RTM, balances, surveys, and retention signals stay attached to the same patient and plan.
Before the visit · between visits · after care · patient and staff context
Continue
- HEP video assignments
- Remote engagement and RTM context
- Secure care-team messaging
- Plan-cadence visibility
Close the loop
- Patient balance and Text-to-Pay
- Post-visit surveys
- Review activity
- Retention and rebooking attention
ENGAGE / MOBILE
The care plan can travel beyond the clinic.
A branded patient app connects exercise video, completion, plan engagement, secure communication, and RTM context back to the practice workflow.
- Provider
- Assigns and reviews the care plan
- Patient
- Views, completes, and communicates
- Practice
- Sees engagement and billing context
Retention attention belongs next to the plan and schedule.
Charts can identify critical care windows, missed cadence, and engagement risk. Staff decide the right rebooking or follow-up action.
Assign from the plan builder
Video exercise assignments and completion context remain attached to care.
Measure the post-visit signal
Feedback cadence, sentiment, and review activity connect to visit completion.
Make the next action clear
Portal, card on file, payment plan, kiosk, and Text-to-Pay share ledger context.
Keep pre-patient context
Inquiry, source, follow-up, booked status, and conversion stay visible.
Patient follow-up often crosses three staff roles.
Internal team channels and in-product support keep front-desk, clinical, and billing handoffs out of personal messaging apps and closer to the work.
Patient engagement questions
Direct answers about fit, migration, ownership, AI review, and the connected platform.
01What can patients access through the Charts portal?
The portal is designed for appointment and record access, intake, secure messaging, patient balances, and connected follow-up workflows.
02Does Charts support home exercise programs?
Yes. Providers can assign exercise videos from the plan builder, while completion and adherence context return to the care record.
03Does Charts support remote therapeutic monitoring?
Yes. Charts Engage supports a branded patient-app and RTM workflow, including context for CPT 98980 and 98981. Billing and clinical appropriateness still require provider review.
04How does Charts identify retention risk?
Retention intelligence can surface patients in critical care windows, missed plan cadence, and engagement-risk states so staff can review and act.
05Are surveys and review activity connected to visits?
Yes. Post-visit survey cadence, feedback, sentiment, and review activity can connect to visit completion, messaging, CRM, and reporting.
06Does the practice still own its data?
Yes. Practice data remains owned by the practice and is designed to remain exportable. MedSite Charts does not charge an offboarding fee.
Follow one patient beyond the appointment.
We’ll demonstrate intake, portal, care-plan engagement, messaging, balance, feedback, and retention attention as one synthetic journey.