Client engagement

Fewer no-shows. Patients who keep coming back.

Stay close to every patient — before, during, and after the visit. A patient portal, secure messaging, automated reminders, digital intake, and post-visit follow-ups in one place. Built to reduce no-shows, lift retention, and make every interaction feel personal — across every clinic in your network.

Secure 24/7 patient portal Multilingual messaging SMS · Email · In-portal
Clinicmaster patient portal home — welcome dashboard with documents to fill, appointments to confirm, outstanding balance, plans of care, next/upcoming appointments and quick actions
Trusted by clinics across Canada
1,000+clinics
10,000+practitioners
Canadadata hosted in-country
SOC 2 Type II CertifiedFully compliant with HIPAA, PIPEDA, PHIPA & Quebec Law 25
What Is

Patient engagement & communication software

Patient engagement software helps a clinic communicate with patients across the whole journey — automated appointment reminders and recalls, secure messaging, a patient portal, digital intake and consent, and post-visit follow-up — and measure how patients respond. Clinicmaster's engagement tools run natively on the same record as scheduling, EMR and billing, so every interaction lands in the patient's chart.

92%
Of patients read Clinicmaster messages
3.4×
Higher patient portal adoption rates
96%
Satisfaction with personalized communication
40%
Faster patient onboarding
Core capabilities

Every touchpoint your patients have with your clinic — in one place.

Six features that replace the patchwork of third-party reminder service, paper intake form, free email tool and survey widget your team is stitching together today.

Secure patient portal

24/7 access to health records, results, care plans and invoices — behind a configurable, role-based secure login.

Automated reminders & follow-ups

Customizable SMS, email, and in-portal reminders that cut no-shows and keep patients on plan after every visit.

Personalized messaging & campaigns

Targeted communications by SMS, email or portal — to cohorts like recalls, drop-offs, discharged cases or new clients.

Digital intake & consent forms

Onboarding and pre-visit forms patients complete on their phone. Signed consents flow straight into the chart.

Patient satisfaction surveys

Real-time feedback after every visit — NPS, CSAT, or custom questions — fed into engagement analytics.

Multilingual communication

Reminders, forms, and portal content delivered in each patient's preferred language — English, French, Spanish, and German.

How the patient portal works

Patients show up prepared — and stay connected after.

One secure place for everything a patient needs: bookings, records, care plans, invoices, and a direct line to their care team. Two-way messaging keeps the conversation going without flooding clinical inboxes. Scroll to walk through it.

Clinicmaster patient portal home — welcome dashboard with documents to fill, appointments to confirm, outstanding balance, plans of care, next/upcoming appointments and quick actionsSecure messaging in the patient portal — a categorized message thread between a patient and clinician, marked encrypted and secure, with a reply box and file attachmentDigital intake and consent in the patient portal — a forms list with to-fill, to-sign and completed statuses, and a FlexForm intake with an e-signed consent for treatment saved to the chartMultilingual communication — the same appointment reminder rendered in English, French, Spanish and German, each with a one-tap confirm or reschedule action
01 · 24/7 secure portal

Everything a patient needs, behind one secure login.

Online booking, forms, reports, visit summaries, care plans and invoices — accessible anytime, on any device, with configurable permissions per role.

  • Records, results & care plans
  • Pay invoices online
  • Configurable, role-based access
02 · Two-way secure messaging

Patients and care teams, in direct contact.

Encrypted, two-way messaging keeps patients in touch with the right clinician — without clogging inboxes or relying on insecure SMS for clinical questions.

  • Encrypted two-way threads
  • Routed to the right clinician
  • File attachments & full history
03 · Digital intake & consent

Onboarding done before the patient arrives.

Patients fill out intake forms and e-sign consents on their phone. Answers flow straight into the chart — no transcription, no clipboards, no waiting-room delay.

  • Mobile intake forms
  • E-signed consents
  • Flows straight into the chart
04 · Multilingual by default

Speak to every patient in their language.

Reminders, forms and portal copy in each patient's preferred language — set once per profile, applied everywhere. Built for North America's multilingual reality.

  • English, French, Spanish & German
  • Set once per patient profile
  • One-tap confirm or reschedule
How automated engagement works

Less manual outreach. More moments that matter.

Automated cadences handle the reminders, follow-ups, recalls and surveys — so your team spends time on the patients who need a real conversation, not on chasing replies. Scroll to walk through it.

Reminders and recall management — a recall cohort grid with last-visit and recall-frequency columns, multi-select, and a batch action to send email or SMS to the whole cohort in one clickPost-visit follow-up in the patient portal — a shoulder home program with exercise videos, sets and reps, auto-sent care-team messages, and a quick NPRS pain check-in streamed to the outcome chartPatient satisfaction survey — star ratings for the practitioner and clinic services, an NPS 0–10 recommend scale, and an optional open-text follow-up questionPatient engagement analytics dashboard — network-wide KPIs for message delivery rate, portal adoption, NPS and plan-of-care adherence, with a portal-adoption trend and per-channel delivery breakdown
01 · Reminder & recall cadences

The right nudge, on the right channel, at the right time.

Customizable SMS, email and portal cadences for confirmations, pre-visit prep, post-visit follow-up, and re-engagement. Cuts no-shows and lifts retention.

  • SMS, email & in-portal
  • Recall cohorts & batch send
  • Cuts no-shows, lifts retention
02 · Personalized post-visit follow-up

Care that continues after the visit ends.

Send tailored care instructions, exercise videos, and check-ins that reference what happened in the room — automatically, but never generic.

  • Home exercise programs
  • Tailored care instructions
  • NPRS pain check-ins
03 · Satisfaction surveys

Real-time feedback, after every visit.

NPS, CSAT or custom questions sent automatically after each visit. Results stream into engagement analytics with low scores flagged for follow-up.

  • NPS, CSAT or custom questions
  • Automatic after each visit
  • Low scores flagged for follow-up
04 · Engagement analytics

Measure what matters — and act on it.

Track portal adoption, message delivery and reply rates, survey scores and treatment-plan adherence. Identify high-engagement cohorts and where to invest next.

  • Portal adoption & delivery rates
  • Survey scores & plan adherence
  • Spot high-engagement cohorts
Problems we solve

Six engagement problems your front desk feels every week.

Challenge
Our solution
Missed appointments and no-shows
Automated reminders and confirmations
Poor patient follow-up and retention
Personalized post-visit messages and care plans
Low patient satisfaction
Secure, two-way communication channels
Inefficient patient onboarding
Digital intake forms and pre-visit checklists
Diverse patient population, single-language tools
Multilingual reminders, forms and portal content
No visibility into engagement performance
Built-in engagement analytics & survey reporting
Key use cases

What clinic teams need from us.

There for those who care.Built around the real people running clinics every day.

Automated reminders and confirmations that cut no-shows across every front desk.

Reception & front deskMulti-location physio groups

Personalized post-visit follow-up and shared care plans that keep patients on track.

Lead cliniciansRehabilitation networks

Higher patient portal adoption, with engagement measured across the whole network.

Operations & experienceMulti-disciplinary clinics
Who it's for

Built for clinics that compete on patient experience.

Clinics chasing retention

Practices working to reduce no-shows and bring patients back for follow-up care — without doubling the front-desk workload.

Providers wanting better workflows

Clinicians who want clean, two-way messaging — secure and on the record — instead of personal texts after hours.

Multi-location practices

Centralized engagement tools and analytics that work consistently across every clinic, with per-location autonomy.

In-person + virtual care clinics

Engagement that works the same whether the visit is in the room or on a screen. Telehealth-ready out of the box.

Integrations & compatibilityWorks with the rest of your operation.
  • Native with Clinicmaster EMR, scheduling & billing
  • Export data to Excel, CSV, or BI tools
  • Open API for advanced integrations
  • Encrypted messaging, built for HIPAA + PIPEDA
Partner integrations
FAQ

Questions engagement leaders ask us.

Ready when you are

Scale your Organization with Clinicmaster.

30-minute working session with a solutions engineer. Bring your current numbers — we'll show you the gap.