Text Patients Directly from the Chart

Moonshot EHR sends and receives texts itself, from a texting number registered to your clinic. No separate texting vendor, no per-user texting subscription, no second inbox. Staff text from the chart or the Communications inbox; patients reply from their normal messaging app and the reply threads back into the chart.

  • Native two-way SMS from a clinic-owned number, so personal cell numbers stay private
  • Patient replies land in the chart automatically, matched by phone number
  • Consent and opt-out tracked per patient; STOP is honored across texts and automated reminders
  • Every text logged on the patient's communication timeline
  • Sent or failed status on each message, so a failed text is visible where staff will look
  • Already on Spruce Health? Keep it connected as the carrier while the EHR becomes the system of record

Built In, Not Bolted On

Most EHRs connect to a texting app. Moonshot EHR is the texting app. Read why that matters.

Texts and Portal Messages, One Thread per Patient

The Communications inbox shows one conversation per patient. Their texts and their secure portal messages are the same thread, color-coded by channel. Reply by text for logistics or flip the toggle to Portal when the content is clinical, without leaving the thread.

  • One row per patient: texts and portal messages merged into a single conversation
  • Text / Portal toggle on every reply, defaulting to the channel the patient used last
  • Open / Done triage, with conversations assigned to a staff member or the team
  • Internal staff notes on any conversation that patients never see, with one click to turn a note into a task
  • Fax and Email tabs on the same page; website chat conversations and AI phone receptionist calls land on the patient timeline

No Second Inbox

Nobody has to watch a texting app and the EHR. Every patient reply, by text or portal, arrives in the same place.

Targeted Email with Segments and Scheduling

Build email campaigns targeted to specific patient segments. Schedule sends for optimal timing. Track opens and bounces. Every marketing email includes CAN-SPAM compliant unsubscribe links with HMAC-signed URLs.

  • Patient segments based on status, tags, service type, or provider
  • Scheduled sends with draft auto-save
  • Open tracking pixel and bounce/complaint handling via webhooks
  • CAN-SPAM compliant unsubscribe links on all marketing emails
  • Template system with variable interpolation for personalization
  • Inbound email lands in Communications under its own tab, next to texts and faxes

Email + SMS Together

Run coordinated campaigns across both channels from one dashboard.

SMS Email Fax Portal

Automated Messages That Run While You Work

Configure trigger-based messages that fire automatically when events happen in your clinic. Appointment reminders, lab result notifications, birthday messages, payment reminders, and reengagement campaigns -- all without staff intervention.

  • Appointment reminders via SMS and email
  • Lab result ready notifications to patients
  • Birthday messages with customizable content
  • Payment reminder sequences for failed charges
  • Reengagement campaigns for inactive patients
  • Form completion follow-ups after intake submission
  • Each automation toggleable on/off per clinic

Trigger-Based

Messages fire automatically on booking, lab results, birthdays, and more.

Fax, Bulk Messaging, and Full Chart Documentation

Fax is built in too. Send records, referral packets, imaging orders and pharmacy orders from the chart or the order itself, with a delivered or failed status on each one. Inbound faxes arrive in a Fax inbox where staff file them to the right chart. No separate e-fax service, and your clinic has its own fax number. Run bulk SMS and email blasts to filtered patient lists. Every message across every channel is documented in the patient's chart.

  • Native fax: send from the chart, an order or a referral packet; inbound fax inbox files to the chart
  • Delivered / failed status on every outbound fax, visible in the chart timeline
  • Bulk SMS and email blasts to filtered patient lists
  • Drip sequences for lead nurture with email and SMS steps
  • Every message (SMS, email, fax) auto-documented in the patient chart
  • Full communication timeline visible to all clinical staff

Everything in the Chart

SMS, email, and fax -- all recorded in one patient timeline. No messages lost between tools.

Frequently Asked Questions

Can I send SMS messages directly to patients?
Yes. Two-way texting is built into Moonshot EHR, not supplied by a separate texting vendor. Texts go out from a number registered to your clinic, patients reply from their normal messaging app, and the reply lands in the same thread in the chart. You can text an individual patient from the chart or the Communications inbox, or send bulk SMS to filtered patient lists. Consent and opt-outs are tracked per patient, a STOP is honored across texts and automated reminders, and every message is logged on the patient's communication timeline.
Is texting built in, or an integration with Spruce, OhMD or Curogram?
Built in. Moonshot EHR owns the sending and receiving of texts and faxes, so there is no per-user texting subscription, no second inbox and no sync step that can fail. Clinics that already run on Spruce Health can keep it connected as the carrier while the EHR stays the system of record. See the guide on two-way texting and fax: built in vs an integration for how other EHRs handle it.
Do texts and portal messages show up in the same place?
Yes. The Communications inbox shows one conversation per patient that carries both their texts and their secure portal messages, color-coded by channel. Staff choose Text or Portal on each reply; the toggle defaults to the channel the patient used last. Because SMS is not an encrypted channel, clinical detail should go out as a portal message, and the one-thread design makes that switch a single click.
Does Moonshot EHR include fax?
Yes. Outbound faxes go out from the chart, an order or a referral packet and show a delivered or failed status. Inbound faxes arrive in a Fax inbox inside Communications, where staff file them into the right patient's chart. Each clinic has its own fax number, and no separate e-fax subscription is needed.
Can I run bulk email or SMS campaigns?
Yes. The messaging module includes bulk blasts for both email and SMS. You can filter recipients by patient status, tags, service type, provider, or custom segments. Email campaigns support scheduling, open tracking, and CAN-SPAM compliant unsubscribe links. SMS blasts respect opt-out preferences automatically. All bulk sends are logged and reportable.
Are the automations configurable or hardcoded?
Fully configurable. You choose which automation triggers are active for your clinic and customize the content of each message. Available triggers include appointment reminders, lab result notifications, birthday messages, payment reminders, reengagement campaigns, and form completion follow-ups. Each automation can be toggled on or off from the messaging settings page. Drip sequences for lead nurture are also fully editable with custom step content and timing.

Stop Paying for a Separate Messaging Tool

Two-way texting, fax, portal messaging, email and automations are the EHR's job here, not a second vendor's. See it in the same system you use for charting and billing.

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