Text Patients Directly from the Chart

Send and receive SMS messages through Spruce Health without giving out personal phone numbers. Patients reply to your clinic's number, and the conversation appears in their chart. TCPA-compliant with automatic opt-out enforcement.

  • Two-way SMS via Spruce Health -- patients reply directly to your clinic number
  • TCPA compliance with STOP/START keyword handling
  • Six consent tracking fields per patient for full opt-out enforcement
  • Every SMS logged in the patient's communication timeline
  • Delivery status tracking with failure notifications

TCPA Compliant

Automatic opt-out enforcement. STOP means stop -- no exceptions, no manual tracking.

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
  • Email inbox with IMAP sync for inbound email management

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

Send and receive faxes directly from the patient chart -- referral orders, lab results, and prior authorizations without a separate fax service. Run bulk SMS and email blasts to filtered patient lists. Every message across every channel is automatically documented in the patient's chart.

  • Fax send and receive integrated with patient charts via Spruce
  • 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. Moonshot Clinic supports two-way SMS via Spruce Health. You can send individual messages from the patient chart or bulk SMS to filtered patient lists. All SMS is TCPA-compliant with opt-out enforcement -- if a patient texts STOP, the system automatically blocks future messages to that number. SMS consent is tracked per patient with six consent-related fields, and every message is logged in the patient's communication timeline.
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

See how Moonshot handles SMS, email, fax, and automations inside the same EHR you use for charting and billing.

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