Connect Messaging

Communicating [with outside facilities] has never been easier

Connect Messaging gives your team one secure, documented message thread with any outside facility, practice, or care partner, with no PerfectServe license required on their end.

Message thread about treating a patient bruise and swelling, with message category options
2026 Best in KLAS
Ambulatory/Post-Acute Clinical Communications and Physician Scheduling
2026 Gartner® Magic Quadrant™
for Clinical Communication and Collaboration: Leader, Highest in Execution, Furthest in Vision
How Connect Messaging works

One secure connection between your organization and the outside care partners you work with

When your team needs to reach an outside facility, Connect Messaging sends them straight into a documented, HIPAA-compliant thread. No PerfectServe license or app download required, no IT project on their end.

Secure two-way messaging

Structured messages move between your licensed team and outside care partners through a browser-based portal, accessed by SMS link or QR code. Patient context, attachments, delivery tracking, and read receipts are built in.

No license required on their end

Outside care partners register with a facility code and verify by email and SMS. They don't have to download an app or install software, and no PerfectServe license is required.

Same inbox your team already uses

Messages from outside partners land directly in the PerfectServe inbox your licensed users already work from. No new application to check.

Dynamic routing

Messages route to the right person on your team automatically, based on your existing PerfectServe routing rules, even when schedules or coverage change.

Admin controls

Configure facilities, users, messaging services, branding, and routing through the same administration tools you already use.

Full audit trail

Every message, delivery event, and sign-in is logged for compliance and governance reporting.

Built for both sides of the conversation

Your licensed team

Physicians, nurses, care coordinators, and care managers respond to outside partners in the same inbox with the same workflow and routing logic they already use.
Nurse showing a mobile screen to a visiting care partner in a clinic reception area
Product UI: message from an outside partner arriving in the same inbox

External care partner

Staff at an outside facility, practice, or care team send and receive secure messages without a license, an app, or a new IT project.
Home health clinician in scrubs checking a phone from the driver seat of a parked car
Product UI: secure message thread with an outside care partner

IT and admin leaders

One place to configure facilities and users, one audit trail, extending the platform you already run.
IT administrator in scrubs reading a document beside a laptop in an open clinic office
Product UI: every facility managed from one console

What this replaces

Running today
Phone tag with outside facilities
Faxes
Voicemail
Personal cell phones
Unsecured texting
With Connect Messaging
One documented, secure thread between your team and any outside care partner.
No separate apps or replacement to product partners current use.

Nothing to install, nothing to manage

Outside care partners self-register in minutes. Your team configures facilities and access through tools you already use. Connect Messaging extends your existing PerfectServe relationship without a complex new deployment.

Questions asked before every demo

Which RHT strategic goals does PerfectServe support?

PerfectServe supports Technology Innovation (cloud-based communication and scheduling infrastructure), Workforce Development (scheduling tools that reduce burnout and improve retention), Sustainable Access (operator console and patient engagement tools that extend care reach), and Innovative Care Models (integrated communication workflows that enable team-based and virtual care).

How does my facility access RHT funds for PerfectServe?

RHT funds flow from CMS to participating states, which then allocate dollars to rural hospitals and health systems. If your state has an approved RHT plan, your facility may be eligible to direct a portion of that allocation toward qualified technology investments like PerfectServe.

Does PerfectServe qualify for Rural Health Transformation funding?

PerfectServe's clinical communication, physician scheduling, operator console, and patient engagement solutions align with the RHT program's technology innovation, workforce development, sustainable access, and innovative care goals. Qualification is determined at the state level based on your facility's approved transformation plan, but PerfectServe's product suite is designed to meet the criteria these plans prioritize.

We're already a PerfectServe customer. What's our path?

Reach out to your account team or request a demo here, and we'll fold Intelligent Answering into your existing setup.

How do I get pricing?

Talk to our team. Pricing depends on practice size and call volume, and we'll give you a clear number after a short conversation about how your practice runs.

Does the AI learn from or retain our call data?

No. AI vendors are contractually prohibited from retaining PHI or using your calls for model training.

What if it gets the routing wrong?

Every decision is logged with a full transcript and routing rationale. You can review and refine in real time. Visibility that doesn't exist with IVR.

Do we need a new phone number?

No. Sloane answers on the same main line your patients already use.

What languages does it speak?

Full conversations in the caller's preferred language. English and Spanish at launch, with 70+ more coming soon.

Does it make clinical decisions?

No. It routes calls. It doesn't diagnose, triage, or give medical advice. Your clinical team defines every urgency rule. The AI applies them.

Who is this for?

Any current PerfectServe Clinical Collaboration customer, regardless of care setting, that needs to communicate securely with an outside facility, practice, or care team that doesn't hold a PerfectServe license.

Does the outside facility need to buy a PerfectServe license?

No. Outside partners register with a facility code and access Connect Messaging through a browser. No license, app download, or software deployment required.

What does it cost?

$40 per facility per month, billed directly to the sponsoring organization. Outside facilities are never billed and never receive an invoice.

Does it work inside our existing PerfectServe inbox?

Yes. Messages from outside partners arrive in the same PerfectServe inbox your licensed users already use, with no new application to monitor.

How is patient information protected?

Structured messages, delivery tracking, read receipts, and a full audit trail of messages and sign-in activity support compliance and governance requirements.

What does implementation look like?

Outside partners self-register in minutes using a facility code. Administrators configure facilities and users through existing PerfectServe administration tools. No dedicated IT project is required.

Can any type of organization use this, not just hospitals?

Yes. Any current PerfectServe Clinical Collaboration customer can use Connect Messaging to extend secure communication to outside partners, regardless of care setting.

Woman in blue scrubs smiling at a desk with a phone and plant

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