Team Communication That Never Loses Context
Secure Messaging gives case management teams HIPAA-compliant communication linked directly to the individual's record, so a conversation about a specific case stays attached to that case permanently instead of getting lost in a personal text thread or unsecured email.
Last updated July 2026
Secure Messaging gives case management teams HIPAA-compliant communication linked directly to the individual's record, so a conversation about a specific case stays attached to that case permanently instead of getting lost in a personal text thread or unsecured email.
- 01Start From the Record
- 02Message Securely
- 03Stays Attached
- 04Reviewable Later
HIPAA-compliant by design
Every conversation linked to the relevant individual's record
Nothing lost when staff change or leave
Communication visible alongside documentation
HIPAA-compliant by design
Every conversation linked to the relevant individual's record
Nothing lost when staff change or leave
Communication visible alongside documentation
What this fixes
Case-related communication happens constantly — a quick question to a supervisor, a heads-up to another case manager covering a visit — and when it happens over personal text or unsecured email, it is both a compliance risk and information that disappears from the case record entirely.
How Secure Messaging Works
Start From the Record
Start a message thread directly from an individual's record.
Message Securely
Communicate with team members, supervisors, or coordinating staff — all HIPAA-compliant.
Stays Attached
The conversation stays permanently linked to that individual's record for context.
Reviewable Later
Anyone reviewing the case later sees relevant communication alongside the documentation, not searching a separate inbox.
Why Teams Switch
Less time spent on documentation
From conversation to draft note
Typical implementation timeline
States supported today
Implementation timeline reflects onboarding with current workflows.
A conversation that explains why a decision was made is often exactly what an auditor or a new case manager taking over a file needs to see — and it is only useful if it is preserved with the case, not buried in someone's personal phone.
Related Capabilities
Questions About Secure Messaging
Is Secure Messaging HIPAA-compliant?
Yes. Secure Messaging is built to HIPAA compliance standards, encrypting communication and linking it to the individual's record rather than routing it through personal text or unsecured email.
How is messaging linked to case records?
Messages are started directly from, and stay permanently attached to, the individual's record — so anyone reviewing that case later sees the relevant communication in context.
Does Secure Messaging replace all external communication tools?
It is built for internal team communication tied to a specific case. External communication with providers or other agencies may still use other channels depending on your workflows.
What happens to message history if a case manager leaves the organization?
Message history stays attached to the individual's record permanently, so context is preserved regardless of staff turnover.