The practice remains responsible for its patient relationships and lawful instructions. Practice Pulse is designed to act on documented instructions with tenant-separated records and auditable activity.
Use only the fields needed for recall or account follow-up. Do not place diagnoses in messages. Keep demo and production data separate.
Staff-only authentication, practice memberships, role-based access, audit events, opt-out handling, and documented retention rules.
Practice-management exports and the planned e-Script connector need field mapping, duplicate checks, reconciliation, and minimum-necessary data rules.
This page is a product implementation description, not a legal opinion or certification. Live messaging remains disabled in the sandbox.
Discuss your practice's requirements