HIPAA-compliant messaging for healthcare teams
From patient intake to follow-ups, every message is secure, timely, and connected to your existing workflows.
Integrations
Built for the tools you already use
Clerk Chat connects with Microsoft Teams, your CRM, and your compliance tools, so you can message patients securely without changing platforms or retraining your staff.
See all integrations ➜Global Relay
HIPAA and audit compliance for insurance, behavioral health, or finance-adjacent care.
Read moreMicrosoft Dynamics
Healthcare systems and provider networks connect to Dynamics 365 for patient relationship management, scheduling, and case tracking.
Read moreSalesforce
Connecting Clerk Chat to a CRM helps your private practice, urgent care group, or specialty clinic automate intake, appointment follow-ups, and ongoing outreach
Read more
AI Agents
Always Responsive.Always Compliant. Always Caring.
Great patient experiences start with timely answers, reliable follow-ups, and a clear record, whether you’re supporting one clinic or an entire network.
Every patient message answered
Whether it’s a new inquiry at 6 PM or a follow-up at 6 AM, AI agents respond instantly over voice or text—providing patients with fast, accurate, and HIPAA-compliant information.
Automated follow-ups that feel human
Reminders, reschedules, lab result nudges, and care plan check-ins happen automatically, reducing no-shows and keeping care on track.
Audit-ready communication
All messages are searchable and exportable so your practice stays aligned, compliant, and prepared for any review.


Features that keep healthcare teams connected and compliant
Clerk Chat brings voice, messaging, follow-ups, and team management into one secure platform—built for healthcare workflows and ready to scale with your practice.
HIPAA-Compliance
Patient privacy is non-negotiable. Send and receive patient communications (voice, SMS, WhatsApp, RCS) while meeting regulatory standards.
Multichannel, shared inboxes
Manage SMS, voice, WhatsApp, and RCS in one centralized inbox, with visibility across locations and staff.
Number management
Assign dedicated phone numbers to clinics, departments, or staff. Customize inbox settings with AI agents for after-hours replies, routing rules, and away messages.
Audit Trail
Automatically log and export all conversations to prepare for HIPAA audits, legal reviews, or internal QA, especially in multi-location or high-risk care settings.
Dynamic contact lists
Build contact lists for seasonal outreach, appointment reminders, or follow-up campaigns, automatically updated based on visit history or patient type.
Reusable templates
Save and reuse message templates for appointment confirmations, FAQs, check-in instructions, and lab result follow-ups - simple texts or interactive formats.
Book your personalized demo today
Improve patient communication, reduce no-shows, and stay audit-ready - with voice, messaging, and AI agents.
Read our guides
Helpful resources for healthcare communication
Quick reads that help you fix follow-ups, patient messaging, and more.
Uses of AI In Healthcare Marketing for Patient Engagement and ROIAI in healthcare marketing can enhance data analysis, personalize outreach, and improve customer engagement and loyalty.
Read the ArticleDecember 18, 2024
The Benefits of Implementing Conversational AI for Customer ServiceAre you ready to access the benefits of conversational AI for customer service? Discover the opportunities, and best practice tips for implementation in this Clerk Chat guide.
Read the ArticleDecember 4, 2024
How to Use Conversational Customer Engagement to Build RelationshipsWhat is conversational customer engagement, what are the benefits for your business, and what are the strategies you can use to drive success? Find out in this guide.
Read the ArticleMay 23, 2025
FAQ
Have questions? We've got answers.
Find what you need quickly and clearly with our most frequently asked questions.
Yes! Clerk Chat is fully HIPAA certified. All messages, voice calls, and data handling meet strict privacy and security requirements to protect patient health information.
Absolutely. Clerk Chat integrates directly with Microsoft Teams so your staff can send and receive patient messages without leaving the platform they already use.
Our AI agents can handle common patient interactions, like appointment requests, reminders, reschedules, and FAQs - over voice or text, with human-like responses and built-in compliance safeguards. You can build your own or use our already developed templates.
Yes. You can assign phone numbers and custom inboxes by clinic, department, or staff role, and set rules for after-hours replies, forward messages to email, and more.
Every conversation is automatically logged and exportable by date or phone number. Clerk Chat integrates with tools like Global Relay and Smarsh, making audits and record-keeping simple and secure.