10 Best HIPAA Compliant Chat Tools for Secure Communication

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A patient’s message came at 11:42 p.m. โ€œHey, I think I left out something important during my appointment today. Can I tell you now?โ€

Itโ€™s a moment anyone recognizes, where you want to respond without hesitation. While it feels natural, doing so would open the door to a potential HIPAA violation.

In fact, just last year, healthcare organizations reported 725 data breaches, with over 275 million medical records exposed. And that kind of full-blown crisis is unfortunately not slowing down.

This is why HIPAA-compliant chat tools matter. Not because regulations say so, but because real people are on the other side of every conversation.

The good news is, there are platforms designed specifically for this kind of communication. Tools that protect sensitive data without disrupting how you work. So, letโ€™s look at ten of the best options worth considering.

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Top HIPAA Compliant Chat Tools at a Glance

ToolKey featuresBest forPricing*
ClickUpโ€“HIPAA-ready chat, docs, tasks, whiteboards, dashboards
โ€“EHR data embedding, access control, version history
โ€“AI-powered summarization with ClickUp Brain
Individuals, small teams, and enterprises needing an all-in-one, compliant workspaceFree plan available; Custom pricing for enterprises
TigerConnectโ€“Role-based access, secure messaging, call-from-records
โ€“EHR and nurse call tool integration
โ€“Silent escalation alerts
Healthcare providers who need real-time clinical communicationCustom pricing
OhMDโ€“Secure HIPAA-compliant texting via existing phone numbers
โ€“85+ EHR integrations, live chat, autopilot
โ€“Group chat and video visits
Small practices needing text-first patient communication and remindersPaid plans start at $250/month
Updoxโ€“Unified inbox for fax, email, video
โ€“Direct secure messaging, audit trails, in-call note capture
Multi-location practices needing centralized communication and document handlingCustom pricing
Pauboxโ€“Seamless HIPAA-compliant email
โ€“Built-in phishing/malware filters for data security
Email DLP, analytics, secure dashboard
Providers needing secure email marketing and patient outreachPaid plans start at $38/month
Luma Healthโ€“ Automated SMS, voice, email outreach
โ€“Mobile device intake, AI analytics, EHR sync
Patient engagement teams leveraging AI for automation and analyticsCustom pricing
SimplePracticeโ€“Secure portal messaging
โ€“Integrated with billing, notes, video
โ€“Templates and in-session chat
Solo providers and small practices needing integrated telehealth and documentationPaid plans start at $49/month
Klaraโ€“AI-driven patient message triage
โ€“Persistent chat across SMS, calls, webchat
โ€“Shared inbox and in-app telehealth
Multi-department teams needing intelligent patient communication and routingCustom pricing
Spruce Healthโ€“Secure VoIP, SMS, fax, phone trees
โ€“Tagging, call routing, after-hours automation
Clinics needing flexible inboxes with secure telephony and messagingFree plan available; Paid plans start at $24/user/month
Rocket.Chatโ€“On-prem/self-hosted secure messaging solution
โ€“Full data control, open APIs, federated messaging
IT-heavy orgs and enterprises needing customizable, self-hosted communicationFree plan available; Paid plans start at $8/user/month
*Please refer to the toolโ€™s website for the latest pricing
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What Should You Look For In a HIPAA Compliant Chat Tool?

While many chat platforms claim to offer security, only a few meet the strict standards needed to protect patient data and uphold HIPAA regulations.

Hereโ€™s what to check before choosing one:

  • End-to-end encryption and audit trails: Use strong encryption to keep messages and attachments secure during transfer and storage. Audit trails are equally important, logging who accessed data, when, and from which device
  • Secure file sharing and EHR integrations: Enable encrypted file transfers and connect with EHR (Electronic Health Records) or Practice Management System platforms to keep workflows seamless and protected
  • Business Associate Agreement (BAA) support: Sign a Business Associate Agreement (BAA) with your vendor to legally safeguard PHI and meet HIPAA standards. Always confirm BAA availability before committing
  • Message retention and deletion settings: Ensure the platform allows control over message retention periods and supports secure deletion of PHI when no longer needed

๐Ÿ‘€ Did You Know? The 2015 Anthem breach exposed data on approximately 78.8 million people, making it one of the largest healthcare data breaches ever.

๐Ÿ“š Also Read: Best Healthcare Collaboration Software Tools

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The Best HIPAA Compliant Chat Tools

So, if you’re ready to move beyond risky workarounds and build a communication system you can trust, here are the best HIPAA-compliant sofware tools to consider ๐Ÿ‘‡

1. ClickUp (Best all-in-one HIPAA-compliant workspace with chat, task management, and documentation)

In healthcare, communication is the heartbeat of patient care. From care coordination to administrative updates, every message carries sensitive information that needs protection under HIPAA standards.

Thatโ€™s where ClickUp for Health + ClickUp Chat transforms how medical teams connect and collaborate. It is the worldโ€™s first Converged AI Workspace, bringing together all work apps, data, and workflows in one secure platform.

ClickUp is SOC 2 compliant, and its Enterprise Plan is HIPAA compliant (through a signed BAA), featuring Custom Roles that provide advanced controls over user permissions and access.

Keep all communication, documents, appointments, and tasks HIPAA compliant in ClickUp

Instead of managing separate chat tools, task trackers, and reporting systems, healthcare providers and administrators can streamline communication and operations from a single workspace. In healthcare settings, that might look like a provider updating documentation or a care coordinator following up with a patient, all while staying aligned on next steps and access requirements.

Thus, ClickUp eliminates all forms of Work Sprawl to provide 100% context and a unified place for humans and AI agents to work together. Let’s explore further.

Ensure safe and quick communication with ClickUp Chat

To protect patient data while keeping teams connected, ClickUp Chat (the best all-in-one messaging platform) allows real-time conversations bound by strict compliance rules. Precisely, data is protected in transit and at rest using strong encryption standards. 

ClickUp Chat- Google Meet vs ClickUp SyncUp
Keep chats, tasks, and sensitive details together within ClickUp Chat

Chat includes @mentions and threaded replies. For example, a care team managing cardiac patients can create a dedicated โ€˜Cardiologyโ€™ chat channel where nurses update vitals in real time, a pharmacist drops in medication adjustments, and the on-call cardiologist is instantly notified with an @Mention for rapid consultation.

Start meetings with one click with SyncUps

Want to enhance medical communication by enabling real-time, face-to-face collaboration among healthcare professionalsโ€”no matter where they are?

ClickUp SyncUps
Collaborate face-to-face with your colleagues in seconds using ClickUp SyncUps

Hereโ€™s how ClickUp SyncUps support medical teams:

  • Instant collaboration: Medical teams can start or join SyncUps directly from any channel or direct message, allowing doctors, nurses, and specialists to discuss patient cases, treatment plans, or urgent updates without switching between apps
  • Screen Sharing and task connection: During a SyncUp, participants can share their screens to review lab results, imaging, or medical records together. You can also connect specific tasks to a live SyncUp, ensuring everyone is aligned on next steps and responsibilities
  • Mobile accessibility: SyncUps work seamlessly on mobile devices, so healthcare professionals can join critical discussions from anywhere in the hospital or clinicโ€”even while on rounds
  • Threaded communication: SyncUps include threaded chat, making it easy to document key decisions, share resources, and follow up on action items after the call

Communicate async with Clips

If real-time communication is tricky, you can record and share video updates, explanations, and updates asynchronously with ClickUp Clips.

This means doctors, nurses, and administrators can explain complex workflows, provide feedback, or deliver patient updates based on their own schedule. This is perfect for shift work, cross-team collaboration, or when immediate meetings arenโ€™t possible.

ClicUp Clips
Embed ClickUp Clips into tasks, docs, and chats for smoother collaboration

Here’s how Clips and SyncUp together make medical communication more secure and powerful:

  • Protected access: Every Clip is stored within ClickUpโ€™s secure workspace, with granular permissions and audit trails. Only authorized users can view or share recordings, ensuring patient data and internal communications remain confidential
  • Auditability: Clips are automatically logged with timestamps and user details, supporting HIPAAโ€™s requirements for access tracking and audit controls
  • Unified communication: Clips integrates seamlessly with ClickUpโ€™s chat, docs, and task management features. This means all your communicationโ€”whether text, video, or voiceโ€”is centralized, searchable, and protected under the same HIPAA-compliant umbrella

Create, share, and edit healthcare information in Docs

To extend that same alignment into documentation, ClickUp Docs gives teams a secure, versatile space to create, share, and update everything from SOPs and treatment protocols to meeting notes and intake workflows. 

ClickUp Docs
Create and share versatile documentation like SOPs and handbooks with ClickUp Docs

This fortified document collaboration software breathes directly inside your workspace and is tied to projects, tasks, or folders so theyโ€™re never floating in a silo or buried in email chains.

You can assign tasks from within a Doc, mention teammates, and control access down to the individual viewer or editor. You can also embed PubMed or Scopus references to collaborate on publications or experimental data.

ClickUp Permissions : HIPAA Compliant Chat
Share Docs and manage collaborator roles with ClickUp Permissions

Every Doc can be shared internally or externally, with options to invite collaborators as viewers, commenters, or full editors. Version history runs in the background so edits are always traceable, and you can roll back to earlier versions if needed.

Task comments extend that collaboration even further. Instead of splitting feedback across chat apps, it lives exactly where the work is happening. A provider can leave context on a care coordination task, or a compliance officer can flag something that needs follow-up. You can also tag teammates, embed files, or convert a comment into a new task if it turns into something actionable.

๐Ÿ’ก Pro Tip: Streamline your patient intake and update requests by building custom forms in ClickUp. You can also integrate with Cognito Forms to automatically turn form submissions into actionable tasks, reducing manual data entry and speeding up your clinical workflows.

Keep every detail connected across your healthcare workspace

When context starts to stretch across multiple threads, ClickUp Brain pulls it together. With a quick prompt, this powerful healthcare AI solution can summarize lengthy document edits or conversation histories, extract action items from comments, or assist in drafting a response within a task. 

ClickUp Brain : HIPAA Compliant Chat
Generate summaries instantly and securely with ClickUp Brain

Itโ€™s trained on your workspace, so it understands how your team communicates and works. For teams that handle sensitive, high-volume tasks, AI support for such tasks saves time while keeping focus on the bigger picture.

For instance, a hospital infection control team can use ClickUp Brain to process daily incident reports and extract key trends (like recurring sources of infection).

๐Ÿ“Œย Try these prompts:

  • Provide a quick reference of CDC guidelines for hand hygiene compliance and link it to our infection control doc
  • Summarize todayโ€™s multidisciplinary team meeting notes and list action items for the cardiology, nursing, and pharmacy teams separately
  • Generate a follow-up checklist for post-op patients based on this discharge protocol and assign tasks to the recovery unit
  • Highlight recurring issues from this weekโ€™s infection control incident reports and suggest three priority actions for the next review meeting

ClickUp best features

  • Task automation: Automate recurring care tasks and appointment workflows with ClickUp Automations using preset triggers and conditions
  • Data visualization: Track team workload and patient care operations on ClickUp Dashboards with customizable charts, time tracking, and capacity planning widgets
  • Centralized care coordination: Organize appointments and follow-ups in real time using ClickUp Calendar
  • Secure data embedding: Add EHR (Electronic Health Records) data, insurance forms, or lab results directly into ClickUp Docs for faster team action
  • Seamless and compliant integrations: Connect securely with 1,000+ tools like Zoom, Google Workspace, and Slack to create an interconnected healthcare ecosystem with ClickUp integrations

ClickUp limitation

  • The vast feature set can feel overwhelming for smaller practices during onboarding

ClickUp pricing

free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
per user per month
Everything in Free +
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
per user per month
Everything in Unlimited +
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business +
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
The world's most complete work AI, starting at $9 per month
ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
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ClickUp ratings and reviews

  • G2: 4.7/5 (10,000+ reviews)
  • Capterra: 4.6/5 (4,000+ reviews)

What are real-life users saying about ClickUp?

Hereโ€™s a G2 review:

What I love most about ClickUp is how seamlessly everything works together. The combination of Chat, Whiteboards, and Spaces allows us to brainstorm, assign, and track work all in one place. Itโ€™s flexible, visual, and highly customizable perfect for managing multiple teams and projects across departments. The Wiki feature also helped us replace scattered SOPs and onboarding docs with a single source of truth.

๐Ÿ’ก Pro Tip: Brain MAX transforms medical and healthcare communication by consolidating all your critical information and workflows into a single, secure, AI-powered workspace.

Here’s how:

Brain MAX
Try ClickUp Brain MAX for deeper research and context
  • Instantly search ClickUp, Google Drive, GitHub, OneDrive, SharePoint, and ALL your connected apps, plus the web, to locate patient files, research documents, or compliance records
  • For clinicians and staff on the move, Talk to Text lets you ask questions, dictate patient notes, or command your work by voiceโ€”hands-free, anywhere
  • Instead of relying on a patchwork of disconnected AI tools like ChatGPT, Claude, and Gemini, Brain MAX provides a single, contextual, enterprise-ready solution that understands your healthcare environment

Try ClickUp Brain MAXโ€”the AI Super App that truly understands your medical workflows. Ditch the AI tool sprawl and experience seamless, secure, and intelligent healthcare communication.

2. TigerConnect (Best for real-time clinical communication)

TigerConnect is a HIPAA-compliant messaging platform that tailors communication for healthcare providers, offering role-based access for doctors, nurses, and administrators. It features an adaptive interface that dynamically adjusts notifications and layouts based on user roles, ensuring that alerts are directed to the relevant individuals.

It also offers a โ€˜silent escalationโ€™ feature that loops in supervisors if responses lag. The tool also allows users to start chats or calls directly from patient records and supports custom workflows, such as pre-surgical checklists, tailored to specific care needs.

TigerConnect best features

  • Centralized admin panel with user provisioning (CSV import, LDAP/AD), role scheduling sync, and immediate revocation of device access
  • Integrate with EHR systems and nurse call tools for real-time access to patient data during consultations
  • Communicate by role (e.g., โ€˜onโ€‘call cardiologistโ€™) instead of searching names

TigerConnect limitations 

  • Some users mention that the system feels outdated and requires closing one screen to access another, which slows down workflows

TigerConnect pricing 

  • Custom pricing

TigerConnect ratings and reviews

  • G2: 4.5/5 (190+ reviews)
  • Capterra: 4.7/5 (40+ reviews)

What are real-life users saying about TigerConnect?

A G2 reviewer says,

TigerConnect is incredibly useful in disseminating company-wide information alerts (weather, traffic, emergencies), as well as a great tool for intercommunication with employees, allowing for patient reports, referral information, and HIPAA information without fear of violating HIPAA.

๐Ÿ‘€ Did You Know? The HIPAA violation category for unknowing violations can still result in penalties of $100 to $50,000 per violation, with an annual maximum of $25,000 for repeat offenses.

3. OhMD (Best for text-first patient communication and appointment reminders)

OhMD
via OhMD

OhMD was founded in 2016 by a group of healthcare innovators who aimed to bridge the communication gap between doctors and patients. They developed a platform where providers can use their existing phone numbers for secure messaging. This cut out the need for additional applications.

The tool links with over 85 EHR systems, which brings patient details into the conversation with ease. It also allows practices to share a one-tap secure link for video visits, blending them smoothly into the messaging thread. 

For care teams, OhMD offers multi-tenant support, single sign-on, user auditing, and group chat options to keep everything coordinated. This setup helps small practices manage patient care more effectively. 

OhMD best features

  • Use Autopilot to schedule follow-ups that keep patients informed about their next steps after visits
  • Tap into Live Chat to open a welcoming space for new patients to reach out via your website
  • Leverage Electronic Forms to collect protected health information before appointments through a simple text exchange

OhMD limitation

  • Some users report that patient messages occasionally vanish, which leads to manual searches to locate them

OhMD pricing

  • Reach: Starts at $300/month
  • Develop: Custom pricing

OhMD ratings and reviews

  • G2: 4.8/5 (150+ reviews)
  • Capterra: Not enough reviews

What are real-life users saying about OhMD?

A G2 reviewer says,

I like the ease of use and the customer support. They are also timely in providing feedback when I have an issue. Overall, I love the system and the prompt notifications that I receive via email when I have a new text message.

๐ŸŽฅ Curious about collaboration tools, watch this video to learn more:

4. Updox (Best for multi-location practices with centralized document exchange and communication)

Updox : HIPAA Compliant Chat
via Updox

Updox stitches emails, faxes, and video calls into a unified inbox, centralizing communication for providers. Its Direct Secure Messaging (DSM) lets clinicians share patient records safely with colleagues through a trusted network.

Tailored for out-of-hospital providers, such as physicians and pharmacists, Updox also offers a dashboard where teams can track message statuses and patient replies in real-time. Further, it embeds payment processing into chats, allowing staff to collect fees without switching screens.

Patients receive appointment reminders directly in their inbox, while urgent cases are escalated with a single tap from any team member. This ensures a larger compliance environment for teams and departments alike.

Updox best features

  • Host group telehealth calls with up to 19 participants, complete with virtual waiting rooms, screen sharing, and inโ€‘call note capture
  • Edit, sign, redact, and highlight documents directly in your inbox without exporting to another tool
  • Route faxes automatically with rules-based assignments and keep a HIPAA-compliant audit trail of every document

Updox limitation

  • Some users report contracts renewing automatically with no option to exit or buy out, fueling unwanted charges

Updox pricing

  • Custom pricing

Updox ratings and reviews

  • G2: 4.4/5 (100+ reviews)
  • Capterra: 4.1/5 (100+ reviews)

What are real-life users saying about Updox?

A G2 reviewer says,

Updox’s interface and integration with our EHR (Practice Fusion) is so easy and intuitive. As a medical office, we were getting so many redundant faxes, wasting a ton of paper, and, most importantly, wasting a ton of time getting faxes, scanning them, then moving into patient files. With Updox, one click and a fax is moved into a patient file. Makes everyone’s life so much easier, and we save a ton of money on paper.

๐Ÿง  Fun fact: The average hospital generates around 50 petabytes of data every year, according to the World Economic Forum. That’s more than twice the data stored in the entire Library of Congress!

5. Paubox (Best for HIPAA-compliant email marketing and patient outreach)

Paubox
Via Paubox

Instead of relying on portals, passwords, or extra clicks, Paubox encrypts every outbound email behind the scenes so recipients can read messages directly in their inbox, whether they use Gmail, Outlook, or a mobile client. 

It integrates with your existing email provider and automatically ensures HIPAA compliance without requiring workflow changes. Admins can review analytics, manage quarantined threats, and enforce policies through a secure dashboard.

While built-in inbound threat protection blocks phishing, spoofing, and malware using filters like ExecProtect and DomainAge.

Paubox best features

  • Embed encrypted email functionality directly into applications using the RESTful Email API with HITRUST-certified security
  • Use Email DLP to scan outgoing messages and safeguard sensitive content before itโ€™s sent
  • Detects and blocks incoming or outgoing emails containing sensitive PHI or other regulated data (SSNs, credit cards) 

Paubox limitation

  • Some users find Paubox Forms difficult to navigate and note a lack of customization options 

Paubox pricing

  • Standard: $38/month
  • Plus: $77/month
  • Premium: $90/month

Paubox ratings and reviews

  • G2: 4.9/5 (400+ reviews)
  • Capterra: 5/5 (20+ reviews)

What are real-life users saying about Paubox?

A G2 reviewer says,

I appreciate how Paubox ensures secure, HIPAA-compliant email communication, making it easy to send sensitive information while maintaining confidentiality. The user-friendly interface also streamlines the process of managing patient data, enhancing overall efficiency and workflow.

๐Ÿ“ฎClickUp Insight: Nearly 20% of our survey respondents send over 50 instant messages daily. This high volume could signal a team constantly buzzing with quick exchangesโ€”great for speed but also ripe for communication overload.ย 

With ClickUpโ€™s integrated collaboration tools, such as ClickUp Chat and ClickUp Assigned Comments, your conversations are always linked to the relevant tasks, enhancing visibility and reducing the need for unnecessary follow-ups.

6. Luma Health (Best for automated patient engagement and AI-powered analytics)

Luma Health is an AI-native patient success platform designed to streamline the end-to-end care journey. Prior to visits, patients receive mobile intake forms, upload their IDs and insurance information, and complete consents, all of which are digitally captured and synced automatically to the EHR.

Its deep EHR integrations with systems like Epic, eClinicalWorks, Athenahealth, and others power automated workflows that sync data between platforms. It also automates outreach through multilingual, two-way SMS, voice, email, and secure chat.

This way, it can handle confirmations, cancellations, rescheduling, referrals, and recalls (using NLP to understand natural responses and emojisโ€ฏ). The AI-powered analytics track metrics like no-show reduction, referral conversion, intake completion, revenue growth, and patient satisfaction, feeding back into smarter scheduling.

Luma Health best features

  • Automatically notifies patients when preferred appointment slots open up due to cancellations, matching by type, provider, and location
  • Use Spark AI + Navigator Concierge to handle patient calls and texts with natural language understanding
  • Transform incoming faxes with AI to classify, extract data, and route them instantly without manual triage

Luma Health limitation

  • Some users experience the need to refresh frequently to see new messages, and report that sent links never reach recipients

Luma Health pricing

  • Custom pricing

Luma Health ratings and reviews:

  • G2: 4.8/5 (80+ reviews)
  • Capterra: 4.7/5 (80+ reviews)

What are real-life users saying about Luma Health?

A G2 reviewer says, 

I absolutely love the ease and quickness of sending secure messages to our patients with referral/appointment information. You can include every detail for them without having to play phone tag. And I can move on to the next task, but still have a conversation with the patient if necessary.

๐Ÿ’ก Pro tip: Train staff to use patient initials and the last 4 digits of the medical record number instead of full names in chat. It’s still identifiable to your team but adds a layer of protection if screenshots are accidentally shared.

7. SimplePractice (Best for solo providers and small practices needing integrated telehealth and billing)

SimplePractice is a HIPAA-compliant EHR and practice management system. It is designed for a range of care providers, including therapists, speech-language pathologists, occupational therapists, and psychiatrists.

Its secure messaging feature is tightly woven into the client portal, helping therapists stay in touch between sessions without compromising privacy. What sets it apart is how seamlessly messaging integrates with other clinical tools, such as video sessions, progress notes, and appointment scheduling.

For practices offering Telehealth, SimplePractice supports secure in-session chat during live video visits. This is especially helpful for sharing links, written resources, or checking in when audio drops. You can also set availability messages, send broadcast updates to specific clients, and ensure all communication remains encrypted and documented.

SimplePractice best features

  • Access the Wiley Treatment Planner to craft detailed care plans with pre-set options tailored to specific diagnoses
  • Leverage Custom Note Templates, Treatment Plans & Assessments that pre-populate client data for efficient clinical documentation
  • Access Reporting and Analytics dashboards on attendance, income trends, referral sources, and provider caseload for smarter practice insights

SimplePractice limitation

  • A handful of users noted the absence of an auto-save feature, requiring frequent manual saves to avoid losing progress on notes

SimplePractice pricing

  • Starter: $49/month 
  • Essential: $79/month
  • Plus: $99/month 

SimplePractice ratings and reviews

  • G2: 4.1/5 (100+ reviews)
  • Capterra: 4.6/5 (2,800+ reviews)

What are real-life users saying about SimplePractice?

A G2 reviewer says,

The available formatting for notes like โ€˜Wileyโ€™ makes treatment plan creation a much easier experience than it has been for me in the past. I enjoy the layout of SimplePractice; it is very easy to navigate. Clients can contact you via messaging, and you can conduct HIPAA-approved virtual telehealth sessions.

8. Klara (Best for streamlined multi-department patient communication and intelligent routing)

Klara : HIPAA Compliant Chat
Via Klara

Klara is another HIPAA-compliant patient engagement platform that packs a seamless, text-like experience across all communication channels.

Whether a patient messages via SMS, website, web chat, or phone call, all communications are funneled into a single, encrypted message thread that staff can manage centrally. One of its highlights is the intelligent routing and workflow automation layer.

Klara Assistant uses AI to interpret what patients needโ€”even from free-form messagesโ€”and automatically tags, assigns, or routes them to the correct team member (for billing, scheduling, clinical questions, etc.). That cuts triage time and reduces bottlenecks at the front desk.

Klara also handles hybrid modes of communication seamlessly. If a patient calls, they can opt to convert the call into a secure message thread.

Klara best features

  • Enable in-app telemedicine with virtual waiting rooms, video visits, and persistent chat threads that automatically archive with the conversation
  • Support internal collaboration with shared inboxes, @mentions, internal notes, and message reassignment across scheduling, clinical, and billing teams
  • Broadcast updates or policy messages securely to patient cohorts using templated messaging inside Klara

Klara limitation

  • Users wish they could send forms, orders, or results directly from patient charts to Klara instead of saving and uploading them separately

Klara pricing

  • Custom pricing

Klara ratings and reviews

  • G2: 4.5/5 (100+ reviews)
  • Capterra: 4.6/5 (200+ reviews) 

What are real-life users saying about Klara?

A G2 reviewer says,

I love being able to message patients, as it can be quicker than calling. It also allows us to communicate with other staff about an individual patient in one thread so information can be referenced. I do use it every day at my work, and use it frequently as a patient. Getting started is very easy, and simple to do, both as a medical staff and a patient.

๐Ÿ’ก Pro tip: Configure your chat to automatically replace common PHI patterns with asterisks after 24 hours. Phone numbers are replaced with “-1234″ and dates with “//2024″, while maintaining the conversation context readability.

9. Spruce Health (Best for VoIP, messaging, and custom inbox configurations)

Spruce Health, another secure collaboration hub, features two-factor authentication, SOC 2 auditing, HITRUST certification, and automatic audit logging for every read, write, and view action.

With it, you can send secure two-way SMS, manage eFax, handle telehealth calls, or digitize your phone system with features like phone trees, multiple lines, voicemail transcription, and call routing.

These tools are also equipped with automation, enabling you to schedule messages, trigger auto-responses, or automate after-hours workflows with ease. Additionally, utilize custom inbox configurations, apply tags to contact panels, or assign messages to the appropriate team member or group.

Internal notes, team messaging, and @-paging ensure that conversations are coordinated and tracked, without overriding patient privacy

Spruce Heath best features

  • Use Spruceโ€™s fax API to send HIPAA-compliant faxes with retry logic, cover page options, and delivery logs
  • Merge duplicate contacts and assign shared numbers to families to keep patient records clean and accurate
  • Securely message between Spruce-enabled clinics to coordinate referrals and shared patient care

Spruce Heath limitation

  • Thereโ€™s an absence of a subnote under patient names visible across interactions to identify details like parent, guardian, or nickname

Spruce Heath pricing

  • Free trial: 14 days
  • Basic: $24/user/month
  • Communicator: $49/user/month

Spruce Heath ratings and reviews

  • G2: 4.7/5 (300+ reviews)
  • Capterra: 4.4/5 (30+ reviews)

What are real-life users saying about Spruce Heath?

A G2 reviewer says,

The ease of use of Spruce, not only for myself and other providers but especially for even my most technically challenged patients, is what I love most. Having all my communications in one place keeps me organized. I love the tagging feature to assign to other providers.

๐Ÿ‘€ Did You Know? Communication failures contributed to 7,149 medical malpractice cases (30% of all claims between 2009 and 2013), leading to 1,744 deaths and costing hospitals a staggering $1.7 billion, according to CRICO Strategies.

10. Rocket.Chat (Best for IT-heavy organizations requiring full data control and self-hosted solutions)

Rocket.Chat is an open-source, HIPAA-ready messaging platform. You can deploy it on-premises, in a secure cloud, or even in air-gapped environments, giving your organization full control over where data resides and who has access to it.

Additionally, it offers real-time messaging, group channels, threaded discussions, voice, and video capabilities. They all have end-to-end encryption, multi-factor authentication, and role-based permissions.

You can even customize your own phone tree or workflows through open APIs so messaging fits naturally into how your org works. It enables you to capture patient messages from various channels and trigger intelligent workflows, such as routing inquiries, broadcasting notifications, or feeding data into care platforms and CRMs.

Rocket.Chat best features

  • Embed chat directly into your own app or patient portal with whiteโ€‘label SDKs, iframe support, APIs, and customization tools
  • Build custom apps and automations using Rocket.Chatโ€™s App Engine toolkit and tailor workflows, message logic, or integrations
  • Use the openโ€‘source Matrix protocol for federated messaging, enabling secure, interoperable chats across different Rocket.Chat servers between clinics, labs, or insurers

Rocket.Chat limitation

  • Users report that file attachments aren’t always supported, and occasional server crashes can cause brief outages and loss of chat access

Rocket.Chat pricing

  • Free forever
  • Pro: $8/user/month (billed annually)
  • Enterprise: Custom pricing

Rocket.Chat ratings and reviews:

  • G2: 4.2/5 (300+ reviews)
  • Capterra: 4.3/5 (150+ reviews)

What are real-life users saying about Rocket.Chat?

A Capterra reviewer says,

One of the most important pros is the data protection, you know that all the info disclosed through messages is secured. It can be downloaded on different devices: Android, iOS, Windows, and Linux. The app is really easy to use, has a lot of helpful features to maintain good communication.

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Secure End-to-End Communication With ClickUp

Thereโ€™s no shortage of chat tools built for fast conversations. But when patient information, compliance, and internal coordination are all in play, the list gets a lot shorter.

Tagging from this list, some of them streamline compliance with patient texting and call routing. Others bring in AI, task management, and smart automations to the table. And then thereโ€™s ClickUp.

The one that blends real-time chat with deep operational workflows so conversations, action items, and documentation all stay knit in one place, protected by enterprise-grade security.

If you’re building a system that scales with your care delivery, ClickUp provides the space to do so. Securely. Efficiently. And without toggling multiple solutions. Sign up on ClickUp now.

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