{"id":509933,"date":"2025-11-29T22:18:55","date_gmt":"2025-11-30T06:18:55","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=509933"},"modified":"2025-11-29T22:19:02","modified_gmt":"2025-11-30T06:19:02","slug":"hipaa-compliant-chat-tools","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/","title":{"rendered":"10 Best HIPAA Compliant Chat Tools for Secure Communication"},"content":{"rendered":"\n<p>A patient&#8217;s message came at 11:42 p.m. <em>\u201cHey, I think I left out something important during my appointment today. Can I tell you now?\u201d<\/em><\/p>\n\n\n\n<p>It\u2019s 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. <br><br>In fact, just last year, healthcare organizations reported <a href=\"https:\/\/www.hipaajournal.com\/2024-healthcare-data-breach-report\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">725 data breaches<\/a>, with over 275 million medical records exposed. And that kind of full-blown crisis is unfortunately not slowing down.<\/p>\n\n\n\n<p>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. <\/p>\n\n\n\n<p>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, let\u2019s look at ten of the best options worth considering.<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-9431cdd6-5bbc-44ba-bd90-f1d6af233f76\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">10 Best HIPAA Compliant Chat Tools for Secure Communication<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#0-top-hipaa-compliant-chat-tools-at-a-glance\" style=\"\">Top HIPAA Compliant Chat Tools at a Glance<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#1-what-should-you-look-for-in-a-hipaa-compliant-chat-tool\" style=\"\">What Should You Look For In a HIPAA Compliant Chat Tool?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#2-the-best-hipaa-compliant-chat-tools\" style=\"\">The Best HIPAA Compliant Chat Tools<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#3-1-clickup-best-all-in-one-hipaa-compliant-workspace-with-chat-task-management-and-documentation\" style=\"\">1. ClickUp (Best all-in-one HIPAA-compliant workspace with chat, task management, and documentation)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#14-2-tigerconnect-best-for-real-time-clinical-communication\" style=\"\">2. TigerConnect (Best for real-time clinical communication)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#20-3-ohmd-best-for-text-first-patient-communication-and-appointment-reminders\" style=\"\">3. OhMD (Best for text-first patient communication and appointment reminders)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#26-4-updox-best-for-multi-location-practices-with-centralized-document-exchange-and-communication\" style=\"\">4. Updox (Best for multi-location practices with centralized document exchange and communication)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#32-5-paubox-best-for-hipaa-compliant-email-marketing-and-patient-outreach\" style=\"\">5. Paubox (Best for HIPAA-compliant email marketing and patient outreach)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#38-6-luma-health-best-for-automated-patient-engagement-and-ai-powered-analytics\" style=\"\">6. Luma Health (Best for automated patient engagement and AI-powered analytics)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#44-7-simplepractice-best-for-solo-providers-and-small-practices-needing-integrated-telehealth-and-billing\" style=\"\">7. SimplePractice (Best for solo providers and small practices needing integrated telehealth and billing)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#50-8-klara-best-for-streamlined-multi-department-patient-communication-and-intelligent-routing\" style=\"\">8. Klara (Best for streamlined multi-department patient communication and intelligent routing)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#56-9-spruce-health-best-for-voip-messaging-and-custom-inbox-configurations\" style=\"\">9. Spruce Health (Best for VoIP, messaging, and custom inbox configurations)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/hipaa-compliant-chat-tools\/#62-10-rocketchat-best-for-it-heavy-organizations-requiring-full-data-control-and-self-hosted-solutions\" style=\"\">10. Rocket.Chat (Best for IT-heavy organizations requiring full data control and self-hosted solutions)<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-top-hipaa-compliant-chat-tools-at-a-glance\">Top HIPAA Compliant Chat Tools at a Glance<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Tool<\/strong><\/td><td><strong>Key features<\/strong><\/td><td><strong>Best for<\/strong><\/td><td><strong>Pricing*<\/strong><\/td><\/tr><tr><td><strong><a href=\"https:\/\/app.clickup.com\/signup\">ClickUp<\/a><\/strong><\/td><td>\u2013HIPAA-ready chat, docs, tasks, whiteboards, dashboards<br>\u2013EHR data embedding, access control, version history<br>\u2013AI-powered summarization with ClickUp Brain<\/td><td>Individuals, small teams, and enterprises needing an all-in-one, compliant workspace<\/td><td>Free plan available; Custom pricing for enterprises<\/td><\/tr><tr><td><strong>TigerConnect<\/strong><\/td><td>\u2013Role-based access, secure messaging, call-from-records<br>\u2013EHR and nurse call tool integration<br>\u2013Silent escalation alerts<\/td><td>Healthcare providers  who need real-time clinical communication<\/td><td>Custom pricing<\/td><\/tr><tr><td><strong>OhMD<\/strong><\/td><td>\u2013Secure HIPAA-compliant texting via existing phone numbers<br>\u201385+ EHR integrations, live chat, autopilot<br>\u2013Group chat and video visits<\/td><td>Small practices needing text-first patient communication and reminders<\/td><td>Paid plans start at $250\/month<\/td><\/tr><tr><td><strong>Updox<\/strong><\/td><td>\u2013Unified inbox for fax, email, video<br>\u2013Direct secure messaging, audit trails, in-call note capture<\/td><td>Multi-location practices needing centralized communication and document handling<\/td><td>Custom pricing<\/td><\/tr><tr><td><strong>Paubox<\/strong><\/td><td>\u2013Seamless HIPAA-compliant email<br>\u2013Built-in phishing\/malware filters for data security<br> Email DLP, analytics, secure dashboard<\/td><td>Providers needing secure email marketing and patient outreach<\/td><td>Paid plans start at $38\/month<\/td><\/tr><tr><td><strong>Luma Health<\/strong><\/td><td>\u2013 Automated SMS, voice, email outreach<br>\u2013Mobile device intake, AI analytics, EHR sync<\/td><td>Patient engagement teams leveraging AI for automation and analytics<\/td><td>Custom pricing<\/td><\/tr><tr><td><strong>SimplePractice<\/strong><\/td><td>\u2013Secure portal messaging<br>\u2013Integrated with billing, notes, video<br>\u2013Templates and in-session chat<\/td><td>Solo providers and small practices needing integrated telehealth and documentation<\/td><td>Paid plans start at $49\/month<\/td><\/tr><tr><td><strong>Klara<\/strong><\/td><td>\u2013AI-driven patient message triage<br>\u2013Persistent chat across SMS, calls, webchat<br>\u2013Shared inbox and in-app telehealth<\/td><td>Multi-department teams needing intelligent patient communication and routing<\/td><td>Custom pricing<\/td><\/tr><tr><td><strong>Spruce Health<\/strong><\/td><td>\u2013Secure VoIP, SMS, fax, phone trees<br>\u2013Tagging, call routing, after-hours automation<\/td><td>Clinics needing flexible inboxes with secure telephony and messaging<\/td><td>Free plan available; Paid plans start at $24\/user\/month<\/td><\/tr><tr><td><strong>Rocket.Chat<\/strong><\/td><td>\u2013On-prem\/self-hosted secure messaging solution<br>\u2013Full data control, open APIs, federated messaging<\/td><td>IT-heavy orgs and enterprises needing customizable, self-hosted communication<\/td><td>Free plan available; Paid plans start at $8\/user\/month<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">*Please refer to the tool\u2019s website for the latest pricing<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-should-you-look-for-in-a-hipaa-compliant-chat-tool\">What Should You Look For In a HIPAA Compliant Chat Tool?<\/h2>\n\n\n\n<p>While many chat platforms claim to offer security, only a few meet the strict standards needed to protect patient data and uphold HIPAA regulations.<\/p>\n\n\n\n<p>Here\u2019s what to check before choosing one:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>End-to-end encryption and audit trails<\/strong>: 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<\/li>\n\n\n\n<li><strong>Secure file sharing and EHR integrations:<\/strong> Enable encrypted file transfers and connect with EHR (Electronic Health Records) or Practice Management System platforms to keep workflows seamless and protected<\/li>\n\n\n\n<li><strong>Business Associate Agreement (BAA) support<\/strong>: Sign a Business Associate Agreement (BAA) with your vendor to legally safeguard PHI and meet HIPAA standards. Always confirm BAA availability before committing<\/li>\n\n\n\n<li><strong>Message retention and deletion settings:<\/strong> Ensure the platform allows control over message retention periods and supports secure deletion of PHI when no longer needed<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-8b09e95d-617c-4559-a08a-50378c41a448\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udc40 Did You Know?<\/strong> The <a href=\"https:\/\/www.insurance.ca.gov\/0400-news\/0100-press-releases\/anthemcyberattack.cfm\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">2015 Anthem breach<\/a> exposed data on approximately 78.8 million people, making it one of the largest healthcare data breaches ever.<\/p>\n\n\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-16148d04-44bb-4e3a-833d-397d3f48de56\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcda <strong>Also Read<\/strong>: Best Healthcare Collaboration Software Tools<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-best-hipaa-compliant-chat-tools\">The Best HIPAA Compliant Chat Tools<\/h2>\n\n\n\n<p>So, if you&#8217;re ready to move beyond risky workarounds and build a communication system you can trust, here are the best <a href=\"https:\/\/clickup.com\/blog\/hippa-compliant-software\/\">HIPAA-compliant sofware tools<\/a> to consider \ud83d\udc47<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-1-clickup-best-all-in-one-hipaa-compliant-workspace-with-chat-task-management-and-documentation\">1. ClickUp (Best all-in-one HIPAA-compliant workspace with chat, task management, and documentation)<\/h3>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-wistia-inc wp-block-embed-wistia-inc\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" title=\"Connected Chat Video\" src=\"https:\/\/fast.wistia.net\/embed\/iframe\/x9ucxbrfjh?dnt=1#?secret=YtDmQnikhH\" data-secret=\"YtDmQnikhH\" frameborder=\"0\" scrolling=\"no\" width=\"500\" height=\"281\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>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. <\/p>\n\n\n\n<p>That\u2019s where <a href=\"https:\/\/clickup.com\/teams\/health\">ClickUp for Health<\/a> + <a href=\"https:\/\/clickup.com\/features\/chat\">ClickUp Chat<\/a> transforms how medical teams connect and collaborate. It is the world\u2019s first <a href=\"https:\/\/clickup.com\/blog\/converged-ai-workspace\/\">Converged AI Workspace<\/a>, bringing together all work apps, data, and workflows in one secure platform<strong>.<\/strong><\/p>\n\n\n\n<p><em><strong>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.<\/strong><\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1270\" height=\"1020\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/security_image.avif\" alt=\"\" class=\"wp-image-553743\" style=\"width:626px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/security_image.avif 1270w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/security_image-300x241.avif 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/security_image-768x617.avif 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/security_image-700x562.avif 700w\" sizes=\"auto, (max-width: 1270px) 100vw, 1270px\" \/><figcaption class=\"wp-element-caption\">Keep all communication, documents, appointments, and tasks HIPAA compliant in ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p>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. <br><br>Thus, ClickUp eliminates all forms of <a href=\"https:\/\/clickup.com\/blog\/work-sprawl\/\">Work Sprawl<\/a> to provide 100% context and a unified place for humans and AI agents to work together. Let&#8217;s explore further.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"4-ensure-safe-and-quick-communication-with-clickup-chat\">Ensure safe and quick communication with ClickUp Chat<\/h4>\n\n\n\n<p>To protect patient data while keeping teams connected, <a href=\"https:\/\/clickup.com\/features\/chat\">ClickUp Chat<\/a> (the best <a href=\"https:\/\/clickup.com\/blog\/all-in-one-messaging-apps\/\">all-in-one messaging platform<\/a>) allows real-time conversations bound by strict compliance rules. Precisely, data is protected in transit and at rest using strong encryption standards.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"887\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Chat-Google-Meet-vs-ClickUp-SyncUp.jpg\" alt=\"ClickUp Chat- Google Meet vs ClickUp SyncUp\" class=\"wp-image-559917\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Chat-Google-Meet-vs-ClickUp-SyncUp.jpg 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Chat-Google-Meet-vs-ClickUp-SyncUp-300x222.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Chat-Google-Meet-vs-ClickUp-SyncUp-768x568.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Chat-Google-Meet-vs-ClickUp-SyncUp-700x517.jpg 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Keep chats, tasks, and sensitive details together within ClickUp Chat<\/figcaption><\/figure><\/div>\n\n\n<p>Chat includes @mentions and threaded replies. For example, a care team managing cardiac patients can create a dedicated \u2018Cardiology\u2019 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&nbsp;<strong>@Mention<\/strong>&nbsp;for rapid consultation.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-start-meetings-with-one-click-with-syncups\">Start meetings with one click with SyncUps<\/h4>\n\n\n\n<p>Want to enhance medical communication by enabling real-time, face-to-face collaboration among healthcare professionals\u2014no matter where they are? <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1514.png\" alt=\"ClickUp SyncUps\" class=\"wp-image-486162\" style=\"width:624px;height:auto\"\/><figcaption class=\"wp-element-caption\">Collaborate face-to-face with your colleagues in seconds using ClickUp SyncUps<\/figcaption><\/figure><\/div>\n\n\n<p>Here\u2019s how <a href=\"https:\/\/clickup.com\/features\/sync-up\">ClickUp SyncUps<\/a> support medical teams:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Instant collaboration:<\/strong> 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<\/li>\n\n\n\n<li><strong>Screen Sharing and task connection:<\/strong> 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<\/li>\n\n\n\n<li><strong>Mobile accessibility:<\/strong> SyncUps work seamlessly on mobile devices, so healthcare professionals can join critical discussions from anywhere in the hospital or clinic\u2014even while on rounds<\/li>\n\n\n\n<li><strong>Threaded communication:<\/strong> SyncUps include threaded chat, making it easy to document key decisions, share resources, and follow up on action items after the call<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-communicate-async-with-clips\">Communicate async with Clips<\/h4>\n\n\n\n<p>If real-time communication is tricky, you can record and share video updates, explanations, and updates asynchronously with <a href=\"http:\/\/Pro Tip: Use ClickUp Clips to record and share video updates or explanations asynchronously, so medical teams can review information on their own schedule. This is perfect for shift work, cross-team collaboration, or when immediate meetings aren\u2019t possible. Learn more: ClickUp Clips\">ClickUp Clips<\/a>. <\/p>\n\n\n\n<p>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 aren\u2019t possible. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1344\" height=\"868\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-306.png\" alt=\"ClicUp Clips\" class=\"wp-image-432002\" style=\"width:618px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-306.png 1344w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-306-300x194.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-306-768x496.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-306-700x452.png 700w\" sizes=\"auto, (max-width: 1344px) 100vw, 1344px\" \/><figcaption class=\"wp-element-caption\">Embed ClickUp Clips into tasks, docs, and chats for smoother collaboration<\/figcaption><\/figure><\/div>\n\n\n<p><strong>Here&#8217;s how Clips and SyncUp together make medical communication more secure and powerful:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Protected access:<\/strong> Every Clip is stored within ClickUp\u2019s secure workspace, with granular permissions and audit trails. Only authorized users can view or share recordings, ensuring patient data and internal communications remain confidential<\/li>\n\n\n\n<li><strong>Auditability:<\/strong> Clips are automatically logged with timestamps and user details, supporting HIPAA\u2019s requirements for access tracking and audit controls<\/li>\n\n\n\n<li><strong>Unified communication: <\/strong>Clips integrates seamlessly with ClickUp\u2019s chat, docs, and task management features. This means all your communication\u2014whether text, video, or voice\u2014is centralized, searchable, and protected under the same HIPAA-compliant umbrella<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-create-share-and-edit-healthcare-information-in-docs\">Create, share, and edit healthcare information in Docs<\/h4>\n\n\n\n<p>To extend that same alignment into documentation, <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> gives teams a secure, versatile space to create, share, and update everything from SOPs and treatment protocols to meeting notes and intake workflows.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1134\" height=\"730\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Docs-1.png\" alt=\"ClickUp Docs\" class=\"wp-image-509950\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Docs-1.png 1134w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Docs-1-300x193.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Docs-1-768x494.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Docs-1-700x451.png 700w\" sizes=\"auto, (max-width: 1134px) 100vw, 1134px\" \/><figcaption class=\"wp-element-caption\">Create and share versatile documentation like SOPs and handbooks with ClickUp Docs<\/figcaption><\/figure><\/div>\n\n\n<p>This fortified <a href=\"https:\/\/clickup.com\/blog\/document-collaboration-software\/\">document collaboration software<\/a> breathes directly inside your workspace and is tied to projects, tasks, or folders so they\u2019re never floating in a silo or buried in email chains. <\/p>\n\n\n\n<p>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.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"936\" height=\"625\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Permissions.png\" alt=\"ClickUp Permissions : HIPAA Compliant Chat\" class=\"wp-image-509951\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Permissions.png 936w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Permissions-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Permissions-768x513.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Permissions-700x467.png 700w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><figcaption class=\"wp-element-caption\">Share Docs and manage collaborator roles with ClickUp Permissions<\/figcaption><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6309646134295-Intro-to-comments\">Task comments<\/a> 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.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-d7a4df6b-f7f9-4acd-9263-ba445a0da354\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1<strong> Pro Tip: <\/strong>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.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"8-keep-every-detail-connected-across-your-healthcare-workspace\">Keep every detail connected across your healthcare workspace<\/h4>\n\n\n\n<p>When context starts to stretch across multiple threads, <a href=\"https:\/\/clickup.com\/brain\">ClickUp Brain<\/a> pulls it together. With a quick prompt, this powerful <a href=\"https:\/\/clickup.com\/blog\/ai-tools-in-healthcare\/\">healthcare AI solution<\/a> can summarize lengthy document edits or conversation histories, extract action items from comments, or assist in drafting a response within a task.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1349\" height=\"1101\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Brain-7.png\" alt=\"ClickUp Brain : HIPAA Compliant Chat\" class=\"wp-image-509954\" style=\"width:632px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Brain-7.png 1349w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Brain-7-300x245.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Brain-7-768x627.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/ClickUp-Brain-7-700x571.png 700w\" sizes=\"auto, (max-width: 1349px) 100vw, 1349px\" \/><figcaption class=\"wp-element-caption\">Generate summaries instantly and securely with ClickUp Brain<\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp Brain for free<\/a><\/div>\n\n\n\n<p>It\u2019s 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.<\/p>\n\n\n\n<p>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).<\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-f0670dbc-cc58-4755-9ef1-8a919f0b6682\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udccc\u00a0<strong>Try these prompts:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provide a quick reference of CDC guidelines for hand hygiene compliance and link it to our infection control doc<\/li>\n\n\n\n<li>Summarize today\u2019s multidisciplinary team meeting notes and list action items for the cardiology, nursing, and pharmacy teams separately<\/li>\n\n\n\n<li>Generate a follow-up checklist for post-op patients based on this discharge protocol and assign tasks to the recovery unit<\/li>\n\n\n\n<li>Highlight recurring issues from this week\u2019s infection control incident reports and suggest three priority actions for the next review meeting<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"9-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Task automation:<\/strong> Automate recurring care tasks and appointment workflows with <a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> using preset triggers and conditions<\/li>\n\n\n\n<li><strong>Data visualization:<\/strong> Track team workload and patient care operations on <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> with customizable charts, time tracking, and capacity planning widgets<\/li>\n\n\n\n<li><strong>Centralized care coordination:<\/strong> Organize appointments and follow-ups in real time using <a href=\"https:\/\/clickup.com\/features\/calendar\">ClickUp Calendar<\/a><\/li>\n\n\n\n<li><strong>Secure data embedding:<\/strong> Add EHR (Electronic Health Records) data, insurance forms, or lab results directly into ClickUp Docs for faster team action<\/li>\n\n\n\n<li><strong>Seamless and compliant integrations:<\/strong> Connect securely with 1,000+ tools like Zoom, Google Workspace, and Slack to create an interconnected healthcare ecosystem with <a href=\"https:\/\/clickup.com\/integrations\">ClickUp integrations<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-clickup-limitation\">ClickUp limitation<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The vast feature set can feel overwhelming for smaller practices during onboarding<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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The combination of Chat, Whiteboards, and Spaces allows us to brainstorm, assign, and track work all in one place. It\u2019s 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.<\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-2b669e36-fecf-403d-b103-8a2b2a04d396\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1<strong> Pro Tip: <\/strong><a href=\"https:\/\/clickup.com\/brain\/max\">Brain MAX<\/a> transforms medical and healthcare communication by consolidating all your critical information and workflows into a single, secure, AI-powered workspace. <\/p>\n\n\n\n<p>Here&#8217;s how:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"542\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Try-ClickUp-Brain-MAX-for-deeper-research-and-context.avif\" alt=\"Brain MAX\n\" class=\"wp-image-548055\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Try-ClickUp-Brain-MAX-for-deeper-research-and-context.avif 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Try-ClickUp-Brain-MAX-for-deeper-research-and-context-300x136.avif 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Try-ClickUp-Brain-MAX-for-deeper-research-and-context-768x347.avif 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Try-ClickUp-Brain-MAX-for-deeper-research-and-context-700x316.avif 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Try ClickUp Brain MAX for deeper research and context<\/figcaption><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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<\/li>\n\n\n\n<li>For clinicians and staff on the move, <a href=\"https:\/\/clickup.com\/brain\/talk-to-text\" target=\"_blank\" rel=\"noreferrer noopener\">Talk to Text<\/a> lets you ask questions, dictate patient notes, or command your work by voice\u2014hands-free, anywhere<\/li>\n\n\n\n<li>Instead of relying on a patchwork of disconnected AI tools like <strong>ChatGPT, Claude, and Gemini<\/strong>, Brain MAX provides a single, contextual, enterprise-ready solution that understands your healthcare environment<\/li>\n<\/ul>\n\n\n\n<p>Try <a target=\"_blank\" rel=\"noreferrer noopener\" href=\"https:\/\/clickup.com\/brain\/max\"><strong>ClickUp Brain MAX<\/strong><\/a>\u2014the AI Super App that truly understands your medical workflows. Ditch the <a target=\"_blank\" rel=\"noreferrer noopener\" href=\"https:\/\/clickup.com\/blog\/ai-sprawl\/\">AI tool sprawl<\/a> and experience seamless, secure, and intelligent healthcare communication.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"14-2-tigerconnect-best-for-real-time-clinical-communication\">2. TigerConnect (Best for real-time clinical communication)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"1400\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/TigerConnect-1400x1400.png\" alt=\"TigerConnect : HIPAA Compliant Chat\" class=\"wp-image-509956\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/TigerConnect-1400x1400.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/TigerConnect-300x300.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/TigerConnect-150x150.png 150w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/TigerConnect-768x768.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/TigerConnect-1536x1536.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/TigerConnect-700x700.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/TigerConnect.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via<em> <\/em><a href=\"https:\/\/tigerconnect.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">TigerConnect<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>TigerConnect is a HIPAA-compliant messaging platform that tailors communication for healthcare providers, offering role-based access for doctors, nurses, and administrators.&nbsp;It features an adaptive interface that dynamically adjusts notifications and layouts based on user roles, ensuring that alerts are directed to the relevant individuals. <\/p>\n\n\n\n<p>It also offers a \u2018silent escalation\u2019 feature that loops in supervisors if responses lag.&nbsp;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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-tigerconnect-best-features\">TigerConnect best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Centralized admin panel with user provisioning (CSV import, LDAP\/AD), role scheduling sync, and immediate revocation of device access<\/li>\n\n\n\n<li>Integrate with EHR systems and nurse call tools for real-time access to patient data during consultations<\/li>\n\n\n\n<li>Communicate by role (e.g., \u2018on\u2011call cardiologist\u2019) instead of searching names<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-tigerconnect-limitations-\">TigerConnect limitations&nbsp;<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users mention that the system feels outdated and requires closing one screen to access another, which slows down workflows<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-tigerconnect-pricing-\">TigerConnect pricing&nbsp;<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-tigerconnect-ratings-and-reviews\">TigerConnect ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.5\/5 (190+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.7\/5 (40+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-what-are-real-life-users-saying-about-tigerconnect\">What are real-life users saying about TigerConnect?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/tigerconnect-clinical-collaboration-platform\/reviews\/tigerconnect-clinical-collaboration-platform-review-8536962\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> says,<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-3c7a68e5-cc32-4273-8f2d-211c82d52b65\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udc40 Did You Know?<\/strong> The <a href=\"https:\/\/www.ama-assn.org\/practice-management\/hipaa\/hipaa-violations-enforcement\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HIPAA violation category for unknowing violations<\/a> can still result in penalties of $100 to $50,000 per violation, with an annual maximum of $25,000 for repeat offenses.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"20-3-ohmd-best-for-text-first-patient-communication-and-appointment-reminders\">3. OhMD (Best for text-first patient communication and appointment reminders)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1228\" height=\"944\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/OhMD.png\" alt=\"OhMD\" class=\"wp-image-509958\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/OhMD.png 1228w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/OhMD-300x231.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/OhMD-768x590.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/OhMD-700x538.png 700w\" sizes=\"auto, (max-width: 1228px) 100vw, 1228px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.ohmd.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">OhMD<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>OhMD was founded in 2016 by a group of healthcare innovators who aimed to bridge the <a href=\"https:\/\/clickup.com\/blog\/communication-gaps-in-the-workplace\/\">communication gap<\/a> 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.<\/p>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-ohmd-best-features\">OhMD best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use Autopilot to schedule follow-ups that keep patients informed about their next steps after visits<\/li>\n\n\n\n<li>Tap into Live Chat to open a welcoming space for new patients to reach out via your website<\/li>\n\n\n\n<li>Leverage Electronic Forms to collect protected health information before appointments through a simple text exchange<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-ohmd-limitation\">OhMD limitation<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users report that patient messages occasionally vanish, which leads to manual searches to locate them<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-ohmd-pricing\">OhMD pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Reach<\/strong>: Starts at $300\/month<\/li>\n\n\n\n<li><strong>Develop<\/strong>: Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-ohmd-ratings-and-reviews\">OhMD ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.8\/5 (150+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-what-are-real-life-users-saying-about-ohmd\">What are real-life users saying about OhMD?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/ohmd\/reviews\/ohmd-review-9340813#:~:text=OhMD%20is%20safe%20and%20reliable\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> says,<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-d62abc77-483b-44f6-9b84-9bf4e0ec4253\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udd16 Also read:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/healthcare-project-management\/\">The Ultimate Guide to Healthcare Project Management<\/a>.<\/p>\n\n\n<\/div>\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: #ffffff; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-79aae2bb-2d8e-495b-a7fe-e0d85356f125\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83c\udfa5 Curious about collaboration tools, watch this video to learn more: <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The 5 Best Online Collaboration Tools for Teams in 2025 (Ranked &amp; Reviewed) | ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/wkuHCuOfbxg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"26-4-updox-best-for-multi-location-practices-with-centralized-document-exchange-and-communication\">4. Updox (Best for multi-location practices with centralized document exchange and communication)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"348\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Updox.png\" alt=\"Updox : HIPAA Compliant Chat\" class=\"wp-image-509960\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Updox.png 1024w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Updox-300x102.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Updox-768x261.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Updox-700x238.png 700w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.updox.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Updox<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Updox stitches emails, faxes, and video calls into a unified inbox, <a href=\"https:\/\/clickup.com\/blog\/centralized-communication\/\">centralizing communication<\/a> for providers.&nbsp;Its Direct Secure Messaging (DSM) lets clinicians share patient records safely with colleagues through a trusted network. <\/p>\n\n\n\n<p>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.&nbsp;Further, it embeds payment processing into chats, allowing staff to collect fees without switching screens. <\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-updox-best-features\">Updox best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Host group telehealth calls with up to 19 participants, complete with virtual waiting rooms, screen sharing, and in\u2011call note capture<\/li>\n\n\n\n<li>Edit, sign, redact, and highlight documents directly in your inbox without exporting to another tool<\/li>\n\n\n\n<li>Route faxes automatically with rules-based assignments and keep a HIPAA-compliant audit trail of every document<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"28-updox-limitation\">Updox limitation<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users report contracts renewing automatically with no option to exit or buy out, fueling unwanted charges<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-updox-pricing\">Updox pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-updox-ratings-and-reviews\">Updox ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.1\/5 (100+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-what-are-real-life-users-saying-about-updox\">What are real-life users saying about Updox?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/updox\/reviews?source=search#:~:text=Updox%20cures%20fax%20fatigue\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> says,<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Updox&#8217;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&#8217;s life so much easier, and we save a ton of money on paper.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-c285489c-9a3b-4fcb-8372-fbb59563f272\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0 <strong>Fun fact:<\/strong> The average hospital generates around <a href=\"https:\/\/www.weforum.org\/stories\/2019\/12\/four-ways-data-is-improving-healthcare\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">50 petabytes of data every year<\/a>, according to the World Economic Forum. That&#8217;s more than twice the data stored in the entire Library of Congress!<\/p>\n\n\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-e873698b-6467-4f22-ada6-af8838776f6c\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcda Read more:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/asynchronous-communication\/\">How to Use Asynchronous Communication for Better Team Collaboration<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"32-5-paubox-best-for-hipaa-compliant-email-marketing-and-patient-outreach\">5. Paubox (Best for HIPAA-compliant email marketing and patient outreach)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"525\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Paubox.png\" alt=\"Paubox\" class=\"wp-image-509966\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Paubox.png 1024w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Paubox-300x154.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Paubox-768x394.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Paubox-700x359.png 700w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.paubox.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Paubox<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<p>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. <\/p>\n\n\n\n<p>While built-in inbound threat protection blocks phishing, spoofing, and malware using filters like ExecProtect and DomainAge.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-paubox-best-features\">Paubox best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Embed encrypted email functionality directly into applications using the RESTful Email API with HITRUST-certified security<\/li>\n\n\n\n<li>Use Email DLP to scan outgoing messages and safeguard sensitive content before it\u2019s sent<\/li>\n\n\n\n<li>Detects and blocks incoming or outgoing emails containing sensitive PHI or other regulated data (SSNs, credit cards)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-paubox-limitation\">Paubox limitation<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users find Paubox Forms difficult to navigate and note a lack of customization options&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-paubox-pricing\">Paubox pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Standard<\/strong>: $38\/month<\/li>\n\n\n\n<li><strong>Plus<\/strong>: $77\/month<\/li>\n\n\n\n<li><strong>Premium<\/strong>: $90\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-paubox-ratings-and-reviews\">Paubox ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.9\/5 (400+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>5\/5 (20+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-what-are-real-life-users-saying-about-paubox\">What are real-life users saying about Paubox?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/paubox\/reviews?page=2#reviews:~:text=%22-,Paubox%20secure%20email,-%22\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> says,<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-ba4bdfa3-38b1-4150-9ccb-27b94ea7e19f\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight:<\/strong><a href=\"https:\/\/clickup.com\/blog\/team-communication-survey\/\"><strong> <\/strong><em>Nearly 20% of our survey respondents<\/em><\/a><em> send over 50 instant messages daily.<\/em> This high volume could signal a team constantly buzzing with quick exchanges\u2014great for speed but also ripe for communication overload.\u00a0<\/p>\n\n\n\n<p>With<a href=\"https:\/\/clickup.com\/signup\"> ClickUp\u2019s<\/a> 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.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Sign up on ClickUp for free<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"38-6-luma-health-best-for-automated-patient-engagement-and-ai-powered-analytics\">6. Luma Health (Best for automated patient engagement and AI-powered analytics)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"720\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Luma-Health.png\" alt=\"Luma Health : HIPAA Compliant Chat\" class=\"wp-image-509967\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Luma-Health.png 1280w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Luma-Health-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Luma-Health-768x432.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Luma-Health-700x394.png 700w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.lumahealth.io\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Luma Health<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p>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. <br><br>This way, it can handle confirmations, cancellations, rescheduling, referrals, and recalls (using NLP to understand natural responses and emojis\u202f). The AI-powered analytics track metrics like no-show reduction, referral conversion, intake completion, revenue growth, and patient satisfaction, feeding back into smarter scheduling.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-luma-health-best-features\">Luma Health best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automatically notifies patients when preferred appointment slots open up due to cancellations, matching by type, provider, and location<\/li>\n\n\n\n<li>Use Spark AI + Navigator Concierge to handle patient calls and texts with natural language understanding<\/li>\n\n\n\n<li>Transform incoming faxes with AI to classify, extract data, and route them instantly without manual triage<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-luma-health-limitation\">Luma Health limitation<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users experience the need to refresh frequently to see new messages, and report that sent links never reach recipients<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-luma-health-pricing\">Luma Health pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-luma-health-ratings-and-reviews\">Luma Health ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.8\/5 (80+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.7\/5<strong> <\/strong>(80+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-what-are-real-life-users-saying-about-luma-health\">What are real-life users saying about Luma Health?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/luma-health\/reviews\/luma-health-review-7771827#:~:text=An%20Amazing%20Tool%20for%20Healthcare%20Professionals\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> says,&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-0bde4606-7b65-4b52-94ba-9b71846e7072\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udca1 Pro tip:<\/strong> Train staff to use patient initials and the last 4 digits of the medical record number instead of full names in chat. It&#8217;s still identifiable to your team but adds a layer of protection if screenshots are accidentally shared.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"44-7-simplepractice-best-for-solo-providers-and-small-practices-needing-integrated-telehealth-and-billing\">7. SimplePractice (Best for solo providers and small practices needing integrated telehealth and billing)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"724\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/SimplePractice-1400x724.png\" alt=\"SimplePractice\" class=\"wp-image-509968\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/SimplePractice-1400x724.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/SimplePractice-300x155.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/SimplePractice-768x397.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/SimplePractice-1536x794.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/SimplePractice-700x362.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/SimplePractice.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.simplepractice.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">SimplePractice<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-simplepractice-best-features\">SimplePractice best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the Wiley Treatment Planner to craft detailed care plans with pre-set options tailored to specific diagnoses<\/li>\n\n\n\n<li>Leverage Custom Note Templates, Treatment Plans &amp; Assessments that pre-populate client data for efficient clinical documentation<\/li>\n\n\n\n<li>Access Reporting and Analytics dashboards on attendance, income trends, referral sources, and provider caseload for smarter practice insights<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-simplepractice-limitation\">SimplePractice limitation<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A handful of users noted the absence of an auto-save feature, requiring frequent manual saves to avoid losing progress on notes<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"47-simplepractice-pricing\">SimplePractice pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter<\/strong>: $49\/month&nbsp;<\/li>\n\n\n\n<li><strong>Essential<\/strong>: $79\/month<\/li>\n\n\n\n<li><strong>Plus<\/strong>: $99\/month&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-simplepractice-ratings-and-reviews\">SimplePractice ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.1\/5 (100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.6\/5 (2,800+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-what-are-real-life-users-saying-about-simplepractice\">What are real-life users saying about SimplePractice?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/simplepractice\/reviews?source=search#:~:text=I%20am%20an%20Associate%20Marriage%20and%20Family%20therapist\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> says,<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>The available formatting for notes like \u2018Wiley\u2019 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.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-dcdb35f5-d504-4cc8-88bb-9f04ec588389\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\u26a1 Template archive: <\/strong><a href=\"https:\/\/clickup.com\/blog\/communication-plan-templates\/\">Free Project Communication Plan Templates: Excel, Word, &amp; ClickUp<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"50-8-klara-best-for-streamlined-multi-department-patient-communication-and-intelligent-routing\">8. Klara (Best for streamlined multi-department patient communication and intelligent routing)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"851\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Klara.png\" alt=\"Klara : HIPAA Compliant Chat\" class=\"wp-image-509969\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Klara.png 1280w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Klara-300x199.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Klara-768x511.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Klara-700x465.png 700w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.klara.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Klara<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Klara is another HIPAA-compliant patient engagement platform that packs a seamless, text-like experience across all communication channels. <br><br>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. <br><br>Klara Assistant uses AI to interpret what patients need\u2014even from free-form messages\u2014and 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.<\/p>\n\n\n\n<p>Klara also handles hybrid modes of communication seamlessly. If a patient calls, they can opt to convert the call into a secure message thread.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-klara-best-features\">Klara best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enable in-app telemedicine with virtual waiting rooms, video visits, and persistent chat threads that automatically archive with the conversation<\/li>\n\n\n\n<li>Support internal collaboration with shared inboxes, @mentions, internal notes, and message reassignment across scheduling, clinical, and billing teams<\/li>\n\n\n\n<li>Broadcast updates or policy messages securely to patient cohorts using templated messaging inside Klara<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"52-klara-limitation\">Klara limitation<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Users wish they could send forms, orders, or results directly from patient charts to Klara instead of saving and uploading them separately<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"53-klara-pricing\">Klara pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"54-klara-ratings-and-reviews\">Klara ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.5\/5 (100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.6\/5 (200+ reviews)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"55-what-are-real-life-users-saying-about-klara\">What are real-life users saying about Klara?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/klara\/reviews?source=search#:~:text=%22-,Good%20Product,-%2C%20but%20has%20the\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> says,<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-972f7054-5742-4e1d-9a68-a65ee241a2de\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udca1 Pro tip:<\/strong> Configure your chat to automatically replace common PHI patterns with asterisks after 24 hours. Phone numbers <span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">are replaced with &#8220;<em><strong>&#8211;<\/strong><\/em>-1234&#8243; and dates with &#8220;<strong>\/<\/strong>\/2024&#8243;, while maintaining the conversation context readability<\/span>.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"56-9-spruce-health-best-for-voip-messaging-and-custom-inbox-configurations\">9. Spruce Health (Best for VoIP, messaging, and custom inbox configurations)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1134\" height=\"522\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Spruce-Health.png\" alt=\"Spruce Health\" class=\"wp-image-509970\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Spruce-Health.png 1134w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Spruce-Health-300x138.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Spruce-Health-768x354.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Spruce-Health-700x322.png 700w\" sizes=\"auto, (max-width: 1134px) 100vw, 1134px\" \/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/sprucehealth.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Spruce Heath<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Spruce Health, another <a href=\"https:\/\/clickup.com\/blog\/secure-collaboration-tools\/\">secure collaboration hub<\/a>, features two-factor authentication, SOC 2 auditing, HITRUST certification, and automatic audit logging for every read, write, and view action.<\/p>\n\n\n\n<p>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. <br><br>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. <br><br>Internal notes, team messaging, and @-paging ensure that conversations are coordinated and tracked, without overriding patient privacy<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"57-spruce-heath-best-features\">Spruce Heath best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use Spruce\u2019s fax API to send HIPAA-compliant faxes with retry logic, cover page options, and delivery logs<\/li>\n\n\n\n<li>Merge duplicate contacts and assign shared numbers to families to keep patient records clean and accurate<\/li>\n\n\n\n<li>Securely message between Spruce-enabled clinics to coordinate referrals and shared patient care<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"58-spruce-heath-limitation\">Spruce Heath limitation<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>There\u2019s an absence of a subnote under patient names visible across interactions to identify details like parent, guardian, or nickname<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"59-spruce-heath-pricing\">Spruce Heath pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free trial: <\/strong>14 days<\/li>\n\n\n\n<li><strong>Basic<\/strong>: $24\/user\/month<\/li>\n\n\n\n<li><strong>Communicator<\/strong>: $49\/user\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"60-spruce-heath-ratings-and-reviews\">Spruce Heath ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (300+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.4\/5 (30+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"61-what-are-real-life-users-saying-about-spruce-heath\">What are real-life users saying about Spruce Heath?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/spruce-health\/reviews?source=search#:~:text=Can%27t%20Imagine%20Running%20My%20Practice%20Without%20Spruce%22\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> says,<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-85be80ed-6af1-41c6-a521-f68ee7c4ae56\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udc40 <strong>Did You Know?<\/strong> Communication failures contributed to <a href=\"https:\/\/www.rmf.harvard.edu\/News-and-Blog\/In-the-News-Home\/In-the-News\/2016\/February\/Healthcare-miscommunication-cost-dollars-and-lives\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">7,149 medical malpractice cases<\/a> (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.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"62-10-rocketchat-best-for-it-heavy-organizations-requiring-full-data-control-and-self-hosted-solutions\">10. Rocket.Chat (Best for IT-heavy organizations requiring full data control and self-hosted solutions)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1318\" height=\"811\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Rocket.Chat_.png\" alt=\"Rocket.Chat : HIPAA Compliant Chat\" class=\"wp-image-509971\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Rocket.Chat_.png 1318w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Rocket.Chat_-300x185.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Rocket.Chat_-768x473.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/Rocket.Chat_-700x431.png 700w\" sizes=\"auto, (max-width: 1318px) 100vw, 1318px\" \/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.rocket.chat\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Rocket.Chat<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p>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. <br><br>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"63-rocketchat-best-features\">Rocket.Chat best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Embed chat directly into your own app or patient portal with white\u2011label SDKs, iframe support, APIs, and customization tools<\/li>\n\n\n\n<li>Build custom apps and automations using Rocket.Chat\u2019s App Engine toolkit and tailor workflows, message logic, or integrations<\/li>\n\n\n\n<li>Use the open\u2011source Matrix protocol for federated messaging, enabling secure, interoperable chats across different Rocket.Chat servers between clinics, labs, or insurers<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"64-rocketchat-limitation\">Rocket.Chat limitation<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Users report that file attachments aren&#8217;t always supported, and occasional server crashes can cause brief outages and loss of chat access<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"65-rocketchat-pricing\">Rocket.Chat pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free forever<\/li>\n\n\n\n<li><strong>Pro: <\/strong>$8\/user\/month (billed annually)<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"66-rocketchat-ratings-and-reviews\">Rocket.Chat ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.2\/5 (300+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.3\/5 (150+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"67-what-are-real-life-users-saying-about-rocketchat\">What are real-life users saying about Rocket.Chat?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.capterra.in\/software\/161575\/rocket-chat#:~:text=Secure%20and%20complete%20communication%20app\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra reviewer<\/a> says,<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-5ea1f47f-b47d-4b9b-89ff-76dbd47670e4\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd1 <strong>Bonus<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/compliance-management-tools\/\">Best Compliance Management Tools and Software<\/a><\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"68-secure-end-to-end-communication-with-clickup\">Secure End-to-End Communication With ClickUp<\/h2>\n\n\n\n<p>There\u2019s 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.<\/p>\n\n\n\n<p>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 there\u2019s ClickUp. <br><br>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.<\/p>\n\n\n\n<p>If you&#8217;re building a system that scales with your care delivery, ClickUp provides the space to do so. Securely. Efficiently. And without toggling multiple solutions. <a href=\"https:\/\/app.clickup.com\/signup\">Sign up on ClickUp now<\/a>.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>10 Best HIPAA Compliant Chat Tools for Secure Communication<\/p>\n","protected":false},"author":117,"featured_media":509939,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-509933","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/08\/10-Best-HIPAA-Compliant-Chat-Tools-for-Secure-Communication.png","author_info":{"display_name":"Garima Behal","author_link":"https:\/\/clickup.com\/blog\/author\/gbehalclickup-com\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>10 Best HIPAA Compliant Chat Tools for Secure Communication<\/title>\n<meta name=\"description\" content=\"Discover the top 10 HIPAA-compliant chat tools for safe and secure healthcare communication. 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