HIPAA Compliant Messaging that’s also Social

Product update: MESSAGING

HIPAA-compliant messaging just got a lot more social. Β πŸ₯³

Insert fields, a snippet library, and a personalization upgrade to a quietly powerful feature you may not know you have β€” three ways to make every secure message feel like a real conversation.


Secure clinical messaging has a reputation: necessary, but a little cold. It’s HIPAA-compliant, audit-trailed, EMR-grade β€” and it usually feels like it. Today’s release closes that gap, without giving up an ounce of compliance.

Two new tools land in your message composers:

Insert fields drop a patient’s first name into any message in one click β€” even bulk messages start sounding individually written.

Message Snippets save the paragraphs you write most, so the next time you need them they’re a single click away. Together they mean every patient feels like they’re getting a one-to-one conversation, and every message takes a fraction of the time.

These join the three messaging controls we shipped last month (recap below), making this the biggest messaging release in BodySite’s history β€” and there’s more queued up behind it.

Just LAUNCHED

New Β· Feature 1

Personalize every message with insert fields

Bulk messages don’t have to feel like bulk messages.

Click the new Insert field button in any message composer to drop the patient’s first name right where you want it. It arrives as a smart chip that resolves to each recipient’s real name when the message sends β€” so every patient sees a message that sounds like it was written just for them. (More fields coming soon β€” see below.)

Insert field β–Ύ
Insert snippet β–Ύ
Hi first name, thanks for joining the program. Looking forward to a great week ahead!


Insert field β–Ύ
Insert snippet β–Ύ
Encouraging Words
Lab Results Ready
Welcome Message
Follow-up Check-in
Appointment Reminder
New Β· Feature 2

Save your best messages and reuse them anywhere

Stop pasting the same paragraph from a Google Doc every time you need to send lab results, welcome a new patient, or nudge someone toward their next appointment.

Save any message you write as a Message Snippet with a short title, then click Insert snippet to drop it into any composer with one click. Snippets can contain insert fields too, so a single click can pull in personalized text. Manage your library at Settings β†’ Message Snippets.

Hidden gem β€” and it just got more personal

Patient Alerts: kudos, oops, and now your patient’s name

Tucked into your Provider Settings is a feature a lot of practices don’t realize they have: Patient Alerts. Set a target for any biometric β€” blood pressure, weight, A1c, daily steps, anything you’re tracking β€” and BodySite watches for it. When a patient trends toward goal, they get a Kudos. When they slip the wrong way, an Oops. Both fire to the patient and to your team.

The clever part is the bullpen. Instead of sending the same message every time someone hits their target, you write an array of pre-written messages and BodySite picks one at random. Patients never feel like they’re getting a form letter β€” because they’re not.

Today the bullpen got more personal. Every Kudos and Oops message can now include the patient’s first name as an insert field β€” so a random message from your library arrives sounding like you wrote it just for them, in the exact moment they crossed (or missed) their target. If you’ve never set up Patient Alerts, this is your sign.

Kudos
Oops
Kudos bullpen β€” one sent at random
Way to go, first name! Three days hitting target.
Big move, first name β€” keep it going.
That’s the streak we want to see, first name.

Recap β€” already in your account

The three messaging controls we shipped last month

If you haven’t set these up yet, here’s your nudge. All three live in Settings β†’ Message Settings.

OFF/ON
You’re Unavailable
Flip the toggle and patients can’t send you new messages. Existing threads see a custom away message you control.

ON
Message forwarding
Auto-copy any inbound message to teammates you select. Great for PTO coverage or care team collaboration.

ON
Auto reply
Send patients an immediate, customizable acknowledgment. Default copy is clinically safe (it covers 911 for emergencies).

One more thing

Team notifications, now under your control

You may remember the Get All Team Notifications option from a recent release β€” the setting that alerts you to every message sent to anyone on the care team.

Until now, that switch lived on the team page and was managed by an administrator. As of this release, it’s also right inside your new personal Message Settings β€” and it works as a personal override.

Your admin can still set a practice default. But you decide whether to follow it. Want full visibility even though the practice default is off? Flip it on. Want to mute the firehose during a heads-down week? Flip it off. Every messaging preference that affects your day is now in one place.

ON
Get All Team Notifications
Alert me when messages are sent to anyone on the care team
Personal override β€” your setting wins, regardless of the practice default.

Coming soon

Scheduled auto-reply hours

We’re working on the ability to set a recurring schedule for when auto-reply turns on β€” every weekday after 5pm, all weekend, or your specific lunch hour. Set it once and stop thinking about it.

More insert fields

First name shipped today. Coming next: last name, full name, practice name, provider name, and more. If there’s a field your messages need, hit reply and tell us.

How to get started

Everything in this release is live in your account today. Each team member configures their own settings independently β€” there’s no practice-wide switch required.

  1. For inbox controls and the team notifications override: Settings β†’ Message Settings.
  2. For your snippet library: Settings β†’ Message Snippets.
  3. For insert fields: open any message composer and look for Insert field β–Ύ at the top.

Your patients see the change immediately.

Questions, ideas, or stories about how you’re using the new settings? Drop a comment below or reach out β€” we love hearing from you.