What problem does this solve for our center?

Planfix gives smaller healthcare centers a single governed place to handle calls, emails, messengers, and portal requests from families. Instead of running through inboxes and spreadsheets, staff work from one Planner board with status rules and a Client Dashboard. That means faster answers, consistent disclosures, and a provable history for management and regulators.

Can we control what families are allowed to see?

Yes. Every inquiry is linked to the actual contact or patient card, so you always know who is asking. Status sets with transition rules force staff to complete authorization or disclosure steps before a response is sent. Hidden comments keep internal notes out of the family view, while the Client Dashboard shows only what you share.

Is this hard to roll out?

You can start with channel to task and email to task in minutes. Then add conditional lists, AI Dataminer, and department-based routing to remove manual triage. Because Planfix is a no-code platform, admins can add fields, statuses, and reports later without calling developers or buying another tool.

Can we prove what was delivered and when?

Planfix can log phone calls, transcribe them, and store them with the inquiry so you can show exactly what was said. Reports on inquiry count, time to answer, and overdue items can be pinned to workspaces for daily visibility. This makes it easy to prove service quality to owners, insurers, or oversight bodies.

Small inpatient / rehab centers - patient / family inquiries

Keep Inquiries Predictable, Visible, and Safe

Your center needs every call, email, messenger thread, and portal question to land in the right flow the first time. Planfix lets you see who asked, what was shared, who responded, and when, without adding headcount.

Omnichannel intake

One Inbox

Email to task and channel to task keep all inquiries in one space.

Planner Board

Conditional lists show all open inquiries on one governed board.

Client Dashboard

Families see only their tickets, not internal tasks or notes.

Status Sets

Transition rules enforce disclosure and authorization steps.

AI Agents

Classify and fill missing fields from unstructured messages.

Start with the Easiest Win

Turn incoming emails and messenger messages into tasks. No one copies and pastes. Every inquiry becomes a tracked item and your Planner board becomes the single place to work.

Connect channels

Capture and Centralize

Classify and Protect

Route and Respond

Report and Improve

Capture and Centralize

Turn every channel into a task so no inquiry is lost.

Keep original message, attachments, and caller data.

Show all inquiries on a shared Planner board.

Create tasks by email

Classify and Protect

Set inquiry type and urgency for clinical questions.

Apply status sets with transition rules.

Use AI Dataminer to pull name, patient, and request.

Status governance

Route and Respond

Auto-assign by type, patient, or department.

Add watchers such as the case manager.

Reply from the task to email, messenger, or dashboard.

Routing rules

Report and Improve

Build reports on inquiry count and time to answer.

Pin dashboards to workspaces for daily visibility.

Use Project Totals to see overdue inquiries.

Reporting

Show the Aha Moment

Drag an inquiry from New to Nurse and Planfix changes the assignee and deadline because the list is conditional. Open the Client Dashboard and show leaders that outsiders see only what is shared.

Client view

Faster Answers

Everyone works from one board so families get their update sooner.

Safer Disclosures

Only authorized contacts see patient-related updates and comments.

Lower Admin Load

AI Agents and conditional lists do the first-pass classification.

Better Oversight

Reports show who asked, how fast you answered, and what is stuck.

When This Is for You

You get calls from family members when the nurse is busy and the receptionist is not sure what can be told. You want to give families transparency without giving them your whole system.

Show families status

Frequent Interruptions

Turn ad hoc calls and messages into tasks right away.

Internal Notes Stay Inside

Families see only shared items in the Client Dashboard.

No Time to Classify

Let AI Agents and conditional lists do the first-pass sorting.

Replace Disconnected Tools

Replace inboxes with a single Planner board that is always current. Replace spreadsheets with tasks that have fields, statuses, and audit trails. Replace generic help desks with status sets and Client Dashboard tuned for family communication.

Structured workflows