Solutionreach is reminders, recalls, two-way text, reviews, and campaigns. KloudMD does that job inside a real front office — schedule, CRM, forms, payments, workflows — on the EHR you already run.
Get startedSolutionreach (SR) is a patient-engagement suite: appointment reminders, recalls, two-way text, review requests, email/SMS campaigns. If the only hole is “we do not text a recall list,” SR still does that job. It is not a scheduler, not a CRM, not a form builder, not a billing system, and not a phone system.
Practices outgrow SR when replies sit in an inbox nobody owns, the booking still happens in the EHR by hand, and the campaign tool cannot see who actually showed. KloudMD puts reminders and recalls on the same profile as the calendar, the form, and the payment. A “Tuesday?” reply can become a booked visit. A no-show can fire a workflow. That is a platform, not another blast tool.
You do not migrate charts. Keep SR until cutover if you want; most teams do not want two texting programs on the same patient. We map reminders, recalls, and review asks onto one number and one inbox.
KloudMD is one platform. Scheduling, inbox, forms, payments, reviews, campaigns, and phones share one patient profile and one calendar.
Website widget, Google booking, waitlist, multi-provider, two-way EMR sync.
One profile per patient. Every call, form, and payment on it. Source tracked to revenue.
SMS, email, web chat, and phone in one thread. Team chat next to it.
Builder, auto-send before the visit, e-sign, saved to the profile.
Deposits at booking, invoices, pay-by-link, payment plans.
Email/SMS campaigns, review asks, ad conversions on booked visits.
No-code automations on booked, cancelled, no-show, missed call, form-in.
VoIP, recordings, call tracking — plus Voice AI if you want the line answered.
Appointments, revenue, missed calls, staff, and which channel actually booked.
Dedicated account manager, monthly meetings, we implement it. Not a help article and a ticket queue.
Booking, inbox, forms, payments, reviews, campaigns, phones — one platform. Not add-on SKUs and a second invoice.
Every module writes to the same profile and the same schedule. Staff do not swivel between four tabs that do not talk.
Solutionreach leaves you to build the campaigns. KloudMD implements reminders, booking, and the inbox with you, then a human stays on the account.
EHR connection, booking, inbox, forms, phones. You do not get a login and a 40-page help center.
Typical practices are booking and answering on the real number within 24 hours. We stay on the call until it works.
Yours, by name. They know the schedule, the call flow, and the EHR — not a rotating ticket queue that starts from zero.
A standing monthly review: what booked, what leaked, what to change. Not a QBR you have to beg for on an enterprise SKU.
Solutionreach is recalls. The calendar, inbox, forms, and phones are extra vendors. KloudMD is that stack, included.
Scheduling, CRM, inbox, forms, payments, reviews, campaigns, workflows, phones, website. Not a stack of extra SKUs and a second invoice.
Online booking and forms are in the platform. You do not buy another SKU to get the calendar widget.
After-hours is not billed per minute. No overage on a busy Monday for the receptionist layer.
We connect the EHR and stand the desk up. You are not paying a partner to implement a product you already bought.
You only need reminder/recall blasts and a review ask, the team works every reply, and booking, CRM, forms, and phones are already solid somewhere else.
SR is one of six tabs. You want recalls, the inbox, the calendar, forms, and payments in one place — still writing into the EHR you chart in.
| Solutionreach | KloudMD | |
|---|---|---|
| What it is | Patient engagement suite | Front office platform |
| Reminders & recalls | Core product | Yes — reply can book the visit |
| Two-way text / campaigns | Yes | Team inbox + email/SMS campaigns |
| Reviews | Yes | Requests, monitoring, reply AI |
| Online booking | Not the product | Live EMR sync, waitlist, custom flows |
| CRM / pipeline | Contact list around messages | Pipeline, source, revenue |
| Forms / payments | Limited / no | Builder, e-sign, deposits, invoices |
| Workflows | Light | No-code on booked, no-show, missed call |
| Phones | Not the product | VoIP + optional Voice AI |
| You keep | Your EHR | The system you chart in today |
Same list on every compare page. Voice AI is one row under Phones.
| Feature | Solutionreach | KloudMD |
|---|---|---|
| Online booking widget | Not the product | Yes |
| Two-way EMR / PMS calendar sync | Some PMS hooks | Yes — 50+ systems |
| Multi-provider, multi-location | No | Yes |
| Waitlist and last-minute fills | No | Yes |
| Google / Yelp booking | No | Yes |
| Custom booking flows (questions, verify, approve) | No | Yes |
| Recall / due-back campaigns that book | Core product | Yes — reply can book |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| Unified patient profile (every call, form, payment) | Contact list around messages | Yes |
| Lead pipeline with stages | No | Yes |
| Lead-source tracking to booked / showed / paid | Limited | Yes, through revenue |
| Tags, lists, and contact management | Lists and campaigns | Yes |
| Patient portal / self-service | No | Yes |
| Document and file storage on the profile | No | Yes |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| Unified inbox (SMS, email, chat, phone) | Message inbox, not a practice inbox | Yes |
| Two-way SMS | Yes | Yes |
| Email on the same thread (Gmail / Outlook) | No | Yes |
| Website chat widget | No | Yes |
| Canned replies and templates | Yes | Yes |
| Internal team chat | No | Yes |
| Appointment reminders (SMS + email) | Core product | Yes |
| Missed-call text-back | No | Yes, can book |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| Practice VoIP / desk phones | No | Yes |
| Call recording and transcription | No | Yes, on the profile |
| Voicemail-to-text | No | Yes |
| IVR / auto-attendant | No | Yes |
| Call tracking / dynamic numbers | No | Yes |
| Voice AI receptionist | No | Yes — module, not the product |
| After-hours and overflow coverage | No | Yes |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| Drag-and-drop form builder | Limited | Yes |
| Auto-send intake before the visit | No | Yes |
| E-signatures | No | Yes |
| HIPAA file uploads | No | Yes |
| Medical form templates | No | Yes |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| Invoices and estimates | No | Yes |
| Deposits at booking | No | Yes |
| Text-to-pay / pay-by-link | No | Yes |
| Payment plans / recurring | No | Yes |
| Card processing logged to the profile | No | Yes |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| Email and SMS campaigns | Yes | Yes |
| Automated review requests | Yes | Yes |
| Review monitoring and reply AI | Limited | Yes |
| Google / Meta conversions on booked visits | No | Yes — booked / showed / sold |
| AI site / SEO content | No | Yes |
| Website popups and widgets | No | Yes |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| Visual no-code workflow builder | No | Yes |
| Triggers: booked, cancelled, no-show, missed call, form-in | No | Yes |
| Live dashboards (appointments, revenue, leads) | Engagement reporting | Yes |
| Missed-call analytics | No | Yes |
| Staff productivity reporting | No | Yes |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| AI texting that can book | No | Yes |
| AI follow-up / reactivation | No | Yes |
| Insurance verification AI | No | Yes |
| AI scribe / clinical notes | No | Yes |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| One product, not a bundle of apps | Campaigns and reminders | Yes — one platform |
| One patient profile for calls, texts, forms, payments, bookings | Contact on a list | Yes |
| One inbox for SMS, email, chat, and phone | Replies to blasts | Yes |
| Widget, staff, text, and Voice AI write the same calendar | Does not own the calendar | Yes |
| Workflows span booking, inbox, forms, and payments | Inside engagement | Yes |
| Every channel writes back to the EHR / PMS | Some PMS hooks | Yes — 50+ systems |
| Same lead from ad click → booked → showed → paid | No | Yes |
| No third-party glue to make modules talk | You glue booking and phones | Native — no glue required |
| Front desk works one screen | SR tab + EHR + phones | Yes |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| One bill for the front office | One engagement-suite bill | Yes — one platform |
| Online booking included (not a higher tier) | No | Included |
| Forms / e-sign included | Limited | Included |
| CRM + pipeline included | No | Included |
| Team inbox + two-way text included | Message inbox only | Included |
| Practice phones included | No | Included |
| After-hours answering included (not per-minute) | No | Included — not a minute bucket |
| Deposits / text-to-pay included | No | Included |
| Review requests included | Yes | Included |
| Email / SMS campaigns included | Yes — that is the product | Included |
| Workflows included | Light | Included |
| Implementation included | You build campaigns | Included — we do the work |
| Per-minute or overage billing | SMS / contact tiers | No receptionist overage |
| Still need a second vendor for the desk | Yes — booking, phones, CRM, billing | No — this is the desk |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| Who implements the product | You build the campaigns | We do it — EHR, booking, inbox, phones |
| Time to go live | You configure lists and templates | Typically live in under a day |
| Human support vs help-center first | Ticket / CSM on higher tiers | Humans who know the practice |
| Front-desk training | Help center | Yes — we train the desk |
| Dedicated account manager | On higher tiers | Yes — dedicated, by name |
| Monthly account meetings | No | Yes — monthly meetings |
| Direct Slack / Teams with the vendor | No | Yes |
| Priority support / SLA | Ask them | Yes |
| Will build a missing EHR integration | No | Yes — we build it |
| Feature | Solutionreach | KloudMD |
|---|---|---|
| EHR / PMS integrations | PMS hooks, not a full EHR | 50+ medical, dental, specialty, wellness |
| HIPAA + BAA | Yes — confirm current BAA | Yes, BAA included |
| SOC 2 | Ask them | SOC 2 Type II |
| Native mobile app | Yes | Yes |
| Public API | No | Yes |
| Have to migrate the chart to start | No | No |
Providers, services, hours, and the insurance list come from the schedule you already run. No chart migration to go live.
Booking, inbox, forms, payments, reviews, campaigns, phones, Voice AI — cut over one surface at a time so patients are not double-texted.
Every call, form, booking, and payment lands on the same patient profile. Charting stays where it is until you decide otherwise.
No. Booking, inbox, forms, payments, reviews, and phones go live on top of the system you chart in today. Notes stay where they are.
You do not need it to be one to start. KloudMD is the front office — schedule, CRM, inbox, forms, billing, marketing, automations, phones — connected to 50+ practice systems. Chart in the system you use today.
No. Turn on booking, inbox, and forms first. Move reminders and recalls when you are ready so patients are not double-texted.
Yes. Due patients get a sequence that can book from the reply — on the same profile as the visit, the form, and the payment.
No. If after-hours is the search, see AI vs a medical answering service.
Dedicated account manager, by name. Monthly meetings on what booked and what leaked. We connect the EHR, configure the desk, and train the staff. Slack or Teams with the team that implemented you. Not a help article and a ticket queue.
Scheduling, CRM, inbox, forms, payments, reviews, campaigns, workflows, and phones are the platform — not add-on SKUs. Implementation, a dedicated account manager, and monthly meetings are included. After-hours is not billed per minute.
Bring the SR invoice and whatever you use to actually book the reply.
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