Healthcare Collaboration Platform

Healthcare management,
simplified.

Comprehensive healthcare SaaS platform designed for agencies and healthcare professionals to manage patient care efficiently with secure messaging, real-time collaboration, and comprehensive care management tools.

HIPAA compliantReal-time updatesSecure messagingTeam collaborationSmart remindersStreamlined documentationHIPAA compliantReal-time updatesSecure messagingTeam collaborationSmart remindersStreamlined documentation

Platform Features

Everything you need in one platform

Powerful tools designed for modern healthcare teams.

Patient Management

Comprehensive patient records and management system with secure data storage and easy access to critical information.

  • Centralized patient profile with demographics, insurance, physician and referral details, and caregiver contacts in one place
  • Role-based access so each team member sees exactly what their role needs, not more
  • Patient status tracking (Active, Pending, Hospitalized, Discharge) visible at a glance
  • Full audit trail of who viewed or changed a patient record, and when
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Team Collaboration

Real-time communication and collaboration tools for seamless healthcare team coordination and patient care.

  • Dedicated chat per patient group, so context never gets lost across phone calls or texts
  • Internal groups for staff-only coordination, separate from patient-facing threads
  • Referrals and member management to bring the right clinician onto a case quickly
  • Real-time delivery over WebSockets, not delayed polling
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Secure Messaging

HIPAA-compliant encrypted messaging for secure communication between healthcare professionals and patients.

  • Encrypted messaging between clinicians, staff, and patients
  • Secure file and image sharing tied to the relevant patient record
  • Message-level audit logging for every send, forward, and deletion
  • TOTP two-factor authentication built into sign-in, beyond just a password
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Documentation

Streamlined documentation and reporting tools for efficient record-keeping and compliance management.

  • Built-in templates for Start of Care, Resumption of Care, Recertification, and Discharge
  • AI-assisted drafting grounded strictly in the patient’s actual chart and chat history
  • Every submitted note lands as its own timestamped chat message, so nothing overwrites what was already documented
  • Consistent formatting across clinicians, reducing rework during review
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AI Assistance

AI-powered documentation support that drafts clinical notes and answers questions directly from a patient’s actual chart and chat history.

  • One-click drafts for Patient Summary, Suggested Diagnosis, Medication Review, and Plan of Care items
  • Structured SOC, ROC, Recertification, and Discharge narratives, plus visit-to-visit clinical follow-ups
  • Ask AI answers a clinician’s question using only that patient’s own chat history and selected documents
  • Every draft is grounded strictly in the patient’s actual records — never invented — and stays a draft until a clinician reviews it
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Referral Center

Send and receive patient referrals between organizations, with a clear accept-or-decline workflow.

  • Send a referral to another organization or clinician, with notes attached
  • Recipients accept or decline in one step
  • Instant notification the moment a referral is accepted or declined
  • Pending referrals surfaced on your dashboard until they’re resolved
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Smart Reminders & Alerts

Scheduled reminders and automatic alerts, so deadlines and follow-ups are never missed.

  • Schedule a reminder directly inside a patient’s chat
  • Automatic alerts when a recertification deadline is approaching
  • Supervisory alerts for events that need a manager’s attention
  • Push notifications on both the web app and the mobile app
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Reports & Live Tables

A live view of your caseload, plus reports and shareable tables built on the data your team already works in.

  • Dashboard with live active, pending, and hospitalized patient counts
  • Upcoming recertification deadlines tracked and surfaced automatically
  • Report Center exports for patient groups and staff, filterable by status and date
  • Live Tables with data import, sharing with teammates, and CSV export
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Location & Geofencing

Map-based tools to define where patients are and where each clinician works.

  • Set a geofenced location for each patient
  • Define each clinician’s working area on a map
  • Match clinicians to patients based on who actually covers that area
  • See nearby clinicians on a live map view
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Mobile App

Native iOS and Android apps, so field clinicians stay connected from the patient’s doorstep.

  • Real-time chat and push notifications on iOS and Android
  • Patient info and clinical documentation templates in your pocket
  • AI Help on the go, grounded in the same chart data as the web app
  • Referrals and alerts follow you outside the office
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Security & Access Control

Built for HIPAA from the ground up, with layered protection on every account.

  • HIPAA-compliant infrastructure end to end
  • TOTP two-factor authentication built into sign-in
  • Role-based permissions for field staff and office staff
  • Audit logs and encrypted messages across the platform
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Proven performance, measurable results

Trusted by healthcare agencies and clinicians who rely on Medhexa every day to coordinate patient care.

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10,000+Patients Managed
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