Explore our articles on patient record management, tagging, and dynamic grouping.

Contacts and Segments

What are Contacts?

Create and Edit a Contact

Add and Manage Tags

Create a Segment

Manage Contacts and Segments

Access your Dashboard

Introduces the platform's purpose and core concepts so new users can build a mental model before they open the product for the first time.


Overview

What is Subflow?

Key Concepts: Care Plans, Workflows, and Tasks 

New to Subflow? Discover our guides and begin your daily work immediately.

Get Started

Create a Task 

Manage Tasks 

Find here explanations for HIPAA requirements in the context of Subflow. Know when and why to use the platform's secure messaging features before you start communicating with patients.

Compliance & Security

Consent Requirements for Messaging Referred Patients

SMS HIPAA Compliance Best Practices

SMS Deliverability Best Practices

Guidelines for Compliant use of Subflow

Learn how to communicate with patients at scale and in real time using SMS broadcasts, email campaigns, two-way conversations, and reusable message templates.

Messaging

Messaging in Subflow

Create an SMS Broadcast

Manage a Broadcast

Create an Email Campaign

Create a Message Template

Manage Two-way Conversations

Use Secure Chat

Explore how digital patient questionnaires are built and used in Subflow. Understand the forms patients receive, review their submissions, and identify alarming responses that require follow-up.

Forms

Forms in Subflow

Contact Fields Reference

Create a Contact Field

Build a Contact Form

View and Manage Form Submissions

Learn how to upload and organize educational files, build courses for patients and staff, and send consent forms and other documents for digital signature.

Content

Content in Subflow

Create a Course

Electronic Signature in Subflow

Manage Courses

Upload and Manage Files

Create a Document Template

Learn about Subflow's macro-level patient journey visualization. Clinical staff can see where each patient stands in their care protocol, understand how workflows attach to stages, and eventually create and manage their own care plans.

Care Plans

Care Plans in Subflow

Understand the Care Plan View

Create a Care Plan

Understand Subflow's automation engine: how workflows are triggered, what actions you can take, and how to build and manage them. Learn how you can create your own workflows for any use case.