- Clinic configures ACM Messenger and integrates it with Accuro EMR.
- Staff create or choose a message template and select patient recipients.
- Messages are sent via the chosen channel (voice, text, or email).
- Delivery status, responses, and audit logs are tracked in real time.
- Create ACM Vault templates, or send individual messages via an encrypted workflow for additional security
- Clinics with high no-show or late-cancellation rates that need automated two-way reminders (confirm/reschedule/cancel)
- Practices that frequently broadcast operational updates (closures, provider delays, policy changes, hours) and want consistent patient notifications
- Clinics running preventive care recalls (annual wellness, vaccines, screenings) that need campaign-style outreach and response tracking
- Teams coordinating labs, imaging, or referrals that need structured follow-up messaging and fewer inbound “what’s next?” calls.
- Practices delivering pre-visit and post-visit instructions (prep steps, medication holds, recovery check-ins) with timed sequences.
- Clinics that must securely send file-based materials (visit summaries, care plans, handouts, results letters).
- Clinics wanting centralized tracking of all patient communications and deliveries (who was sent what, when, and status)
- Reactivation campaigns for lapsed patients
- Secure delivery of visit summaries, care plans, discharge instructions, and education handouts
Encryption:
- All data is encrypted in transit and at rest. In addition, data undergoes de-identification after processing is complete
Authentication:
- Users log in with a username or password or via a partner login integration.
Logging & Monitoring:
- Audit trail of booking and form activity along with security and system event logging to detect and troubleshoot problems or security threats.
Certifications:
- ISO 27001 - April 29, 2025
- SOC-2 - Type I Audit in Progress
Primary data storage:
Data from Canadian customers is stored in Canada, along with data backups.
Sub-processors:
None used
PHI Stored In:
Data from Canadian customers is stored in Canada, along with data backups.
Backup & Disaster Recovery:
Cliniconex follows incident response procedures. These include sub-procedures for containment, eradication, recovery and notification, and testing of these processes.
Patient Demographics
Purpose/Use: Identify intended recipients and ensure accurate message delivery.
Disclosure/Sharing: No disclosures outside of the clinic or facility the patient is associated with.
Retention: If the Customer requests it during the Term or within three (3) months after this Agreement ends, Cliniconex will make Customer Data available for export or download in accordance with the Documentation. After that three (3) month period, Cliniconex has no obligation to retain or provide Customer Data and will delete or destroy all copies in its possession or control as described in the Documentation, unless prohibited by law.
Appointments
Purpose/Use: Trigger messages related to scheduled care activities (if applicable).
Disclosure/Sharing: No disclosures outside of the clinic or facility the patient is associated with.
Retention: If the Customer requests it during the Term or within three (3) months after this Agreement ends, Cliniconex will make Customer Data available for export or download in accordance with the Documentation. After that three (3) month period, Cliniconex has no obligation to retain or provide Customer Data and will delete or destroy all copies in its possession or control as described in the Documentation, unless prohibited by law.
Provider Information
Purpose/Use: Populate messages with provider/clinic details where relevant.
Disclosure/Sharing: No disclosures outside of the clinic or facility the patient is associated with.
Retention: If the Customer requests it during the Term or within three (3) months after this Agreement ends, Cliniconex will make Customer Data available for export or download in accordance with the Documentation. After that three (3) month period, Cliniconex has no obligation to retain or provide Customer Data and will delete or destroy all copies in its possession or control as described in the Documentation, unless prohibited by law.
Clinical Notes
Purpose/Use: Use preference codes to override organizational preferences on a per-patient basis
Disclosure/Sharing: No disclosures outside of the clinic or facility the patient is associated with.
Retention: We do not retain.
(844) 891-8492
