Touchpoint
Stop logging into the partner portal every day. Touchpoint keeps your client statuses in one place, builds your monthly follow-up list automatically, and reminds you when someone needs attention.
Program, medication, shipment status, and contact history — all together.
See who's overdue for their monthly check-in, sorted for you every day.
Email digests flag overdue follow-ups and medications put on hold.
Tip: use initials or client codes instead of full names if you handle protected health information.