Each recipient gets their own secure link to a viewer with the full case PDF. Sends and viewer opens are audit-logged. Included with Enterprise (custom pricing). Stays off until the customer signs the required documents.
Magic-link access by default — recipients open with one tap, no OTP code to type. Every open is captured in the audit trail.
Send to the physician and all verified account contacts in one shot — each gets their own tracked link.
Edit the subject line before every send to make it feel personal, not automated.
Recipient, subject, selected photos, sends and opens are recorded as applicable.
Physician and verified account contacts surface automatically. Edit the subject line to make it yours.
Magic link in the email — no code to type. On a trusted device, re-open without re-verifying.
Recipients get a full case PDF right from the summary viewer — no extra steps.
Magic-link tokens are single-use and short-lived. Each recipient gets their own secure link to a viewer with the full case PDF. Sends and viewer opens are recorded with recipient, subject, and timestamps. PDF download uses its own access check. Included with Enterprise (custom pricing). Stays off until the customer signs the required documents.
Included with Enterprise (custom pricing). Stays off until the customer signs the required documents. Case Summary Email isn't part of Solo, Basic, or Pro.