Client Engagement Software
Give Every Client a Simple Way to Start and Stay in Your Care.
Keep clients engaged, expand your reach, and consolidate disparate technology with one client engagement solution. With a whole suite of digital tools designed to reduce the burden on your providers and increase client engagement, Qualifacts empowers your agency to deliver exceptional care with greater efficiency.
Download BrochureBetter Client Engagement Starts Here
Get Paid on Time
Expedite revenue collection by ensuring documents are signed and captured quickly and without hassle. No more chasing paperwork to close out billing.
Consolidate Tech Vendors
Ditch your fragmented technology systems. Bring telehealth, intake, scheduling, and eSignatures into one connected solution all connected to your EHR.
Improve Client Retention
Keep clients connected and coming back with mobile access, automated reminders, and secure notifications that meet them where they are.
Reduce No-Shows
Minimize missed appointments with auto-reminders and telehealth tools that make it easier for clients to show up and stay engaged.
Speed Up the Intake Process
Digitize and automate the intake process, allowing clients to complete tasks ahead of their appointments—reducing front-desk bottlenecks and freeing up staff.
Grow Your Agency
Scale your practice without adding overhead. Serve more clients more efficiently, increase retention, and expand your reach with flexible virtual care tools.
Elevating Behavioral Health Through Innovation & Engagement
*Based on real customer results. Results will vary.
50%
Fewer No Shows with Automated Reminders
75%
Less Time Spent on Intake, From 20 Minutes to 5
70%
Less Time Spent on Clinical Documentation with Qualifacts iQ
1,000+
Client Portal App Downloads in First Month
Client Portal
Empower Your Clients, Simplify Your Operations
Simplify your client experience and see clients sooner, keep them engaged longer, and complete necessary paperwork without excess staff burden. With one connected, easy-to-use portal, your team can:
- Reduce no-show rates with a user-friendly client portal that makes it easy for clients to start and continue care
- Minimize delays and billing gaps by capturing eSignatures, payments, and demographic data upfront
- Speed up intake and manual work with mobile friendly forms, reminders, and follow-ups
Integrated Telehealth
Expand Access with Virtual Care
Deliver flexible, consistent care with a telehealth experience that meets your clients where they are, helping you reach more clients more often.
- Increase appointment volume and reduce no-shows with flexible scheduling options that clients can easily follow-through on.
- Support better health outcomes with more frequent check-ins, better attendance, and complete documentation.
- Maximize provider capacity by filling schedule gaps and reducing the need for physical space or additional staff
Elevate Your Practice’s Client Engagement
Build trust from the first login.
Give clients a branded experience that feels familiar and professional from the moment they log in. Our white-label client portal lets you reinforce your agency’s identity across web and mobile, creating a digital front door that builds confidence and credibility.
A modern experience that keeps clients engaged.
Our portal is built for all your clients—not just tech-savvy ones. From signing forms to joining telehealth visits and making payments, everything is intuitive and mobile-friendly. A smoother experience means less frustration, fewer drop-offs, and better engagement in care.
Efficiency, where it matters most.
The Client Engagement Suite connects directly into your EHR at the points that matter most: form assignments, automated reminders, eSignatures, and more. These integrations reduce double entry, cut down on manual follow-up, and save valuable staff time without requiring you to toggle between systems. We’ve prioritized integration in the areas that deliver the most operational impact with more integrations coming each year.
Delete Your Other Client Engagement Tools—We Have You Covered
Say goodbye to the complexity and expense of managing separate systems for video conferencing, appointment reminders, client portals, secure forms, client signatures, scheduling, messaging, payments, and more. With Qualifacts Client Engagement, you can consolidate all your virtual care efforts into one powerful platform, potentially saving you $175–$419 per user, per month.
Cost savings vary based on platform usage.
Frequently Asked Questions about Client Engagement Software
Client engagement software is the digital front door to your services: the tools clients use to complete intake, sign forms, schedule and join appointments, message your team, and pay balances. In behavioral health it matters most where drop-off is highest, between the first call and the first session, and between sessions.
The Qualifacts Client Engagement Suite brings digital intake and form assignment, automated appointment reminders, appointment access, HIPAA-compliant telehealth for individuals and groups, secure messaging and broadcast messaging, eSignatures, and in-portal billing and payments into one branded platform connected to your EHR.
It connects at the points that create the most manual work: form assignments, automated reminders, eSignature capture, demographic data mapping, and payments all flow between the portal and your EHR. This removes double entry and manual follow-up, so staff are not rekeying intake paperwork or reconciling payments across systems.
Yes. The client portal is white-label, so your logo, colors, and identity appear across web and mobile, and agencies configure which forms, reminders, and self-service options clients see. Clients get an experience that looks and feels like your organization, not a third-party vendor.
Automated reminders and easy virtual attendance remove the most common reasons clients miss appointments; in fact, agencies using automated reminders report up to 50% fewer no-shows. Digital intake with mobile-friendly forms and eSignatures also lets clients finish paperwork before they arrive, cutting intake time by as much as 75%, from 20 minutes to 5.
