The population engagement platform.

Works alongside your frontline staff to expand capacity—bringing outreach, forms, case management, referrals, and analytics into one platform for public health departments and community organizations.

Six Modules. One Unified Platform.

Every module works together — shared person records, unified messaging, and cross-module automation.

Outreach & Messaging

  • SMS, email, and RCS messaging with automated follow-up and consent management

Digital Forms & Intake

  • Drag-and-drop form builder with conditional logic, multi-language support, and public links

Case Management

  • Configurable case types, workflow stages, task automation, and investigation tools

Referral Tracking

  • Closed-loop referrals with AI-powered follow-up and partner coordination

Analytics

  • Real-time dashboards, geographic mapping, and population health reporting

Person Records

  • Unified profiles with deduplication, consent tracking, and Medicaid eligibility verification

How It Works

From population data to measurable outcomes.

Connect follows a clear four-step workflow that takes your organization from importing your population to measuring program impact — with automation handling the work in between.

Connect Workflow Four-step vertical data flow: 1. Import population data, 2. Build and send digital forms, 3. Auto-create cases and records, 4. Engage via campaigns.

01 - Import Your Population

  • Start with the people you serve
  • Bring person records into Connect from existing systems, spreadsheets, or public data sources. Each person gets a unified profile that tracks their interactions across all programs — appointments, cases, campaigns, and referrals.
  • Bulk CSV import with field mapping
  • Duplicate detection and merge tools
  • Demographics, contact info, and consent tracking
  • Cross-program history on every person record
  • Medicaid eligibility verification
  • Risk scoring at intake for priority triage

Persons Module Population

  • 1,247 records
  • Maria Rodriguez
  • P-4271
  • MIHP Medicaid
  • James Thompson
  • P-4272
  • CHW
  • Crystal Brown
  • P-4273
  • WIC MIHP

02 - Send Forms & Collect Data

  • Reach your population where they are
  • Deploy custom forms to your population via SMS and email. Whether it's an intake questionnaire, screening survey, consent form, or appointment booking — Connect delivers it to the right people at the right time and captures structured responses.
  • Drag-and-drop form builder with conditional logic
  • SMS and email delivery with consent management
  • Public form links for unauthenticated access
  • Self-scheduling appointment forms
  • Multi-language form support
  • File upload and e-signature capture

03 - Manage Cases & Referrals

  • Track every interaction to closure
  • When forms are submitted, Connect automatically creates cases and assigns them to staff. Cases flow through configurable stages with automated task generation. Link individuals to community services through tracked referrals.
  • Configurable case types with workflow stages
  • Automated case creation from form submissions
  • Closed-loop referral tracking
  • Community resource directory integration

04 - Run Campaigns & Measure

  • Automated outreach at population scale
  • Enroll cases in campaign sequences that deliver timed messages, educational content, follow-up forms, and appointment reminders. Track opens, clicks, and responses. Measure program outcomes with analytics dashboards.
  • Multi-step campaign templates with timed delivery
  • Conditional steps based on responses

The Engine Behind the Workflow

Between each step, Connect's automation systems handle the repetitive work — routing cases, sending messages, generating tasks, and monitoring compliance.

Rule Engine

  • Event-driven automation triggers actions when cases are created, updated, or reach specific stages. Auto-assign tasks, send notifications, and orchestrate workflows without manual intervention.

Appointment Automation

  • Configurable reminder sequences, automated no-show follow-ups, and real-time capacity management across clinics and services.

Campaign Orchestration

  • Time-released message sequences with conditional branching. Campaigns adapt based on participant responses and case status changes.

Compliance Automation

  • HIPAA-ready audit trails are generated automatically. TCPA consent is tracked per channel. Time-based automation monitors investigation timeliness.

Task Auto-Generation

  • Tasks are created automatically from system events — new lab results, overdue cases, upcoming appointments, referral status changes.

Built-In Intelligence & Compliance

The infrastructure that powers every module — from compliance controls to multi-language reach.

Compliance & Security

  • Role-based access, audit trails, consent management, and HIPAA-ready infrastructure built into every module.

Multi-Language

  • Built-in translation support for forms, messages, and campaigns to reach diverse populations.

Analytics

  • Real-time dashboards let you see program impact across regions and populations.

Where Connect Works

Six Domains. One Platform.

Connect adapts to the full range of public health and community-based work.

Clinical & Care Services

  • Appointment scheduling & reminders
  • Clinic intake & registration
  • Pre/post-visit communication
  • Telehealth preparation

Population Outreach & Education

  • Health promotion campaigns
  • Immunization & screening reminders
  • Patient education delivery
  • Health literacy programs

Surveillance & Investigation

  • Case investigation outreach
  • Self-report intake & follow-up
  • Symptom monitoring
  • Outbreak response coordination

Community & Social Services

  • CHW case management
  • SDOH screening & referral
  • Benefits enrollment support
  • Housing & resource navigation

Emergency & Incident Response

  • Mass notification
  • Shelter & resource coordination
  • Post-disaster follow-up
  • Needs assessment at scale

Workforce & Program Management

  • Staff scheduling & coordination
  • Training delivery & compliance
  • Program outcome documentation
  • Funder reporting

See the Platform in Action

Schedule a personalized demo to see how Connect maps to your organization's workflows and programs.