Compassly appointments connect the client, care team, outside participants, materials, signatures, and communication history—so the operational record does not end at the calendar entry.
Appointments · Client appointments
Available now
Product preview uses fictitious sample data.
Capabilities at a glance
What your team can do.
Concrete workflows, stated plainly—so clinical and operational leaders can evaluate fit without decoding a feature list.
Invite clients, contacts, caseworkers, nurses, and team members to the right event
Attach materials, collect signatures, and generate appointment PDFs
Track sent files and appointment email history for a defensible communication trail
Inside the workflow
Designed around real operations.
Each capability connects to the next step in care—not a disconnected tool your team has to reconcile later.
The right people in the room
Guest roles reflect behavioral health coordination across clients, family contacts, caseworkers, nurses, and internal team members.
Preparation attached to the event
Materials, files, signatures, and appointment PDFs stay with the workflow instead of scattering across inboxes.
Communication you can trace
Email history and report filters make it easier to answer what was sent, for whom, and over which period.
Evaluation guide
Questions buyers ask.
Straight answers about scope, availability, and how this capability fits into Compassly.
Is Appointments & care coordination available now?
Yes. This page describes a capability available in Compassly today. Exact configuration and access depend on your organization’s implementation and permissions.
What does Appointments & care coordination include?
Invite clients, contacts, caseworkers, nurses, and team members to the right event. Attach materials, collect signatures, and generate appointment PDFs.
How does it connect to the rest of Compassly?
Guest roles reflect behavioral health coordination across clients, family contacts, caseworkers, nurses, and internal team members.
Connected platform
Explore connected capabilities.
See Compassly with your workflows.
Bring your programs, locations, and operational questions. We will show how Compassly fits the way your organization delivers care.
