Features

Built to connect, not replace.

ThreadConnect is designed for how community-based care actually works. It connects your existing systems and workflows.

Your CRM stays your CRM.
Your EHR stays your EHR.

Through APIs and integrations, ThreadConnect helps connect communication, workflow, client context, referrals, and reporting while allowing organizations to maintain continuity and control over their existing information.

HOW IT WORKS

Core Features

ThreadConnect combines CBO-specific product design with the communication, workflow, referral, and reporting capabilities teams need every day.

    • HIPAA-compliant communications and care coordination infrastructure

    • Secure authentication and role-based access controls

    • Encryption in transit and at rest

    • Detailed activity logs and audit trails

    • Designed to support Business Associate Agreements (BAAs)

    • Connects with existing CRMs, EHRs, and operational systems

    • Supports integrations through APIs and connected workflows

    • Reduces duplicate entry and unnecessary manual work

    • Designed to fit into healthcare, government, and community-care ecosystems

    • Hands-on onboarding tailored to your organization’s workflows and systems

    • Training and guidance to support successful staff adoption

    • Ongoing support from a team that understands community-based organizations

    • Built around the realities of community-based organizations

    • Supports complex programs, partnerships, and service workflows

    • Practical, intuitive technology designed to reduce administrative burden

    • Tailored views for staff, supervisors, and administrators

    • Permissions aligned with organizational roles

    • Designed to scale without adding unnecessary complexity

Platform Capabilities

    • One shared inbox for calls, texts, emails, chats, social messages, and faxes

    • Browser-based access for remote and hybrid teams

    • Conversations tied to clients and workflows, not individual staff members

    • Automatically create tasks from incoming interactions

    • Route work based on role, skill, and availability

    • Track tasks from intake through resolution

    • Maintain clear ownership and next steps throughout the workflow

  • Item description

    • Real-time queues and workload visibility

    • Historical reporting on volume, resolution, and performance

    • Data ready for healthcare partners, funders, and boards

    • One-to-one communication with clients, caregivers, and staff

    • Broadcast updates and push notifications

    • Appointment requests, program sign-up, and waitlist visibility

    • Connections to relevant services and community resources

    • Simple, accessible experience designed with older adults in mind

Built for every part of the connection.

ThreadConnect supports the people managing the work, the leaders guiding the organization, the partners coordinating care, and the clients and caregivers receiving services.

For staff

Less searching. Less guessing. Clearer next steps.

ThreadConnect helps frontline teams manage communication, tasks, referrals, and follow-up in one coordinated workflow — giving staff the context they need, clearer ownership, and greater confidence that nothing is falling through the cracks.

What gets easier

  • Less administrative burden
  • Faster follow-up
  • Clearer ownership
  • Fewer disconnected handoffs
  • More confidence in what happens next

Key features

Shared communications

Bring inbound communication from multiple channels into one shared workflow so staff don’t have to monitor disconnected inboxes.

  • Phone
  • Text
  • Email
  • Fax
  • Referrals
  • Social and other supported channels

Task management

Turn communication into clear action with assigned ownership and visible next steps.

  • Assign tasks
  • Track follow-up
  • Support smooth handoffs
  • See what has happened and what still needs attention

Client context

Give staff relevant client information when they need it, helping reduce repeated questions and unnecessary searching.

Internal & external referrals

Coordinate referrals across teams and organizations while keeping context attached to the request.

One-to-one & broadcast communication

Support direct communication with clients, caregivers, and partners — individually or at scale.

Want to see ThreadConnect for yourself?

Learn how ThreadConnect can support your staff, leadership team, community partners, and the people you serve. Schedule a complimentary demo today!