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Click2Mail

Integration

Communication & Messaging

✓HIPAA CompliantNo Code Required

Click2Mail Integration — Automate Patient Communications

Trigger automated patient messages, reminders, and team alerts through Click2Mail — driven by real-time EHR events.

Triggers

Actions

30+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Click2Mail

Automated Patient Messaging

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Send appointment reminders, follow-ups, and health alerts through Click2Mail triggered by EHR events — no staff intervention needed.

Team Notifications

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Alert the right staff members via Click2Mail when critical events happen — new referrals, urgent lab results, appointment changes.

Secure Document Delivery

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Automatically send HIPAA-compliant documents, faxes, or encrypted emails through Click2Mail when triggered by your EHR.

Set up AI agents with

Click2Mail

Discover popular templates with Click2Mail

Documentation

Click2Mail to Athenahealth integration

Log Click2Mail messages to your EHR patient record

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Messaging

DrChrono to Click2Mail integration

Trigger Click2Mail notifications from new EHR appointments

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Data Sync

Click2Mail to HubSpot integration

Sync Click2Mail contacts with your CRM

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Messaging

Click2Mail to Slack integration

Forward Click2Mail messages to Slack for team visibility

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Connect Click2Mail with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

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Explore Click2Mail triggers and actions

Cevi supports 3 Click2Mail triggers and 8 actions

Mail piece delivered

Fires when a mail piece is confirmed delivered

trigger

Job completed

Triggers when a mail job finishes processing

trigger

Return mail received

Fires when a mail piece is returned undeliverable

trigger

Create account

Creates an account

action

Submit job

Submits a job to the system for processing

action

Submit job from template

Creates and submits a job from a mailing template

action

Click2Mail API Capabilities

30+ API endpoints. API Key / Basic Auth authentication. Real-time webhooks.

View official API documentation

API Endpoints

30+

Authentication

API Key / Basic Auth

FHIR

—

Webhooks

Yes ✓

Mail

Letter sending
Postcard creation
Certified mail
Address verification

Document Management

Document upload
Template management
PDF generation
Batch mailing

Build your Click2Mail automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Click2Mail

Communication & Messaging

click2mail

View API documentation

Quick Facts

CategoryCommunication & Messaging

AuthAPI Key / Basic Auth

Endpoints30+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Click2Mail workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.