# BloomText Product Docs — Full Text # BloomText feature overview Source: https://www.bloomtext.com/how-to/getting-started/overview/ A quick tour of BloomText features: secure messaging with coworkers, patient texting via SMS, cross-organization collaboration, HIPAA-compliant video calls, and apps for every platform. ## Overview BloomText is a HIPAA-compliant communication platform for healthcare teams. Whether you are sending messages, sharing files, texting patients, or starting a video call, BloomText keeps everything secure and accessible from any device. This page gives you a quick tour of what BloomText can do. Each section links to a detailed how-to guide so you can dive deeper when you are ready. ## Secure messaging with coworkers Send HIPAA-compliant messages and files to colleagues inside your organization. Start one-on-one conversations or create group chats. Everything syncs across the web, desktop, and mobile apps. Sending a secure message to a coworker. For a step-by-step walkthrough of signing up and sending your first message, see [Getting started with BloomText](/messaging/overview). ## Patient texting and communication With a paid SMS-enabled plan, you can text patients directly from BloomText. The built-in patient directory tracks contact and demographic information. Choose between plain SMS for non-PHI messages (appointment reminders, directions) and Secure Chat for anything containing protected health information. Patients do not need to download or install any software. They receive messages via their phone number or email and view secure content through a web browser. Sending a plain SMS to a patient. For the full SMS setup guide, see [SMS messaging with patients](/messaging/sms). ## Cross-organization collaboration Create chat groups with users in other healthcare organizations you work with frequently. Search for a colleague by name or enter their email address when creating a new conversation. Messages between organizations are encrypted and HIPAA-compliant. For details, see [Cross-organization communication](/messaging/external-communication). ## Video calls with patients Start a HIPAA-compliant video call with any patient directly from BloomText. Enter the patient's phone number or email, and they receive a link to join the call from any device -- no app download required. Initiating a video call from the BloomText inbox. Video calls require a paid plan. For the full telehealth guide, see [Video calls and telehealth](/messaging/video). ## Apps for every platform Use BloomText in your web browser at [app.bloomtext.com](https://app.bloomtext.com), or install the app on your preferred device. All platforms sync your inbox automatically. For platform-specific installation guides and system requirements, see [Download BloomText](/getting-started/download). ## Get started BloomText is free for up to 5 users, and you can be up and running in minutes. Create an account at [app.bloomtext.com/#/welcome](https://app.bloomtext.com/#/welcome), then follow the [Getting started guide](/messaging/overview) for a step-by-step walkthrough. ## Related flows * [Getting started with BloomText](/messaging/overview) * [SMS messaging with patients](/messaging/sms) * [Video calls and telehealth](/messaging/video) * [Download BloomText](/getting-started/download) --- # Download BloomText Source: https://www.bloomtext.com/how-to/getting-started/download/ Download BloomText for Windows, macOS, iPhone, or Android. Use BloomText on any device to stay connected with your healthcare team. ## Overview BloomText is available on every major platform. Install the app on the devices you use most, or use BloomText directly in your web browser. Your inbox syncs automatically across all devices. ## Platform guides Each platform has its own installation guide with system requirements and step-by-step instructions: * [Download for Windows](/getting-started/download-windows) -- Windows 10 and later * [Download for macOS](/getting-started/download-mac) -- macOS 10.13 (High Sierra) and later * [Download for iPhone and iPad](/getting-started/download-iphone) -- iOS 14 and later * [Download for Android](/getting-started/download-android) -- Android 8.0 and later ## Use BloomText in a web browser If you prefer not to install anything, sign in at [app.bloomtext.com](https://app.bloomtext.com/#/login). The web app works in any modern browser (Chrome, Firefox, Safari, Edge) and has the same messaging, file-sharing, and patient communication features as the native apps. The web app does not support desktop quick-login or native push notifications. For those features, install the desktop or mobile app. ## Related flows * [BloomText feature overview](/getting-started/overview) * [Getting started with BloomText](/messaging/overview) --- # Download BloomText for Windows Source: https://www.bloomtext.com/how-to/getting-started/download-windows/ Download and install BloomText on Windows. System requirements, step-by-step installation, quick-login setup, and troubleshooting. ## Overview The BloomText desktop app for Windows gives you native notifications, quick-login with a 4-digit PIN, and fast access to your inbox without opening a browser. ## System requirements * **Operating system:** Windows 10 or later * **Architecture:** x64 or ARM * **Internet:** An active internet connection is required ## Steps ### 1. Download the installer Click the **Windows** badge above to download the `.exe` installer. Your browser may ask you to confirm the download. ### 2. Run the installer Open the downloaded `.exe` file. If Windows SmartScreen shows a warning, click **More info** and then **Run anyway**. BloomText is a signed application, but SmartScreen may flag installers from smaller publishers on first download. ### 3. Sign in Once the app launches, sign in with your BloomText email and password. If you do not have an account yet, create one at [app.bloomtext.com/#/welcome](https://app.bloomtext.com/#/welcome). ### 4. Enable quick-login (optional) Quick-login lets you sign in with a 4-digit PIN instead of your full password. This is useful on shared workstations where multiple staff members use the same computer. Open **Settings** inside the desktop app, go to **Security**, and follow the prompts to set a PIN. ## Edge cases / gotchas * **SmartScreen warnings.** Windows SmartScreen may block the installer the first time. Click **More info** then **Run anyway** to proceed. * **Antivirus interference.** Some endpoint protection software may quarantine the installer. Allowlist the BloomText `.exe` installer if your security team requires it. * **Quick-login is desktop only.** The PIN sign-in feature is not available in the web app or on mobile. * **Auto-updates.** The desktop app checks for updates on launch. When a new version is available, it prompts you to install it. ## Related flows * [Download BloomText](/getting-started/download) * [BloomText feature overview](/getting-started/overview) * [Getting started with BloomText](/messaging/overview) --- # Download BloomText for macOS Source: https://www.bloomtext.com/how-to/getting-started/download-mac/ Download and install BloomText on macOS. System requirements, step-by-step installation, quick-login setup, and troubleshooting. ## Overview The BloomText desktop app for macOS gives you native notifications, quick-login with a 4-digit PIN, and fast access to your inbox without opening a browser. ## System requirements * **Operating system:** macOS 10.13 (High Sierra) or later * **Architecture:** Intel or Apple Silicon (M1, M2, M3, M4) * **Internet:** An active internet connection is required ## Steps ### 1. Download the installer Click the **macOS** badge above to download the `.dmg` installer. ### 2. Open the disk image Open the downloaded `.dmg` file. A Finder window appears showing the BloomText app icon. ### 3. Move to Applications Drag the **BloomText** icon into the **Applications** folder. If you see a prompt to replace an existing copy, confirm it. ### 4. Launch BloomText Open **Applications** and double-click **BloomText**. If macOS shows a Gatekeeper dialog saying the app is from an identified developer, click **Open** to continue. ### 5. Sign in Sign in with your BloomText email and password. If you do not have an account yet, create one at [app.bloomtext.com/#/welcome](https://app.bloomtext.com/#/welcome). ### 6. Enable quick-login (optional) Quick-login lets you sign in with a 4-digit PIN instead of your full password. Open **Settings** inside the desktop app, go to **Security**, and follow the prompts to set a PIN. ## Edge cases / gotchas * **Gatekeeper dialog.** macOS may show a warning the first time you open BloomText. Click **Open** to allow it. If the button is not visible, go to **System Settings > Privacy & Security** and click **Open Anyway**. * **Quick-login is desktop only.** The PIN sign-in feature is not available in the web app or on mobile. * **Auto-updates.** The desktop app checks for updates on launch. When a new version is available, it prompts you to install it. * **Eject the disk image.** After dragging BloomText to Applications, you can eject the `.dmg` from Finder and delete the downloaded file. ## Related flows * [Download BloomText](/getting-started/download) * [BloomText feature overview](/getting-started/overview) * [Getting started with BloomText](/messaging/overview) --- # Download BloomText for iPhone and iPad Source: https://www.bloomtext.com/how-to/getting-started/download-iphone/ Download and install BloomText on iPhone or iPad. System requirements, App Store installation, push notifications setup, and troubleshooting. ## Overview The BloomText app for iPhone and iPad gives you push notifications, a mobile-optimized inbox, and the ability to message your team from anywhere. ## System requirements * **Operating system:** iOS 14 or later * **Device:** iPhone or iPad * **Internet:** Wi-Fi or cellular data connection ## Steps ### 1. Open the App Store Tap the **App Store** badge above, or search for "BloomText" in the App Store on your device. ### 2. Install BloomText Tap **Get** to download and install the app. You may need to authenticate with Face ID, Touch ID, or your Apple Account password. ### 3. Sign in Open BloomText and sign in with your email and password. If you do not have an account yet, create one at [app.bloomtext.com/#/welcome](https://app.bloomtext.com/#/welcome). ### 4. Allow notifications BloomText asks for notification permission after your first sign-in. Tap **Allow** so you receive push notifications when colleagues or patients message you. If you skipped this step, go to **Settings > BloomText > Notifications** on your device and turn on **Allow Notifications**. ## Edge cases / gotchas * **Notifications require permission.** If you denied notification permission at first launch, re-enable it from the iOS Settings app under BloomText. * **Do Not Disturb.** The iOS Do Not Disturb mode silences all app notifications. BloomText also has its own Do Not Disturb setting inside the app if you want to mute BloomText specifically. * **Low Power Mode.** Background refresh may be reduced when Low Power Mode is active. Notifications still arrive, but badge counts may update with a slight delay. * **No quick-login on mobile.** The 4-digit PIN quick-login feature is available only on the Windows and macOS desktop apps. BloomText > Notifications.', }, ]} /> ## Related flows * [Download BloomText](/getting-started/download) * [BloomText feature overview](/getting-started/overview) * [Using BloomText on mobile](/messaging/mobile) --- # Download BloomText for Android Source: https://www.bloomtext.com/how-to/getting-started/download-android/ Download and install BloomText on Android. System requirements, Google Play installation, push notifications setup, and troubleshooting. ## Overview The BloomText app for Android gives you push notifications, a mobile-optimized inbox, and the ability to message your team from anywhere. ## System requirements * **Operating system:** Android 8.0 (Oreo) or later * **Internet:** Wi-Fi or cellular data connection ## Steps ### 1. Open Google Play Tap the **Google Play** badge above, or search for "BloomText" in the Google Play Store on your device. ### 2. Install BloomText Tap **Install** to download and install the app. ### 3. Sign in Open BloomText and sign in with your email and password. If you do not have an account yet, create one at [app.bloomtext.com/#/welcome](https://app.bloomtext.com/#/welcome). ### 4. Allow notifications On Android 13 and later, BloomText asks for notification permission after your first sign-in. Tap **Allow** so you receive push notifications when colleagues or patients message you. If you skipped this step, go to **Settings > Apps > BloomText > Notifications** on your device and turn on notifications. ## Edge cases / gotchas * **Notification permission (Android 13+).** Android 13 introduced a runtime notification permission. If you denied it at first launch, re-enable it from the Android Settings app under BloomText. * **Battery optimization.** Some Android manufacturers aggressively restrict background apps. If you stop receiving notifications, check **Settings > Apps > BloomText > Battery** and select **Unrestricted** or **Don't optimize**. * **Do Not Disturb.** The Android Do Not Disturb mode silences all app notifications. BloomText also has its own Do Not Disturb setting inside the app if you want to mute BloomText specifically. * **No quick-login on mobile.** The 4-digit PIN quick-login feature is available only on the Windows and macOS desktop apps. Apps > BloomText > Notifications.', }, ]} /> ## Related flows * [Download BloomText](/getting-started/download) * [BloomText feature overview](/getting-started/overview) * [Using BloomText on mobile](/messaging/mobile) --- # Getting started with BloomText Source: https://www.bloomtext.com/how-to/messaging/overview/ Sign up, invite coworkers, send your first message and file, install the desktop and mobile apps, and configure notifications. ## Overview This guide walks you through setting up BloomText for your organization. You will create an account. You will invite coworkers. You will send your first message and your first file. You will install the apps and turn on notifications. Some steps need the **administrator** (admin) role. Those are marked inline. ## Prerequisites * A work email address at your organization. * The **administrator** role for steps that invite coworkers, change organization settings, or manage plans. See [Administrative features](/admin/overview) for role details. * A modern web browser for the initial signup. The [desktop and mobile apps](#5-install-bloomtext-on-your-devices) are optional but recommended. ## Steps ### 1. Sign up Did you get an invitation email from BloomText? Open it and click the link to accept. Then skip to step 2. Otherwise, create a new organization at [app.bloomtext.com/#/welcome](https://app.bloomtext.com/#/welcome). The first account in a new organization is automatically given the **administrator** role. ### 2. Invite your coworkers Open the **Directory** tab. Look for the purple **+** button in the top-right corner. Click it. Enter your coworker's email address. BloomText sends them an invitation email. Once they accept, they appear in your directory. Inviting a coworker from the directory. Example BloomText invitation email. Non-admins can also invite coworkers. Each invitation needs admin approval before the new member gets access. Admins see pending approvals as an in-app banner. ### 3. Send your first message Open the **Inbox**. Click the purple **+** button on the left to start a new conversation. Search for a coworker by name. Pick them. Type your message. Press enter to send. Sending your first message to a coworker. Coworker-to-coworker messages stay inside BloomText and are end-to-end secure. Patient messaging works differently — see [SMS messaging](/messaging/sms). ### 4. Send a file Open any conversation. Find the paperclip icon on the left of the message box. Click it. Pick the file you want to send. All files you send through BloomText are stored encrypted. Only people in the conversation can see them. Attaching and sending a file inside a conversation. ### 5. Install BloomText on your devices BloomText works in any modern web browser at [app.bloomtext.com](https://app.bloomtext.com). For daily use, most people also install the desktop app (for quick-login + native notifications) and the mobile app (for push notifications and a mobile-optimized inbox). All four apps sync your inbox automatically. You can switch devices mid-conversation without losing context. ### 6. Enable quick-login (desktop only) The Windows and macOS desktop apps support **quick-login**. It lets you sign in with a 4-digit PIN instead of your password. It also makes it easy to switch accounts on a shared workstation. Open settings inside the desktop app. Go to **Security**. Follow the prompts to set a PIN. Setting up a 4-digit PIN for quick-login on the desktop app. ### 7. Configure notifications By default, BloomText sends you a push notification and an email each time someone messages you. You can change this in settings: * Turn email or push off on their own. * Turn on **Do Not Disturb** on a schedule. For example, evenings and weekends. * Change notification preferences on a per-conversation basis. Adjusting notification preferences on the desktop app. ## Check who has seen your message When a coworker views your message, their avatar appears below it. Hover over the avatars on desktop to see the full "Seen by" list. Read receipts work on secure BloomText messages. They tell you who has seen a message, which helps confirm that time-sensitive updates were picked up. For patient conversations, see [Confirm the patient viewed the message](/messaging/sms#6-confirm-the-patient-viewed-the-message). ## Edge cases / gotchas * **Invitations expire.** If a coworker does not accept their invitation in time, an admin can resend it from the directory. * **Admin approval for user-initiated invites.** Non-admins can start invitations. The new member is blocked until an admin approves. * **Quick-login is desktop-only.** The PIN flow is not available in the web app or on mobile. * **Notification email comes from a BloomText address.** Make sure your organization's email filters allow `notifications@bloomtext.com`. Otherwise critical messages can land in spam. * **Multiple organizations.** One BloomText account can belong to several organizations. Use the organization switcher in the lower-left of the app to move between them. ## Related flows * [SMS messaging to patients](/messaging/sms) * [Administrative features](/admin/overview) * [Update payment method](/billing/overview) --- # SMS messaging with patients Source: https://www.bloomtext.com/how-to/messaging/sms/ Upgrade to SMS, pick a phone number, add patients, and send SMS or secure patient chats — with read receipts and inbox auditing. ## Overview BloomText SMS Messaging lets your organization text patients in a HIPAA-compliant way. Customers use it to reduce call volume, improve patient satisfaction, and cut down on no-shows. SMS sending requires a **paid plan**. Once enabled, your organization is assigned a phone number (or may port an existing number), and users on the assigned team can send texts from that number. In the create-chat dialog, BloomText shows **Secure Chat** and **SMS (Text Message)** when you select one patient and send from a team with an assigned phone number. ## Prerequisites * The **administrator** role to upgrade the plan, pick a phone number, and assign users to the number's team. * A paid SMS-enabled plan. See [Update payment method](/billing/overview) and the [pricing page](https://www.bloomtext.com/support/bloomtext-pricing). * The patient's phone number. ## Steps ### 1. Upgrade to a paid plan If your organization does not already have SMS enabled: 1. Create an organization if you haven't already at [app.bloomtext.com/#/welcome](https://app.bloomtext.com/#/welcome). 2. Open **Settings** from the lower-left gear icon, select your organization, then the **Plan** tab. 3. Choose the Patient SMS contact tier that fits your monthly contact volume and complete checkout. Only administrators can see the **Plan** tab. If you don't see it, ask an admin in your organization to run this step. Upgrading to an SMS-enabled plan from Settings → Organization → Plan. ### 2. Select a phone number After upgrade, BloomText shows a **Select a phone number** action in Plan settings. Enter an area code to view available numbers. A local area code is recommended so patients recognize the number as local. Type your area code to see available local numbers. Pick the one you want and continue. If you want to keep your organization's existing phone number, email [support@bloomtext.com](mailto:support@bloomtext.com) to start a port-in. Not every number is portable; the support team will confirm eligibility. ### 3. Assign coworkers to the number Each phone number is tied to a **team** in BloomText. Team members can send SMS from that number and see every patient conversation linked to it. Admins manage team membership under **Directory → Phone numbers**. Add or remove members to control who can message patients and who sees patient conversations. Add or remove users from the team attached to your phone number. ### 4. Add patients You can add patients three ways: * **Directory tab.** Go to **Directory → Patients → Create new**, fill in any combination of: phone number, first name, last name, date of birth (DOB), medical record number (MRN), and email. Creating a patient from the Directory tab. * **Create conversation dialog.** Type a patient's phone number or email into the "new conversation" field and select **Patient**. The patient record is created on the fly. Adding a patient inline by typing their phone number into the New Conversation box. * **CSV import.** For large lists, prepare a CSV and import it from the patients directory. See [Broadcasts overview](/broadcasts/overview) for the column schema — the import format is shared. ### 5. Send a message Open the **Inbox** and click the purple **+** button. The popover shows **Create a chat** and **Start a video chat** — pick **Create a chat**. (There is no "Send SMS" option here; SMS is a send mode chosen inside the conversation, not from this menu.) Click the purple + in the inbox, then Create a chat. Video chat is a separate flow. In the new-conversation dialog, enter the patient's phone number and select **Patient**. BloomText shows **Secure Chat** and **SMS (Text Message)** when you are sending from a team with an assigned phone number and exactly one patient is selected. If SMS is unavailable, BloomText keeps the message as **Secure Chat** and explains what is missing. **SMS (Text Message).** Use for messages that contain no protected health information (PHI) — appointment reminders, directions, generic updates. The patient receives a plain text message from your organization's number. Sending a plain SMS (no PHI). **Secure Chat.** Use when the message contains PHI. The patient receives a secure BloomText link that opens a patient portal where they can view the message, documents, and reply when replies are enabled. Their identity is verified before they see PHI. Sending a Secure Chat message — the patient opens a verified portal from the link. The secure BloomText patient portal opened from the link. ### 6. Confirm the patient viewed the message When a patient opens a secure conversation, their profile icon appears below the message they viewed. This is your confirmation that the secure message was received — useful for audit trails and follow-ups. A patient's avatar appears below a message after they open the secure portal. ### 7. Audit and switch inbox views The inbox can be scoped to a single phone number / team. Click the inbox icon and switch to the team associated with your phone number to see only conversations that belong to that number. Switching back shows your full inbox. Scoping the inbox to a single phone number / team. ## Edge cases / gotchas * **PHI must go through Secure Chat.** Sending PHI via plain SMS is a HIPAA violation. When in doubt, use **Secure Chat**. * **SMS is conditional in the create-chat dialog.** It is available only when you send from a team with an assigned phone number and select one patient. * **Link expiration.** Secure message links expire after the configured window. If a patient reports a dead link, resend from the conversation — a new link is generated. * **Phone number portability.** Not all numbers are portable (toll-free, numbers with active contracts at the current carrier, etc.). Contact [support@bloomtext.com](mailto:support@bloomtext.com) before promising patients a specific number. * **Team membership controls both sending and visibility.** Removing a user from the phone number's team immediately revokes their ability to send from that number **and** their access to every historical conversation on it. * **Read receipts only fire for secure messages.** Plain SMS has no delivery-read signal from carriers; absence of a receipt is not the same as unread. ## Related flows * [Getting started with BloomText](/messaging/overview) * [Broadcast (mass) SMS to patients](/broadcasts/overview) * [Update payment method](/billing/overview) --- # Getting started on your smartphone Source: https://www.bloomtext.com/how-to/messaging/mobile/ Install BloomText on iOS or Android, invite coworkers, send messages, take photos, record voice notes, and configure notifications. ## Overview This guide walks you through BloomText on a smartphone. The mobile app covers day-to-day messaging. A few advanced features — admin settings, changing plans — are only on the desktop and web apps. ## Prerequisites * A BloomText account. If you don't have one, start with [Getting started with BloomText](/messaging/overview) on a computer first. * An iPhone running iOS, or a phone running Android. ## Steps ### 1. Sign up (if you haven't already) Did you get an invitation email? Open it and tap the link to accept. Otherwise, create a new organization at [app.bloomtext.com/#/welcome](https://app.bloomtext.com/#/welcome). ### 2. Download the app ### 3. Invite your coworkers Open the **Directory** tab. Tap the purple **+** button. Enter your coworker's email address. They get an invitation email and show up in your directory once they accept. Inviting a coworker from the mobile app's directory. Invite a coworker from the BloomText mobile app by tapping the purple plus button in the directory. ### 4. Send your first message Open the **Inbox**. Tap the purple **+** button. Search for a coworker. Pick them. Type your message. Send. Sending a message from the mobile inbox. Send a message on BloomText mobile by tapping the purple plus button in the inbox. ### 5. Take a photo Open any conversation. Tap the **+** button to the left of the message box. Pick **Camera** or **Photo library**. Taking and sending a photo from a conversation. Take and send a photo from a BloomText conversation on mobile. ### 6. Record a voice message Hold the record button to the right of the message box. Release to send. Recording and sending a voice message. Record and send a voice message on BloomText mobile. ### 7. Configure notifications Tap the **Settings** gear in the bottom-left corner. Open the notifications section. Turn push on or off, schedule Do Not Disturb, or adjust per-conversation preferences. Adjusting notification preferences on mobile. Adjust notification preferences on BloomText mobile. ## Edge cases / gotchas * **Some things are desktop-only.** Admin actions (adding/removing members, policy changes, plan management) are only available on the web or desktop apps. If you're an admin, keep the desktop app installed. * **Quick-login PIN is desktop-only.** Mobile uses your full password or your device's biometric unlock. * **Push notifications need permission.** On iOS, the first time you open the app it asks for notification permission. If you tap "Don't Allow", go to **Settings → BloomText → Notifications** on your phone to re-enable. * **Voice messages are audio files.** They count as file attachments in BloomText. Same PHI rules apply — don't record PHI in a message to an external (non-org) user unless the conversation is secure. ## Related flows * [Getting started (desktop / web)](/messaging/overview) * [SMS messaging to patients](/messaging/sms) * [Recall a message](/messaging/message-recall) --- # Video calls and telehealth Source: https://www.bloomtext.com/how-to/messaging/video/ Start HIPAA-compliant video calls with patients from BloomText. Initiate a call, send an invitation via SMS or email, export call details, and follow best practices for telehealth. ## Overview BloomText Video lets you start a HIPAA-compliant video call with any patient directly from your inbox. Patients join from any device through a browser link -- no app download required. This guide walks you through initiating a video call, exporting call details, and following best practices for reliable telehealth sessions. ## Prerequisites * A **paid plan** with video calling enabled. See [Update payment method](/billing/overview) for plan details, or contact [support@bloomtext.com](mailto:support@bloomtext.com) to activate a trial. * The patient's **phone number** or **email address**. ## Steps ### 1. Upgrade to a paid plan Video calls require a paid plan. If your organization does not already have video enabled: 1. Open **Settings** from the lower-left gear icon, select your organization, then the **Plan** tab. 2. Choose a plan that includes video calling and complete checkout. If you want to evaluate BloomText Video before committing, contact [support@bloomtext.com](mailto:support@bloomtext.com) to request a trial. ### 2. Initiate a video call Open the **Inbox** and click the purple **+** button. Select the **video tab**. Enter the patient's phone number or email address, then click **Send Invitation**. Starting a video call from the BloomText inbox. The patient receives an SMS or email containing a link to join the call. Once they click the link, they automatically join the video session from their browser. ### 3. Export video call details When the call starts, the BloomText assistant automatically creates a conversation with you and sends updates throughout the call (call started, participants joined, call ended). After the call is complete, you can export this conversation for your records. Select the **options icon** in the upper-right corner of the conversation and choose **Export conversation**. The BloomText assistant logs call events. Export the conversation for your records. ## Best practices for telehealth ### Send an SMS reminder before the call About an hour before the scheduled video call, send the patient a message via your BloomText SMS number reminding them of the date, time, and that a link will be sent when the call begins. This reduces no-shows and gives the patient a way to reach you if they have trouble joining. Example reminder: > Hello Jane, this is a reminder that you have an upcoming video > appointment with Dr. Fong today at 3pm. You will be sent a secure > link at the time of your appointment. If you have any trouble joining > the video session, please give us a call. ### Ensure a good internet connection Before initiating a video call, make sure you have a stable internet connection. If possible, encourage the patient to connect via Wi-Fi and stay within range of their router. ### Use a laptop or PC when possible Desktop and laptop computers generally provide the best video call experience. If a patient is having trouble on their mobile device, suggest they switch to a laptop or PC and resend the invitation via email. ## Edge cases / gotchas * **Video calls require a paid plan.** Free-tier organizations cannot initiate video calls. * **Browser compatibility.** Video calls work in modern browsers (Chrome, Firefox, Safari, Edge). Patients on very old browsers may need to update. * **Firewall restrictions.** Some hospital or corporate networks block WebRTC traffic. If the call fails to connect, try switching to a different network. * **One call per invitation.** Each invitation link is tied to a single call session. If you need to restart, send a new invitation. ## Related flows * [Getting started with BloomText](/messaging/overview) * [SMS messaging with patients](/messaging/sms) * [BloomText feature overview](/getting-started/overview) * [Update payment method](/billing/overview) --- # Recall a message Source: https://www.bloomtext.com/how-to/messaging/message-recall/ Remove a message or file you sent so other participants can no longer see it. Admins can still retrieve recalled content. ## Overview Things move fast in healthcare messaging. If you send something by mistake — wrong recipient, wrong file, wrong person's PHI — BloomText lets you **recall** the message so other participants can no longer see it. Recalling a message removes it from the conversation view. It does **not** delete the message from BloomText servers. Admins can still retrieve recalled content through an audit request. ## Prerequisites * You are the **original sender** of the message. You cannot recall a message sent by someone else. * You can reach the message in your chat history (it hasn't been archived or cleared). ## Steps ### On the mobile app Press and hold on the message or file you want to recall. A menu appears. Tap **Recall**. Long-press on your message, then tap Recall. ### On the web or desktop app Hover over your message. Three dots (**⋮**) appear to the left. Click them. Pick **Recall message**. Hover your sent message → click the three-dots → Recall message. ## What "recall" actually does * The message is removed from every participant's view of the conversation. * The message is **not** deleted from BloomText servers. * An admin can still retrieve the recalled message via a formal [audit request](/admin/overview). Audit requests are logged. * Both text messages and file messages (images, documents, voice notes) can be recalled. ## Edge cases / gotchas * **Recall does not mean delete.** If you sent PHI to the wrong person and it was already read on their device, assume the information is out. Recall prevents future viewing in BloomText; it does not undo memory, screenshots, or any copies already downloaded. * **Only the sender can recall.** If you received a message in error, you cannot recall it. Ask the sender. * **Recall is retrievable by admins.** Recalled content is still on our servers and can be surfaced via audit. This is intentional for compliance and dispute investigations. * **Patient SMS is different.** For messages sent to a patient via SMS, recall removes the conversation from your inbox view but does **not** unsend the text on the patient's phone — carrier networks don't support that. ## Related flows * [Getting started with BloomText](/messaging/overview) * [Administrative features — audit user activity](/admin/overview) * [Security and HIPAA compliance](/security/overview) --- # Chat with other organizations Source: https://www.bloomtext.com/how-to/messaging/external-communication/ Invite people at other organizations to BloomText. External collaboration is free and unlimited; external users don't count against your seat limit. ## Overview BloomText lets you invite people at other organizations (referring providers, specialists, partner clinics) into a secure conversation. Cross-organization messaging is **free and unlimited** — external users do **not** count against your seat limit. Watch a short overview: [Vimeo — How to chat with other organizations](https://vimeo.com/657657328). ## Prerequisites * Your organization can initiate outbound conversations with external contacts (default for all plans). * The external contact has a working email address. ## Steps ### 1. Invite an external collaborator Start a new conversation. In the **To** field, type the external contact's email address. Send them at least one message. Invite an external collaborator by typing their email in the To field and sending a message. ### 2. They accept The external contact gets an email from BloomText. They click **Get started**. BloomText walks them through a short setup. Once they're in, the conversation continues. What the external collaborator sees in their inbox. ## Edge cases / gotchas * **External users still have to be HIPAA-aware.** Sending PHI to a partner clinic through BloomText is a covered disclosure — same rules as any other patient data sharing. * **First message is mandatory.** Adding the external email to the **To** field is not enough on its own. You have to send at least one message to trigger the invitation email. * **Your org's policies don't apply to external users.** If your organization has a "no screenshots" policy, for example, external participants in a conversation are not bound by it. Treat cross-organization conversations with that understanding. * **External users can initiate too.** Once one conversation is open, the external user can start new conversations with you and other collaborators at their organization. They still cannot see or change your settings. ## Related flows * [Getting started with BloomText](/messaging/overview) * [Administrative features](/admin/overview) * [Pricing](/billing/pricing) --- # Broadcast messaging (mass SMS to patients) Source: https://www.bloomtext.com/how-to/broadcasts/overview/ Send HIPAA-compliant SMS or email to many patients at once using a CSV import, with delivery reports, private replies, and team-based permissions. ## Overview Broadcast messaging lets you send the same HIPAA-compliant message to a group of patients at once. Common uses: * Appointment scheduling and reminders * Collecting co-payments * Feedback surveys * Clinical updates and advisories A broadcast can include text, file attachments, images, and emojis. You get per-recipient delivery reports, and patient replies land in your inbox as private one-to-one conversations — no other patient sees them. ## Prerequisites * A paid plan with **SMS Messaging** enabled. Broadcast is a feature of SMS; see [SMS messaging](/messaging/sms) and [Update payment method](/billing/overview). * Admin rights to manage the team attached to your phone number (only team members can launch a broadcast). * A CSV file of recipients (see schema below), or an existing group of patients already in BloomText. ## Steps ### 1. Prepare a CSV file At minimum, the CSV needs one column: the cell phone number. Optional columns fill in patient records and are used for personalization. Your sheet should look like this. **Row 1 is the header row** — the names in row 1 must match exactly (`phone`, `first_name`, etc.), lowercase, with underscores where shown. Row 1 holds the header names. Row 2 onward is patient data. Only the phone column is required. patients.csv — Sheets **Only `phone` is required.** Everything else (`mrn`, `first_name`, `last_name`, `dob`, `email`) is optional — leave the cell blank if you don't have it. BloomText accepts common phone-number formats and normalizes them automatically. Any spreadsheet app can export to CSV — that is the easiest way to prepare the file. ### 2. Match or create patient records When you import, BloomText matches rows to existing patients by **phone number or MRN**. If a match is found, the existing patient record is updated with any extra fields from the CSV (first name, email, etc.). If no match is found, a new patient record is created. ### 3. Launch the broadcast From the phone number's inbox, start a new broadcast, upload your CSV, write your message, and attach any files. You can preview the message and the recipient count before sending. Opening the broadcast composer from a phone-number inbox. ### 4. Handle replies When a patient responds, their reply lands in your inbox as a private one-to-one conversation. No other broadcast recipient sees the reply. Follow up individually as needed — the follow-up is scoped to that patient only. A patient's reply opens a private one-to-one thread. The other broadcast recipients never see this conversation. ### 5. Analyze results To review delivery results, go to **Directory → Phone numbers**, pick your number, and choose **Export phone logs**. The exported CSV opens in any spreadsheet app. It looks like this: A phone log export. Delivered rows confirm a successful send; Error rows list the carrier reason. phone-logs.csv — Sheets Full column reference: | Column name | Description | Format | | -------------- | --------------------------------------- | ------------------------- | | `Sent` | Send timestamp | `yyyy-mm-dd HH:mm:ss zzz` | | `From` | Your organization's phone number | `+1##########` | | `To` | Patient's phone number | `+1##########` | | `First` | Patient's first name | text | | `Last` | Patient's last name | text | | `Dob` | Patient's date of birth | `yyyy-mm-dd` | | `Email` | Patient's email | email | | `Status` | Delivery status | `Delivered` or `Error` | | `ErrorCode` | Carrier error code (if delivery failed) | text | | `ErrorMessage` | Descriptive error message | text | Use this log to identify bad numbers, retry failures, and measure campaign reach. ## Edge cases / gotchas * **Team membership controls who can broadcast.** Only users on the team attached to the phone number can launch a broadcast. Admins manage team membership under **Directory → Phone numbers**. Admins manage who can broadcast by editing the team attached to the phone number. * **Matching is phone- or MRN-first.** If your CSV has a new phone number but an existing MRN, the MRN wins — the existing record gets updated. If neither matches, a new record is created. * **Header names are case-sensitive.** A typo like `First_Name` creates a silently unused column. Double-check spelling before uploading. * **Opt-out handling.** Patients can reply `STOP` to opt out at the carrier level. Once opted out, future broadcasts to that number are blocked by the carrier and will show `Error` in the export. * **Large imports.** Very large CSVs (tens of thousands of rows) can take time to ingest. Watch the progress indicator; do not re-upload mid-ingest or you'll get duplicate sends. * **Replies are always private.** Even though the broadcast goes to many recipients, a reply is a one-to-one conversation. Treat replies the same way you'd treat any patient conversation from a PHI standpoint. ## Related flows * [SMS messaging to patients](/messaging/sms) * [Administrative features](/admin/overview) * [Update payment method](/billing/overview) --- # Administrative features Source: https://www.bloomtext.com/how-to/admin/overview/ Manage roles, add and remove members, approve invite requests, change organization policies, audit activity, and manage subscriptions. ## Overview BloomText gives administrators the tools to control, manage, and secure their organization's activity. This article covers the core admin surfaces: roles, member management, approval flows, policies, auditing, and subscription management. Most admin actions are only available on the **web app or desktop app**. Mobile intentionally does not expose admin controls. ## Prerequisites * The **administrator** role on the organization you're managing. Users without this role will not see the admin screens. * Access to the web or desktop app. Mobile is not supported for admin tasks. ## Roles and permissions Every user in BloomText has exactly one of two roles per organization: * **Admin.** Add and remove members. Change member roles. Modify organization policies. Manage billing and subscriptions. Communicate with the BloomText support team on behalf of the organization. Request audits of member messages and files. * **User.** Initiate conversations with existing BloomText users. Send invitations to new members — but each invitation must be approved by an admin before the new member gets access. A single account can be an admin in one organization and a user in another. ## Steps ### 1. Add a member Admins have two ways to add a member: * **From organization settings.** Open **Settings → Organizations → your org**, go to the **Members** tab, and use the add-member control. Adding a member from Settings → Members. * **From the directory.** Go to the **Directory**, select the purple plus button, and enter the new member's email. Adding a member directly from the Directory. The new member gets an invitation email and joins once they accept. ### 2. Approve a user-initiated invite Non-admin users can initiate invitations from the directory, but the invited member is blocked until an admin approves. Admins see a pending approval as an in-app banner. Approve or decline from the banner or from **Settings → Organizations → your org → Pending approvals**. Approving a user-initiated invitation from the in-app banner. ### 3. Remove a member From **Settings → Organizations → your org → Members**, choose the member and select **Remove**. Removal takes effect immediately across all of that member's devices — they lose access to messages, files, and the directory at once. Removing a member. Access is revoked immediately across all their devices. ### 4. Change a member's role New members always start as **user**. To promote or demote: 1. Open **Settings → Organizations → your org → Members**. 2. Select the member and choose the role change. 3. Save. The change takes effect on the member's next app action. Promoting a member to administrator (or demoting back). ### 5. Change organization policies Admins can tune organization-wide policies under **Settings → Organizations → your org → Policies**. Examples include message retention, external-communication settings, and file-sharing rules. Policy changes apply to all members immediately. Adjusting organization-wide policies. ### 6. Audit user activity An admin may request the message and file history of a specific member by contacting the BloomText support team. Every audit request is logged and is itself available to any admin on the organization upon request. Audits are initiated by support rather than self-serve to maintain a clean chain of custody for compliance purposes. ### 7. Manage your subscription Admins can upgrade, downgrade, or update payment methods for the organization's plan: * **Upgrade or downgrade** via the **Plan** tab inside organization settings, or by contacting the BloomText support team. * **Update payment method** — see [Update payment method](/billing/overview). Only admins see the **Plan** tab. ## Edge cases / gotchas * **Last admin safeguard.** You cannot remove or demote the last administrator of an organization. Promote another member to admin first. * **Removed members lose data access instantly.** Once removed, the former member no longer has access to past messages or files. Rejoining later does not restore the old view of history. * **Mobile is intentionally limited.** If an admin action is missing in the mobile app, switch to web or desktop — it is not a bug. * **User-initiated invites are blocked pending approval.** If a coworker reports "I was invited but can't sign in," check the pending approvals list. * **Audit requests are not instant.** They go through support and are logged. For urgent investigations, include the urgency and scope in the support message. * **Policy changes apply globally.** There is no per-member override on organization policies. If you need per-team variation, split into multiple organizations. ## Related flows * [Getting started with BloomText](/messaging/overview) * [Update payment method](/billing/overview) * [Security overview](/security/overview) --- # Update payment method Source: https://www.bloomtext.com/how-to/billing/overview/ Admins can update the credit card on file for a BloomText organization from the Plan tab on web or desktop. ## Overview The payment method on file for a BloomText organization is the credit card used to bill the monthly subscription. Admins can update it at any time from the **Plan** tab inside organization settings. This flow only works for admins on the **web app or desktop app**. It is not available on mobile. ## Prerequisites * The **administrator** role on the organization you want to update. * Sign in on the web app ([app.bloomtext.com](https://app.bloomtext.com)) or the Windows / macOS desktop app. The **Plan** tab is not exposed in the mobile apps. * The replacement payment method (typically a credit card). ## Steps 1. Select the **Settings** gear in the lower-left corner of the app. 2. Choose **Organizations**, then the name of your organization. 3. Open the **Plan** tab and select **Manage subscription**. 4. BloomText hands you off to the payment processor. Update the card on file and save. 5. After you return to BloomText, the new card is used for the next invoice. Updating the card on file from Settings → Organizations → Plan → Manage subscription. ## Edge cases / gotchas * **Admin-only.** The **Plan** tab is hidden for non-admin users. If you don't see it, check with your organization's admin. * **Web / desktop only.** The redirect flow to the payment processor is not wired into the mobile apps. Open BloomText in a browser or on the desktop app. * **Declined cards.** If a payment fails, BloomText retries on a schedule. Continued failures can suspend paid features (SMS in particular). Update the card before the retry window closes to avoid interruption. * **Payment processor handoff.** The card update happens on the payment processor's page, not inside BloomText. Do not enter card details into any BloomText chat, support email, or form — if someone asks you to, treat it as suspicious. * **Billing questions beyond card updates.** For invoice history, refund requests, or plan changes, message BloomText support or an admin in your organization who manages billing. ## Related flows * [Administrative features](/admin/overview) * [SMS messaging to patients](/messaging/sms) --- # Pricing and plans Source: https://www.bloomtext.com/how-to/billing/pricing/ Free plan limits, Team Chat at $14.50/user/month, SMS Messaging tiers from $129/month for 140 contacts, and how to upgrade. ## Overview BloomText has a **free plan** and two **paid features**: Team Chat (for organizations with more than 5 coworkers) and SMS Messaging (for texting patients). You can run either paid feature alone, or both together. Watch a short SMS overview: [YouTube — BloomText SMS Messaging](https://www.youtube.com/watch?v=Gnhj1elvufw). ## Free plan What's included: * Secure messaging with up to **5 coworkers** in your organization. * Unlimited chat with **external collaborators** (other organizations, referring providers). External users do not count toward the 5-user limit. * A free signed [Business Associate Agreement (BAA)](/security/baa). * Access from the web, desktop, and mobile apps. ## Team Chat — $14.50 / user / month Team Chat unlocks internal messaging for organizations with more than 5 coworkers. Billed per active member. Annual billing is available at **$13 / user / month equivalent**, paid upfront as **$156 / user / year**. Example: a 6-member organization pays 6 × $14.50 = **$87 / month**. As you add or remove members, the subscription updates automatically. Team Chat also unlocks: * **Search** — search messages, files, and chats without limit. * **Audits** — request audits for specific users. * **Export** — export chats (for example, to import into your EHR). * **Support** — 24-hour response time on regular U.S. business days. ### What if I don't upgrade? If your organization has more than 5 members and you stay on the free plan, internal coworker chats go into **read-only mode**. You can still read history but not send new internal messages. You can still chat freely with external collaborators (other organizations, the BloomText Support team). External chat is never locked by this limit. ## SMS Messaging SMS Messaging lets you text patients in a HIPAA-compliant way. See [SMS messaging](/messaging/sms) for the end-to-end flow. Included in SMS Messaging: * A dedicated phone number in the area code of your choice. * Text, image, and document sending to patients. * [Broadcast messaging](/broadcasts/overview) to groups of contacts. * Export conversations to PDF for records. Some organizations can use their existing phone number instead of being assigned a new one. Only certain numbers are eligible. Email [support@bloomtext.com](mailto:support@bloomtext.com) for an eligibility check. ### SMS pricing tiers Starting at **$129 / month** for up to **140 contacts** per month. | Contacts | Total price | Price per contact | | -------- | ----------- | ------------------ | | 140 | $129 | $0.92 | | 300 | $269 | $0.90 | | 500 | $449 | $0.90 | | 750 | $659 | $0.88 | | 1,000 | $859 | $0.86 | | 2,000 | $1,699 | $0.85 | | 3,000 | $2,499 | $0.83 | | 5,000 | $3,999 | $0.80 | | 5,000+ | Contact us | Enterprise pricing | Prices may change over time. For the current rate card, contact [support@bloomtext.com](mailto:support@bloomtext.com). ### Exceeding your contact limit BloomText does not charge surprise overages. If you approach or exceed your monthly contact limit, BloomText shows the next recommended tier. Above **5,000 contacts**, contact BloomText for enterprise pricing. ### Additional phone numbers $19 / month per additional number. Useful when: * Multiple teams each handle their own patient conversations. * You have multiple clinic locations with different area codes. * You want to restrict which users see which patients' messages. Contacts are **shared across all your numbers** for billing — adding a second number does not double your allotted contacts. Email [support@bloomtext.com](mailto:support@bloomtext.com) to provision a new number. ## How to upgrade Upgrades happen in the **Plans** page under organization settings. Open Settings → Organization → Plan and select the tier you want. Requirements: * You must be an **administrator**. * Use the **web or desktop** app. Upgrades are not available on mobile. ## Manage your plan You can change your contacts tier, update billing address, or change the credit card on file from the BloomText **Subscription Management** dashboard. To get there: **Settings → Organizations → your organization → Plan → Manage subscription**. BloomText hands you off to the payment processor. See [Update payment method](/billing/overview) for details. ## Cancel your plan Monthly plans can be cancelled by emailing [support@bloomtext.com](mailto:support@bloomtext.com). Annual plans are paid upfront. Contact support for account-specific questions about cancelling during an annual term. ## Schedule a demo For questions or to see BloomText in action, email [support@bloomtext.com](mailto:support@bloomtext.com) or [schedule a demo](https://calendly.com/tyler-bloom/30min). ## Related flows * [Update payment method](/billing/overview) * [SMS messaging to patients](/messaging/sms) * [Broadcast messaging](/broadcasts/overview) * [Administrative features](/admin/overview) --- # Security and HIPAA compliance Source: https://www.bloomtext.com/how-to/security/overview/ How BloomText secures data in transit and at rest, who can access PHI, where we host, and how device-side PHI is handled. ## Overview Information security is BloomText's highest priority. Products are designed and engineered with strong data safeguards first — both in compliance with HIPAA and as an engineering default. This article summarizes how data is secured, who can access it, where it is hosted, and how BloomText clients handle protected health information (PHI). ## The short answer * All data BloomText stores, receives, and transmits is encrypted with industry-standard encryption. * PHI is only accessible to a small team of HIPAA-trained employees. All PHI access is logged and audited by BloomText's HIPAA Security Officer. * Non-PHI data (usernames, organization details) is protected by strict need-to-know access controls. All access is logged. * PHI is **never** persisted on devices that access BloomText. The moment you close the app or leave the site, any temporary PHI is purged. * Admins control their organization's member list. Removing a member immediately revokes their access to all organization data. ## Hosting BloomText runs on [Google Cloud](https://cloud.google.com/). A signed Business Associate Agreement (BAA) is in place with Google, and the services used are on Google Cloud's [HIPAA-compliant list](https://cloud.google.com/security/compliance/hipaa/). ## Data access policy Access to BloomText services — and to the data stored by those services — is strictly limited to essential employees. Every service configuration change and every data access is logged and reviewed promptly. Employee access to PHI is restricted to a small team of HIPAA-trained engineers. PHI access is additionally audited by BloomText's HIPAA Security Officer. In the unlikely event of unauthorized data access, BloomText security personnel will promptly inform all relevant parties in compliance with HIPAA disclosure regulations. ## Client-server communications All BloomText clients — web, mobile, and desktop — communicate with BloomText servers over SSL/TLS. SSL is terminated at a Google Cloud load balancer, and requests are forwarded to internal BloomText hosts. BloomText hosts communicate with each other over an isolated, secure IPSEC network. ## PHI on clients BloomText clients do not store PHI in long-term storage on user devices. Every login re-syncs from the server, and cached data is purged from memory on logout or when the application is terminated. The only information stored long-term on a BloomText client is: 1. A unique device identifier. 2. The identity of the last user to log in to BloomText on the device. 3. A unique session key identifying the current BloomText session. ## Business Associate Agreement BloomText offers a free signed BAA to all customers. See the [BAA summary](/security/baa) for an overview and a link to the full legal text. ## Privacy policy Privacy policy lives on the marketing site at [bloomtext.com/support/privacy-policy](https://www.bloomtext.com/support/privacy-policy/). ## Edge cases / gotchas * **Removed members lose data access instantly.** Removal is immediate and global across all of that member's devices. * **PHI is purged on close, not on navigate.** Refreshing the web app re-syncs from the server; you don't keep stale PHI in memory across logout. * **BAAs are per-organization, not per-user.** The signed BAA covers your whole organization; individual users don't sign a separate BAA. * **Security questions are always welcome.** If your compliance team needs specifics that aren't covered here, email [support@bloomtext.com](mailto:support@bloomtext.com). ## Related flows * [Business Associate Agreement](/security/baa) * [Administrative features](/admin/overview) --- # Business Associate Agreement Source: https://www.bloomtext.com/how-to/security/baa/ BloomText offers a free signed BAA to any covered entity. Summary of where to find it, how to request another copy, and where the full legal text lives. ## Overview BloomText offers a free signed **Business Associate Agreement (BAA)** to any covered entity using our products. The BAA is the legal contract that governs how BloomAPI, Inc. (the company behind BloomText) creates, receives, maintains, and transmits Protected Health Information (PHI) on your organization's behalf under HIPAA. This article summarizes the BAA's key points. For the **full legal text**, see the canonical copy on the support site: [bloomtext.com/support/baa](https://www.bloomtext.com/support/baa). ## Where to find your signed BAA When a new organization signs up, BloomText sends the account owner a welcome message from Tyler Brown with the signed BAA attached or linked for the organization to use. If you need another copy, cannot find that message, or need the BAA sent to a different compliance contact, email [support@bloomtext.com](mailto:support@bloomtext.com). Ask for a signed BAA. The BloomText team will return a copy. There's no charge. ## What the BAA covers (plain English) The BAA is written in legal language. Here's what it says in everyday terms: * **What BloomAPI can do with your PHI.** Only what is necessary to run the BloomText service, or what is required by law. No other use. * **How PHI is protected.** BloomAPI agrees to safeguard PHI to prevent unauthorized use or disclosure, and to comply with the HIPAA Security Rule. * **Breach reporting.** If a Breach of Unsecured PHI occurs, BloomAPI reports it to you within **30 calendar days** of discovery. Unsuccessful attempts (port scans, failed logins, etc.) are considered routine and do not require individual notifications. * **Subcontractors.** Any BloomAPI subcontractor that touches PHI must agree in writing to rules substantially similar to the BAA. * **Access requests.** BloomAPI will provide PHI back to you within **15 calendar days** of a request for it — in electronic form when possible. * **Amendments and disclosures.** BloomAPI incorporates agreed-upon amendments to PHI within **30 calendar days** of your written instruction, and documents disclosures so you can respond to patient accounting requests. * **On termination.** When your service agreement ends, BloomAPI returns or destroys all your PHI. If return or destruction is infeasible for a specific data set, the BAA's protections continue to apply to that data for as long as BloomAPI retains it. * **Jurisdiction.** Disputes over the BAA are governed by Washington state law and are heard in King County, Washington courts. ## What the BAA does **not** cover * **Marketing, sales, or data aggregation beyond HIPAA permitted uses.** BloomAPI can de-identify PHI per 45 CFR § 164.514; once de-identified it's no longer PHI under HIPAA. * **Consequential damages.** Liability is capped at the aggregate fees paid to BloomAPI in the past 12 months. Neither party is liable for lost profits or indirect damages. * **Your own obligations as the covered entity.** The BAA does not replace your Notice of Privacy Practices, patient consent handling, or other covered-entity duties. ## Edge cases / gotchas * **The BAA is per-organization.** It covers everyone in your BloomText organization — employees don't sign individually. * **Amendments happen through email, not in-app.** Any written notice under the BAA (breach reports, access requests, amendments) goes through email to the address BloomText has on file. If your compliance contact changes, email support to update the notice address. * **Unsuccessful security events are not individually reported.** This is standard and is called out in the BAA (Section II.D). If you need a report on failed login attempts or scan activity for a specific investigation, ask support. * **This summary is not the contract.** The controlling language is the full legal text. If anything here conflicts with the signed BAA, the signed BAA wins. ## Related flows * [Security and HIPAA compliance](/security/overview) * [Administrative features — audit user activity](/admin/overview) * Full legal text: [bloomtext.com/support/baa](https://www.bloomtext.com/support/baa) ---