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Operations & Multi-Site

Built for operations & multi-site leadership

Whether you run a handful of buildings or a regional portfolio, everyone needs the right level of detail: facility teams stay focused, regional leaders see patterns, and executives see the roll-up — without breaking HIPAA boundaries.

  • ·Multi-facility org model with data isolation per site and unified views for regional and executive roles (by region, customer, or setting).
  • ·Role-specific dashboards so clinical, billing, compliance, HR, and front-desk leaders each land on what matters.
  • ·Granular permissions per facility for clinical, billing, HR, and AI features.
  • ·Offline-capable PWA for field staff: cached data, queued edits, and sync when connectivity returns.
  • ·HIPAA-aware in-app messaging with cross-facility controls — replace shadow IT chat tools.
Phoenix Therapy Regional Director dashboard showing 3 facilities with territory census, productivity, visits today, compliance alerts, and per-facility cards for Nashville, Memphis, and Chattanooga.
11
Role-based dashboards
PWA
Offline-capable
2
Native EHR integrations (PCC + MC)
HIPAA
Secure messaging
Organization Model

One platform, every building — properly isolated

Phoenix handles multi-facility, multi-customer, and multi-region organizations with proper data isolation — while giving regional and executive roles the cross-facility visibility they need for roll-up views and oversight.

Facility-level data isolation with HIPAA boundaries
Regional and customer groupings for roll-up views
Granular RBAC — clinical, billing, HR, and AI permissions per facility
Role-specific dashboards (10 built-in) for every level of the org
SSO and MFA via Cognito for secure access
Acme Therapy Group
Southeast Region
Sunrise SNF — Tampa, FL 42 pts
Lakewood ALF — Orlando, FL 28 pts
Bayview Rehab — Miami, FL 35 pts
Midwest Region
Heritage Care — Chicago, IL 51 pts
Maple Ridge SNF — Madison, WI 19 pts
Phoenix Therapy
OFFLINE
Today's Schedule
M. Wilson — PT Eval Done
9:00 AM · Room 214 · Medicare A
Queued for sync
R. Chen — OT Daily In Progress
10:30 AM · Room 108 · Managed Care
J. Thompson — SLP Upcoming
11:15 AM · Room 302 · Medicare B
Working offline
2 notes queued · will sync when connected
Offline & Mobile

Works when the Wi-Fi doesn't

Therapists in SNFs and ALFs don't always have reliable connectivity. Phoenix's PWA caches patient data, schedules, and documentation locally — queuing edits and syncing when connectivity returns.

Progressive Web App installable on any device
Patient records and schedules cached locally
Treatment logs and time entries queued offline
Automatic background sync when connectivity returns
Push notifications for alerts and reminders
Communication

Replace shadow IT with HIPAA-safe messaging

Therapists, DORs, billing, and facility staff communicate about patients every day — often through unsecured text messages or personal chat apps. Phoenix includes HIPAA-compliant in-app messaging with cross-facility controls and full audit trails.

Direct and group messaging with read receipts
Cross-facility messaging with admin controls
Patient-context threads linked to charts
Full message audit trail for compliance
File and image sharing with encryption
KL
Karen Lee, DOR Sunrise SNF · Re: Margaret Chen schedule
Encrypted
KL

Can we move Margaret Chen's PT to mornings this week? She's more alert before lunch.

9:14 AM

Done — moved to 9:30 AM slot on Mon, Wed, Fri. Updated the planner.

9:16 AM · Read
JR
KL

Perfect, thanks! I'll let the nursing floor know.

9:17 AM
Type a message…

See roll-ups the way your org actually runs

We’ll map facilities, regions, and roles to Phoenix dashboards, permissions, and messaging — on a single walkthrough.

Request a demo