# Best Patient Case Management Software

  *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)*

   Patient case management software improves quality of care and, ultimately, patient experience by optimizing the coordination of care across a hospital, practice, or ancillary care clinic. Patient case management software centralizes aspects of patient care such as scheduling, charting, treatment planning, and medical billing to accurately determine the health status of a patient. Case managers can utilize patient case management software to facilitate clinical communication and collaboration, as well as deliver better post-discharge care. Therefore, patients, too, benefit from effective patient case management software, which can offer them personalized services tools similar to an [interactive patient care system (IPC)](https://www.g2.com/categories/interactive-patient-care-systems-ipc) that they would have had access to during treatment.

To qualify for inclusion in the Patient Case Management category, a product must:

- Provide doctors, physicians, and other health care professionals quick and efficient access to patients’ health data
- Track and monitor patient data throughout the entire patient care delivery cycle
- Assist in routine practice management tasks such as clinical documentation and medical staff scheduling 
- Facilitate and support clinical communication and collaboration across the health care org




  
## How Many Patient Case Management Software Products Does G2 Track?
**Total Products under this Category:** 81

### Category Stats (May 2026)
- **Average Rating**: 4.44/5
- **New Reviews This Quarter**: 2
- **Buyer Segments**: Small-Business 100%
- **Top Trending Product**: athenaOne (+0.015)
*Last updated: May 20, 2026*

  
## How Does G2 Rank Patient Case Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 1,500+ Authentic Reviews
- 81+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

  
## Which Patient Case Management Software Is Best for Your Use Case?

- **Leader:** [Carepatron](https://www.g2.com/products/carepatron/reviews)
- **Easiest to Use:** [Carepatron](https://www.g2.com/products/carepatron/reviews)
- **Top Trending:** [Carepatron](https://www.g2.com/products/carepatron/reviews)
- **Best Free Software:** [Carepatron](https://www.g2.com/products/carepatron/reviews)

  
---

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---

  ## What Are the Top-Rated Patient Case Management Software Products in 2026?
### 1. [Carepatron](https://www.g2.com/products/carepatron/reviews)
  Carepatron is a comprehensive practice management software solution designed to assist healthcare teams in effectively managing their operations and enhancing patient care. This platform caters to a wide range of healthcare professionals, including solo practitioners and larger teams, by providing an integrated suite of tools that streamline various aspects of practice management. Targeted at healthcare providers who seek to optimize their workflows, Carepatron offers functionalities such as online booking, electronic health records, task management, note-taking, secure messaging, video consultations, and artificial intelligence features. This all-in-one solution is particularly beneficial for practitioners looking to reduce administrative burdens and focus more on patient care. By centralizing these essential functions, Carepatron allows healthcare teams to operate more efficiently, regardless of their size or specialization. One of the standout features of Carepatron is its user-friendly interface, which allows for easy customization. Healthcare providers can tailor the software to meet their specific needs with just a few clicks, ensuring that the system aligns with their practice's unique workflows. This flexibility is crucial for practices that may have varying requirements based on their patient demographics or service offerings. Additionally, the platform's design promotes seamless communication among team members, enhancing collaboration and improving overall service delivery. Carepatron also prioritizes patient engagement by facilitating online booking and secure messaging, which can lead to increased patient satisfaction and retention. The inclusion of video consultation capabilities further expands access to care, allowing practitioners to reach patients who may have difficulty attending in-person appointments. By integrating these features, Carepatron not only enhances operational efficiency but also contributes to better health outcomes for patients. In summary, Carepatron stands out in the practice management software category by combining a robust set of features with an emphasis on ease of use and customization. Its ability to serve a diverse range of healthcare providers while promoting efficient practice management and improved patient care makes it a valuable tool for any healthcare team looking to enhance their operational effectiveness.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 485
**How Do G2 Users Rate Carepatron?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.9/10)
- **Ease of Admin:** 9.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind Carepatron?**

- **Seller:** [Carepatron](https://www.g2.com/sellers/carepatron)
- **Company Website:** https://www.carepatron.com
- **Year Founded:** 2018
- **HQ Location:** 408 W 14th Street New York, NY 10014
- **Twitter:** @CarepatronHQ (295 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/carepatron (45 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Therapist, Owner
  - **Top Industries:** Mental Health Care, Health, Wellness and Fitness
  - **Company Size:** 90% Small-Business, 4% Mid-Market


#### What Are Carepatron's Pros and Cons?

**Pros:**

- Ease of Use (139 reviews)
- Affordable (68 reviews)
- Helpful (58 reviews)
- Templates (53 reviews)
- User Interface (53 reviews)

**Cons:**

- Limited Features (48 reviews)
- Missing Features (42 reviews)
- Limited Customization (27 reviews)
- Billing Issues (26 reviews)
- Limited Templates (25 reviews)

### 2. [Pabau Practice Management](https://www.g2.com/products/pabau-practice-management/reviews)
  Pabau is the all-in-one practice management platform built to help healthcare clinics and med spas run smarter, grow faster, and deliver outstanding client care. Trusted by over 3500 practices worldwide, Pabau acts as your mission control – combining powerful revenue-driving tools with smart automations that save time and reduce admin. From integrated payments and card-on-file charging to EMRs, charting, calendars, online bookings, inventory tracking, and before-and-after photo storage – everything you need is in one place. Automate pre-care and after-care emails, send appointment reminders via SMS or email, manage your reputation, and run multi-location operations effortlessly. With Pabau, you’ll spend less time on admin and more time doing what you do best – while your marketing runs in the background.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 300
**How Do G2 Users Rate Pabau Practice Management?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 9.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.3/10 (Category avg: 8.9/10)
- **Ease of Admin:** 8.6/10 (Category avg: 8.7/10)

**Who Is the Company Behind Pabau Practice Management?**

- **Seller:** [Pabau](https://www.g2.com/sellers/pabau)
- **Year Founded:** 2012
- **HQ Location:** London, England
- **Twitter:** @PabauCRM (661 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/pabau-ltd/ (185 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Director, Doctor
  - **Top Industries:** Medical Practice, Health, Wellness and Fitness
  - **Company Size:** 99% Small-Business, 1% Mid-Market


#### What Are Pabau Practice Management's Pros and Cons?

**Pros:**

- Customer Support (72 reviews)
- Ease of Use (60 reviews)
- Helpful (57 reviews)
- Staff Support (43 reviews)
- Features (41 reviews)

**Cons:**

- Technical Issues (17 reviews)
- Complex Setup (15 reviews)
- Difficult Learning (14 reviews)
- Limited Features (12 reviews)
- Difficult Setup (11 reviews)

### 3. [athenaOne](https://www.g2.com/products/athenaone/reviews)
  athenahealth is providing cloud-based services for electronic health records (EHR), revenue cycle management & medical billing, patient engagement, care coordination, and population health management, as well as Epocrates and other point-of-care mobile apps. Our suite of integrated, network-enabled services works to deliver measurable financial and clinical results for providers. The athenahealth EHR offers a homepage that allows users to review the daily schedule and patient information, manage orders, and view incoming lab results. The billing module can be used in tandem with the EHR or on its own, and features a patented and continuously updated rules engine. Medical practice management tools include visibility into daily responsibilities, custom benchmarking, proactive trends analysis, and more. Patients can utilize a patient portal to review history, pay bills, sign forms, and schedule appointments. Reminders can be delivered via phone, email, or text message; patients can even be alerted when test results are waiting in the patient portal.


  **Average Rating:** 3.4/5.0
  **Total Reviews:** 111
**How Do G2 Users Rate athenaOne?**

- **Has the product been a good partner in doing business?:** 7.3/10 (Category avg: 9.3/10)
- **Ease of Use:** 7.5/10 (Category avg: 8.8/10)
- **Quality of Support:** 7.2/10 (Category avg: 8.9/10)
- **Ease of Admin:** 7.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind athenaOne?**

- **Seller:** [athenahealth](https://www.g2.com/sellers/athenahealth)
- **Year Founded:** 1997
- **HQ Location:** Watertown, MA
- **Twitter:** @athenahealth (24,419 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/athenahealth (8,728 employees on LinkedIn®)
- **Ownership:** NASDAQ: ATHN

**Who Uses This Product?**
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 46% Small-Business, 36% Mid-Market


#### What Are athenaOne's Pros and Cons?

**Pros:**

- Features (6 reviews)
- Ease of Use (5 reviews)
- Integrations (4 reviews)
- Helpful (3 reviews)
- Templates (3 reviews)

**Cons:**

- Inadequate Reporting (3 reviews)
- Learning Curve (3 reviews)
- Poor Customer Support (3 reviews)
- Billing Issues (2 reviews)
- Inefficient Reporting (2 reviews)

### 4. [Solutionreach](https://www.g2.com/products/solutionreach/reviews)
  Accelerate your revenue cycle with a unified, customizable patient messaging solution that streamlines the patient journey from first appointment to final payment. Solutionreach is the easy-to-use communications solution that helps build personalized patient relationships, improves care outcomes, optimizes staff time, and drives revenue We transform your patient communications while integrating seamlessly into existing operations. For 24 years, Solutionreach has kept offices running smoothly daily by growing revenue, and reducing no-shows for healthcare customers of all sizes with our industry-leading platform and service reliability. To learn how to get happier patients and staff with Solutionreach, visit www.solutionreach.com.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 167
**How Do G2 Users Rate Solutionreach?**

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.4/10 (Category avg: 8.9/10)
- **Ease of Admin:** 8.6/10 (Category avg: 8.7/10)

**Who Is the Company Behind Solutionreach?**

- **Seller:** [Solutionreach](https://www.g2.com/sellers/solutionreach)
- **Year Founded:** 2000
- **HQ Location:** Lehi, UT
- **Twitter:** @solutionreach (1,829 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2326749/ (326 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Office Manager
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 88% Small-Business, 9% Mid-Market


#### What Are Solutionreach's Pros and Cons?

**Pros:**

- Appointment Scheduling (1 reviews)
- Client Management (1 reviews)
- Communication (1 reviews)
- Communication Ease (1 reviews)
- Communication Efficiency (1 reviews)

**Cons:**

- Frequent Updates (1 reviews)
- Inconvenience (1 reviews)
- Inefficient Updates (1 reviews)
- Payment Issues (1 reviews)
- Update Issues (1 reviews)

### 5. [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews)
  Electronic documentation software for I/DD and behavioral health service providers. Our software offers case management, client tracking, and an Electronic Health Record (EHR) all under one roof. Visit our website to speak with one of our specialists. We are HIPAA-compliant, federally certified as an EHR for Meaningful Use, and offer full interoperability as you navigate the new landscape of care coordination and value-based care. Our software is ideal for human services and I/DD agencies, particularly those that offer multiple programs such as mental health, substance use disorder, housing and employment.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 30
**How Do G2 Users Rate Foothold?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.8/10 (Category avg: 8.9/10)
- **Ease of Admin:** 9.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Foothold?**

- **Seller:** [Radicle Health](https://www.g2.com/sellers/radicle-health)
- **Year Founded:** 2021
- **HQ Location:** Walnut Creek, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/radiclehealth/ (114 employees on LinkedIn®)
- **Ownership:** Privately Held

**Who Uses This Product?**
  - **Top Industries:** Mental Health Care, Non-Profit Organization Management
  - **Company Size:** 63% Mid-Market, 33% Small-Business


### 6. [CharityTracker](https://www.g2.com/products/charitytracker/reviews)
  CharityTracker is a case management CRM solution specifically designed for nonprofits, social workers, healthcare providers, and various other organizations focused on community service. This platform enables users to prioritize client engagement and measure tangible outcomes rather than merely collecting data. By facilitating meaningful interactions and fostering collaborative partnerships, CharityTracker empowers organizations to address complex community challenges effectively. The target audience for CharityTracker includes a diverse range of professionals and organizations dedicated to serving vulnerable populations. Nonprofits, social workers, and healthcare providers can leverage this tool to streamline their case management processes, enhance communication, and improve service delivery. Specific use cases include tracking client progress, managing service referrals, and analyzing data to identify trends and areas for improvement. By utilizing CharityTracker, organizations can focus on what truly matters: making a positive impact in their communities. Key features of CharityTracker include its HIPAA-compliant database, which ensures that sensitive client information is securely managed. The platform supports over 20,000 users worldwide, providing a robust infrastructure for organizations to collaborate and share insights. Additionally, CharityTracker offers customizable reporting tools that allow users to generate meaningful data that can inform decision-making and strategy development. The system's user-friendly interface simplifies the onboarding process, making it accessible for organizations of all sizes. One of the standout benefits of CharityTracker is its commitment to ongoing support. Unlike many other CRM solutions that may disengage after the initial implementation, CharityTracker partners with users throughout their journey. This collaborative approach ensures that organizations can adapt and grow their capabilities as they increase their community impact. By focusing on transformational processes, CharityTracker not only enhances operational efficiency but also helps organizations build stronger relationships with their clients and stakeholders. In essence, CharityTracker serves as a vital tool for organizations aiming to improve their case management practices while fostering a culture of care and collaboration. Its unique combination of affordability, user support, and comprehensive features positions it as a valuable resource for those dedicated to making a difference in their communities.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 330
**How Do G2 Users Rate CharityTracker?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.1/10 (Category avg: 8.9/10)
- **Ease of Admin:** 8.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind CharityTracker?**

- **Seller:** [Simon Solutions](https://www.g2.com/sellers/simon-solutions)
- **Year Founded:** 2006
- **HQ Location:** Florence, AL
- **Twitter:** @SimonSolutions (101 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/simon-solutions-inc/ (17 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Executive Director, Case Manager
  - **Top Industries:** Non-Profit Organization Management, Religious Institutions
  - **Company Size:** 90% Small-Business, 8% Mid-Market


### 7. [ExpertBox](https://www.g2.com/products/expertbox/reviews)
  ExpertBox is end-to-end HIPAA-compliant telemedicine software that allows you to provide top-notch telemedicine services, automate your workflow, reduce administrative tasks, go paperless, manage your practice seamlessly and build long-lasting relationships with your patients. With ExpertBox you can: -Manage your availability -Let patients book appointments with you online 24/7 -Get patient details upfront -Deliver virtual care via HD video calls -Tackle critical issues on the go via chat -Manage patient-related data and documents -Take control of your staff -Send automated appointment reminders to patients -Send customizable automated invoices -Let your patients sign service agreements before appointments -Get online payments -Access your financial history -Collect feedback from your patients


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 11
**How Do G2 Users Rate ExpertBox?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.0/10 (Category avg: 8.9/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind ExpertBox?**

- **Seller:** [GO CONSULTED](https://www.g2.com/sellers/go-consulted)
- **Year Founded:** 2007
- **HQ Location:** Newark, Delaware
- **LinkedIn® Page:** https://www.linkedin.com/company/go-consulting-services/ (15 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 73% Mid-Market, 27% Small-Business


#### What Are ExpertBox's Pros and Cons?

**Pros:**

- Ease of Use (1 reviews)
- Easy Integration (1 reviews)
- Scheduling Ease (1 reviews)

**Cons:**

- Glitches (1 reviews)
- Poor Call Quality (1 reviews)

### 8. [Meddbase](https://www.g2.com/products/meddbase/reviews)
  Meddbase, acquired by Cority Software in 2025, is a fully-secure software solution for healthcare management, designed with healthcare experts over two decades, to solve key healthcare challenges covering; booking, clinical, billing, communications, analytics, and support modules. With world-class security; HIPAA compliant, EU GDPR compliant, ISO27001-certified, and SOC2-certified, Meddbase is securely accessed from any web-enabled device, anywhere at any time to improve efficiency, security, and patient care. The Booking Module – Faster bookings, meaningful data analysis, and ease of use with a Fast Booking Portal, Patient Portal, Real-time Clinician Diary, and Patient Contact Protocol. The Clinical Module – Integrated, scalable, and flexible with Clinical Forms, EHR, Pathology, Prescription, Stock Control and healthcode Clinical Terms. The Billing Module – Easier, faster and more profitable financial activity with Automated Invoicing, Contract Management, Debt Management and Full Finance Integration. The Communications Module – Stay in touch easily and increase efficiency with Questionnaires, Tele-Health, Mail, SMS and Emails, Electronic Referrals and Document Manager. The Operations Module – Reduce risk, save time, and simplify your internal workflow with Case Collaboration, Smart Search, Smart Email, Workstation, and Form Builder. The Analytics Module – Control your data and unlock insight with Standard Reports, Advanced Reporting, Patient Analytics and Financial Reports. The Support Module – Feel supported at every step with Configuration and Implementation, Data Migration Support, Training, Support Hub, Support Desk, Dedicated Account Manager, and Data Compliance Support. The multi-layered system is capable of accommodating endless workflows and business models, ranging from small practices to global enterprises with thousands of users, nuanced workflows, and complex business requirements. Using role-based security for seamless digital collaboration, Meddbase improves connectivity and productivity within all areas of healthcare management. Workflows are automated, streamlined, and expedited, and our open API gives you unlimited interoperability options with existing systems and processes – Meddbase has worked on 50 integrations and counting. The team of data experts has extensive experience in migrating data from a wide range of clinical systems, including DGL Practice Manager, Crosscare, Lumeon, TM2 / TM3, and many more. The goal is to make the transition to Meddbase from your existing system seamless, smooth, and uninterrupted. Meddbase has built interfaces with GP Connect, Clinical Coding SNOMED CT, PDS, SCS, and NHS Spine Services, to enable the display and editing of full medical records in Meddbase, and offer a highly customisable product with an open API that allows for unlimited integrations with legacy and advancing systems within realistic timescales and budgets. Meddbase integrates with Xero, eFax, healthcode, Pathology Labs, PhysioTec, Opayo (SagePay) and Telemedicine allowing you to work seamlessly with your existing tech stack.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 10
**How Do G2 Users Rate Meddbase?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.9/10)
- **Ease of Admin:** 8.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind Meddbase?**

- **Seller:** [Medical Managment Systems, Ltd](https://www.g2.com/sellers/medical-managment-systems-ltd)
- **Year Founded:** 2004
- **HQ Location:** London, UK
- **Twitter:** @Meddbase (236 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/medical-management-systems-ltd/ (77 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital & Health Care
  - **Company Size:** 40% Small-Business, 30% Mid-Market


#### What Are Meddbase's Pros and Cons?

**Pros:**

- Comprehensive Platform (2 reviews)
- Customization (2 reviews)
- Document Security (2 reviews)
- Efficiency (2 reviews)
- Features (2 reviews)

**Cons:**

- Complex Setup (3 reviews)
- Learning Curve (2 reviews)
- Customization Limitations (1 reviews)
- Difficult Learning (1 reviews)
- Navigation Difficulty (1 reviews)

### 9. [HealtheIntent](https://www.g2.com/products/healtheintent/reviews)
  HealtheIntentSM, aggregates and normalizes data from various sources to create a longitudinal record for each member.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 6
**How Do G2 Users Rate HealtheIntent?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10)
- **Ease of Use:** 7.7/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.8/10 (Category avg: 8.9/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind HealtheIntent?**

- **Seller:** [Cerner](https://www.g2.com/sellers/cerner)
- **Year Founded:** 1979
- **HQ Location:** Kansas City, MO
- **LinkedIn® Page:** https://www.linkedin.com/company/2812/ (12,033 employees on LinkedIn®)
- **Ownership:** VIE - Vienna Stock Exchange
- **Total Revenue (USD mm):** $5,505

**Who Uses This Product?**
  - **Top Industries:** Hospital & Health Care
  - **Company Size:** 33% Small-Business, 33% Enterprise


### 10. [Access Care Planning (formerly Mobizio)](https://www.g2.com/products/access-care-planning-formerly-mobizio/reviews)
  Access Mobizio is a software that digitises and automates processes to maximise efficiency to connect office and staff in the field with mobile app to eliminate duplication and achieve complete visibility.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Access Care Planning (formerly Mobizio)?**

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 5.0/10 (Category avg: 8.9/10)

**Who Is the Company Behind Access Care Planning (formerly Mobizio)?**

- **Seller:** [The Access Group](https://www.g2.com/sellers/the-access-group-c8efff47-00e5-4546-a552-82de6e4cb43b)
- **Year Founded:** 1991
- **HQ Location:** Loughborough, Leicestershire
- **Twitter:** @theaccessgroup (4,212 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/403139/ (7,163 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 11. [Clarify Atlas](https://www.g2.com/products/clarify-atlas/reviews)
  Clarify Health unlocks valuable insights making complex care decisions easier for providers, payers, tech and services organizations, and life science companies. The Clarify Atlas Platform® forms the foundation to stack the building blocks necessary to grow topline, contain costs, guide care, and more. Powered by the industry’s largest and most robust dataset of over 300 million lives and more than 20 billion AI-powered predictions, Clarify’s offerings deliver actionable insights with unparalleled speed and actionability. Clarify’s excellence has been recognized by industry analysts and watchers, including a Best in KLAS award naming Clarify Health #1 for Data Analytics Platform (Payers) by KLAS Research. Newsweek also named Clarify one of the world’s best Digital Health companies. To learn more about Clarify Health and its high-performance healthcare insights, please visit www.clarifyhealth.com.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 15
**How Do G2 Users Rate Clarify Atlas?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.6/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.7/10 (Category avg: 8.9/10)
- **Ease of Admin:** 9.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind Clarify Atlas?**

- **Seller:** [Clarify Health Solutions](https://www.g2.com/sellers/clarify-health-solutions)
- **Year Founded:** 2015
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/clarify-health-solutions/ (118 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital & Health Care
  - **Company Size:** 93% Enterprise, 7% Mid-Market


#### What Are Clarify Atlas's Pros and Cons?

**Pros:**

- Customer Support (1 reviews)
- Data Management (1 reviews)
- Helpful (1 reviews)


### 12. [Foothold Care Management](https://www.g2.com/products/foothold-care-management/reviews)
  Foothold Care Management is a comprehensive, cloud-based software solution designed to enhance care coordination and streamline administrative processes for health homes and care management agencies. By integrating case management, client tracking, treatment planning, and billing functionalities, FCM empowers organizations to deliver efficient and effective care to their communities. Key Features and Functionality: - User-Friendly Interface: Provides an intuitive platform for managing client encounters, core service interactions, and billing statuses, enabling care managers to monitor and address gaps in member care effectively. - Integrated Billing System: Facilitates seamless billing processes by automatically handling health home billing requirements, including claim generation and submission to the Medicaid Analytics Performance Portal Health Home Tracking System . - Comprehensive Reporting and Analytics: Offers robust tools for tracking outcomes, generating reports, and analyzing data to support informed decision-making and demonstrate population health outcomes. - Interoperability: Ensures compatibility with other essential tools, such as referral management systems, to foster effective data sharing and coordination across networks. - Security and Compliance: Maintains high standards of data security, adhering to HIPAA regulations and achieving notable scores in security assessments. Primary Value and Solutions Provided: FCM addresses the complexities of care coordination by offering a centralized platform that simplifies administrative tasks, enhances data accuracy, and improves service delivery. By automating billing processes and providing insightful analytics, FCM enables care management agencies to focus more on client engagement and outcomes, ultimately leading to better health results and operational efficiency. Its interoperability and compliance features ensure that organizations can adapt to evolving healthcare regulations and integrate seamlessly with other systems, positioning them for success in a dynamic healthcare environment.


  **Average Rating:** 3.5/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Foothold Care Management?**

- **Ease of Use:** 8.3/10 (Category avg: 8.8/10)
- **Quality of Support:** 6.7/10 (Category avg: 8.9/10)

**Who Is the Company Behind Foothold Care Management?**

- **Seller:** [Radicle Health](https://www.g2.com/sellers/radicle-health)
- **Year Founded:** 2021
- **HQ Location:** Walnut Creek, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/radiclehealth/ (114 employees on LinkedIn®)
- **Ownership:** Privately Held

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


### 13. [Halo Case Management System](https://www.g2.com/products/halo-case-management-system/reviews)
  Halo is a case management system designed to support a wide range of client-centered services across the health and social care sectors.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Halo Case Management System?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)
- **Ease of Admin:** 6.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind Halo Case Management System?**

- **Seller:** [Footwork Solutions](https://www.g2.com/sellers/footwork-solutions)
- **Year Founded:** 1996
- **HQ Location:** Plymouth, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/10277325 (9 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Enterprise


### 14. [NeoData](https://www.g2.com/products/neodata/reviews)
  NeoData is a multi-user data system for Neonatology designed to assist in daily patient management from admission through discharge and to produce major NICU patient documentation.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate NeoData?**

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)

**Who Is the Company Behind NeoData?**

- **Seller:** [Isoprime](https://www.g2.com/sellers/isoprime)
- **HQ Location:** United States
- **LinkedIn® Page:** https://www.linkedin.com/company/isoprime/ (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 15. [OpenPatientOS](https://www.g2.com/products/openpatientos/reviews)
  It can support a small clinic or hospital in managing patient personal, medical, and billing records through an easy to use Swing user interface.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate OpenPatientOS?**

- **Ease of Use:** 8.3/10 (Category avg: 8.8/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)

**Who Is the Company Behind OpenPatientOS?**

- **Seller:** [sourceforge](https://www.g2.com/sellers/sourceforge)
- **Year Founded:** 1999
- **HQ Location:** San Diego, CA
- **Twitter:** @sourceforge (46,767 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/638555/ (67 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


#### What Are OpenPatientOS's Pros and Cons?

**Pros:**

- Data Management (1 reviews)
- Ease of Use (1 reviews)

**Cons:**

- Slow Loading (1 reviews)

### 16. [Petal Orchestrator Platform](https://www.g2.com/products/petal-orchestrator-platform/reviews)
  Petal Health — Real-Time Healthcare Orchestration Platform Petal Health provides a comprehensive real-time orchestration platform designed for health authorities, clinicians, hospitals and clinics, and integrated care organizations. Our solution seamlessly integrates with your existing clinical, operational, and administrative systems to deliver live visibility and coordination across scheduling, capacity management, patient flow, secure communication, staffing, and resource optimization. Key capabilities: - Unified dashboards that show workforce availability, bed and resource capacity, patient demand in real time - Smart routing and scheduling logic that ensures the right provider, in the right place, at the right time - Automation of care pathways and workflows to reduce bottlenecks, delays, and administrative overhead - Analytics and decision-support tools that empower executives and operations teams to act proactively rather than reactively - Designed for multi-site hospitals, regional health authorities, and large networks, offering scalability and adaptability across care continuum settings With Petal Health, healthcare organizations deliver improved access to care, reduce inefficiencies, optimize utilization, and support better clinical outcomes—all while leveraging their existing technologies.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Petal Orchestrator Platform?**

- **Ease of Use:** 6.7/10 (Category avg: 8.8/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)

**Who Is the Company Behind Petal Orchestrator Platform?**

- **Seller:** [Petal](https://www.g2.com/sellers/petal)
- **Year Founded:** 2010
- **HQ Location:** Québec, Quebec, Canada
- **LinkedIn® Page:** https://linkedin.com/company/petalhealth (306 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


#### What Are Petal Orchestrator Platform's Pros and Cons?

**Pros:**

- Communication Ease (1 reviews)
- Ease of Use (1 reviews)
- Efficiency (1 reviews)
- Patient Communication (1 reviews)
- Scheduling (1 reviews)

**Cons:**

- Navigation Difficulty (1 reviews)
- Poor Interface Design (1 reviews)
- Poor Usability (1 reviews)
- Search Functionality (1 reviews)
- Search Issues (1 reviews)

### 17. [PiMS (Patient Information Management Solutions)](https://www.g2.com/products/pims-patient-information-management-solutions/reviews)
  PiMS , Patient Information Management Solutions is a fully integrated software suite designed with physicians and clinics in mind. This user-friendly software is designed to save time, increase efficiency and speed up the flow of patients in a variety of healthcare settings.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate PiMS (Patient Information Management Solutions)?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind PiMS (Patient Information Management Solutions)?**

- **Seller:** [PDM Productive Data Management](https://www.g2.com/sellers/pdm-productive-data-management)
- **Year Founded:** 1981
- **HQ Location:** Rowland Heights, US
- **LinkedIn® Page:** https://www.linkedin.com/company/3857472 (6 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


### 18. [Rescribe - Clinic Management Software](https://www.g2.com/products/rescribe-clinic-management-software/reviews)
  Cloud based clinic management software to digitize your clinic your way. Appointments, registration, billing, mobile app & more. Boost your practice efficiency with fully customisable software that adapts to your practice style. With Rescribe Clinic Management Software you can work Online as well as Offline. Get customisable templates, a vast library of clinical summaries designed for every specialty, and the power of machine learning [ML] that identifies meaningful patterns in your consultation and enables the system to adapt & optimise auto-suggestions.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Rescribe - Clinic Management Software?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind Rescribe - Clinic Management Software?**

- **Seller:** [Scorg Technologies](https://www.g2.com/sellers/scorg-technologies)
- **Year Founded:** 2018
- **HQ Location:** Pune, IN
- **LinkedIn® Page:** http://www.linkedin.com/company/rescribe-scorg (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


#### What Are Rescribe - Clinic Management Software's Pros and Cons?

**Pros:**

- Billing (1 reviews)
- Client Management (1 reviews)
- Features (1 reviews)
- Management Efficiency (1 reviews)
- Resources Management (1 reviews)

**Cons:**

- UX Improvement (1 reviews)

### 19. [TeleVox](https://www.g2.com/products/televox/reviews)
  Televox is a human-first, AI-powered patient engagement platform that empowers healthcare organizations to create clear, connected experiences across every step of care. Supporting both multi-modal and multi-lingual communication, patients can engage in their preferred channels and languages. The platform delivers human-centered communication through automated reminders, two-way outreach, and intelligent virtual agents, reducing no-shows, lightening staff workload, and improving patient follow-through. Care teams and patients experience smoother interactions with fewer bottlenecks as routine outreach, reminders, and follow-up happen automatically and reliably through seamless EHR integration and time-saving workflows. The platform orchestrates communication across voice, SMS, RCS, email, and chat, reaching patients on the right channel at the right moment with clear, compliant messaging. Multi-lingual support across channels ensures every patient receives clear, culturally sensitive communication they can understand and act on. Teams can automate high-volume needs such as appointment reminders and confirmations, balance notifications, visit instructions, and post-visit follow-up, reducing call volume, closing care gaps, and keeping schedules full without manual outreach. This flexible, EHR-agnostic approach is built for healthcare environments that require scalability along with strict regulatory and security standards. Televox gives organizations visibility into how patient communications perform, making it easier to track metrics like no-show reduction, engagement, adherence, and operational efficiency and to continuously refine outreach strategies. A focus on effortless communication, flexible solutions, human-first experiences, and measurable outcomes keeps the platform centered on time savings, staff relief, and ROI that can be repeated and scaled. Healthcare organizations see where communication works well and where it can improve, strengthening care coordination with confidence. Televox is a trusted patient engagement brand under the WestCX organization, which specializes in secure, scalable, and compliant communication journeys. Delivered as a modern, cloud-based solution, Televox automates routine outreach, supports care teams, and creates clearer, more connected patient experiences at every step of care through accessible, multi-channel, multi-lingual communication.


  **Average Rating:** 3.9/5.0
  **Total Reviews:** 4
**How Do G2 Users Rate TeleVox?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10)
- **Ease of Use:** 7.9/10 (Category avg: 8.8/10)
- **Quality of Support:** 7.5/10 (Category avg: 8.9/10)
- **Ease of Admin:** 7.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind TeleVox?**

- **Seller:** [West Technology Group](https://www.g2.com/sellers/west-technology-group)
- **Year Founded:** 1986
- **HQ Location:** N/A
- **Twitter:** @Mosaicx_ (1,749 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/west-tg/ (57 employees on LinkedIn®)
- **Phone:** 1-920-954-2900

**Who Uses This Product?**
  - **Company Size:** 67% Small-Business, 17% Enterprise


### 20. [Welkin](https://www.g2.com/products/welkin/reviews)
  Welkin is patient management software, which guides your team to better care. They configure your patient program into workflows that tell health workers when to do what, ensuring patients get care exactly when they need it.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Welkin?**

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind Welkin?**

- **Seller:** [Welkin Health](https://www.g2.com/sellers/welkin-health)
- **Year Founded:** 2013
- **HQ Location:** San Francisco, US
- **Twitter:** @WelkinHealth (551 Twitter followers)
- **LinkedIn® Page:** http://linkedin.com/company/welkin-health (32 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


### 21. [WellWink](https://www.g2.com/products/wellwink/reviews)
  WellWink is a leading healthcare technology company that empowers medical practices with innovative solutions for patient engagement, care management, and practice growth. Our advanced platform seamlessly integrates technology and services to create a comprehensive ecosystem for healthcare providers. With features such as real-time scheduling, telehealth, patient communication, eNotes, clinical templates, chronic care management, and remote patient monitoring, WellWink revolutionizes the way medical offices deliver care. Backed by digital marketing expertise, website development, and resource augmentation services, WellWink enables healthcare stakeholders to enhance their online presence, attract new patients, and streamline operations. Our mission is to connect healthcare with technology and services, ensuring optimal patient outcomes and practice success.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 2
**How Do G2 Users Rate WellWink?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind WellWink?**

- **Seller:** [WellWInk](https://www.g2.com/sellers/wellwink)
- **Year Founded:** 2018
- **HQ Location:** Hackensack , US
- **LinkedIn® Page:** https://www.linkedin.com/company/wellwink (11 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Mid-Market, 50% Small-Business


### 22. [3PHealth Choice](https://www.g2.com/products/3phealth-choice/reviews)
  Consumerization and digital technologies are transforming healthcare. You can’t stop the change, but you can shape it to your strategic advantage. Unify and personalizing access to digital health services supports improved outcomes and sustainable margins.



**Who Is the Company Behind 3PHealth Choice?**

- **Seller:** [3PHealth](https://www.g2.com/sellers/3phealth)
- **HQ Location:** Boulder, CO
- **LinkedIn® Page:** https://www.linkedin.com/company/3phealth/ (2 employees on LinkedIn®)



### 23. [AccuCare](https://www.g2.com/products/accucare/reviews)
  AccuCare allows clinicians in substance abuse treatment and behavioral health to quickly and easily enter client information and track outcomes. The web-based system allows the database to be accessed from any computer with internet access, giving clinicians a centralized and integrated workflow.



**Who Is the Company Behind AccuCare?**

- **Seller:** [Orion Healthcare TechNology](https://www.g2.com/sellers/orion-healthcare-technology)
- **HQ Location:** Lincolnwood, us
- **LinkedIn® Page:** http://www.linkedin.com/company/accu-care-inc (1 employees on LinkedIn®)



### 24. [Actium Health](https://www.g2.com/products/actium-health/reviews)
  With over 50 million calls automated, ActiumHealth is the largest AI Agent Patient Communication Platform, deployed across 250+ hospital and independent practice locations since 2017. We deliver healthcare's only complete conversational AI platform, uniquely integrating Inbound, Outbound, and Insights capabilities where competitors offer only partial solutions. Our voice-first platform operates seamlessly across all modalities—voice, SMS, chat, and email—retaining the same conversational intelligence with each. Unlike fragmented solutions requiring multiple vendors, ActiumHealth provides unified patient engagement with a consistent brand voice and consolidated analytics, enabling healthcare organizations to manage their entire patient communications through a single, integrated platform. Our battle-tested infrastructure includes automatic failover to secondary providers and graceful degradation capabilities. ActiumHealth’s scalable fleet management enables centralized control, allowing updates and improvements to be deployed across all locations simultaneously. Changes to workflows, scripts, or capabilities can be rolled out seamlessly across your entire health system, ensuring consistent patient experience and operational efficiency at scale. --Inbound delivers always-on, multilingual conversational AI that answers 100% of calls with zero wait time, automating up to 70% of routine interactions including appointment management, prescription refills, and intelligent routing while maintaining empathetic, brand-aligned communication. -- Outbound proactively engages patients at scale using voice-first AI agents to schedule open orders, reduce no-shows, and follow up on care gaps, generating up to $40M+ in additional appointment revenue while enabling staff to focus on more complex tasks. -- Insights transforms patient interaction data into actionable intelligence using LLM-powered analytics that provide human-level understanding, moving from \<1% to 100% of calls quality-assured against existing rubrics. This comprehensive analysis enables data-driven coaching and continuous operational improvement across your organization.



**Who Is the Company Behind Actium Health?**

- **Seller:** [Actium Health](https://www.g2.com/sellers/actium-health-7d0cd021-c877-46e6-8309-0599199bc520)
- **Year Founded:** 2014
- **HQ Location:** Mountain View, US
- **LinkedIn® Page:** https://www.linkedin.com/company/actiumhealth (43 employees on LinkedIn®)



### 25. [ACUITYnxt](https://www.g2.com/products/acuitynxt/reviews)
  ACUITYnxt's clinician-designed screens allow users to manage cases in a way that makes sense without unnecessary clicks, confusing screens, or endless searching for information.



**Who Is the Company Behind ACUITYnxt?**

- **Seller:** [TCS Healthcare Technologies](https://www.g2.com/sellers/tcs-healthcare-technologies)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)




    ## What Is Patient Case Management Software?
  [Patient Experience Software](https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675)
  ## What Software Categories Are Similar to Patient Case Management Software?
    - [EHR Software](https://www.g2.com/categories/ehr)
    - [Patient Engagement Software](https://www.g2.com/categories/patient-engagement)