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Best Patient Case Management Software for Small Business

Emma Stein
ES
Researched and written by Emma Stein

Products classified in the overall Patient Case Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Patient Case Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Patient Case Management category.

In addition to qualifying for inclusion in the Patient Case Management Software category, to qualify for inclusion in the Small Business Patient Case Management Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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5 Listings in Small Business Patient Case Management Available

(269)4.7 out of 5
2nd Easiest To Use in Patient Case Management software
Save to My Lists
Entry Level Price:$59.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 worl

    Users
    • Director
    • Doctor
    Industries
    • Medical Practice
    • Health, Wellness and Fitness
    Market Segment
    • 99% Small-Business
    • 1% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Pabau is a clinic management system that integrates various functions such as calendar, diary, and business management into one platform.
    • Reviewers frequently mention the convenience of having an all-in-one system, the helpful and responsive support team, and the user-friendly interface that supports daily use and ongoing growth.
    • Users mentioned that there is a learning curve for new staff, the system can be overwhelming due to its many features, and there are occasional system errors and glitches.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Pabau Practice Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    78
    Ease of Use
    65
    Helpful
    63
    Features
    45
    Staff Support
    43
    Cons
    Complex Setup
    19
    Technical Issues
    18
    Difficult Learning
    15
    Limited Features
    13
    Difficult Setup
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pabau Practice Management features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.3
    8.9
    Ease of Use
    Average: 8.8
    9.3
    Quality of Support
    Average: 8.9
    8.7
    Ease of Admin
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Pabau
    Year Founded
    2012
    HQ Location
    London, England
    Twitter
    @PabauCRM
    683 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    215 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 worl

Users
  • Director
  • Doctor
Industries
  • Medical Practice
  • Health, Wellness and Fitness
Market Segment
  • 99% Small-Business
  • 1% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Pabau is a clinic management system that integrates various functions such as calendar, diary, and business management into one platform.
  • Reviewers frequently mention the convenience of having an all-in-one system, the helpful and responsive support team, and the user-friendly interface that supports daily use and ongoing growth.
  • Users mentioned that there is a learning curve for new staff, the system can be overwhelming due to its many features, and there are occasional system errors and glitches.
Pabau Practice Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
78
Ease of Use
65
Helpful
63
Features
45
Staff Support
43
Cons
Complex Setup
19
Technical Issues
18
Difficult Learning
15
Limited Features
13
Difficult Setup
12
Pabau Practice Management features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.3
8.9
Ease of Use
Average: 8.8
9.3
Quality of Support
Average: 8.9
8.7
Ease of Admin
Average: 8.7
Seller Details
Seller
Pabau
Year Founded
2012
HQ Location
London, England
Twitter
@PabauCRM
683 Twitter followers
LinkedIn® Page
www.linkedin.com
215 employees on LinkedIn®
(496)4.5 out of 5
1st Easiest To Use in Patient Case Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Carepatron is a beautiful, easy, and affordable practice management software built for healthcare teams and the people they serve. Whether you’re a solo practitioner or part of a team, Carepatron h

    Users
    • Therapist
    • Owner
    Industries
    • Mental Health Care
    • Health, Wellness and Fitness
    Market Segment
    • 90% Small-Business
    • 4% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Carepatron is a software platform designed to manage bookings, client communications, form creation, online payments, video conferencing, and billing for healthcare professionals.
    • Users like Carepatron's affordability, ease of use, and the convenience it provides in managing bookings, client communications, and billing, with features such as automatic appointment reminders and synced calendars.
    • Reviewers mentioned issues with the video system, lack of text reminders for clients, confusing financial aspects, and difficulties with initial setup and customization of forms.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Carepatron Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    194
    Affordable
    93
    Helpful
    82
    Features
    75
    Templates
    73
    Cons
    Limited Features
    64
    Missing Features
    63
    Limited Templates
    38
    Limited Customization
    35
    Billing Issues
    33
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Carepatron features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    9.0
    Ease of Use
    Average: 8.8
    9.1
    Quality of Support
    Average: 8.9
    9.1
    Ease of Admin
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2018
    HQ Location
    408 W 14th Street New York, NY 10014
    Twitter
    @CarepatronHQ
    302 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    40 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Carepatron is a beautiful, easy, and affordable practice management software built for healthcare teams and the people they serve. Whether you’re a solo practitioner or part of a team, Carepatron h

Users
  • Therapist
  • Owner
Industries
  • Mental Health Care
  • Health, Wellness and Fitness
Market Segment
  • 90% Small-Business
  • 4% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Carepatron is a software platform designed to manage bookings, client communications, form creation, online payments, video conferencing, and billing for healthcare professionals.
  • Users like Carepatron's affordability, ease of use, and the convenience it provides in managing bookings, client communications, and billing, with features such as automatic appointment reminders and synced calendars.
  • Reviewers mentioned issues with the video system, lack of text reminders for clients, confusing financial aspects, and difficulties with initial setup and customization of forms.
Carepatron Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
194
Affordable
93
Helpful
82
Features
75
Templates
73
Cons
Limited Features
64
Missing Features
63
Limited Templates
38
Limited Customization
35
Billing Issues
33
Carepatron features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
9.0
Ease of Use
Average: 8.8
9.1
Quality of Support
Average: 8.9
9.1
Ease of Admin
Average: 8.7
Seller Details
Company Website
Year Founded
2018
HQ Location
408 W 14th Street New York, NY 10014
Twitter
@CarepatronHQ
302 Twitter followers
LinkedIn® Page
www.linkedin.com
40 employees on LinkedIn®

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(167)4.3 out of 5
3rd Easiest To Use in Patient Case Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Office Manager
    Industries
    • Medical Practice
    • Hospital & Health Care
    Market Segment
    • 89% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Solutionreach Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Appointment Scheduling
    1
    Client Management
    1
    Communication
    1
    Communication Ease
    1
    Communication Efficiency
    1
    Cons
    Frequent Updates
    1
    Inconvenience
    1
    Inefficient Updates
    1
    Payment Issues
    1
    Update Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Solutionreach features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.3
    8.7
    Ease of Use
    Average: 8.8
    8.4
    Quality of Support
    Average: 8.9
    8.6
    Ease of Admin
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2000
    HQ Location
    Lehi, UT
    Twitter
    @solutionreach
    1,838 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    328 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Office Manager
Industries
  • Medical Practice
  • Hospital & Health Care
Market Segment
  • 89% Small-Business
  • 10% Mid-Market
Solutionreach Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Appointment Scheduling
1
Client Management
1
Communication
1
Communication Ease
1
Communication Efficiency
1
Cons
Frequent Updates
1
Inconvenience
1
Inefficient Updates
1
Payment Issues
1
Update Issues
1
Solutionreach features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.3
8.7
Ease of Use
Average: 8.8
8.4
Quality of Support
Average: 8.9
8.6
Ease of Admin
Average: 8.7
Seller Details
Year Founded
2000
HQ Location
Lehi, UT
Twitter
@solutionreach
1,838 Twitter followers
LinkedIn® Page
www.linkedin.com
328 employees on LinkedIn®
(111)3.4 out of 5
5th Easiest To Use in Patient Case Management software
View top Consulting Services for athenaOne
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    athenahealth is providing cloud-based services for electronic health records (EHR), revenue cycle management & medical billing, patient engagement, care coordination, and population health managem

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Medical Practice
    Market Segment
    • 44% Small-Business
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • athenaOne Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    6
    Ease of Use
    5
    Integrations
    4
    Helpful
    3
    Messaging Features
    3
    Cons
    Inadequate Reporting
    3
    Learning Curve
    3
    Limited Customization
    3
    Limited Features
    3
    Navigation Difficulty
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • athenaOne features and usability ratings that predict user satisfaction
    7.3
    Has the product been a good partner in doing business?
    Average: 9.3
    7.4
    Ease of Use
    Average: 8.8
    7.2
    Quality of Support
    Average: 8.9
    7.0
    Ease of Admin
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1997
    HQ Location
    Watertown, MA
    Twitter
    @athenahealth
    24,490 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8,517 employees on LinkedIn®
    Ownership
    NASDAQ: ATHN
Product Description
How are these determined?Information
This description is provided by the seller.

athenahealth is providing cloud-based services for electronic health records (EHR), revenue cycle management & medical billing, patient engagement, care coordination, and population health managem

Users
No information available
Industries
  • Hospital & Health Care
  • Medical Practice
Market Segment
  • 44% Small-Business
  • 35% Mid-Market
athenaOne Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
6
Ease of Use
5
Integrations
4
Helpful
3
Messaging Features
3
Cons
Inadequate Reporting
3
Learning Curve
3
Limited Customization
3
Limited Features
3
Navigation Difficulty
3
athenaOne features and usability ratings that predict user satisfaction
7.3
Has the product been a good partner in doing business?
Average: 9.3
7.4
Ease of Use
Average: 8.8
7.2
Quality of Support
Average: 8.9
7.0
Ease of Admin
Average: 8.7
Seller Details
Year Founded
1997
HQ Location
Watertown, MA
Twitter
@athenahealth
24,490 Twitter followers
LinkedIn® Page
www.linkedin.com
8,517 employees on LinkedIn®
Ownership
NASDAQ: ATHN
(337)4.6 out of 5
4th Easiest To Use in Patient Case Management software
Save to My Lists
Entry Level Price:$20.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Executive Director
    • Case Manager
    Industries
    • Non-Profit Organization Management
    • Religious Institutions
    Market Segment
    • 90% Small-Business
    • 8% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CharityTracker features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.3
    8.8
    Ease of Use
    Average: 8.8
    9.1
    Quality of Support
    Average: 8.9
    8.9
    Ease of Admin
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2006
    HQ Location
    Florence, AL
    Twitter
    @SimonSolutions
    102 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Executive Director
  • Case Manager
Industries
  • Non-Profit Organization Management
  • Religious Institutions
Market Segment
  • 90% Small-Business
  • 8% Mid-Market
CharityTracker features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.3
8.8
Ease of Use
Average: 8.8
9.1
Quality of Support
Average: 8.9
8.9
Ease of Admin
Average: 8.7
Seller Details
Year Founded
2006
HQ Location
Florence, AL
Twitter
@SimonSolutions
102 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®