# Best Patient Case Management Software for Small Business *By [Emma Stein](https://research.g2.com/insights/author/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. ## How Many Patient Case Management Software Products Does G2 Track? **Total Products under this Category:** 83 ### Category Stats (Jun 2026) - **Average Rating**: 4.42/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Pabau Practice Management (+0.02%) - Among all products in this category, Pabau Practice Management recorded the largest rating increase compared to last month *Last updated: June 29, 2026* ## How Does G2 Rank Patient Case Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,600+ Authentic Reviews - 83+ 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. --- **Sponsored** ### Hello Patient Hello Patient is a healthcare AI company whose AI agents handle every patient conversation, inbound and outbound, across voice, text, and web chat. Multi-location practices and consumer health brands use Hello Patient's agents to handle more conversations without adding staff. What the agents do Agents answer calls, book appointments, run new-patient intake, answer insurance questions, take refill requests, follow up after visits, run recall outreach, convert referrals, and handle billing and collections, around the clock. When a conversation needs a human, the agent hands off with full context, never gives medical advice, and logs every interaction. Who it is for Multi-location medical groups and health systems across ENT, urgent care, primary care, dental, and multi-specialty care, plus veterinary practices. Hello Patient also serves consumer health and virtual care brands, including GLP-1 and subscription wellness, across the member journey from first touch to re-engagement. One brand saw a 140% lift over its prior static re-engagement program. Results Groups see around 20% more appointments booked, bills paid faster, lapsed patients brought back, fewer repeat calls, and hours back for their teams to focus on the patients in front of them. Integrations Hello Patient integrates with the EHR, practice management, and CRM systems healthcare already runs on, including ModMed, athenahealth, and eClinicalWorks. Security and compliance Hello Patient is HIPAA-compliant, SOC 2 Type 2 certified, and signs a BAA with every client. Founded in 2024 and based in Austin, Texas. FAQ Who is Hello Patient for? Multi-location medical groups, health systems, and consumer health and virtual care brands. What does it do? Its AI agents handle patient calls, texts, and web chat, inbound and outbound, from scheduling and intake to billing, recall, and follow-up. What does it integrate with? The EHR, practice management, and CRM systems healthcare already runs on, including ModMed, athenahealth, and eClinicalWorks. Is it secure? Yes. Hello Patient is HIPAA-compliant, SOC 2 Type 2 certified, and signs a BAA with every client. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1699&secure%5Bdisplayable_resource_id%5D=1651&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1651&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1458817&secure%5Bresource_id%5D=1699&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-case-management%2Fsmall-business&secure%5Btoken%5D=91bc83679e6d0b4a9a147bf2acecc73ca37b6702b340c701faa9940cb8263422&secure%5Burl%5D=https%3A%2F%2Fwww.hellopatient.com%2F%3Futm_source%3Dg2%26utm_medium%3Dpaid-review%26utm_campaign%3Dg2-ads-2026%26utm_content%3Dhome&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Patient Case Management Software Products in 2026? ### 1. [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:** 305 **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: 8.7/10) - **Quality of Support:** 9.3/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.8/10) **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 (653 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/pabau-ltd/ (167 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Doctor - **Top Industries:** Medical Practice, Health, Wellness and Fitness - **Company Size:** 100% 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) ### What Do G2 Reviewers Say About Pabau Practice Management? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **first-class customer support** of Pabau, appreciating the team's professionalism and helpfulness during setup. - Users find Pabau Practice Management's **ease of use** remarkable, appreciating its all-in-one system and helpful onboarding support. - Users find the **helpful support team** at Pabau essential for a smooth onboarding and operational experience. - Users commend the **outstanding staff support** of Pabau, especially noting personalized assistance that boosts confidence in the system. - Users appreciate the **user-friendly interface** and **comprehensive client management options** offered by Pabau Practice Management. **Cons:** - Users often face **technical issues** such as system errors and freezing, which can hinder their experience with Pabau. - Users find the **complex setup** of Pabau Practice Management challenging, though support staff offer valuable assistance. - Users find the **difficult learning** curve of Pabau challenging, especially when transitioning from simpler systems. - Users find the **limited features** of Pabau Practice Management hinder usability and overall effectiveness. - Users find the setup process **difficult and confusing** , though support staff are helpful throughout the experience. #### What Are Recent G2 Reviews of Pabau Practice Management? **"[Great for managing bookings and improving patient communication](https://www.g2.com/survey_responses/pabau-practice-management-review-12780724)"** **Rating:** 5.0/5.0 stars *— Zenaida B.* [Read full review](https://www.g2.com/survey_responses/pabau-practice-management-review-12780724) --- **"[Seamless All-in-One Clinic System with Great Pabau Support](https://www.g2.com/survey_responses/pabau-practice-management-review-12789827)"** **Rating:** 5.0/5.0 stars *— Nicole F.* [Read full review](https://www.g2.com/survey_responses/pabau-practice-management-review-12789827) --- #### What Are G2 Users Discussing About Pabau Practice Management? - [What do you like most about Pabau for managing your medical practice, and what improvements would you suggest?](https://www.g2.com/discussions/what-do-you-like-most-about-pabau-for-managing-your-medical-practice-and-what-improvements-would-you-suggest) ### 2. [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:** 525 **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: 8.7/10) - **Quality of Support:** 9.0/10 (Category avg: 8.7/10) - **Ease of Admin:** 9.0/10 (Category avg: 8.8/10) **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 (292 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/carepatron (51 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Therapist, Owner - **Top Industries:** Mental Health Care, Health, Wellness and Fitness - **Company Size:** 91% Small-Business, 3% Mid-Market #### What Are Carepatron's Pros and Cons? **Pros:** - Ease of Use (111 reviews) - Affordable (57 reviews) - User Interface (53 reviews) - Setup Ease (49 reviews) - Helpful (47 reviews) **Cons:** - Limited Features (40 reviews) - Missing Features (33 reviews) - Billing Issues (22 reviews) - Technical Issues (22 reviews) - Limited Customization (21 reviews) ### What Do G2 Reviewers Say About Carepatron? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **simplicity and ease of use** of Carepatron, enhancing their experience in managing client bookings. - Users value the **affordable pricing** of Carepatron, making it a cost-effective choice for their practices. - Users appreciate the **aesthetic and easy-to-use interface** of Carepatron, enhancing their work experience significantly. - Users appreciate the **helpful customer support** and user-friendly interface of Carepatron, enhancing their overall experience. - Users love the **efficiency** of Carepatron, making operations smoother while keeping everything organized effortlessly. **Cons:** - Users express dissatisfaction with the **limited features** of Carepatron, noting constraints in AI functionality and integration options. - Users wish for improved **customization options** and additional features like integrated phone systems and insurance billing in Carepatron. - Users express frustration with **billing issues** , particularly being limited to only Stripe for payment processing. - Users face significant **technical issues** with Carepatron, including poor AI performance and challenging integration processes. - Users find **limited customization** options within Carepatron, making it difficult to tailor features according to specific needs. #### What Are Recent G2 Reviews of Carepatron? **"[Customizable Templates, Active Community, and Smooth Patient Portal & Invoicing](https://www.g2.com/survey_responses/carepatron-review-13015493)"** **Rating:** 5.0/5.0 stars *— Sheri G.* [Read full review](https://www.g2.com/survey_responses/carepatron-review-13015493) --- **"[Beautiful, Functional Platform With Great AI Tools and Fabulous Support](https://www.g2.com/survey_responses/carepatron-review-13033877)"** **Rating:** 5.0/5.0 stars *— Rashad G.* [Read full review](https://www.g2.com/survey_responses/carepatron-review-13033877) --- ### 3. [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: 8.7/10) - **Quality of Support:** 8.4/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Solutionreach?** - **Seller:** [Solutionreach](https://www.g2.com/sellers/solutionreach) - **Year Founded:** 2000 - **HQ Location:** Lehi, UT - **Twitter:** @solutionreach (1,828 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2326749/ (309 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) ### What Do G2 Reviewers Say About Solutionreach? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy appointment scheduling** with Solutionreach, noting the improved communication and staff satisfaction. - Users value the **streamlined patient communication** with Solutionreach, making scheduling easy and enjoyable for staff and patients alike. - Users value the **efficiency of communication** with Solutionreach, enabling quick updates and newsletters to customers. - Users value the **communication ease** of Solutionreach, allowing for quick and efficient outreach to customers. - Users value the **communication efficiency** of Solutionreach, enabling quick updates to reach customers rapidly. **Cons:** - Users find the **frequent updates** annoying, as they now require manually keeping Conversations open in the browser. - Users find the **inconvenience of browser access** annoying, as it disrupts their workflow and causes accidental closures. - Users find the **inefficient updates** of Solutionreach frustrating, especially with the need for browser access rather than automation. - Users desire a **pay per use payment option** for better flexibility and cost management with Solutionreach. - Users find the **update issues** frustrating, as it requires manual browser access instead of automatic functionality. #### What Are Recent G2 Reviews of Solutionreach? **"[Great Partner!](https://www.g2.com/survey_responses/solutionreach-review-12439031)"** **Rating:** 5.0/5.0 stars *— Betsy C.* [Read full review](https://www.g2.com/survey_responses/solutionreach-review-12439031) --- **"[Easy Texting for Payments, Reviews, and Paperwork](https://www.g2.com/survey_responses/solutionreach-review-12625716)"** **Rating:** 5.0/5.0 stars *— Kelsey H.* [Read full review](https://www.g2.com/survey_responses/solutionreach-review-12625716) --- #### What Are G2 Users Discussing About Solutionreach? - [What is Solutionreach used for?](https://www.g2.com/discussions/solutionreach-what-is-solutionreach-used-for) - [What is Solutionreach used for?](https://www.g2.com/discussions/what-is-solutionreach-used-for) ### 4. [StoriiCare](https://www.g2.com/products/storiicare/reviews) StoriiCare is an AI-powered EHR and care management platform for adult day care centers, assisted living providers, and care homes. Trusted by over 300 care providers across 11 countries, it combines clinical documentation, private pay and Medicaid billing, and family engagement in one easy-to-use system. Care staff use StoriiCare to document care digitally, replacing paper records and reducing administrative time. Administrators gain real-time oversight across their organization. Families stay informed and connected to their loved ones through activity updates and shared care profiles. StoriiCare includes Skye, a built-in AI agent designed for care environments. Skye helps staff draft progress notes, identifies patterns in care data, and guides teams through documentation workflows. No technical expertise is required. On the clinical side, StoriiCare covers the full care lifecycle. Teams can complete care assessments, manage individualized care plans, record medication administration, log ADLs, write progress notes, and report incidents and falls. Every record is stored securely and accessible in real time. For billing, StoriiCare supports both private pay and Medicaid reimbursement. Providers can generate invoices, track attendance, manage authorization limits, and produce documentation needed for claims, all within the same platform used for care delivery. StoriiCare is used by adult day programs, memory care communities, residential care homes, and other community-based providers. It is recognized by Software Advice as Most Recommended and Best Customer Support, and is known for its ease of use, 50-plus features, and responsive support team. **Average Rating:** 4.8/5.0 **Total Reviews:** 22 **How Do G2 Users Rate StoriiCare?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.3/10) - **Ease of Use:** 8.8/10 (Category avg: 8.7/10) - **Quality of Support:** 9.5/10 (Category avg: 8.7/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind StoriiCare?** - **Seller:** [StoriiCare](https://www.g2.com/sellers/storiicare) - **Company Website:** https://www.storiicare.com/ - **Year Founded:** 2014 - **HQ Location:** San Mateo, US - **Twitter:** @StoriiCare (7,617 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/storii/ (60 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness - **Company Size:** 82% Small-Business, 9% Mid-Market #### What Are StoriiCare's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Customer Support (12 reviews) - Efficiency (10 reviews) - Customizability (8 reviews) - Customization (8 reviews) **Cons:** - Technical Issues (6 reviews) - Limited Features (4 reviews) - Software Bugs (4 reviews) - Poor Usability (3 reviews) - Billing Issues (2 reviews) ### What Do G2 Reviewers Say About StoriiCare? *AI-generated summary from verified user reviews* **Pros:** - Users find StoriiCare to be **user-friendly and easy to learn** , enhancing efficiency and reducing the mental load for staff. - Users commend the **excellent customer support** of StoriiCare, appreciating prompt assistance and responsiveness to feedback. - Users value the **efficiency** of StoriiCare, noting its easy implementation and exceptional support for their organization’s needs. - Users value the **customizability** of StoriiCare, making it adaptable for various roles and reporting needs. - Users value the **customization options** in StoriiCare, enhancing adaptability and meeting diverse organizational needs effectively. **Cons:** - Users report **technical issues** with StoriiCare, including bugs and CRM challenges that hinder efficient usage. - Users find the **limited features** of StoriiCare hinder faster documentation and overall efficiency for staff. - Users often face **software bugs** that hinder functionality, causing glitches and issues with task management in StoriiCare. - Users find **poor usability** in StoriiCare due to complex features and a lack of intuitive input options. - Users express concern over **billing issues** with StoriiCare, wishing for better compatibility with their systems. #### What Are Recent G2 Reviews of StoriiCare? **"[One stop shop for everything Adult Day Services- Making Administration Easy](https://www.g2.com/survey_responses/storiicare-review-12816660)"** **Rating:** 5.0/5.0 stars *— Stephanie O.* [Read full review](https://www.g2.com/survey_responses/storiicare-review-12816660) --- **"[Inclusion Community Center](https://www.g2.com/survey_responses/storiicare-review-12838606)"** **Rating:** 4.5/5.0 stars *— Inclusion C.* [Read full review](https://www.g2.com/survey_responses/storiicare-review-12838606) --- ### 5. [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: 8.7/10) - **Quality of Support:** 7.2/10 (Category avg: 8.7/10) - **Ease of Admin:** 7.0/10 (Category avg: 8.8/10) **Who Is the Company Behind athenaOne?** - **Seller:** [athenahealth](https://www.g2.com/sellers/athenahealth) - **Year Founded:** 1997 - **HQ Location:** Watertown, MA - **Twitter:** @athenahealth (24,384 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/athenahealth (8,948 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) ### What Do G2 Reviewers Say About athenaOne? *AI-generated summary from verified user reviews* **Pros:** - Users value the **constant feature updates** and deep customization of athenaOne, enhancing workflow and efficiency. - Users praise the **ease of use** of athenaOne, especially for its intuitive templates and scheduling features. - Users love the **top-notch API integration** of athenaOne, enhancing their practice's efficiency and flexibility significantly. - Users find the **outstanding customer service** offered by AthenaOne to be a valuable asset for their practices. - Users love the **user-friendly templates** in athenaOne, enhancing scheduling and collaboration with colleagues effectively. **Cons:** - Users find the **reporting features inadequate** , leading to increased time spent and frustration during documentation tasks. - Users struggle with a **high learning curve** , finding the system clunky and time-consuming for documentation tasks. - Users often experience **poor customer support** with athenaOne, leading to frustration and delays in resolving issues. - Users express frustration with **billing issues** in athenaOne, citing complexity and poor support that hinder efficiency. - Users find the **inefficient reporting** process cumbersome, with a learning curve that limits access for staff. #### What Are Recent G2 Reviews of athenaOne? **"[Easy-to-Navigate EHR with Quick Access to Key Information](https://www.g2.com/survey_responses/athenaone-review-12619892)"** **Rating:** 5.0/5.0 stars *— kelly b.* [Read full review](https://www.g2.com/survey_responses/athenaone-review-12619892) --- **"[User-Friendly EMR with Excellent Scheduling Tools](https://www.g2.com/survey_responses/athenaone-review-1482555)"** **Rating:** 4.0/5.0 stars *— Verified User in Research* [Read full review](https://www.g2.com/survey_responses/athenaone-review-1482555) --- #### What Are G2 Users Discussing About athenaOne? - [What are the benefits and challenges of using athenaOne for healthcare practice management?](https://www.g2.com/discussions/what-are-the-benefits-and-challenges-of-using-athenaone-for-healthcare-practice-management) - [What is Athena health system?](https://www.g2.com/discussions/what-is-athena-health-system) - [What is Athena EHR?](https://www.g2.com/discussions/what-is-athena-ehr) - [What is Athena electronic medical records?](https://www.g2.com/discussions/what-is-athena-electronic-medical-records) - [What are the benefits of using athenahealth?](https://www.g2.com/discussions/what-are-the-benefits-of-using-athenahealth) ### 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:** 331 **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: 8.7/10) - **Quality of Support:** 9.1/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.9/10 (Category avg: 8.8/10) **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/ (18 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 #### What Are CharityTracker's Pros and Cons? **Pros:** - Ease of Setup (1 reviews) ### What Do G2 Reviewers Say About CharityTracker? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of setup** of CharityTracker helps streamline client information management and enhances team collaboration. #### What Are Recent G2 Reviews of CharityTracker? **"[Charity Tracker Offers the Best Software and Customer Service for Our Needs!](https://www.g2.com/survey_responses/charitytracker-review-8766876)"** **Rating:** 5.0/5.0 stars *— Jennifer G.* [Read full review](https://www.g2.com/survey_responses/charitytracker-review-8766876) --- **"[CharityTracker](https://www.g2.com/survey_responses/charitytracker-review-8761123)"** **Rating:** 4.5/5.0 stars *— Verified User in Non-Profit Organization Management* [Read full review](https://www.g2.com/survey_responses/charitytracker-review-8761123) --- #### What Are G2 Users Discussing About CharityTracker? - [What is CharityTracker used for?](https://www.g2.com/discussions/what-is-charitytracker-used-for) - 1 comment ## 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) - [Clinical Documentation Software](https://www.g2.com/categories/clinical-documentation) - [Patient Engagement Software](https://www.g2.com/categories/patient-engagement)