Best Patient Case Management Software - Page 2

How Many Patient Case Management Software Products Does G2 Track?

Total Products under this Category: 151

Category Stats (Nov 2026)

  • Average Rating: 4.41/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: StoriiCare (+0.49%) - Among all products in this category, StoriiCare recorded the largest rating increase compared to last month

Last updated: November 02, 2026

How Does G2 Rank Patient Case Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 2,100+ Authentic Reviews
  • 151+ 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.

G2 Grid® for Patient Case Management Software

G2 Grid® for Patient Case Management Software plotting products by satisfaction and market presence

Highlighted products: Carepatron, Pabau Practice Management, athenaOne, StoriiCare, Solutionreach, Foothold, CharityTracker, and ExpertBox.

Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-case-management/grids.json?focus%5B%5D=carepatron&focus%5B%5D=pabau-practice-management&focus%5B%5D=athenaone&focus%5B%5D=storiicare&focus%5B%5D=solutionreach&focus%5B%5D=radicle-health-foothold&focus%5B%5D=charitytracker&focus%5B%5D=expertbox)

NeoData

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: 8.7/10)
  • Quality of Support: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind NeoData?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of NeoData?

OpenPatientOS

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: 8.7/10)
  • Quality of Support: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind OpenPatientOS?

Who Uses This Product?

  • Company Size: 100% Medium

What Do G2 Reviewers Say About OpenPatientOS?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of data management in OpenPatientOS, simplifying the collection and use of medical records.
  • Users find OpenPatientOS remarkably easy to use, facilitating smooth collection and utilization of patient medical records.
Cons
  • Users experience slow loading times when accessing large amounts of patient data, impacting efficiency and user experience.

What Are Recent G2 Reviews of OpenPatientOS?

PiMS (Patient Information Management Solutions)

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: 8.7/10)
  • Quality of Support: 10.0/10 (Category avg: 8.6/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.8/10)

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

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of PiMS (Patient Information Management Solutions)?

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Rescribe - Clinic Management Software

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: 8.7/10)
  • Quality of Support: 10.0/10 (Category avg: 8.6/10)
  • Ease of Admin: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind Rescribe - Clinic Management Software?

Who Uses This Product?

  • Company Size: 100% Medium

What Do G2 Reviewers Say About Rescribe - Clinic Management Software?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the billing features of Rescribe, highlighting its effectiveness in clinic management.
  • Users appreciate the client management features of Rescribe, finding it helpful for handling billing and operations.
  • Users appreciate the extensive features of Rescribe, aiding in efficient clinic management and billing processes.
  • Users praise the management efficiency of Rescribe, highlighting its helpful features for billing and polyclinic operations.
  • Users find Rescribe offers extensive features for resource management, making clinic operations and billing more efficient.
Cons
  • Users feel the interface needs to be more user-friendly to enhance their overall experience with Rescribe.

What Are Recent G2 Reviews of Rescribe - Clinic Management Software?

SimplePractice

SimplePractice is a top-rated EHR software and all-in-one practice management solution for health and wellness providers. More than 200,000 providers trust SimplePractice to start and build their business through industry leading EHR software, ongoing education, and powerful tools that connect them to clients seeking care. While using this practice management software, practitioners are able to access everything they need from seamless appointment scheduling, billing, and payments to HIPAA-compliant Telehealth, insurance claim filing, and more. SimplePractice also enhances the client experience with an easy-to-use client portal as well as a clinician directory that lets them find and request an appointment directly with the right therapist. Recognized by Built In as one of the Best Midsize Companies to Work For in Los Angeles in 2022, SimplePractice is proud to pave the future of healthtech. Sign up for a free, 30-day trial today to try it out for yourself.

Average Rating: 4.1/5.0

Total Reviews: 129

How Do G2 Users Rate SimplePractice?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 9.3/10)
  • Ease of Use: 8.9/10 (Category avg: 8.7/10)
  • Quality of Support: 8.1/10 (Category avg: 8.6/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind SimplePractice?

Who Uses This Product?

  • Who Uses This: Therapist, Owner
  • Top Industries: Mental Health Care, Health, Wellness and Fitness
  • Company Size: 97% Small, 2% Medium

What Do G2 Reviewers Say About SimplePractice?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of SimplePractice, enabling seamless navigation for practitioners and clients alike.
  • Users appreciate the automation features of SimplePractice, simplifying billing and documentation while saving valuable time.
  • Users appreciate the time-saving document management features of SimplePractice, making compliance and billing effortless.
  • Users appreciate the easy access of SimplePractice, enjoying its user-friendly interface and convenient mobile options.
  • Users love the time-saving features of SimplePractice, enhancing efficiency in scheduling, billing, and telehealth sessions.
Cons
  • Users find the limited features in SimplePractice hinder effective setup and reporting for a variety of cases.
  • Users feel the limited functionality of SimplePractice hinders customization and adds unnecessary complexity to workflows.
  • Users feel the pricing is expensive, especially for features that should be included in the basic plan.
  • Users express frustration over extra charges for features that should be standard, complicating workflows and increasing workload.
  • Users find the reporting features inadequate, leading to extra work and limitations in customization and workflow efficiency.

What Are Recent G2 Reviews of SimplePractice?

What Are G2 Users Discussing About SimplePractice?

TeleVox

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: 8.7/10)
  • Quality of Support: 7.5/10 (Category avg: 8.6/10)
  • Ease of Admin: 7.5/10 (Category avg: 8.8/10)

Who Is the Company Behind TeleVox?

Who Uses This Product?

  • Company Size: 67% Small, 17% Medium

What Are Recent G2 Reviews of TeleVox?

Welkin

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: 8.7/10)

Who Is the Company Behind Welkin?

  • Seller: Welkin Health
  • Year Founded: 2013
  • HQ Location: San Francisco, US
  • LinkedIn® Page: linkedin.com
    34 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Welkin?

WellWink

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: 8.7/10)
  • Quality of Support: 10.0/10 (Category avg: 8.6/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind WellWink?

  • Seller: WellWInk
  • Year Founded: 2018
  • HQ Location: Hackensack , US
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of WellWink?

3PHealth Choice

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?

AccuCare

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?

Actium Health

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?

ACUITYnxt

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?

Adaptive Care Providers

Adaptive Care Software Solutions develops, supports and sells web based integrated software for ongoing support of persons with extended care needs.

Who Is the Company Behind Adaptive Care Providers?

AgenciesForge

AgenciesForge is an all-in-one platform for care agencies: behavioral health, pediatrics, DD/IDD waiver, home health, non-medical home care, and adult residential. It takes an agency from state certification through daily operations on a single patient record. Clinicians chart in SOAP, BIRP, DAP, or GIRP, with an AI scribe that drafts the note from a spoken summary. Pediatric teams track well-child visits on the EPSDT schedule, run developmental and autism screenings, chart growth against CDC and WHO percentiles, follow the childhood immunization schedule, and manage private-duty nursing hours, guardian consent, and IEP/IFSP coordination. Home health teams complete OASIS-E2, Plans of Care, and Notices of Admission. DD/IDD providers handle incident reporting, person-centered plans, and caregiver credentialing. Caregivers capture visits in the mobile app, and each visit is checked against the claim billed for it. Billing includes a built-in clearinghouse for eligibility, claims, and remittance, with a 15-point check before every claim goes out. An AI assistant handles routine work but asks a person to approve anything that changes a record. Every plan includes unlimited clinicians with no per-seat fees. Agencies set up for free and pay when they go live.

Who Is the Company Behind AgenciesForge?

Emma Stein
ES
Researched and written by Emma Stein
Updated October 3, 2024