# Best Patient Engagement Software

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

   Patient engagement software facilitates the encouragement of a patient’s active participation in the maintenance of their health, the building of a collaborative patient-doctor relationship, and the improvement of the overall patient experience. Hospitals, medical practices, and other healthcare organizations are increasingly becoming subject to the same kinds of expectations that retail and hospitality industries deal with; as a result, patients expect compassion, acknowledgment, immediate communication, and easy access to information from their healthcare providers.

Products in the patient engagement category must offer one or more of the following functions: patient portal or patient communication, reputation management, outreach and marketing, surveys and feedback, patient education, self care management, or appointment reminder. Providing a patient portal to facilitate communication between provider and patient as well as enable active participation of the patient in regards to their own health is a major benefit of patient engagement solutions. Patient engagement software enables hospitals and clinics to practice reputation management and feedback generation, triggering a cycle of post-appointment reviews, reputation boosting, practice and provider adjustments, and overall improved patient experience. Patient engagement tools can also simplify the process of reaching out or marketing to new or referred patients, which can include the dissemination of health education information and literature. Patients with chronic care, as well as their physicians, can leverage patient engagement software to maintain their at-home or self-administered medication or therapy regimens. Some patient engagement solutions can also serve as appointment reminders, either via the patient portal or [HIPAA compliant messaging software](https://www.g2.com/categories/hipaa-compliant-messaging).

Patient engagement software can either be patient facing or physician facing, and take myriad forms—anything from a patient portal to medical online reputation management tools to patient-experience survey management capabilities. Patient engagement software equips healthcare organizations with tools to improve methods and levels of engagement. Patient engagement software can integrate with relevant technologies such as [interactive patient care systems (IPC)](https://www.g2.com/categories/interactive-patient-care-systems-ipc), [telemedicine software](https://www.g2.com/categories/telemedicine), [patient intake software](https://www.g2.com/categories/patient-intake), [EHR software](https://www.g2.com/categories/ehr), and [clinical communication and collaboration software](https://www.g2.com/categories/clinical-communication-and-collaboration).

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

- Provide a method of active patient engagement such as patient portal, patient surveys, digital intake forms
- Improve or provide insight to healthcare organizations on ways to improve patient satisfaction
- Track and measure improvement of patient experience





## Category Overview

**Total Products under this Category:** 395


## Trust & Credibility Stats

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

- 30 Analysts and Data Experts
- 11,800+ Authentic Reviews
- 395+ 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.


## Best Patient Engagement Software At A Glance

- **Leader:** [Birdeye](https://www.g2.com/products/birdeye/reviews)
- **Highest Performer:** [EHRYourWay](https://www.g2.com/products/ehryourway/reviews)
- **Easiest to Use:** [Curogram](https://www.g2.com/products/curogram/reviews)
- **Top Trending:** [Raintree Systems](https://www.g2.com/products/raintree-systems/reviews)
- **Best Free Software:** [Birdeye](https://www.g2.com/products/birdeye/reviews)


---

**Sponsored**

### NexHealth

NexHealth is the patient experience platform that provides true practice automation. We help you eliminate the tedious tasks that slows your team down and keeps them tied to the front desk. Our proprietary Synchronizer technology syncs directly with your health record system in real-time, with updates appearing in seconds, not minutes or hours. This unique, reliable sync means you can actually automate every step of the patient journey from booking to payment without the errors and delays common on other platforms. Our patient booking software helps you fill the calendar without endless phone calls. Real-time online booking lets patients schedule 24/7 while our automated Waitlist fills last-minute cancellations in minutes. Bring patients back for the care they need with automated patient recall messages. Our unique 1-Click Booking links makes it easy for patients to schedule follow-ups via SMS or email without a patient portal, saving your team from hours of manual outreach and delighting patients with fewer steps to make an appointment. Handle your entire patient intake process with our HIPAA compliant digital forms software that eliminates the need for paperwork and manual data entry. We digitize your existing forms for you or you can easily create your own with the powerful form builder. Capture all the data you need - from consent, history, payments, and more. Patient information syncs automatically to their record in your EHR, saving you hours of time and reducing data mistakes. Stay on schedule with patients that show up with their intake forms already completed by sending the right forms automatically before each appointment. Next, NexHealth helps you eliminate phone tag with a comprehensive patient communication suite. Automate everything from customizable appointment reminder sequences that reduce no-shows to review requests after appointments that boost your online reputation using feedback from your happiest patients. Our HIPAA-compliant two-way messaging lets your team text directly with patients, ending the game of phone tag for good. Finally, get paid faster with in-office terminals and digital payment requests that sync with your EHR ledger. You can collect outstanding balances with simple text and email payment requests that make it convenient for patients to pay. Ledger Sync instantly shows who has a balance and automatically posts payments back to the patient record with correct provider and procedure attribution, saving hours valuable admin time every week. Free your team from repetitive tasks so they can focus on what matters most: the patients. Get started with flexible, month-to-month billing and no long-term contracts.



[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=1651&secure%5Bdisplayable_resource_id%5D=1651&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1651&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=87629&secure%5Bresource_id%5D=1651&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-engagement%2Ff%2Fdigital-intake-forms&secure%5Btoken%5D=c4f5fea63aff18ab8ff8d92028bde1a057f846dd442949b559d367909bc575e2&secure%5Burl%5D=https%3A%2F%2Fwww.nexhealth.com&secure%5Burl_type%5D=custom_url&secure%5Bvisitor_segment%5D=180)

---

## Top-Rated Products (Ranked by G2 Score)
### 1. [Birdeye](https://www.g2.com/products/birdeye/reviews)
  Birdeye is the leading marketing platform for multi-location brands, where AI agents drive real business outcomes. Birdeye replaces fragmented marketing tools with a single platform where agents automate key workflows across AI search, reviews, listings, social media, surveys, marketing automation, and customer experience. Trusted by the biggest enterprise brands globally, Birdeye helps brands grow their local presence, manage their reputation, drive conversions, and deliver exceptional customer experiences. With teams across the U.S., EMEA, and APAC, Birdeye is redefining how enterprises win locally. One Platform Replace your fragmented stack with a single enterprise platform that manages reviews, listings, social, AI visibility, surveys and more across locations. Unified Data Aggregate signals from reviews, social, messaging, surveys, listings and third party integrations such as CRM into a single customer profile per location - powering personalized campaigns and smarter AI execution AI Agents That Execute Configure AI agents with your brand voice, custom triggers, and location-level rules. They respond to reviews, publish social posts, engage leads via chat, and surface actionable insights — automatically, at scale. Built for Multi-Location Complexity Designed from the ground up for multi-location brands. Features like role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. Enterprise-Ready: SSO, audit logging, HIPAA, SOC 2, GDPR compliance.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 3,914

**User Satisfaction Scores:**

- **Workflow Management:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.0/10 (Category avg: 8.4/10)
- **Patient Communications:** 8.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Birdeye](https://www.g2.com/sellers/birdeye)
- **Company Website:** https://www.birdeye.com
- **Year Founded:** 2012
- **HQ Location:** Palo Alto, CA
- **Twitter:** @BirdEye_ (5,234 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2837064/ (1,430 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Marketing Manager
  - **Top Industries:** Hospital & Health Care, Real Estate
  - **Company Size:** 48% Small-Business, 35% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (1070 reviews)
- Helpful (1068 reviews)
- Review Management (884 reviews)
- Customer Support (748 reviews)
- Features (607 reviews)

**Cons:**

- Missing Features (248 reviews)
- Improvement Needed (173 reviews)
- Review Management (169 reviews)
- Limited Features (150 reviews)
- Learning Curve (143 reviews)

### 2. [Weave](https://www.g2.com/products/weave-weave/reviews)
  Weave is the all-in-one experience platform for small- and medium-sized healthcare businesses. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local healthcare providers attract, communicate with and engage patients to grow their practice. To learn more, visit getweave.com.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 415

**User Satisfaction Scores:**

- **Workflow Management:** 9.4/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.2/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Weave](https://www.g2.com/sellers/weave)
- **Company Website:** https://www.getweave.com
- **Year Founded:** 2008
- **HQ Location:** Lehi, Utah
- **Twitter:** @getweave (2,015 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1271877/ (1,138 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager, Owner
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 91% Small-Business, 7% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (87 reviews)
- Communication (71 reviews)
- Text Messaging (67 reviews)
- Patient Communication (66 reviews)
- Texting Communication (53 reviews)

**Cons:**

- Technical Issues (40 reviews)
- Messaging Issues (22 reviews)
- Communication Issues (21 reviews)
- Connectivity Issues (21 reviews)
- Limited Features (21 reviews)

### 3. [ModMed](https://www.g2.com/products/modmed/reviews)
  At ModMed® (Modernizing Medicine), we empower our customers with an integrated, AI-powered suite of software and services designed to support the clinical, operational, and financial aspects of their practice. Our on-staff physicians collaborate closely with our software engineers to develop intelligent, specialty-specific solutions for allergy, dermatology, gastroenterology, OBGYN, ophthalmology, orthopedics, otolaryngology, pain management, plastic surgery, podiatry, and urology practices—as well as ambulatory surgery centers for ophthalmology and gastroenterology. This physician-led approach allows us to embed deep medical domain expertise into our technology, helping address the specific challenges practices face across a wide range of specialties. Our flagship product EMA®, a cloud-based electronic health records system, adapts to each doctor’s style of practice, remembering preferences and automatically suggesting exam notes and suggested billing codes. When used on a tablet, EMA offers special touch and swipe gestures to rapidly build patient profiles, diagnoses, treatment programs and billing. EMA integrates seamlessly with our full range of products and services—including Practice Management, Revenue Cycle Management, Telehealth, Inventory Management, and patient engagement tools such as online payments and scheduling. Together, these solutions form an intelligent, all-in-one system that helps eliminate departmental silos, enhances team collaboration, and improves visibility across the entire practice. The Result With our AI-powered, cloud-based platform and mobile touch-screen capabilities, ModMed’s intuitive end-to-end system helps physicians save time on administrative tasks and focus more on what matters most—delivering better patient outcomes.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 329

**User Satisfaction Scores:**

- **Workflow Management:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 7.8/10 (Category avg: 8.4/10)
- **Patient Communications:** 8.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [ModMed](https://www.g2.com/sellers/modmed)
- **Company Website:** https://www.modmed.com/
- **Year Founded:** 2010
- **HQ Location:** Boca Raton, Florida
- **Twitter:** @modmed (4,176 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1133049/ (2,168 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Practice Manager, Practice Administrator
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 45% Small-Business, 27% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (195 reviews)
- Efficiency (129 reviews)
- Workflow Efficiency (71 reviews)
- Product Satisfaction (61 reviews)
- Setup Ease (58 reviews)

**Cons:**

- Missing Features (36 reviews)
- Poor Customer Support (30 reviews)
- Limited Features (28 reviews)
- Poor System Functionality (27 reviews)
- Difficult Setup (24 reviews)

### 4. [eClinicalWorks](https://www.g2.com/products/eclinicalworks/reviews)
  eClinicalWorks® (eCW), a leading healthcare IT company, provides innovative software solutions to healthcare providers of all types, including health centers, ASCs, urgent care, and more. eCW has been a trusted partner in the healthcare industry since 1999, with over 180,000 physicians and more than one million medical professionals using their solutions. eCW EMR is a comprehensive, secure, scalable, intelligent cloud solution that allows providers to access their data from anywhere at any time. It features cutting-edge technology that help you develop processes and strategies to improve office efficiencies. These “AI assistants” include PRISMA, a health information search engine that brings together patient records from a variety of healthcare systems; Scribe, an automated documentation tool that saves time and enhances accuracy; and Eva, a virtual assistant that gives providers access to patient histories, health records, and scheduling at the point of care. These features streamline workflows and automate administrative tasks so providers can focus more on patient care. eCW RCM and billing services allow healthcare providers to streamline billing processes and improve their bottom line. Whether providers manage their billing in-house or outsource it to eCW, they can be assured of high-quality services and achieve up to a 98% or higher first-pass acceptance rate. The in-office billing solutions provide increased control over the billing process, improved accuracy and efficiency, and reduced costs associated with outsourcing. Providers can also automate their billing solutions using bots, which can help reduce administrative burdens and improve accuracy. For providers who prefer to outsource their billing, eCW services provide experienced billing professionals who use the latest technology and best practices to ensure timely and accurate billing while providing comprehensive reporting and analytics to help providers manage their revenue cycle. eCW offers patient engagement tools that benefit front office staff and healthcare providers. For front office staff, online check-in and online appointment booking tools can significantly reduce administrative burdens and improve patient satisfaction. For healthcare providers, tools such as Patient Portal, Messenger, healow Pay, and telehealth can improve care coordination, enhance the patient experience, and provide virtual care options. With the rise of Value-Based Care, the healthcare industry has shifted its focus from quantity to quality of care. Providers are now incentivized to deliver high-quality care that produces positive patient outcomes rather than focusing on more services. This shift has also created new challenges, particularly in care coordination, coding, and population health management. eCW bridges these gaps by offering tools including HEDIS, Chronic Care Management, Transition Care Management, Care Plan Oversight, and Remote Patient Monitoring, enabling providers to better manage patient populations, and improve care coordination. These tools help providers deliver high-quality care that meets the needs of both patients, providers, and payers, positioning them for success in the Value-Based Care landscape. eCW offers a comprehensive suite of healthcare IT solutions that help providers deliver high-quality care while improving practice efficiency and revenue cycle management.


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 154

**User Satisfaction Scores:**

- **Workflow Management:** 8.1/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 7.3/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.8/10 (Category avg: 8.4/10)
- **Patient Communications:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [eClinicalWorks](https://www.g2.com/sellers/eclinicalworks)
- **Year Founded:** 1999
- **HQ Location:** Westborough, MA
- **Twitter:** @eClinicalWorks (21,038 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/21867/ (5,375 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Medical Assistant
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 52% Small-Business, 32% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- User Interface (2 reviews)
- Accessibility (1 reviews)
- Appointment Scheduling (1 reviews)
- Booking Ease (1 reviews)

**Cons:**

- Slow Loading (2 reviews)
- Slow Performance (2 reviews)
- System Instability (2 reviews)
- Technical Issues (2 reviews)
- Login Issues (1 reviews)

### 5. [Phreesia](https://www.g2.com/products/phreesia/reviews)
  Phreesia’s award-winning, AI-powered platform helps practices and health systems expand capacity, streamline workflows, accelerate collections and deliver modern patient experiences—without adding staff. Trusted by 4,650 healthcare organizations: With 20+ years of experience, Phreesia powers 1 in 6 U.S. patient visits (180M+ annually) and is proven to drive measurable operational and financial improvements. Highly recommended: 9 in 10 clients would recommend Phreesia. With Phreesia, you can: • Let AI handle inbound and outbound calls so your staff doesn’t have to. Automate scheduling, prescription refills, recalls, payment outreach, referrals and more with Phreesia VoiceAI—your 24/7 AI agent. • Expand your capacity and streamline patient intake: Across our network, 85% of patients check themselves in, saving 5+ minutes of staff time per visit. Maximize front-office efficiency by digitally collecting patient information, consents and medical history and more before the visit. • Get paid more, faster with flexible payment options, including Apple Pay® and Google Pay™, online payments, payment plans, card on file and more. Patients pay 89% of their copays at the time of service with Phreesia. • Eliminate paper statements—Phreesia automatically sends patients itemized digital statements as soon as their EOB is ready, helping practices get paid 4x faster. • Make scheduling effortless by letting patients self-schedule appointments on their own time. Phreesia VoiceAI handles scheduling calls and outreach, while automated reminders reduce no-shows and Appointment Accelerator® automatically fills open slots. • Reduce denials and save staff time with automated, AI-enabled eligibility and benefits verification. Phreesia confirms coverage instantly, selects the correct copay, flags out-of-network status and gives patients visibility into their benefits—helping you prevent errors, collect sooner and improve the patient experience. Let’s face it, registration = revenue. • Acquire new patients at no added cost with MediFind—our free clinician finder helps your practice get discovered and enables patients to seamlessly book appointments through embedded self-scheduling. • Close gaps in care with our robust library of clinical screening tools and customizable patient outreach messaging options. Double the number of clinical screenings you conduct by administering them automatically with Phreesia. • Engage patients in their care and provide the modern, convenient experience they expect. Across our network, 96% of patients are satisfied with their Phreesia experience. You’ll also benefit from: Actionable analytics: Gain deeper insights into intake patterns, revenue cycle metrics, appointment workflows, clinical performance and more. Privacy and security: We’re honored to have our efforts recognized with many of the industry’s most well-known certifications, including: • HITRUST CSF Certification • Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider • Security Organization Control (SOC) 2 Type 2 • PCI Point-to-Point Encryption (P2PE) “Every Phreesia product helps the business do better and generate more revenue—it’s such a beautiful rhythm. Our patient population has grown tremendously, our staff is fully utilized, and we’re able to fully engage with our patients and meet them where they want to be met. We really couldn’t do it all without Phreesia.” -Liz Galvan, Practice Manager, MyOBGYN


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 42

**User Satisfaction Scores:**

- **Workflow Management:** 9.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.8/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Phreesia](https://www.g2.com/sellers/phreesia)
- **Year Founded:** 2005
- **HQ Location:** Wilmington, DE
- **Twitter:** @phreesia (1,544 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/64726/ (1,605 employees on LinkedIn®)
- **Ownership:** NYSE: PHR

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 53% Small-Business, 40% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (8 reviews)
- Time-saving (6 reviews)
- Customer Support (4 reviews)
- Efficiency (4 reviews)
- Efficiency Improvement (4 reviews)

**Cons:**

- Learning Curve (3 reviews)
- Technical Issues (3 reviews)
- Training Deficiency (3 reviews)
- Difficult Navigation (2 reviews)
- Difficult Setup (2 reviews)

### 6. [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:** 4.7/5.0
  **Total Reviews:** 284

**User Satisfaction Scores:**

- **Workflow Management:** 9.4/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.2/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.4/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Pabau](https://www.g2.com/sellers/pabau)
- **Year Founded:** 2012
- **HQ Location:** London, England
- **Twitter:** @PabauCRM (660 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/pabau-ltd/ (185 employees on LinkedIn®)

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


#### Pros & 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)

### 7. [Curogram](https://www.g2.com/products/curogram/reviews)
  Curogram is an all-in-one, HIPAA-compliant patient engagement and communication platform that seamlessly integrates with virtually any Electronic Medical Record (EMR) . Designed for medical offices, it simplifies front-office operations, boosts revenue, and significantly enhances the patient experience


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 84

**User Satisfaction Scores:**

- **Workflow Management:** 9.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.4/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.7/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Curogram](https://www.g2.com/sellers/curogram)
- **Company Website:** https://curogram.com/
- **Year Founded:** 2016
- **HQ Location:** Newport Beach, US
- **LinkedIn® Page:** https://www.linkedin.com/company/curogram/ (96 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 67% Small-Business, 12% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (34 reviews)
- Communication (23 reviews)
- Patient Communication (22 reviews)
- Efficiency (19 reviews)
- Customer Support (18 reviews)

**Cons:**

- Texting Issues (5 reviews)
- Inadequate Reporting (4 reviews)
- Messaging Issues (4 reviews)
- Poor Integration (4 reviews)
- Poor Reporting (4 reviews)

### 8. [NexHealth](https://www.g2.com/products/nexhealth/reviews)
  NexHealth is the patient experience platform that provides true practice automation. We help you eliminate the tedious tasks that slows your team down and keeps them tied to the front desk. Our proprietary Synchronizer technology syncs directly with your health record system in real-time, with updates appearing in seconds, not minutes or hours. This unique, reliable sync means you can actually automate every step of the patient journey from booking to payment without the errors and delays common on other platforms. Our patient booking software helps you fill the calendar without endless phone calls. Real-time online booking lets patients schedule 24/7 while our automated Waitlist fills last-minute cancellations in minutes. Bring patients back for the care they need with automated patient recall messages. Our unique 1-Click Booking links makes it easy for patients to schedule follow-ups via SMS or email without a patient portal, saving your team from hours of manual outreach and delighting patients with fewer steps to make an appointment. Handle your entire patient intake process with our HIPAA compliant digital forms software that eliminates the need for paperwork and manual data entry. We digitize your existing forms for you or you can easily create your own with the powerful form builder. Capture all the data you need - from consent, history, payments, and more. Patient information syncs automatically to their record in your EHR, saving you hours of time and reducing data mistakes. Stay on schedule with patients that show up with their intake forms already completed by sending the right forms automatically before each appointment. Next, NexHealth helps you eliminate phone tag with a comprehensive patient communication suite. Automate everything from customizable appointment reminder sequences that reduce no-shows to review requests after appointments that boost your online reputation using feedback from your happiest patients. Our HIPAA-compliant two-way messaging lets your team text directly with patients, ending the game of phone tag for good. Finally, get paid faster with in-office terminals and digital payment requests that sync with your EHR ledger. You can collect outstanding balances with simple text and email payment requests that make it convenient for patients to pay. Ledger Sync instantly shows who has a balance and automatically posts payments back to the patient record with correct provider and procedure attribution, saving hours valuable admin time every week. Free your team from repetitive tasks so they can focus on what matters most: the patients. Get started with flexible, month-to-month billing and no long-term contracts.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 97

**User Satisfaction Scores:**

- **Workflow Management:** 9.2/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.4/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.7/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Nex Health](https://www.g2.com/sellers/nex-health)
- **Company Website:** https://nexhealth.com
- **Year Founded:** 2017
- **HQ Location:** San Francisco, California
- **Twitter:** @nexhealthHQ (2,145 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5366106/ (201 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager, Dentist
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 87% Small-Business, 11% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (28 reviews)
- Customer Support (14 reviews)
- Communication (10 reviews)
- Online Forms (10 reviews)
- Patient Communication (10 reviews)

**Cons:**

- Messaging Issues (4 reviews)
- Technical Issues (4 reviews)
- Limited Features (3 reviews)
- Appointment Management (2 reviews)
- Calendar Syncing Issues (2 reviews)

### 9. [Klara](https://www.g2.com/products/klara/reviews)
  Constant phone calls lead to long wait times, fragmented communication, endless phone tag, unhappy patients, and staff burnout. With Klara, medical practices are able to improve their operational efficiency and centralize patient communication channels with a true system of engagement, integrated with the leading EHRs, and used throughout the entire practice. Every touchpoint throughout the patient journey can be automated with Klara, from appointment reminders to post-visit instructions and beyond. Practices can also communicate with third-party healthcare providers, such as pharmacies, to reduce the time it takes for things like prior authorizations to get approved. Improving patient care and collaboration is as easy as texting. Klara is a leader in patient communication and collaboration whose platform empowers patients to take more control of their healthcare experience and practices to increase efficiency. We help HIPAA-compliant healthcare providers effectively communicate with their patients by transforming high phone volume into two-way messaging. Medical practices across specialties such as dermatology, plastic surgery, OBGYN, family and internal medicine, otolaryngology, pediatrics, primary care, and many more use Klara to improve their patient experience while streamlining their internal administrative workflows.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 105

**User Satisfaction Scores:**

- **Workflow Management:** 9.2/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.0/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Klara](https://www.g2.com/sellers/klara)
- **Company Website:** https://www.klara.com/
- **Year Founded:** 2013
- **HQ Location:** New York, NY
- **LinkedIn® Page:** https://www.linkedin.com/company/getklara/ (94 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 72% Small-Business, 21% Mid-Market


#### Pros & Cons

**Pros:**

- Communication (24 reviews)
- Ease of Use (21 reviews)
- Patient Communication (18 reviews)
- Texting Communication (12 reviews)
- User Interface (11 reviews)

**Cons:**

- Limited Features (6 reviews)
- Communication Issues (5 reviews)
- Messaging Issues (5 reviews)
- Search Issues (5 reviews)
- Limited Messaging Features (3 reviews)

### 10. [Adit](https://www.g2.com/products/adit/reviews)
  Adit is a fully integrated practice management platform that simplifies operations, communication, and patient engagement across healthcare. With advanced VoIP features like Patient Caller ID, Mobile Access, Missed Call Texts, and One-Number Communication, teams stay connected. Adit’s smart Digital Forms sync with EHRs, auto-assign based on appointment type, and trigger medical history reminders. Payments are seamless with flexible plans, Text-to-Pay, and auto ledger posting. Patient recall is optimized with auto-reminders, mass texting, and email campaigns. Analytics reveal no-show trends, recall gaps, and revenue insights. Insurance verifications are automated, Adit pulls schedules, collects missing patient info, and syncs data into the patient file. With customizable workflows, call flows, and treatment acceptance tracking, Adit brings clarity to complexity and helps practices grow with confidence. It’s time to trade in all your practice management tools for one.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 79

**User Satisfaction Scores:**

- **Workflow Management:** 9.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.2/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Adit](https://www.g2.com/sellers/adit)
- **Year Founded:** 2013
- **HQ Location:** Remote, US
- **Twitter:** @aditadv (99 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9319466 (536 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager, Dentist
  - **Top Industries:** Health, Wellness and Fitness, Hospital & Health Care
  - **Company Size:** 79% Small-Business, 5% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (33 reviews)
- Customer Communication (19 reviews)
- Communication (18 reviews)
- Patient Communication (17 reviews)
- Texting Communication (17 reviews)

**Cons:**

- Technical Issues (10 reviews)
- Limited Features (5 reviews)
- Messaging Issues (4 reviews)
- System Usability (4 reviews)
- Call Issues (3 reviews)

### 11. [Agentforce Health (formerly Salesforce Health Cloud)](https://www.g2.com/products/agentforce-health-formerly-salesforce-health-cloud/reviews)
  Agentforce Health (formerly known as Health Cloud) is the trusted, connected, AI-first platform for healthcare, built on our deeply unified platform with healthcare-specific data models, workflows, interoperability, and compliance. It connects clinical and non-clinical data to fuel pre-built and configurable AI agents - helping you reduce employee burnout, scale personalized patient engagement and accelerate time to care. Put Patients and Members First \*Unify clinical and nonclinical data into a single, comprehensive patient or member profile with purpose-built data models for providers and payers \*Deliver seamless self-service experiences with user-friendly apps for Patient Services, Behavioral Health, Disease Surveillance, and Crisis Management \*Drive member engagement and close care gaps with data-driven segmentation, whole-person care, intelligent referrals, and proactive outreach Contain Costs and Drive Operational Efficiency. \*Get started faster with Salesforce Go. Discover features you already own, turn them on in a single click, and configure them in a streamlined interface to reduce time to value \*Navigate with confidence using the latest Salesforce UI, designed to minimize friction for clinical and administrative teams \*Automate scheduling, assessments, benefits, and care outreach with HIPAA-ready inbound and outbound voice agents \*Eliminate manual entry with Document AI to extract and digitize clinical data from forms \*Lower costs and speed time to care with guided utilization management workflows for prior authorizations, provider network management, and care coordination Deploy Pre-built Agentforce Skills Out-of-the-Box \*Provider: Patient Data EHR Retrieval, Eligibility & Benefits Verification, Provider Match, Medication Refill Requests, and more \*Payer: Claims Service & Member Coverage Assistance, Benefits Verification, Provider Network Summary, and more \*Home Health: Patient Summary & Recommendations, Quote, Benefit & Budget Creation Configure and extend tools with low-code/no-code tools on the Agentforce platform Deliver Intelligent Insights at the Point of Care \*Move beyond static reporting to predictive insights with Health Intelligence, powered by Tableau \*Enable care teams with actionable, AI-powered insights at the point of service \*Support 24/7 patient and member engagement with always-on Agentforce agents Compliance at Every Step \*Deploy AI with confidence using the Agentforce Trust Layer — built-in guardrails mask sensitive PII/PHI ensuring HIPAA adherence \*Set user-based permissions to govern patient and member data visibility Open Ecosystem for Interoperability \*Extend health systems with HL7 FHIR-aligned APIs and Agentforce MuleSoft integrations with EHR, CMS, and more \*Ingest structured and unstructured data from EHRs and claims systems using Data 360 with Zero Copy integration \*Seamlessly integrate with Agentforce 360 products like Slack, Agentforce Marketing, and Tableau


  **Average Rating:** 3.9/5.0
  **Total Reviews:** 33

**User Satisfaction Scores:**

- **Workflow Management:** 10.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.3/10 (Category avg: 8.4/10)
- **Patient Communications:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** https://www.salesforce.com/
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce (581,471 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care
  - **Company Size:** 44% Enterprise, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)
- Features (1 reviews)
- Patient Care (1 reviews)
- Patient Communication (1 reviews)
- Platform Integration (1 reviews)

**Cons:**

- Complex Interface (1 reviews)
- Slow Loading (1 reviews)
- Slow Performance (1 reviews)
- Software Limitations (1 reviews)
- System Complexity (1 reviews)

### 12. [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

**User Satisfaction Scores:**

- **Workflow Management:** 8.4/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.5/10 (Category avg: 8.4/10)
- **Patient Communications:** 8.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **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®)

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


#### Pros & 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)

### 13. [Spruce Health](https://www.g2.com/products/spruce-health/reviews)
  Spruce Health is an all-in-one HIPAA-compliant platform built for healthcare that puts calls, voicemails, texts, secure messages, fax, video, and telemedicine all in one place. Spruce can power your entire practice's phone system with VoIP phones and phone trees. For advanced practices, Spruce provides an after-hours phone solution, bulk messaging, workflow automation, payments, schedule and saved messages, and EHR integrations.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 334

**User Satisfaction Scores:**

- **Workflow Management:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.1/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.5/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Spruce](https://www.g2.com/sellers/spruce)
- **Year Founded:** 2013
- **HQ Location:** San Francisco, CA
- **Twitter:** @SpruceHealth (642 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/spruce-health/ (54 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Therapist
  - **Top Industries:** Mental Health Care, Health, Wellness and Fitness
  - **Company Size:** 99% Small-Business, 1% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (21 reviews)
- Efficiency (13 reviews)
- Communication (11 reviews)
- Customer Support (11 reviews)
- Patient Communication (11 reviews)

**Cons:**

- Limited Features (8 reviews)
- Messaging Issues (7 reviews)
- Missing Features (7 reviews)
- Expensive (5 reviews)
- Poor Integration (5 reviews)

### 14. [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

**User Satisfaction Scores:**

- **Workflow Management:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.5/10 (Category avg: 8.4/10)
- **Patient Communications:** 8.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **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®)

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


#### Pros & 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)

### 15. [Practice Better](https://www.g2.com/products/practice-better/reviews)
  Practice Better is the leading all-in-one practice management software solution designed to help health and wellness professionals streamline their operations and enhance client support. Our comprehensive platform caters to a diverse range of practitioners, including nutritionists, therapists, coaches, therapists, chiropractors, fitness trainers, and more, providing them with the tools necessary to manage their practices efficiently and effectively. Practice Better serves both solo practitioners and larger group practices across the globe. By offering a centralized, all-in-one EHR solution. With our user-friendly interface, Practice Better allows practitioners to focus more on their clients and less on administrative tasks, ultimately leading to improved client outcomes and satisfaction. Key features of Practice Better include appointment booking, billing management, telehealth capabilities, and client engagement tools. The appointment booking system enables practitioners to manage their schedules seamlessly, reducing the likelihood of double bookings and missed appointments. Practice Better Payments simplifies invoicing and payment processing, allowing professionals to track their finances with ease. Additionally, the telehealth functionality provides a secure platform for virtual consultations, ensuring that practitioners can connect with clients regardless of location. Another significant aspect of Practice Better is its client engagement tools, which include customizable client portals and online programs or courses. These features empower practitioners to create personalized experiences for their clients, fostering a sense of community and support. By offering resources like educational materials and progress tracking, practitioners can enhance the overall client experience and encourage adherence to wellness plans. Overall, Practice Better stands out in the practice management software category by providing a comprehensive suite of features tailored specifically for health and wellness professionals. Our focus on improving practice management, client support, and engagement allows practitioners to scale their businesses effectively while delivering better outcomes for their clients. The platform not only simplifies daily operations but also enhances overall quality of care, making it an invaluable tool for those in the health and wellness industry.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 296

**User Satisfaction Scores:**

- **Workflow Management:** 8.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.2/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Green Patch Inc](https://www.g2.com/sellers/green-patch-inc)
- **Company Website:** https://practicebetter.io/
- **Year Founded:** 2014
- **HQ Location:** Toronto, ON, CA
- **Twitter:** @thatcleanlife (4,788 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/16034130 (84 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Registered Dietitian, Owner
  - **Top Industries:** Health, Wellness and Fitness, Alternative Medicine
  - **Company Size:** 96% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (74 reviews)
- Features (57 reviews)
- Efficiency (42 reviews)
- Easy Integrations (34 reviews)
- Integrations (31 reviews)

**Cons:**

- Missing Features (37 reviews)
- Limited Features (26 reviews)
- Not User-Friendly (17 reviews)
- Integration Issues (16 reviews)
- Expensive (13 reviews)

### 16. [Artera](https://www.g2.com/products/artera/reviews)
  Artera is the proven agentic healthcare company, leveraging a decade of deep expertise to support 2 billion patient communications annually. Our solutions empower humans and AI Agents to work together to fix patient communications across text, phone, and web, unifying the entire patient journey - from scheduling and intake to billing and more. Trusted by over 1,000 healthcare organizations (including specialty groups, FQHCs, large IDNs, and federal agencies), Artera directly increases staff efficiency, boosts patient engagement, and improves the provider bottom line, helping patients get the care they need with simplicity and speed. 2B+ Annual Comms. | 200M+ Patients | 10yrs Experience | FedRAMP High in Process | www.artera.io |


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 83

**User Satisfaction Scores:**

- **Workflow Management:** 9.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 10.0/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Artera](https://www.g2.com/sellers/artera)
- **Company Website:** https://artera.io
- **Year Founded:** 2015
- **HQ Location:** Santa Barbara, US
- **Twitter:** @Artera_io (764 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9405895/ (299 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 63% Mid-Market, 20% Enterprise


#### Pros & Cons

**Pros:**

- Communication (8 reviews)
- Ease of Use (8 reviews)
- Patient Communication (8 reviews)
- Texting Communication (5 reviews)
- Texting Feature (5 reviews)

**Cons:**

- Messaging Issues (6 reviews)
- Limited Features (3 reviews)
- Limited Messaging Features (3 reviews)
- Communication Issues (2 reviews)
- Difficult Navigation (2 reviews)

### 17. [EHRYourWay](https://www.g2.com/products/ehryourway/reviews)
  EHRYourWay is an end-to-end, ONC-certified electronic health record (EHR) solution specifically designed for the unique needs of behavioral health organizations. This comprehensive platform caters to outpatient and inpatient mental health clinics, addiction treatment centers, psychiatric hospitals, and Certified Community Behavioral Health Clinics (CCBHCs). By integrating all necessary functionalities—from patient intake and admissions to scheduling, clinical documentation, billing, and reporting—EHRYourWay eliminates the need for multiple vendors and disjointed systems, providing a seamless experience for users. Targeted primarily at healthcare providers in the behavioral health sector, EHRYourWay addresses the complexities of clinical workflows, compliance, and billing associated with mental health care. The platform is particularly beneficial for organizations that require a high degree of customization in their documentation and operational processes. Unlike rigid EHR systems that impose predefined workflows, EHRYourWay allows organizations to configure the platform according to their specific needs, ensuring that forms, workflows, and rules align with existing practices. This flexibility is essential for maintaining efficiency and minimizing disruption in clinical settings. One of the standout features of EHRYourWay is its robust clinical documentation capabilities. The platform enables users to create fully customized electronic replicas of their existing paper forms, allowing clinical staff to document care in a familiar format. It supports a wide range of behavioral health documentation, including psychiatric evaluations, therapy progress notes, and treatment plans. Additionally, built-in validated assessments, such as the PHQ-9 and GAD-7, automate scoring, while the integrated treatment planning module ensures continuity across patient records, linking assessments, diagnoses, and treatment goals in a comprehensive, audit-ready manner. In terms of billing and revenue cycle management, EHRYourWay streamlines the entire process from eligibility verification to claims submission. Its advanced fee schedule rules engine automates the determination of CPT codes and charge amounts, reducing manual entry and minimizing errors. The platform accommodates complex billing requirements, supporting various payers, including Medicaid, Medicare, and commercial insurers. Furthermore, EHRYourWay is equipped with compliance features, such as SOC 2 and ONC certifications, ensuring that organizations remain audit-ready while adhering to regulatory standards. EHRYourWay also excels in practice management, offering integrated solutions for scheduling, telehealth, patient portals, and intake management without the need for third-party add-ons. With a dedicated team of over 150 developers focused exclusively on behavioral health, EHRYourWay provides specialized support seven days a week, ensuring that users receive assistance tailored to their operational needs. This commitment to understanding the intricacies of behavioral health operations sets EHRYourWay apart as a comprehensive solution for organizations striving to enhance their clinical and administrative workflows.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 332

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [EHR Your Way](https://www.g2.com/sellers/ehr-your-way)
- **Company Website:** https://ehryourway.com/
- **Year Founded:** 2008
- **HQ Location:** San Diego, California
- **Twitter:** @ehryourway (168 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/ehr-your-way/ (32 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Therapist, Office Manager
  - **Top Industries:** Mental Health Care, Hospital & Health Care
  - **Company Size:** 55% Small-Business, 43% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (68 reviews)
- Customer Support (29 reviews)
- Efficiency (27 reviews)
- Document Management (22 reviews)
- Navigation Ease (21 reviews)

**Cons:**

- Technical Issues (12 reviews)
- Limited Customization (11 reviews)
- Poor Navigation (9 reviews)
- Not User-Friendly (8 reviews)
- Learning Curve (7 reviews)

### 18. [RevenueWell](https://www.g2.com/products/revenuewell/reviews)
  RevenueWell is a dental marketing and communication platform that gives busy dental practices the smart, easy-to-use tools they need to attract new patients, streamline communication, and grow production from existing patients. With RevenueWell, dental staff spend less time on the phone and more time focused on what really matters: providing an amazing patient experience and improving patient outcomes. RevenueWell was designed by dentists for dentists. The company was founded in 2010 to create a patient relationship management solution that specifically meets the unique needs of busy dental practices. The RevenueWell Dental Marketing Platform provides a powerful dental marketing and communication solution for the entire patient journey. Features include social media management, online reputation management, online scheduling, appointment reminders; paperless patient forms; and automatic post-op instructions and treatment plan follow-ups. RevenueWell’s integrated email, phone, 2-way texting, and teledentistry solutions allow you communicate and even meet with patients safely, securely, and flexibly. RevenueWell Forms allows patients to complete paperwork on their time, saving time for them and your team. RevenueWell Phone completes the total communication solution for dental practices, providing a flexible Cloud-based phone system that makes sure you never lose contact with patients.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 132

**User Satisfaction Scores:**

- **Workflow Management:** 9.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.3/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [RevenueWell](https://www.g2.com/sellers/revenuewell)
- **Company Website:** https://www.revenuewell.com
- **Year Founded:** 2010
- **HQ Location:** Chicago, Illinois
- **Twitter:** @RevenueWell (1,156 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1183856/ (160 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 94% Small-Business, 5% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (9 reviews)
- Patient Communication (8 reviews)
- Reminders (8 reviews)
- Confirmation Automation (7 reviews)
- Efficiency (7 reviews)

**Cons:**

- Billing Issues (4 reviews)
- Technical Issues (4 reviews)
- Messaging Issues (3 reviews)
- Connectivity Issues (2 reviews)
- Customer Service Issues (2 reviews)

### 19. [MaxAssist](https://www.g2.com/products/maxassist/reviews)
  MaxAssist® is an AI-powered platform designed for dental practices to enhance patient engagement and streamline daily operations. Built by dental professionals, it integrates multiple features to support admin teams, office managers, and dentists in managing scheduling, communication, and administrative workflows. Unlike traditional software, MaxAssist® goes beyond sending reminders by also targeting patients who do not respond to automation. MaxAI, our actionable intelligence feature, uses over a decade of patient scheduling data to generate personalized daily plans. Each morning, dental teams receive guidance on which patients to contact and the most effective approach, helping practices stay ahead of gaps in their hygiene schedule while also identifying unscheduled treatment opportunities. MaxAI can forecast up to 30 days in advance, allowing practices to proactively address potential slowdowns and maximize patient visits. Max integrates with Mango Voice for seamless patient communication. Features like Call Pop and Patient Pop provide immediate visibility into who is calling, including appointment history and relevant patient details. Staff can engage patients in real time, book appointments directly from calls, and reduce manual note-taking, creating a more efficient admin team. MaxAssist® features a user-friendly interface and optimized workflows that reduce errors and simplify repetitive tasks. Staff can manage appointments, track performance, and optimize the entire patient journey with less effort. By combining AI-driven insights, integrated communication tools, and workflow optimization, MaxAssist® ensures dental teams can keep hygiene schedules full, capture previously missed treatment opportunities, and deliver a more productive, patient-focused practice environment.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 223

**User Satisfaction Scores:**

- **Workflow Management:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.7/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [MaxAssist](https://www.g2.com/sellers/maxassist)
- **Company Website:** https://www.maxassist.com
- **Year Founded:** 2013
- **HQ Location:** Calgary, Alberta
- **LinkedIn® Page:** https://www.linkedin.com/company/recallmax/ (69 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager, Dentist
  - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness
  - **Company Size:** 87% Small-Business, 7% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (32 reviews)
- Patient Communication (23 reviews)
- Time-saving (15 reviews)
- Communication (14 reviews)
- Customer Support (14 reviews)

**Cons:**

- Messaging Issues (9 reviews)
- Limited Features (6 reviews)
- System Usability (6 reviews)
- Limited Customization (5 reviews)
- Expensive (3 reviews)

### 20. [Luma Health](https://www.g2.com/products/luma-health/reviews)
  Luma was founded on the idea that healthcare should work better for all. Our solutions eliminate bottlenecks in the patient journey to make health systems more efficient – from scheduling and care coordination to AI fax processing. Headquartered in San Francisco, Luma serves more than 1,000 healthcare organizations in the United States, Canada, and the United Kingdom. Luma supports the care journeys of more than 100 million patients.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 81

**User Satisfaction Scores:**

- **Workflow Management:** 9.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.5/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Luma Health](https://www.g2.com/sellers/luma-health)
- **Year Founded:** 2015
- **HQ Location:** San Mateo, California
- **Twitter:** @lumahealthhq (685 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6403362/ (201 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 57% Mid-Market, 38% Small-Business


#### Pros & Cons

**Pros:**

- Communication (1 reviews)
- Customer Communication (1 reviews)
- Ease of Use (1 reviews)
- Messaging Management (1 reviews)
- Navigation Ease (1 reviews)


### 21. [OhMD](https://www.g2.com/products/ohmd/reviews)
  OhMD is a HIPAA-compliant omni-channel patient communication platform designed to reduce high inbound call volume for physician practices. OhMD brings AI-driven and human-led conversations together across phone, text, and web in a single unified inbox, allowing practices to deflect routine calls with AI while keeping staff in control when expertise is needed. Practices use OhMD to: • Deflect inbound patient calls into text and AI-assisted conversations • Answer calls, texts, and web chats from one unified inbox • Automate scheduling and routine requests without removing staff from the loop • Reduce front desk interruptions and staff burnout • Improve patient access without hiring or outsourcing Practices using OhMD report: • Fewer staff-handled calls • Lower communication costs • Improved patient access and growth Core capabilities include: • AI-assisted call answering and scheduling • Secure texting and call-to-text deflection • Unified inbox for calls, texts, and web chat • Smart routing and assignments based on patient intent • Human takeover of AI conversations when needed


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 170

**User Satisfaction Scores:**

- **Workflow Management:** 9.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.3/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.9/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [OhMD](https://www.g2.com/sellers/ohmd)
- **Company Website:** https://www.ohmd.com/
- **Year Founded:** 2016
- **HQ Location:** Burlington, Vermont
- **LinkedIn® Page:** https://www.linkedin.com/company/3265568/ (48 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager, Medical Assistant
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 54% Small-Business, 45% Mid-Market


#### Pros & Cons

**Pros:**

- Communication (23 reviews)
- Patient Communication (20 reviews)
- Ease of Use (16 reviews)
- Texting Feature (16 reviews)
- Customer Communication (11 reviews)

**Cons:**

- Messaging Issues (8 reviews)
- Limited Features (6 reviews)
- Limited Messaging Features (6 reviews)
- Missing Features (5 reviews)
- Technical Issues (4 reviews)

### 22. [Lighthouse 360](https://www.g2.com/products/lighthouse-360/reviews)
  Lighthouse 360+™ is your all-in-one platform to enhance the patient experience that seamlessly integrates with any Practice Management System (PMS). Lighthouse 360+ enables dental practices of all sizes, including multi-site locations, to seamlessly integrate patient communication, reputation management, and overall practice functionality. The platform’s vendor-agnostic capabilities allows practices to benefit regardless of their PMS.


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 18

**User Satisfaction Scores:**

- **Workflow Management:** 7.9/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 10.0/10 (Category avg: 8.4/10)
- **Patient Communications:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Henry Schein One](https://www.g2.com/sellers/henry-schein-one-c2b2b9e0-09c0-490c-9b70-33bd380468f0)
- **Year Founded:** 2018
- **HQ Location:** American Fork, UTAH
- **Twitter:** @Henryscheinone (155 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/henry-schein-one/ (1,373 employees on LinkedIn®)
- **Ownership:** NASDAQ:HSIC

**Reviewer Demographics:**
  - **Top Industries:** Health, Wellness and Fitness
  - **Company Size:** 94% Small-Business, 6% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- Efficiency (1 reviews)
- Integrations (1 reviews)
- Product Satisfaction (1 reviews)

**Cons:**

- Limited Templates (1 reviews)

### 23. [rater8](https://www.g2.com/products/rater8/reviews)
  Unlock unparalleled visibility and sustainable growth for your practice with the rater8 Visibility Engine (raVE), the only automated, HIPAA-compliant reputation management solution built specifically for healthcare. In an era where patients thoroughly research providers online before booking an appointment, maintaining a strong digital presence is vital for driving practice revenue and boosting new patient volume. With raVE, medical practices and hospitals can effortlessly cultivate 5-star reviews, capture real-time feedback, and enhance patient satisfaction. A polished online reputation means that healthcare organizations can quickly soar to the top of local and AI-generated search results, outshine their competition, and book more appointments. raVE also automates internal feedback processes through post-visit micro-surveys, giving patients a quick and easy opportunity to share their feedback. With the ability to benchmark performance against 30+ million data points, and with AI-powered tools to analyze patient sentiment, practices can uncover the operational insights necessary to make data-driven decisions that elevate the patient experience. You make patients happy. We make sure everyone knows about it. Take your practice from invisible to in-demand with rater8.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 116

**User Satisfaction Scores:**

- **Workflow Management:** 8.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.6/10 (Category avg: 8.4/10)
- **Patient Communications:** 8.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [rater8](https://www.g2.com/sellers/rater8)
- **Company Website:** https://rater8.com/
- **Year Founded:** 2015
- **HQ Location:** Montvale, NJ
- **Twitter:** @rater8social (126 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/rater8/ (88 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Practice Administrator, Marketing Director
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 70% Mid-Market, 28% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (21 reviews)
- Customer Support (13 reviews)
- Review Increase (12 reviews)
- Product Satisfaction (10 reviews)
- Review Management (9 reviews)

**Cons:**

- Review Management (3 reviews)
- Not User-Friendly (2 reviews)
- Difficult Navigation (1 reviews)
- Expensive (1 reviews)
- Inadequate Reporting (1 reviews)

### 24. [medent](https://www.g2.com/products/medent/reviews)
  Better connections start with medent. At medent, our mission is to support value-based care. We offer an “All-In-One” EMR/EHR, Patient Portal & Practice Management system that integrates with industry leading AI to provide a high-level of interoperability and automation. Trusted in the industry for more than 50 years, medent boasts highly customizable tools and flexible workflows that ensure patients are getting the right care at the right time. Schedule your free demonstration to see why 97% of our business comes from satisfied customer referrals!


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 25

**User Satisfaction Scores:**

- **Workflow Management:** 9.4/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.3/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [medent](https://www.g2.com/sellers/medent)
- **Company Website:** https://www.medent.com/
- **Year Founded:** 1968
- **HQ Location:** Auburn, New York
- **LinkedIn® Page:** https://www.linkedin.com/company/medentemr/ (114 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 44% Mid-Market, 44% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (6 reviews)
- Customer Support (3 reviews)
- Customizability (3 reviews)
- Customization (2 reviews)
- Helpful (2 reviews)

**Cons:**

- Interface Issues (2 reviews)
- Complex Interface (1 reviews)
- Difficult Navigation (1 reviews)
- Integration Issues (1 reviews)
- Missing Features (1 reviews)

### 25. [MyChart](https://www.g2.com/products/mychart/reviews)
  MyChart Bedside provides access to their latest lab results, a way to message their nurses and doctors, and clear, nontechnical explanations of their treatment.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 37

**User Satisfaction Scores:**

- **Workflow Management:** 7.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.9/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.4/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Epic Systems](https://www.g2.com/sellers/epic-systems-750cb0d2-609a-45fe-a972-9ac8cf80bc1a)
- **Year Founded:** 1979
- **HQ Location:** Verona, WI
- **LinkedIn® Page:** https://www.linkedin.com/company/163658/ (16,995 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness
  - **Company Size:** 51% Enterprise, 38% Small-Business




## Parent Category

[Patient Experience Software](https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675)



## Related Categories

- [Patient Scheduling Software](https://www.g2.com/categories/patient-scheduling)
- [Telemedicine Software](https://www.g2.com/categories/telemedicine)
- [HIPAA Compliant Messaging Software](https://www.g2.com/categories/hipaa-compliant-messaging)



---

## Buyer Guide

### What You Should Know About Patient Engagement Software

### What is Patient Engagement Software?

Patient engagement software facilitates communication between health care providers and the patients they serve. These solutions are designed to improve patient satisfaction and patient experience. The software provides users with a patient portal, the ability to distribute patient surveys, and handle patient intake. Solutions in the patient engagement category offer a wide array of features, which include but are not limited to: reputation management, marketing and referral capabilities, appointment reminders, patient messaging, surveys, patient education tools, and self-care management. 

Hospitals or medical practices looking to boost their patient satisfaction, cut down on unnecessary readmissions, and streamline communication with patients should be using patient engagement tools. Patient engagement solutions provide communication channels compliant with Health Insurance Portability and Accountability Act (HIPAA) to providers and patients to boost engagement between the two parties. Patient engagement software often integrates directly with health care providers’ electronic health record (EHR).

### What are the Common Features of Patient Engagement Software?

The following are some core features within patient engagement software that can help users build better patient relationships and improve patient satisfaction:

[**Patient portal**](https://www.g2.com/categories/patient-engagement/f/patient-portal-patient-communication) **:** Patient portals allow patients to log in to see and update their health information. Implementing a patient portal can give patients a more active role in their health care. They can access their records, see past visit history, look at lab results, and more. 

[**Patient surveys**](https://www.g2.com/categories/patient-engagement/f/surveys-feedback) **:** Providers send out patient surveys to gather feedback. Direct patient feedback can give health care providers actionable steps to improve. Most solutions offer the ability to customize patient surveys, allowing providers to gather feedback relevant to their practice or hospital. Surveys can be sent automatically after a visit to ensure that every targeted patient is asked for their feedback.

[**Digital patient intake**](https://www.g2.com/categories/patient-engagement/f/digital-intake-forms) **:** Patient engagement solutions give providers the ability to handle patient intake digitally before they even step foot in the office. Patients can provide necessary information, such as health insurance information and health history. Health care providers can customize intake forms to collect all necessary information. 

**Secure messaging:** These tools give health care providers the ability to message their patients directly while maintaining HIPAA compliance. 

Other Features of Patient Engagement Software: [Appointment Reminder Capabilities](https://www.g2.com/categories/patient-engagement/f/appointment-reminder), [Engagement Measuring Capabilities](https://www.g2.com/categories/patient-engagement/f/engagement-measuring), [Integration with Wearables Capabilities](https://www.g2.com/categories/patient-engagement/f/integration-with-wearables), [IPC Systems Integration Capabilities](https://www.g2.com/categories/patient-engagement/f/ipc-systems-integration), [Online Presence Management Capabilities](https://www.g2.com/categories/patient-engagement/f/online-presence-management), [Outreach / Marketing Capabilities](https://www.g2.com/categories/patient-engagement/f/outreach-marketing), [Patient Education Capabilities](https://www.g2.com/categories/patient-engagement/f/patient-education), [Patient Feedback Management Capabilities](https://www.g2.com/categories/patient-engagement/f/patient-feedback-management), [Patient Satisfaction Management Capabilities](https://www.g2.com/categories/patient-engagement/f/patient-satisfaction-management), [Reputation Management Capabilities](https://www.g2.com/categories/patient-engagement/f/reputation-management), [Self Care Management Capabilities](https://www.g2.com/categories/patient-engagement/f/self-care-management)

### What are the Benefits of Patient Engagement Software?

**Improved patient satisfaction:** Patient satisfaction is an increasingly important metric for health care providers. Patient engagement tools help solve pain points for patients and increase the ease and efficiency with which they can interact with their health care providers. These solutions phone tag and consolidate patient interactions within a single system. Features like digital patient intake and in-app follow-up improve the patient experience making them potentially stick with the provider that gave them that experience. Health care organizations can boost patient retention by improving their patients’ satisfaction. 

**Better quality of care:** Patients can leverage patient engagement software to take a more active role in their own health, and providers can have more consistent check-ins with their patients. The increased ease of communication is particularly important in the case of patients requiring chronic care. Health care organizations can automate check-ins with these patients, sending automated appointment reminders and educational material designed to give these patients more tools to help manage their conditions. 

**Streamlined communication:** Patient engagement solutions give health care providers HIPAA compliant ways to talk directly to their patients. This communication, depending on the system, can be via email or text, and some solutions have built-in telehealth capabilities so medical professionals can conduct fully virtual visits. Certain solutions may provide the ability to automate communications, and features like automated appointment reminders may reduce no-shows.

### Who Uses Patient Engagement Software?

**Administrators:** Health care administrators use patient engagement software to schedule appointments, handle patient intake, and collect patient feedback. Some solutions may provide medical billing features or integrate with medical billing software, which administrators leverage to handle patient invoices and payments.

**Medical professionals:** Doctors, nurses, NPs, PAs, and other medical professionals use patient engagement solutions to directly message their patients. They may also use the solution to upload and share lab results or send educational material relevant to their patients. Medical professionals can use these solutions to engage with patients holistically, leveraging increased access to provide a deeper level of informed care.

**Patients:** Patients use these solutions to interact with their care providers, send required documentation, book appointments, and review historical health data. The goal of patient engagement software is to get patients more involved in their health care, so the solutions are designed with patient interaction in mind. 

#### Software Related to Patient Engagement Software

Related solutions that can be used together with patient engagement software include:

[Telemedicine software](https://www.g2.com/categories/telemedicine) **:** Patient engagement solutions often integrate with, or include the features of, telemedicine software. The combination of these two types of software can provide a near-comprehensive solution for health care providers looking to improve patient engagement.

[Patient intake software](https://www.g2.com/categories/patient-intake) **:** Patient intake functionality is a common feature of patient engagement solutions, which allows patients to fill out intake forms and provide necessary previsit information digitally.

[EHR software](https://www.g2.com/categories/ehr) **:** The EHR is the backbone of any health care providers’ tech stack. It’s because of its importance and the fact that patient engagement solutions need to access and deliver health records, the latter will offer integrations with the former. 

[HIPAA compliant messaging software](https://www.g2.com/categories/hipaa-compliant-messaging) **:** Secure messaging, or HIPAA compliant messaging in the case of health care, is a core feature of patient engagement solutions. Communication between patient and provider must be secure, and patient engagement tools provide a secure two-way, real-time communication method. 

### Challenges with Patient Engagement Software

Software solutions can come with their own set of challenges. 

**Adoption:** Product adoption is key to ensuring successful implementation. If no one uses the system, there’s no point in having it. Health care providers must be diligent about educating their employees on the patient engagement solution to drive meaningful use. In addition, organizations that purchase patient engagement solutions should build the solutions’ use into their workflows to drive adoption. As patient engagement solutions are designed to boost patient interaction, it is important to educate patients on the new system. There may be robust functionality that patients either do not know or use because of a lack of knowledge. Both problems can be addressed by educating patients on the full breadth of features a patient engagement solution offers. A large part of adoption may be whether or not the solution has a mobile app. 

**Integrations:** Proper integrations with providers’ existing health systems are necessary for patient engagement solutions to work as intended. EHR integration is the most common, but it may be valuable to ensure that the patient engagement system integrates with other parts of the tech stack. If the organization is running on a medical practice management system, the patient engagement software should integrate with it.

**Compliance:** Patient engagement software must be compliant with relevant health care regulations to be safe and effective. HIPAA compliance, which demands the protection of personal health information (PHI), is first and foremost among regulatory compliance in patient engagement systems. 

### Which Companies Should Buy Patient Engagement Software?

All health care providers interacting with patients should invest in a patient engagement solution. 

**Hospitals:** Hospitals deal with high volumes of patients. Patient engagement systems streamline intake and communication with those patients, automating interactions wherever possible consequently reducing the staff’s burden. Automation of standard interactions, like appointment reminders, can help hospitals deal with high patient volume. 

**Independent practices:** For independent practices, patient engagement is vital. Patient engagement solutions can help these providers build solid relationships with their patients.

**Multi location practices:** Building relationships and standardizing a streamlined approach to patient communication across multiple locations is much easier with patient engagement software. Multi location practices can leverage the software to drive consistent patient engagement. 

### How to Buy Patient Engagement Software

#### Requirements Gathering (RFI/RFP) for Patient Engagement Software

During the requirement gathering process, the selection team should put together the core functionality they’re looking for. The team should have an estimate of how many users they’ll have, as well as the tech literacy of those users. Patient engagement solutions offer a wide range of features, so narrowing down what is necessary and what may be a bonus is key. The health care provider may want an omnichannel solution with a mobile app to boost adoption in heavy mobile device users. Integration with existing systems should be considered at this point.

#### Compare Patient Engagement Software Products

**Create a long list**

Prospective buyers should put together a list of vendors that meet their core requirements to form their long list. They should start with a comprehensive list of features they’re looking for, from must-haves to wish list functionality. 

**Create a short list**

At this point, prospective buyers should send out RFIs and use the responses to narrow their long list down to a short list of viable solutions. The selection team should conduct in-depth research at this point and start to form informed opinions on the available options.

**Conduct demos**

At this point, the prospective buyer will demo products from the short list. During the demo stage, the buyer should ask questions about specific scenarios common to their practice or hospital. Certain solutions may be geared towards a specific type of practice, and have features for that practice type. Initial pricing conversions should take place if they haven’t already, or if the vendor’s pricing isn’t clearly outlined. 

#### Selection of Patient Engagement Software

**Choose a selection team**

Administrators, medical professionals, and systems administrators should all be involved in the selection process. Administrators and medical professionals, the users of the software, should have a say in choosing the solution that they’ll spend the most time using. Systems administrators, or tech support professionals involved in the implementation and integration of the software into the existing tech stack, should also be involved.

**Negotiation**

The selection team will have to negotiate with the vendor, weighing the price against the potential benefit of purchasing and implementing the solution.