Best Patient Engagement Software with Patient Education Capabilities

Agentforce Health (formerly Salesforce Health Cloud)

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: 4.0/5.0

Total Reviews: 82

Phreesia

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 4,700 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. 80%+ of patients pay their copay at point 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: 3.9/5.0

Total Reviews: 44

Practice Better

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: 299

Upfront

Upfront’s patient engagement platform digitally guides every patient to the care they need. Upfront enhances patients' care experience through hyper-personalized, omnichannel outreach. Only the Upfront platform analyzes clinical and patient-reported data fused with psychographic segmentation and behavioral science to deeply personalize communications, activating patients to complete necessary care, show up for visits, and close any gaps in care. Upfront is rooted in partnership, leveraging best-in-class healthcare expertise to maximize the impact of its technology to deliver a next-generation patient experience. Upfront Healthcare offers more than 120 use cases across patient acquisition and retention, helping its clients solve a variety of Clinical, Operational & Financial challenges: • 2-4x increase in patient engagement • Increased scheduling rates by 40% • 50% fewer ED visits • Decreased no-show rates by 22% • 52% cancelled visits shifted to rescheduled • 93% click through rate for complex patient care journeys • 32 FTEs of time savings annually • 4x increase in patient payments within 10 days of ‘go live’ • 24% increase in collections of bad debt (over 120 days due) • >50% reduction in paper statement and postage costs through automation • Reversed healthcare disparities, driving a comparable share of Medicaid patients to schedule care, despite sociodemographic barriers for engagement • Enhanced patient engagement results (4-6x industry average) The Partner You Can Trust • 4000+ client locations • HITRUST 2r certification • NIST Cybersecurity Framework certified • KLAS Censinet Cybersecurity • 20+ integrated Epic locations • Consolidated and integrated over 25+ vendors NOTE: Upfront acquired PatientBond in August 2022

Average Rating: 4.7/5.0

Total Reviews: 19

Healthie

Healthie offers an industry-leading EMR, scheduling, and engagement platform for modern healthcare delivery. Healthie is a comprehensive tool for practice management and telehealth, and includes core business features: scheduling, billing (out-of-pocket and insurance), charting (intake forms, e-signature, and note-templates), document sharing, secure messaging, client food logging, and more. Healthie is HIPAA, SOC-2, PIPEDA, GDPR, and PCI-compliant. Healthie offers integration with various third-party applications such as Stripe, Fullscript, Zoom and more. Monthly subscriptions and support is offered via email, phone, and documentation. Healthie has a no-commitment free trial.

Average Rating: 4.0/5.0

Total Reviews: 24

CareMessage

CareMessage is the technology non-profit building the largest patient engagement platform for low-income populations in the United States. Powered by the Health Equity Engine™, the platform enables organizations to combine messaging, data, and interoperability to increase access to care, improve clinical outcomes, and address social drivers of health. With 20 million patients reached since 2013, CareMessage is the only patient engagement solution proven to improve health equity at scale. The team, many with lived experiences in these communities, leverages a nonprofit model to reinvest revenue into impact. CareMessage is the partner of choice for organizations committed to advancing health equity.

Average Rating: 4.6/5.0

Total Reviews: 5

PatientIQ

PatientIQ is the largest and fastest-growing healthcare technology partner for deriving actionable insights from patient outcomes data. The PatientIQ platform empowers health systems, specialty practices, and medical device companies to systemically collect and analyze patient-reported outcomes data to improve clinical and operational performance. In addition to outcomes collection and analysis, the platform facilitates collaboration, bringing together data-driven organizations from across the country to accelerate research and push medicine forward. For more, visit www.patientiq.io.

Average Rating: 4.2/5.0

Total Reviews: 6

AllegianceMD

Web-based medical billing, practice management and EMR software that uses artificial intelligence.

Average Rating: 4.5/5.0

Total Reviews: 6

CareClinic

CareClinic Patient Engagement software provides clinicians and pharmacies with remote patient management tools and the ability to offer consumers a way to order refills directly from the mobile or web app. Our app enables patients to manage their treatment to improve outcomes, enabling value-based care. Follow up reminders can be sent manually or automatically, patients can read educational material and add send alerts directly to the provider in case of thresholds being met.

Average Rating: 5.0/5.0

Total Reviews: 1

Cedar

Cedar’s consumer-friendly, enterprise platform delivers simplified and personalized experiences across the end-to-end healthcare journey so providers can increase patient collections, reduce administrative costs and improve patient satisfaction. From pre-service through post-billing, only Cedar combines health plan data with provider workflows for a seamless patient journey that enables providers to see value quickly and generate long-term ROI. How healthcare providers benefit: ● Payer-provider integration: Cedar bridges the divide between payers and providers, bringing benefit information, financial responsibility and accumulator data to the consumer to improve payment outcomes, reduce costs, and elevate your patient experience. ● Personalized patient engagement: Automatically tailor messaging and payment options for each patient to maximize the chance of payment and improve patient satisfaction. ● Dependable implementation: Implement a solution that complements your athenahealth EHR and alleviates administrative burdens. ● Continuous innovation: Gain a thought partner with aligned goals focused on driving your consumer engagement and digital strategies forward.

Average Rating: 4.0/5.0

Total Reviews: 1

TouchMD

TouchMD is a suite of patient engagement and communication apps featuring digital consent forms, clinical photography and photo management tools, in-office marketing, and an elevated virtual consultation platform. With the HIPAA-compliant myTouchMD app, patients sign documents, share photos securely, or meet their doctor from anywhere for a virtual consultation. Designed for plastic surgery, medical spas, ophthalmology, dermatology, women’s health, and dentistry, TouchMD’s apps are available individually or as a platform for iOS or Windows touchscreen and integrated with 40+ EMR and CRM systems.

Average Rating: 5.0/5.0

Total Reviews: 1

5thPort

5thPort is a digital patient education, engagement and eConsent platform. It can be used across individual practices, hospitals, health systems, and in clinical research. The platform utilizes high quality, prescriptive multimedia and teach-back to educate patients and their caregivers on their diagnosis, care plans, risks and benefits of recommended procedures. Once the patient is well-informed, our digital eConsent process helps to facilitate a meaningful conversation with your healthcare provider. The analytics collected by our platform are a significant source of understanding of each patient's level of engagement and their understanding of their disease, treatment options and associated risk/benefits, allowing providers to focus on patients who had difficulty with comprehension. 5thPort is multilingual capable, so engagement can be done in the patient’s language of choice, reducing socio-economic and cultural barriers. With 5thPort, achieve the following results: 1. Save 15 to 20 minutes per consult (without spending any incremental effort) 2. Enhance the patient experience 3. Reduce patient stress on the day of their appointment 4. Empower patients to actively participate in their healthcare conversations with their provider 5. Reduce nurse burnout

AZZLY

AZZLY Rize is a top-rated addiction treatment and behavioral healthcare-specific EHR, Telehealth Ready and RCM system. We serve small, medium, and large organizations. AZZLY Rize is very customizable and scalable. Features include e-check-in, scheduling, appointment reminder, EHR, treatment plans, progress notes, outcome measurement tools, medication management, withdrawal management, e-prescribing, EPCS, PDMP, patient communication tools, and electronic billing and claims submission.

Average Rating: 5.0/5.0

Total Reviews: 1

BlueJay RTM

BlueJay, a leading telerehab platform, offers a comprehensive RTM (Remote Therapeutic Monitoring) solution that allows healthcare providers and pain clinics to utilize RTM CPT codes and streamline their remote care processes. BlueJayRTM simplifies this process by providing healthcare providers with robust documentation tools and features, ensuring that all relevant information is captured and organized efficiently. BlueJayRTM guaranteed successful reimbursement with no-upfront fees. The platform offers a variety of features that can help providers document their services and track patient progress, making it easier to get reimbursed for their work. Our platform offers features, such as: • 4000+ home exercise videos and hundreds of ready-to-use HEPs templates • AI-based ROM (range of motion) remote assessment • Secure video visit (telehealth) sessions and messaging • RTM Billing documentation BlueJayRTM offers healthcare providers and clinics a turnkey solution for optimizing reimbursement, increasing revenue, and streamlining patient engagement. With a comprehensive platform, providers can confidently navigate the reimbursement process and unlock the full potential of their practice. Embrace BlueJayRTM today for streamlined reimbursement, optimized revenue generation, and enhanced patient engagement. Providers will be able to: • Monitor program adherence, pain levels, and patient feedback • Interact with patients using messaging and telehealth • Adjust the program as needed to optimize patient outcomes. BluejayRTM provides an easy and automated feature that tracks patient engagement, monitors requirements for each reimbursement code, and provides a billable summary at the end of each cycle to be submitted to insurance. BluejayRTM is a stand-alone patient engagement solution and the only platform providers will need to fully benefit from the new RTM services.

ClinicTracker

A Behavioral Health EHR to Simplify Every Facet of Your Facility An EHR should make life easier for clinicians and administrators — and with ClinicTracker, it can. Built by clinicians and administrators, our behavioral health EHR software combines EHR, billing, and practice management into a single, fully integrated solution. Paired with an extraordinary degree of flexibility and lightning-fast support, we meet the needs of behavioral health providers in a way that other EHR software vendors can’t. One System To: Automate clinic routines Boost staff productivity Increase billing efficiency Enhance overall management

Average Rating: 4.3/5.0

Total Reviews: 2