# Best Patient Engagement Software for Medium-Sized Businesses

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


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

In addition to qualifying for inclusion in the Patient Engagement Software category, to qualify for inclusion in the Medium-Sized Business Patient Engagement Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.





## Top Patient Engagement Software at a Glance
| # | Product | Rating | Best For | What Users Say |
|---|---------|--------|----------|----------------|
| 1 | [Birdeye](https://www.g2.com/products/birdeye/reviews) | 4.7/5.0 (4,037 reviews) | Automated patient review solicitation with PM integration | "[Great Product for Reviews Online Presence](https://www.g2.com/survey_responses/birdeye-review-10224463)" |
| 2 | [Weave](https://www.g2.com/products/weave-weave/reviews) | 4.6/5.0 (416 reviews) | Two-way patient texting with EHR integration | "[Real-Time Texting Transforms Office Communication](https://www.g2.com/survey_responses/weave-review-12181652)" |
| 3 | [ModMed](https://www.g2.com/products/modmed/reviews) | 4.5/5.0 (361 reviews) | Specialty EHR-integrated patient communication and recall | "[Easy-to-Use, Dependable EHR That Keeps Documentation Efficient](https://www.g2.com/survey_responses/modmed-review-12939506)" |
| 4 | [eClinicalWorks](https://www.g2.com/products/eclinicalworks/reviews) | 3.7/5.0 (158 reviews) | All-in-one clinical documentation with patient portal | "[Versatile EHR for Clinical Operations, Care Coordination, and Population Health](https://www.g2.com/survey_responses/eclinicalworks-review-12750469)" |
| 5 | [Curogram](https://www.g2.com/products/curogram/reviews) | 4.8/5.0 (99 reviews) | Two-way texting with EMR-integrated appointment workflows | "[Effortless Patient Communication, Needs Better Merging](https://www.g2.com/survey_responses/curogram-review-12793642)" |
| 6 | [Adit](https://www.g2.com/products/adit/reviews) | 4.8/5.0 (91 reviews) | Two-way texting and automated appointment confirmations | "[Adit is awesome!](https://www.g2.com/survey_responses/adit-review-12921822)" |
| 7 | [NexHealth](https://www.g2.com/products/nexhealth/reviews) | 4.8/5.0 (119 reviews) | EMR-integrated appointment filling and digital intake | "[Left & Happily Came Back](https://www.g2.com/survey_responses/nexhealth-review-13108173)" |
| 8 | [Pabau Practice Management](https://www.g2.com/products/pabau-practice-management/reviews) | 4.7/5.0 (311 reviews) | Automated patient journeys with digital consents | "[An All-in-One Platform That Continues to Improve Our Practice](https://www.g2.com/survey_responses/pabau-practice-management-review-13074761)" |
| 9 | [Phreesia](https://www.g2.com/products/phreesia/reviews) | 3.9/5.0 (44 reviews) | Pre-visit intake with EHR-integrated insurance verification | "[Empowers Remote Work with Ease](https://www.g2.com/survey_responses/phreesia-review-12113577)" |
| 10 | [Zanda (formerly Power Diary)](https://www.g2.com/products/zanda-formerly-power-diary/reviews) | 4.7/5.0 (294 reviews) | — | "[All-In-One Platform with Room for Improvement](https://www.g2.com/survey_responses/zanda-formerly-power-diary-review-11301788)" |


## G2 Grid® for Patient Engagement Software
![G2 Grid® for Patient Engagement Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-engagement/grids.png?focus%5B%5D=19432&focus%5B%5D=1824&focus%5B%5D=140008&focus%5B%5D=48097&focus%5B%5D=101319&focus%5B%5D=46458&focus%5B%5D=44719&focus%5B%5D=87716)
Highlighted products: Birdeye, eClinicalWorks, ModMed, Weave, Artera, Klara, EHRYourWay, and rater8.
Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-engagement/grids.json?focus%5B%5D=birdeye&focus%5B%5D=eclinicalworks&focus%5B%5D=modmed&focus%5B%5D=weave-weave&focus%5B%5D=artera&focus%5B%5D=klara&focus%5B%5D=ehryourway&focus%5B%5D=rater8&segment=mid-market)


## How Many Patient Engagement Software Products Does G2 Track?
**Total Products under this Category:** 404

### Category Stats (Jul 2026)
- **Average Rating**: 4.34/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: AbbaDox (+2.48%) - Among all products in this category, AbbaDox recorded the largest rating increase compared to last month
*Last updated: July 19, 2026*


## How Does G2 Rank Patient Engagement Software Products?

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

- 30 Analysts and Data Experts
- 12,500+ Authentic Reviews
- 404+ 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.



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## What Are the Top-Rated Patient Engagement Software Products in 2026?
### 1. [Birdeye](https://www.g2.com/products/birdeye/reviews)
Birdeye builds AI agents for multi-location brands — trusted by the largest enterprise brands globally, including Sutter Health, Aspen Dental, Sun Auto and Caesars Entertainment. We give you AI coworkers at every location — for marketing, operations, and customer experience — that do the jobs your business needs done by employing multiple agents that work together to win AI visibility, convert demand, and deliver a consistent customer experience. AI Coworkers → Do the Jobs Jay (marketing), Robin (operations), and Myna (customer experience) own the work across your locations — from AI search visibility, reviews, listings, and social, to front desk and appointment booking, to surveys, ticketing, and insights. You're not buying features. You're adding AI staff to every location. So the work gets done at every location — without stretching your team thinner. Agents → Do the Work Each coworker employs multiple agents that work together to complete a job. The way those agents work is what makes us different. Most software tells you what's happening; our agents decide what to do — and do it, with your approval. They consolidate every signal across every location, whether it lives in Birdeye or one of your 3,000+ integrations; reason with your brand voice and industry context; and act — together — to drive the outcome. So one review, one campaign, one missed call becomes a finished outcome, not a task sitting in a dashboard. Enterprise-Ready → Built for Scale SSO, audit logging, HIPAA, SOC 2, and GDPR. Role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. So you stay in control while AI handles execution across hundreds of locations. With teams across the U.S., U.K., Australia, and India, Birdeye is redefining how enterprises win locally at scale.


**Average Rating:** 4.7/5.0
**Total Reviews:** 4,037
**How Do G2 Users Rate Birdeye?**

- **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: 8.5/10)
- **Patient Communications:** 8.8/10 (Category avg: 8.8/10)

**Who Is the Company Behind Birdeye?**

- **Seller:** [Birdeye](https://www.g2.com/sellers/birdeye)
- **Company Website:** https://www.birdeye.com
- **Year Founded:** 2012
- **HQ Location:** Palo Alto, CA
- **Twitter:** @BirdEye_ (5,232 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2837064/ (1,442 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner, Marketing Manager
- **Top Industries:** Hospital & Health Care, Real Estate
- **Company Size:** 47% Small-Business, 34% Mid-Market


#### What Are Birdeye's Pros and Cons?

**Pros:**

- Ease of Use (1019 reviews)
- Helpful (1009 reviews)
- Review Management (851 reviews)
- Customer Support (720 reviews)
- Features (589 reviews)

**Cons:**

- Missing Features (232 reviews)
- Improvement Needed (158 reviews)
- Review Management (158 reviews)
- Learning Curve (139 reviews)
- Limited Features (138 reviews)


### What Do G2 Reviewers Say About Birdeye?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Birdeye incredibly **easy to use** , appreciating the intuitive setup and seamless navigation for managing reviews.
- Users value the **ease of use** of Birdeye, finding navigation and review management straightforward and efficient.
- Users value the **user-friendly review management** features of Birdeye, enhancing communication and reputation effortlessly.
- Users commend the **excellent customer support** from Birdeye, ensuring smooth integration and great success in implementation.
- Users appreciate the **ease of use and convenience** of Birdeye, especially for managing reviews and patient communication.

**Cons:**

- Users note the **missing features** in Birdeye, wishing for integration with TikTok and other enhancements.
- Users note that Birdeye's **slow UI and AI improvements needed** impact efficiency and customer service experience.
- Users find it **confusing to manage reviews** effectively due to integration and dashboard usability issues.
- Users note a **learning curve** with Birdeye's interface that may challenge those less familiar with technology.
- Users find the **limited features** of Birdeye lack comprehensive tools and integrations needed for a better experience.

#### What Are Recent G2 Reviews of Birdeye?

**"[Great Product for Reviews Online Presence](https://www.g2.com/survey_responses/birdeye-review-10224463)"**

**Rating:** 5.0/5.0 stars
*— Taylor P.*

[Read full review](https://www.g2.com/survey_responses/birdeye-review-10224463)

---

**"[Centralized Reputation Management with Ease](https://www.g2.com/survey_responses/birdeye-review-12251930)"**

**Rating:** 5.0/5.0 stars
*— Santiago V.*

[Read full review](https://www.g2.com/survey_responses/birdeye-review-12251930)

---


#### What Are G2 Users Discussing About Birdeye?

- [What makes Birdeye a preferred tool for businesses looking to improve their online reputation and customer feedback management?](https://www.g2.com/discussions/what-makes-birdeye-a-preferred-tool-for-businesses-looking-to-improve-their-online-reputation-and-customer-feedback-management) - 1 comment
- [What is Birdeye used for?](https://www.g2.com/discussions/what-is-birdeye-used-for) - 1 comment
- [Are BirdEye reviews fake?](https://www.g2.com/discussions/are-birdeye-reviews-fake) - 2 comments
- [How much is BirdEye monthly?](https://www.g2.com/discussions/how-much-is-birdeye-monthly) - 1 comment
- [What does BirdEye cost?](https://www.g2.com/discussions/what-does-birdeye-cost) - 1 comment

### 2. [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:** 158
**How Do G2 Users Rate eClinicalWorks?**

- **Workflow Management:** 8.2/10 (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:** 8.9/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.5/10 (Category avg: 8.8/10)

**Who Is the Company Behind eClinicalWorks?**

- **Seller:** [eClinicalWorks](https://www.g2.com/sellers/eclinicalworks)
- **Year Founded:** 1999
- **HQ Location:** Westborough, MA
- **Twitter:** @eClinicalWorks (21,008 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/21867/ (5,417 employees on LinkedIn®)

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


#### What Are eClinicalWorks's Pros and 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)


### What Do G2 Reviewers Say About eClinicalWorks?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of eClinicalWorks, finding it user-friendly and efficient for their needs.
- Users appreciate the **easy-to-use interface** of eClinicalWorks, enhancing workflow and focus with helpful features.
- Users appreciate the **easy accessibility** of eClinicalWorks, enhancing focus and efficiency in small businesses.
- Users value the **efficient appointment scheduling** with eClinicalWorks, keeping all medical documents updated and accessible.
- Users appreciate the **booking ease** of eClinicalWorks, ensuring seamless appointment scheduling and up-to-date documents.

**Cons:**

- Users find the **slow loading times** of eClinicalWorks frustrating, impacting productivity and overall experience during multitasking.
- Users experience **slow performance** with eClinicalWorks, often facing lags and frequent automatic logouts while multitasking.
- Users experience **system instability** with eClinicalWorks, facing lag and automatic logouts that hinder multitasking efficiency.
- Users often face **technical issues** with eClinicalWorks, experiencing lagging, automatic logouts, and inefficient updates.
- Users often face **login issues** , including automatic logouts and frustrating lag times affecting their workflow.

#### What Are Recent G2 Reviews of eClinicalWorks?

**"[Versatile EHR for Clinical Operations, Care Coordination, and Population Health](https://www.g2.com/survey_responses/eclinicalworks-review-12750469)"**

**Rating:** 4.5/5.0 stars
*— Reneisha H.*

[Read full review](https://www.g2.com/survey_responses/eclinicalworks-review-12750469)

---

**"[Comprehensive EHR Solution, Streamlines Workflows Efficiently](https://www.g2.com/survey_responses/eclinicalworks-review-13094240)"**

**Rating:** 4.5/5.0 stars
*— Akash C.*

[Read full review](https://www.g2.com/survey_responses/eclinicalworks-review-13094240)

---


#### What Are G2 Users Discussing About eClinicalWorks?

- [What is eClinicalWorks used for?](https://www.g2.com/discussions/what-is-eclinicalworks-used-for)

### 3. [ModMed](https://www.g2.com/products/modmed/reviews)
At ModMed®, 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:** 361
**How Do G2 Users Rate ModMed?**

- **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:** 7.9/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind ModMed?**

- **Seller:** [ModMed](https://www.g2.com/sellers/modmed)
- **Company Website:** https://www.modmed.com/
- **Year Founded:** 2010
- **HQ Location:** Boca Raton, Florida
- **Twitter:** @modmed (4,166 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1133049/ (2,323 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Practice Manager, Medical Assistant
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 45% Small-Business, 28% Mid-Market


#### What Are ModMed's Pros and Cons?

**Pros:**

- Ease of Use (166 reviews)
- Efficiency (121 reviews)
- Workflow Efficiency (68 reviews)
- Product Satisfaction (59 reviews)
- Setup Ease (57 reviews)

**Cons:**

- Poor System Functionality (27 reviews)
- Missing Features (26 reviews)
- Difficult Setup (24 reviews)
- Limited Features (24 reviews)
- Inadequate Reporting (22 reviews)


### What Do G2 Reviewers Say About ModMed?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find ModMed to be **exceptionally easy to use** , streamlining workflows and enhancing patient documentation in dermatology practices.
- Users value the **efficiency of ModMed** , noting simplified workflows, seamless scheduling, and enhanced operations in dermatology practices.
- Users value **workflow efficiency** with ModMed, enjoying seamless integration for EMR, billing, and scheduling in dermatology practices.
- Users praise ModMed for its **specialized focus on dermatology** , enhancing efficiency and user satisfaction significantly in practice.
- Users value the **easy initial setup** of ModMed, appreciating the time saved for a seamless transition in workflow.

**Cons:**

- Users face challenges with **poor system functionality** , leading to complications in tracking and data accuracy.
- Users find **missing features** in ModMed, including inadequate customization and essential functionalities not meeting their needs.
- Users find the **difficult setup** of ModMed demanding, especially for new users navigating complex workflows.
- Users find ModMed's features **limited and underdeveloped** , often requiring add-ons for essential functionalities and customization.
- Users find the **inadequate reporting** features frustrating, as matching data and timely updates are often problematic.

#### What Are Recent G2 Reviews of ModMed?

**"[Easy-to-Use, Dependable EHR That Keeps Documentation Efficient](https://www.g2.com/survey_responses/modmed-review-12939506)"**

**Rating:** 4.5/5.0 stars
*— Alisha J.*

[Read full review](https://www.g2.com/survey_responses/modmed-review-12939506)

---

**"[All-in-One ModMed Platform That Streamlines Check-In and Saves Time](https://www.g2.com/survey_responses/modmed-review-12914418)"**

**Rating:** 5.0/5.0 stars
*— Berenice A.*

[Read full review](https://www.g2.com/survey_responses/modmed-review-12914418)

---


#### What Are G2 Users Discussing About ModMed?

- [What do you like most about ModMed for healthcare management, and what would you suggest improving?](https://www.g2.com/discussions/what-do-you-like-most-about-modmed-for-healthcare-management-and-what-would-you-suggest-improving)
- [What is ModMed used for?](https://www.g2.com/discussions/what-is-modmed-used-for) - 1 comment
- [What is Modmed boost?](https://www.g2.com/discussions/what-is-modmed-boost) - 1 comment
- [What is EMA software?](https://www.g2.com/discussions/what-is-ema-software)
- [What is EMA modernizing medicine?](https://www.g2.com/discussions/what-is-ema-modernizing-medicine)

### 4. [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:** 416
**How Do G2 Users Rate Weave?**

- **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: 8.5/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.8/10)

**Who Is the Company Behind Weave?**

- **Seller:** [Weave](https://www.g2.com/sellers/weave)
- **Company Website:** https://www.getweave.com
- **Year Founded:** 2008
- **HQ Location:** Lehi, Utah
- **Twitter:** @getweave (2,008 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1271877/ (1,173 employees on LinkedIn®)

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


#### What Are Weave's Pros and 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)


### What Do G2 Reviewers Say About Weave?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Weave's **ease of use** exceptional, making setup and daily operations intuitive and efficient.
- Users find Weave's **communication features** invaluable, enabling seamless interaction and updates with patients and team members.
- Users love the **convenience of text messaging** with Weave, enhancing communication with patients effortlessly.
- Users value the **convenient communication** tools of Weave, enhancing patient interaction and streamlining workflow effectively.
- Users find Weave’s **texting communication** incredibly convenient, allowing seamless patient interactions and efficient information sharing.

**Cons:**

- Users often face **technical issues** with Weave, particularly with message delivery and phone tree setup difficulties.
- Users experience **glitchy notifications** for team messaging, leading to issues with functionality and ease of use.
- Users experience **communication issues** with Weave, leading to patient frustration and marketing inefficiencies.
- Users report **connectivity issues** with Weave, including lags and syncing problems that hinder seamless operation.
- Users feel the **limited features** restrict functionality, particularly in scheduling and package capabilities.

#### What Are Recent G2 Reviews of Weave?

**"[Real-Time Texting Transforms Office Communication](https://www.g2.com/survey_responses/weave-review-12181652)"**

**Rating:** 5.0/5.0 stars
*— Kelly .*

[Read full review](https://www.g2.com/survey_responses/weave-review-12181652)

---

**"[Excellent feature development; very useful and integral to our operations.](https://www.g2.com/survey_responses/weave-review-9471547)"**

**Rating:** 4.0/5.0 stars
*— Craig E.*

[Read full review](https://www.g2.com/survey_responses/weave-review-9471547)

---


#### What Are G2 Users Discussing About Weave?

- [Is weave Hipaa compliant?](https://www.g2.com/discussions/is-weave-hipaa-compliant) - 2 comments
- [How much is weave dental?](https://www.g2.com/discussions/how-much-is-weave-dental) - 2 comments
- [What does the company weave do?](https://www.g2.com/discussions/weave-what-does-the-company-weave-do) - 2 comments
- [What is weave dental?](https://www.g2.com/discussions/what-is-weave-dental) - 2 comments

### 5. [Artera](https://www.g2.com/products/artera/reviews)
Artera is a patient communication and engagement platform designed to assist healthcare providers in managing and automating interactions with patients through various channels, including text, email, phone, and voice AI agents. This innovative solution caters to a diverse range of healthcare entities, such as specialty practices, Federally Qualified Health Centers (FQHCs), health systems, and federal agencies, all of which require efficient coordination of patient communication across multiple workflows. The platform's unique structure combines its core offering, Artera Harmony, with dedicated AI Service Squads. These teams work closely with healthcare organizations to develop tailored solutions that seamlessly integrate into existing workflows and Electronic Health Record (EHR) environments. This collaborative approach ensures that each organization can optimize its patient engagement strategies while maintaining the integrity of its operational processes. Artera's key capabilities significantly enhance patient communication efficiency. The voice AI agents are particularly noteworthy, as they can manage routine patient interactions such as appointment scheduling, intake processes, referrals, payments, and care gap outreach. This automation not only reduces the administrative burden on healthcare staff but also improves the overall patient experience by providing timely and accurate responses. Additionally, the Smart Inbox feature consolidates all patient communications in one accessible location, allowing providers to maintain a complete log of conversation history and context across different practices. Automated workflows further streamline routine tasks and complex care journeys, including appointment reminders and proactive patient outreach. These workflows are designed to operate without requiring staff intervention, thanks to deep EHR integrations that facilitate seamless communication. The AI Service Squads play a critical role in this process, collaborating directly with provider teams to design, implement, and support customized AI solutions tailored to the specific needs of each practice. Artera's platform supports over 200 million patients and processes more than 2 billion communications annually, showcasing its robust capabilities in the healthcare communication landscape. With integrations into major EHR systems and a commitment to security, as evidenced by its SOC 2 Type 2, HITRUST, HIPAA compliance, and FedRAMP Class D Certification, Artera prioritizes patient data protection. Importantly, patient data is not utilized to train AI models, ensuring privacy and compliance. With over 11 years of experience in healthcare communication and recognition as the top-ranked solution in KLAS for Patient Communications in 2026, Artera stands out as a comprehensive solution for healthcare organizations seeking to enhance patient engagement and streamline communication processes.


**Average Rating:** 4.8/5.0
**Total Reviews:** 89
**How Do G2 Users Rate Artera?**

- **Workflow Management:** 9.7/10 (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:** 10.0/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.5/10 (Category avg: 8.8/10)

**Who Is the Company Behind Artera?**

- **Seller:** [Artera](https://www.g2.com/sellers/artera)
- **Company Website:** https://artera.io
- **Year Founded:** 2015
- **HQ Location:** Santa Barbara, US
- **Twitter:** @Artera_io (762 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9405895/ (294 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 63% Mid-Market, 19% Enterprise


#### What Are Artera's Pros and 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)


### What Do G2 Reviewers Say About Artera?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **efficient communication tools** of Artera, enabling quick outreach to patients via various methods.
- Users highlight Artera's **user-friendly design** , making patient communication and appointment management seamless and efficient.
- Users appreciate the **quick and effective patient communication** via text, voicemail, and email, enhancing outreach efficiency.
- Users value the **quick messaging capabilities** of Artera for easy and effective patient communication.
- Users value the **mass texting feature** for its ease and efficiency in communicating quickly with patients.

**Cons:**

- Users struggle with **messaging issues** , particularly in managing multiple team messages and appointment cancellations affecting workflow.
- Users find Artera has **limited features** for larger organizations, impacting efficiency in managing high patient volumes.
- Users find the **limited messaging features** hinder efficient communication, especially for managing large patient volumes.
- Users experience **communication issues** with Artera, relying on staff for replies and lacking timely notifications.
- Users find the **difficult navigation** in Artera frustrating, especially for larger organizations with numerous practices.

#### What Are Recent G2 Reviews of Artera?

**"[Artera: Simple, Fast Campaigns with Easy Message Duplication](https://www.g2.com/survey_responses/artera-review-13051576)"**

**Rating:** 5.0/5.0 stars
*— Daniel A.*

[Read full review](https://www.g2.com/survey_responses/artera-review-13051576)

---

**"[Powerful Campaigns for Mass Outreach and Appointment Reminders](https://www.g2.com/survey_responses/artera-review-13106574)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Hospital & Health Care*

[Read full review](https://www.g2.com/survey_responses/artera-review-13106574)

---


#### What Are G2 Users Discussing About Artera?

- [How does well health make money?](https://www.g2.com/discussions/how-does-well-health-make-money) - 1 comment
- [Is Well Health Technologies a buy?](https://www.g2.com/discussions/is-well-health-technologies-a-buy)
- [What is well company?](https://www.g2.com/discussions/what-is-well-company)
- [What does well app do?](https://www.g2.com/discussions/what-does-well-app-do) - 1 comment

### 6. [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
**How Do G2 Users Rate Klara?**

- **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: 8.5/10)
- **Patient Communications:** 9.3/10 (Category avg: 8.8/10)

**Who Is the Company Behind Klara?**

- **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/ (89 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 72% Small-Business, 21% Mid-Market


#### What Are Klara's Pros and Cons?

**Pros:**

- Communication (23 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)


### What Do G2 Reviewers Say About Klara?
*AI-generated summary from verified user reviews*

**Pros:**

- Users love Klara for its **user-friendly communication** , providing quick and safe interaction with their doctors' offices.
- Users love the **ease of use** of Klara, enjoying seamless communication and customization options for patient interactions.
- Users appreciate the **simplicity of patient communication** with Klara, enjoying easy access and outreach capabilities.
- Users recognize the **efficient texting communication** of Klara, enhancing patient interaction and streamlining operations effectively.
- Users praise the **easy and intuitive interface** of Klara, enhancing productivity and communication with patients.

**Cons:**

- Users find Klara's **limited features** frustrating, as it hampers easy use and lacks necessary customization options.
- Users experience significant **communication issues** with Klara, facing difficulties in accessing past conversations and receiving timely support.
- Users face **messaging issues** in Klara, including glitches, unclear messages, and difficulties in managing communications effectively.
- Users struggle with **search issues** in Klara, often unable to find closed conversations or locate patients efficiently.
- Users express frustration with **limited messaging features** , including small texts and lack of customization options.

#### What Are Recent G2 Reviews of Klara?

**"[Enhanced Patient Communication, Easy Setup](https://www.g2.com/survey_responses/klara-review-12000889)"**

**Rating:** 5.0/5.0 stars
*— Abigail S.*

[Read full review](https://www.g2.com/survey_responses/klara-review-12000889)

---

**"[Effortless Patient Communication with Klara](https://www.g2.com/survey_responses/klara-review-12657112)"**

**Rating:** 4.5/5.0 stars
*— KRUNAL P.*

[Read full review](https://www.g2.com/survey_responses/klara-review-12657112)

---


#### What Are G2 Users Discussing About Klara?

- [What is Klara used for?](https://www.g2.com/discussions/what-is-klara-used-for)
- [What does Klara do?](https://www.g2.com/discussions/what-does-klara-do) - 1 comment
- [What is Klara app?](https://www.g2.com/discussions/what-is-klara-app) - 1 comment
- [How much does Klara cost?](https://www.g2.com/discussions/how-much-does-klara-cost) - 1 comment

### 7. [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
**How Do G2 Users Rate EHRYourWay?**

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

**Who Is the Company Behind EHRYourWay?**

- **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/ (33 employees on LinkedIn®)

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


#### What Are EHRYourWay's Pros and 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)


### What Do G2 Reviewers Say About EHRYourWay?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of EHR Your Way, simplifying navigation and streamlining daily tasks effectively.
- Users find EHRYourWay’s **customer support exceptional** , promptly assisting with issues and enhancing overall user experience.
- Users value the **efficiency** of EHRYourWay, enjoying streamlined workflows and quick access to necessary information.
- Users appreciate the **streamlined documentation workflow** of EHRYourWay, which enhances efficiency and reduces administrative tasks.
- Users praise the **user-friendly navigation** of EHRYourWay, making it convenient for staff and improving their experience.

**Cons:**

- Users often face **technical issues** , including bugs and slow performance, which hinder daily workflow and productivity.
- Users find the **limited customization** in EHRYourWay restricting for their clinical documentation needs.
- Users find **poor navigation** in EHRYourWay frustrating, impacting usability and slowing down their workflow significantly.
- Users find EHRYourWay to be **not user-friendly** , especially for older coworkers and during busy workflow times.
- Users notice a **significant learning curve** with EHRYourWay, making initial navigation challenging for new users.

#### What Are Recent G2 Reviews of EHRYourWay?

**"[Extremely Helpful and Time-Saving EHR with Minimal Issues](https://www.g2.com/survey_responses/ehryourway-review-12210651)"**

**Rating:** 5.0/5.0 stars
*— Amanda J.*

[Read full review](https://www.g2.com/survey_responses/ehryourway-review-12210651)

---

**"[Consistently Excellent Support and a Smooth EHRYW Implementation](https://www.g2.com/survey_responses/ehryourway-review-12678542)"**

**Rating:** 4.0/5.0 stars
*— Kate T.*

[Read full review](https://www.g2.com/survey_responses/ehryourway-review-12678542)

---


#### What Are G2 Users Discussing About EHRYourWay?

- [What are the EHR functions?](https://www.g2.com/discussions/what-are-the-ehr-functions) - 1 comment
- [What are the key components of an EHR?](https://www.g2.com/discussions/what-are-the-key-components-of-an-ehr)
- [What are the unique features of electronic health record software?](https://www.g2.com/discussions/what-are-the-unique-features-of-electronic-health-record-software) - 1 comment
- [What are the features of an EHR system?](https://www.g2.com/discussions/ehr-your-way-what-are-the-features-of-an-ehr-system)

### 8. [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:** 117
**How Do G2 Users Rate rater8?**

- **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: 8.5/10)
- **Patient Communications:** 8.6/10 (Category avg: 8.8/10)

**Who Is the Company Behind rater8?**

- **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/ (87 employees on LinkedIn®)

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


#### What Are rater8's Pros and 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)


### What Do G2 Reviewers Say About rater8?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Rater8, facilitating seamless integration and efficient patient feedback collection.
- Users rave about Rater8's **exceptional customer support** , with a responsive team ready to assist anytime.
- Users enjoy the **instant results** from Rater8, boosting their reviews significantly with ease and efficiency.
- Users value the **real-time feedback** from Rater8, enhancing their practice's growth and online reputation significantly.
- Users praise the **ease of use and effective team support** of rater8 for managing online reviews and reputation.

**Cons:**

- Users find the **review management process tedious** due to time constraints and limitations on certain demographics contributing reviews.
- Users find the **user interface unintuitive** , often struggling to navigate tabs and dropdowns after time away.
- Users find **difficult navigation** challenging, as it takes time to reacquaint themselves with the interface and tabs.
- Users find the **pricing of rater8 to be expensive** compared to competitors offering integrated reputation management features.
- Users find the **inadequate reporting** limits their ability to track reviews and address issues effectively.

#### What Are Recent G2 Reviews of rater8?

**"[Consistently Professional, Delightful Experience from Start to Implementation](https://www.g2.com/survey_responses/rater8-review-13090587)"**

**Rating:** 5.0/5.0 stars
*— Bullard B.*

[Read full review](https://www.g2.com/survey_responses/rater8-review-13090587)

---

**"[Lightning-Fast Support and a Helpful Client Success Manager](https://www.g2.com/survey_responses/rater8-review-12445678)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Medical Practice*

[Read full review](https://www.g2.com/survey_responses/rater8-review-12445678)

---


#### What Are G2 Users Discussing About rater8?

- [What is rater8 used for?](https://www.g2.com/discussions/what-is-rater8-used-for) - 1 comment

### 9. [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
**How Do G2 Users Rate OhMD?**

- **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: 8.5/10)
- **Patient Communications:** 9.9/10 (Category avg: 8.8/10)

**Who Is the Company Behind OhMD?**

- **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/ (47 employees on LinkedIn®)

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


#### What Are OhMD's Pros and 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)


### What Do G2 Reviewers Say About OhMD?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **easy communication** with patients via OhMD, eliminating phone tag and ensuring timely responses.
- Users value the **easy patient communication** with OhMD, enhancing connections without sharing personal phone numbers.
- Users love the **user-friendly experience** of OhMD, facilitating quick, bidirectional communication with patients.
- Users love the **texting feature** of OhMD for seamless communication with patients, enhancing convenience and accessibility.
- Users value the **efficient patient communication** through OhMD, enhancing convenience and minimizing missed connections.

**Cons:**

- Users experience **messaging issues** with OhMD, including lack of privacy and the need to refresh for new messages.
- Users highlight the **limited features** of OhMD, expressing a desire for more functionality and improvements.
- Users find the **limited messaging features** of OhMD hinder their ability to communicate efficiently and manage patient interactions.
- Users feel there's a lack of **missing features** in OhMD, limiting its full potential and functionality.
- Users experience occasional **technical issues** with OhMD, including slow performance and temporary login problems.

#### What Are Recent G2 Reviews of OhMD?

**"[Love OHMD](https://www.g2.com/survey_responses/ohmd-review-11664821)"**

**Rating:** 5.0/5.0 stars
*— Lisa S.*

[Read full review](https://www.g2.com/survey_responses/ohmd-review-11664821)

---

**"[OhMD easy to integrate](https://www.g2.com/survey_responses/ohmd-review-11680721)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Medical Practice*

[Read full review](https://www.g2.com/survey_responses/ohmd-review-11680721)

---


#### What Are G2 Users Discussing About OhMD?

- [What is OhMD used for?](https://www.g2.com/discussions/what-is-ohmd-used-for)

### 10. [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
**How Do G2 Users Rate Luma Health?**

- **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: 8.5/10)
- **Patient Communications:** 9.8/10 (Category avg: 8.8/10)

**Who Is the Company Behind Luma Health?**

- **Seller:** [Luma Health](https://www.g2.com/sellers/luma-health)
- **Year Founded:** 2015
- **HQ Location:** San Mateo, California
- **Twitter:** @lumahealthhq (686 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6403362/ (198 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 57% Mid-Market, 38% Small-Business


#### What Are Luma Health's Pros and Cons?

**Pros:**

- Automation (1 reviews)
- Communication (1 reviews)
- Comprehensive Features (1 reviews)
- Customer Communication (1 reviews)
- Customer Support (1 reviews)

**Cons:**

- Complex Interface (1 reviews)
- Data Management (1 reviews)
- Incomplete Data (1 reviews)
- Not User-Friendly (1 reviews)
- System Complexity (1 reviews)


### What Do G2 Reviewers Say About Luma Health?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **automation features** of Luma Health, enhancing patient engagement while minimizing the need for human intervention.
- Users value the **easy communication** with patients, facilitating quick and effective replies.
- Users appreciate the **comprehensive features** of Luma Health, enhancing patient engagement and streamlining operational efficiency.
- Users appreciate the **easy communication** with patients, enabling seamless text exchanges and quick responses.
- Users value the **outstanding customer support** of Luma Health, appreciating the team's brilliance and compassion in problem-solving.

**Cons:**

- Users find the **complex interface** of Luma Health challenging, needing prior knowledge of products for effective use.
- Users face challenges with **data management** in Luma, often stemming from inaccurate or incomplete system-level data.
- Users report that **incomplete data** often leads to issues with Luma's functionality, affecting overall user experience.
- Users find Luma Health **not user-friendly** due to its complexity and the need for product familiarity to navigate successfully.
- Users find Luma Health's **system complexity** challenging, needing prior knowledge for effective use and data management.

#### What Are Recent G2 Reviews of Luma Health?

**"[Luma Leads The Way](https://www.g2.com/survey_responses/luma-health-review-9733505)"**

**Rating:** 4.5/5.0 stars
*— Vonda M.*

[Read full review](https://www.g2.com/survey_responses/luma-health-review-9733505)

---

**"[Effortless Patient Communication Made Easy](https://www.g2.com/survey_responses/luma-health-review-11980167)"**

**Rating:** 5.0/5.0 stars
*— Stephanie S.*

[Read full review](https://www.g2.com/survey_responses/luma-health-review-11980167)

---


#### What Are G2 Users Discussing About Luma Health?

- [What is patient engagement platform?](https://www.g2.com/discussions/what-is-patient-engagement-platform) - 1 comment
- [How do you use Luma health?](https://www.g2.com/discussions/how-do-you-use-luma-health) - 1 comment
- [Is Luma Health legitimate?](https://www.g2.com/discussions/is-luma-health-legitimate)
- [What does Luma Health do?](https://www.g2.com/discussions/what-does-luma-health-do)

### 11. [NextGen Healthcare EHR](https://www.g2.com/products/nextgen-healthcare-ehr/reviews)
NextGen Healthcare provides ambulatory practices of all sizes award-winning solutions along with dedicated support and professional services. We align with your goals to achieve the success that results in healthier patients and happier providers. NextGen® Enterprise EHR offers your practice configurable clinical content, intuitive workflows, and an integrated patient experience platform that incorporates telehealth. With NextGen® Mobile, your providers’ smartphones become an extension of your EHR, which saves valuable time. NextGen has its own fully integrated solutions that provide dictation, speech-to-text, direct to desktop and Ambient Listening AI technology. NextGen Mobile Pro provides these capabilities to our clients, replacing their need for additional integrated solutions. Managed cloud hosting keeps your practice secure and makes upgrades easy, though on-premise options are also available. NextGen® Enterprise PM supports patient registration and scheduling, eligibility verification, and pre-service financial clearance. It also provides rules-based charge creation, claims scrubbing and processing, and supports A/R management and collections and reporting. Your healthcare organization can benefit from robust technology and professional services that integrate with your EHR and PM system. You can enhance patient engagement, better manage your revenue cycle, optimize the management of your patient population, and expand communication with other healthcare organizations. NextGen® Office is a cloud-based EHR designed to support your practice growth, save staff time, and increase patient volume. This fully integrated clinical and billing platform features specialty-specific EHR content, mobile accessibility, a revenue cycle management system, and a convenient patient portal. Your care team can benefit from easy-to-use, cost-efficient technology that adapts to their workflow and is accessible from anywhere. They can touch, talk, or type encounter notes directly into the clinical documentation. Patients can also be empowered to manage their care as you enable them to go online to schedule appointments, request refills, schedule virtual visits, and connect with their providers.


**Average Rating:** 3.7/5.0
**Total Reviews:** 166
**How Do G2 Users Rate NextGen Healthcare EHR?**

- **Workflow Management:** 8.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 7.6/10 (Category avg: 8.5/10)
- **Patient Communications:** 7.2/10 (Category avg: 8.8/10)

**Who Is the Company Behind NextGen Healthcare EHR?**

- **Seller:** [NextGen Healthcare](https://www.g2.com/sellers/nextgen-healthcare)
- **Company Website:** https://www.nextgen.com
- **Year Founded:** 1974
- **HQ Location:** Remote
- **Twitter:** @NextGen (21,203 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/12738/ (3,193 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 54% Mid-Market, 40% Small-Business


#### What Are NextGen Healthcare EHR's Pros and Cons?

**Pros:**

- Ease of Use (2 reviews)
- Helpful (2 reviews)
- Learning (2 reviews)
- Customer Support (1 reviews)
- Customizability (1 reviews)

**Cons:**

- Difficult Navigation (2 reviews)
- Navigation Difficulty (2 reviews)
- Access Issues (1 reviews)
- Client Management (1 reviews)
- Confusing Features (1 reviews)


### What Do G2 Reviewers Say About NextGen Healthcare EHR?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find NextGen Healthcare EHR to be **easy to manage and train** , enhancing efficiency with responsive support.
- Users find the **support and training** of NextGen Healthcare EHR to be effective and manageable for new users.
- Users find the **training process** for NextGen Healthcare EHR to be manageable and effective, enhancing overall usability.
- Users appreciate the **fast and helpful support** from NexGen, making it easy to train new users effectively.
- Users value the **customizability** of NextGen Healthcare EHR, tailoring the software to fit their specific needs.

**Cons:**

- Users struggle with the **difficult navigation** of NextGen Healthcare EHR, finding it hard to use and enroll patients.
- Users find the **navigation difficult** , making it challenging for patients to efficiently access the system.
- Users find the **access issues** with the patient portal frustrating, making enrollment difficult for patients.
- Users are frustrated with the **excessive clicks required** and the limitation of accessing only one patient chart at a time.
- Users find the **confusing features** of NextGen Healthcare EHR frustrating, particularly with excessive clicks and limited chart access.

#### What Are Recent G2 Reviews of NextGen Healthcare EHR?

**"[NextGen Healthcare EHR: Driving Efficiency and Innovation at MSO Holdings](https://www.g2.com/survey_responses/nextgen-healthcare-ehr-review-12891947)"**

**Rating:** 5.0/5.0 stars
*— Jose D.*

[Read full review](https://www.g2.com/survey_responses/nextgen-healthcare-ehr-review-12891947)

---

**"[Robust Features with Slight Learning Curve](https://www.g2.com/survey_responses/nextgen-healthcare-ehr-review-12928141)"**

**Rating:** 4.0/5.0 stars
*— Chez G.*

[Read full review](https://www.g2.com/survey_responses/nextgen-healthcare-ehr-review-12928141)

---


#### What Are G2 Users Discussing About NextGen Healthcare EHR?

- [What is NextGen Healthcare EHR used for?](https://www.g2.com/discussions/what-is-nextgen-healthcare-ehr-used-for)
- [How much does NextGen EHR cost?](https://www.g2.com/discussions/how-much-does-nextgen-ehr-cost)
- [How do you use NextGen EHR?](https://www.g2.com/discussions/how-do-you-use-nextgen-ehr)
- [Who uses NextGen?](https://www.g2.com/discussions/who-uses-nextgen)
- [What is NextGen software?](https://www.g2.com/discussions/what-is-nextgen-software) - 1 comment

### 12. [InteliChart](https://www.g2.com/products/intelichart/reviews)
InteliChart offers an AI-powered patient engagement platform that makes healthcare easier for patients, families, and the care teams who support them. The platform unifies the entire patient journey within a single system, helping practices coordinate engagement, reduce administrative burden, and support patients and families throughout their care experience. InteliChart integrates with more than 45 EHR systems and supports over 94 million patient records across ambulatory practices, health systems, long-term care organizations, and EHR partners. The platform is also recognized as the #1 patient engagement platform by Black Book for three consecutive years and as a top-rated Patient Portal by KLAS. Healthy Outcomes includes Patient Portal, Patient Intake, Patient Schedule, Patient Notify, Patient Survey, Patient Activate, Patient eHealth, and our Family Portal giving organizations a connected set of tools for communication, digital forms, scheduling, follow-up, and virtual care. Because every product is developed in-house, the platform functions as a unified ecosystem rather than a collection of separate solutions. InteliChart also brings intelligence to every corner of the platform with InteliSense, a suite of AI agents that automate administrative, operational, and clinical tasks such as scheduling, appointment recalls, check-ins, revenue workflows, and answering/handling common patient questions. Because InteliSense is built directly into the patient engagement tools patients and care teams use every day, every interaction feels consistent and connected while significantly reducing the manual workload that contributes to staff burnout. Healthcare organizations choose InteliChart because it helps them: 1. Simplify patient engagement using one platform for the entire journey 2. Reduce manual tasks and lighten staff workload 3. Improve patient satisfaction, communication, and follow-through 4. Strengthen revenue by reducing missed steps and improving adherence 5. Consolidate vendors and create a more predictable, connected experience 6. Deliver modern digital tools that patients want to use InteliChart's patient engagement platform is HITRUST r2 Certified, SOC 2 Type 2 Certified, HITRUST Practitioner Certified, HIPAA Security Certified, and NIST Certified, supporting secure and reliable experiences across the healthcare ecosystem. For organizations evaluating patient engagement software or AI-enabled healthcare tools, InteliChart provides a complete, unified platform that supports workflow efficiency, patient communication, and long-term digital engagement.


**Average Rating:** 4.4/5.0
**Total Reviews:** 67
**How Do G2 Users Rate InteliChart?**

- **Workflow Management:** 8.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.1/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.3/10 (Category avg: 8.8/10)

**Who Is the Company Behind InteliChart?**

- **Seller:** [InteliChart](https://www.g2.com/sellers/intelichart)
- **Company Website:** https://intelichart.com
- **Year Founded:** 2006
- **HQ Location:** Charlotte, North Carolina
- **Twitter:** @InteliChart (929 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/intelichart/ (80 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 57% Mid-Market, 33% Small-Business


#### What Are InteliChart's Pros and Cons?

**Pros:**

- Ease of Use (16 reviews)
- Patient Communication (11 reviews)
- Communication (6 reviews)
- Efficiency (6 reviews)
- Easy Integrations (5 reviews)

**Cons:**

- Limited Features (5 reviews)
- Not User-Friendly (5 reviews)
- Difficult Setup (4 reviews)
- Missing Features (4 reviews)
- EMR Integration Issues (3 reviews)


### What Do G2 Reviewers Say About InteliChart?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of InteliChart, streamlining patient registration and communication effectively.
- Users value the **efficient patient communication** features of InteliChart, enhancing both patient experience and staff workflow.
- Users appreciate the **easy patient communication** facilitated by InteliChart, enhancing efficiency for both staff and patients.
- Users value the **efficiency** of InteliChart, enhancing communication and streamlining workflow for healthcare providers.
- Users find **easy integrations** with InteliChart enhance functionality and improve patient experience significantly.

**Cons:**

- Users find the **limited features** of InteliChart frustrating, particularly regarding patient reminders and population filters.
- Users find InteliChart **not user-friendly** , struggling with its complex layout and time-consuming setup process.
- Users find the **difficult setup** of InteliChart frustrating, especially for accessing multiple accounts or features.
- Users are frustrated by the **missing features** in InteliChart, impacting usability and desired functionalities.
- Users report **EMR integration issues** with InteliChart, impacting access to essential patient information and requiring IT intervention.

#### What Are Recent G2 Reviews of InteliChart?

**"[Intelichart has been an amazing product for our Clinic](https://www.g2.com/survey_responses/intelichart-review-10237753)"**

**Rating:** 4.5/5.0 stars
*— Adriana S.*

[Read full review](https://www.g2.com/survey_responses/intelichart-review-10237753)

---

**"[Creating a positive patient portal experience, boosting engagement](https://www.g2.com/survey_responses/intelichart-review-13056501)"**

**Rating:** 4.5/5.0 stars
*— Stacie E.*

[Read full review](https://www.g2.com/survey_responses/intelichart-review-13056501)

---


#### What Are G2 Users Discussing About InteliChart?

- [What is InteliChart used for?](https://www.g2.com/discussions/what-is-intelichart-used-for) - 1 upvote

### 13. [Raintree Systems](https://www.g2.com/products/raintree-systems/reviews)
Raintree is a comprehensive rehabilitation and physical therapy software solution designed to assist enterprise and large therapy provider organizations in managing patient care and business operations. With a focus on the unique needs of rehabilitation practices, Raintree supports over 50 million patient visits annually across more than 8,500 therapy clinics throughout the United States. The software integrates advanced technology, including artificial intelligence, to enhance the electronic health record (EHR) experience specifically for rehab therapy professionals. Targeted primarily at adult and pediatric therapy practices, Raintree caters to a wide range of users, including physical therapists, occupational therapists, and speech-language pathologists. The software's design is informed by best practices in rehabilitation, ensuring that therapy providers can deliver optimal care and achieve superior patient outcomes. Raintree’s commitment to innovation is evident through its strategic investments in AI technology, which streamline clinical documentation and enhance patient engagement. Key features of Raintree include its ONC-certified EHR, which is the first of its kind tailored specifically for rehabilitation therapy. This certification underscores the software's compliance with industry standards, ensuring that therapy organizations can operate securely and efficiently. Additionally, Raintree offers AI scribe technology that automates clinical documentation, allowing therapists to focus more on patient care rather than administrative tasks. The platform also includes robust patient engagement and communication tools, which facilitate better interactions between providers and patients, ultimately leading to improved satisfaction and outcomes. Furthermore, Raintree provides comprehensive revenue cycle management (RCM) solutions that help therapy practices optimize their financial processes. By integrating business intelligence and analytics, users can gain valuable insights into their operations, enabling them to make data-driven decisions that enhance efficiency and profitability. With a client base that includes 8 out of the 10 largest rehab therapy organizations and over 2,500 implementations nationwide, Raintree stands out as a leader in the industry, prioritizing compliance, security, and the specific needs of rehabilitation therapy providers.


**Average Rating:** 4.2/5.0
**Total Reviews:** 117
**How Do G2 Users Rate Raintree Systems?**

- **Workflow Management:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.4/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind Raintree Systems?**

- **Seller:** [Raintree Systems](https://www.g2.com/sellers/raintree-systems)
- **Company Website:** https://www.raintreeinc.com
- **Year Founded:** 1983
- **HQ Location:** Chandler, AZ
- **LinkedIn® Page:** https://www.linkedin.com/company/56783/ (303 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 46% Mid-Market, 40% Small-Business


#### What Are Raintree Systems's Pros and Cons?

**Pros:**

- Features (17 reviews)
- Ease of Use (16 reviews)
- Efficiency (14 reviews)
- Helpful (11 reviews)
- Business Efficiency (8 reviews)

**Cons:**

- Not User-Friendly (12 reviews)
- Poor Usability (11 reviews)
- System Usability (9 reviews)
- Navigation Difficulty (8 reviews)
- Difficult Navigation (6 reviews)


### What Do G2 Reviewers Say About Raintree Systems?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **innovative features** of Raintree Systems, enhancing workflow efficiency and integrating modern technology seamlessly.
- Users love the **ease of use** of Raintree Systems, enjoying streamlined workflows and comprehensive features all in one place.
- Users appreciate the **efficiency** of Raintree Systems, enhancing workflows and simplifying billing processes effectively.
- Users value the **responsive customer support** and seamless documentation integration offered by Raintree Systems.
- Users value the **business efficiency** of Raintree Systems, praising its streamlined processes and effective support for clinic operations.

**Cons:**

- Users find Raintree Systems **not user-friendly** due to its outdated interface and overwhelming complexity for new users.
- Users find **poor usability** challenging, with complex features that overwhelm and hinder effective use for ABA therapy.
- Users face a **steep learning curve** and find usability challenging without adequate support or training from Raintree Systems.
- Users often face **navigation difficulties** with Raintree Systems due to its outdated interface and overwhelming functions.
- Users struggle with **difficult navigation** due to an outdated interface and lack of intuitive design in Raintree Systems.

#### What Are Recent G2 Reviews of Raintree Systems?

**"[Strong Features but Room for Improvement](https://www.g2.com/survey_responses/raintree-systems-review-11353838)"**

**Rating:** 4.0/5.0 stars
*— Courtni D.*

[Read full review](https://www.g2.com/survey_responses/raintree-systems-review-11353838)

---

**"[Raintree Makes Therapy Documentation Fast and Effortless](https://www.g2.com/survey_responses/raintree-systems-review-13068969)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Hospital & Health Care*

[Read full review](https://www.g2.com/survey_responses/raintree-systems-review-13068969)

---


#### What Are G2 Users Discussing About Raintree Systems?

- [What is Raintree Systems | Therapy & Rehab used for?](https://www.g2.com/discussions/what-is-raintree-systems-therapy-rehab-used-for) - 1 comment

### 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
**How Do G2 Users Rate Solutionreach?**

- **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: 8.5/10)
- **Patient Communications:** 8.6/10 (Category avg: 8.8/10)

**Who Is the Company Behind Solutionreach?**

- **Seller:** [Solutionreach](https://www.g2.com/sellers/solutionreach)
- **Year Founded:** 2000
- **HQ Location:** Lehi, UT
- **Twitter:** @solutionreach (1,828 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2326749/ (309 employees on LinkedIn®)

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


#### What Are Solutionreach's Pros and Cons?

**Pros:**

- Appointment Scheduling (1 reviews)
- Client Management (1 reviews)
- Communication (1 reviews)
- Communication Ease (1 reviews)
- Communication Efficiency (1 reviews)

**Cons:**

- Frequent Updates (1 reviews)
- Inconvenience (1 reviews)
- Inefficient Updates (1 reviews)
- Payment Issues (1 reviews)
- Update Issues (1 reviews)


### What Do G2 Reviewers Say About Solutionreach?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **streamlined appointment scheduling** with Solutionreach, enhancing communication and user satisfaction for staff and patients.
- Users value the **streamlined patient communication** with Solutionreach, making scheduling effortless for both staff and patients.
- Users value the **efficient communication** capabilities of Solutionreach, ensuring quick and easy updates for all customers.
- Users find **communication easy** with Solutionreach, allowing quick updates to reach customers efficiently.
- Users value the **communication efficiency** of Solutionreach, finding it quick to send updates to customers.

**Cons:**

- Users are frustrated by **frequent updates** that change the functionality of Conversations, leading to a less seamless experience.
- Users find the **browser dependency inconvenient** , as it complicates usage and leads to accidental closures.
- Users find the **inefficient updates** frustrating, as it complicates the user experience with unnecessary browser requirements.
- Users desire a **pay per use payments option** for greater flexibility with Solutionreach billing.
- Users are frustrated with the **update issues** in Solutionreach, particularly the unintended browser opening of Conversations.

#### What Are Recent G2 Reviews of Solutionreach?

**"[Easy Texting for Payments, Reviews, and Paperwork](https://www.g2.com/survey_responses/solutionreach-review-12625716)"**

**Rating:** 5.0/5.0 stars
*— Kelsey H.*

[Read full review](https://www.g2.com/survey_responses/solutionreach-review-12625716)

---

**"[Great Partner!](https://www.g2.com/survey_responses/solutionreach-review-12439031)"**

**Rating:** 5.0/5.0 stars
*— Betsy C.*

[Read full review](https://www.g2.com/survey_responses/solutionreach-review-12439031)

---


#### What Are G2 Users Discussing About Solutionreach?

- [What is Solutionreach used for?](https://www.g2.com/discussions/solutionreach-what-is-solutionreach-used-for)
- [What is Solutionreach used for?](https://www.g2.com/discussions/what-is-solutionreach-used-for)

### 15. [Mend](https://www.g2.com/products/mend/reviews)
Patients rarely use portals, and EHRs were not designed to support the full patient journey. Mend solves both challenges by giving outpatient mental and behavioral healthcare organizations a fully integrated patient engagement platform that makes it easier for people to enter care, stay connected, and follow through with treatment. Mend is used by CCBHCs, Community Mental Health organizations, Substance Use and Alcohol Use treatment programs, group practices, and many other outpatient behavioral health providers with 25 or more caregivers. Our platform connects every major touchpoint in the outpatient experience so patients and staff can move seamlessly from scheduling to intake to ongoing communication without switching systems or navigating unnecessary steps. Organizations rely on Mend for self scheduling, digital intake, automated forms, two way patient messaging, reminders, Smart Waitlist matching, online payments, and video visits. Patients can complete everything from any device through a single integrated workflow, which significantly increases participation and reduces confusion and missed appointments. Mend works alongside leading EHR systems, which allows teams to enhance their operations without replacing their system of record. Staff reduce manual work, lower phone volume, and gain clearer insight into daily performance. Mend also provides AI attendance prediction, measurement based care automation, and real time operational dashboards that support higher provider utilization and stronger organizational outcomes. Patients gain a streamlined and accessible experience that supports timely treatment. Organizations gain higher show rates, increased revenue capture, and more time for mission centered work. Mend exists to make access to mental and behavioral healthcare more convenient for all and to help outpatient organizations deliver effective and compassionate care at scale.


**Average Rating:** 4.7/5.0
**Total Reviews:** 105
**How Do G2 Users Rate Mend?**

- **Workflow Management:** 9.3/10 (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:** 9.4/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.5/10 (Category avg: 8.8/10)

**Who Is the Company Behind Mend?**

- **Seller:** [Mendfamily](https://www.g2.com/sellers/mendfamily)
- **Year Founded:** 2014
- **HQ Location:** Orlando, Florida
- **LinkedIn® Page:** https://www.linkedin.com/company/mendfamily (75 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Mental Health Care
- **Company Size:** 50% Small-Business, 33% Mid-Market


#### What Are Mend's Pros and Cons?

**Pros:**

- Communication (2 reviews)
- Telehealth Services (2 reviews)
- Appointment Scheduling (1 reviews)
- Communication Efficiency (1 reviews)
- Ease of Use (1 reviews)



### What Do G2 Reviewers Say About Mend?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **convenient video chat communication** for appointments, enhancing comfort and relatability during discussions.
- Users value the **convenience of remote appointments** , feeling comfortable discussing personal issues during video consultations.
- Users love the **convenience of scheduling appointments from home** with Mend, enhancing their overall experience.
- Users value the **communication efficiency** of Mend, finding video chats convenient and enhancing their comfort in sharing personal issues.
- Users find the **ease of use** in Mend's video chat feature enhances comfort and accessibility during interviews.


#### What Are Recent G2 Reviews of Mend?

**"[Convenient, High-Quality Telehealth That Expands Access to Care](https://www.g2.com/survey_responses/mend-review-12629036)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Mental Health Care*

[Read full review](https://www.g2.com/survey_responses/mend-review-12629036)

---

**"[Elevates Virtual Healthcare Appointments a great secure platform](https://www.g2.com/survey_responses/mend-review-12635255)"**

**Rating:** 5.0/5.0 stars
*— Ivan S.*

[Read full review](https://www.g2.com/survey_responses/mend-review-12635255)

---


#### What Are G2 Users Discussing About Mend?

- [What is your primary use case for Mend, and how has it improved your patient engagement?](https://www.g2.com/discussions/what-is-your-primary-use-case-for-mend-and-how-has-it-improved-your-patient-engagement)
- [Is mend HIPAA compliant?](https://www.g2.com/discussions/is-mend-hipaa-compliant) - 1 comment
- [What company is MEND?](https://www.g2.com/discussions/what-company-is-mend)
- [How much does mend cost?](https://www.g2.com/discussions/how-much-does-mend-cost)
- [How does mend telemedicine work?](https://www.g2.com/discussions/how-does-mend-telemedicine-work)

### 16. [Paytient](https://www.g2.com/products/paytient/reviews)
Paytient is the platform that gives people the power to say “yes” to care on their own terms—without fear or delay. That means members choose earlier treatment, pick up prescriptions, and stay healthier. Providers are paid in full and welcome more new patients. Employers and plans control costs. And each Paytient-powered care decision delivers data to the platform, fueling transparent insights that help strengthen benefits. This is how everyday choices add up to a Better Care Economy. Join us in building a new system that works, and cares, for everyone.


**Average Rating:** 4.8/5.0
**Total Reviews:** 65
**How Do G2 Users Rate Paytient?**

- **Workflow Management:** 9.3/10 (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:** 9.0/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.4/10 (Category avg: 8.8/10)

**Who Is the Company Behind Paytient?**

- **Seller:** [Paytient Technologies](https://www.g2.com/sellers/paytient-technologies)
- **Year Founded:** 2018
- **HQ Location:** Columbia, Missouri
- **Twitter:** @PaytientApp (198 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/paytient/ (155 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Primary/Secondary Education, Hospital & Health Care
- **Company Size:** 58% Mid-Market, 27% Small-Business


#### What Are Paytient's Pros and Cons?

**Pros:**

- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- Reporting (1 reviews)
- Reporting Transparency (1 reviews)

**Cons:**

- Account Setup (1 reviews)
- Complex Setup (1 reviews)
- Messaging Issues (1 reviews)
- Notification Issues (1 reviews)
- Not User-Friendly (1 reviews)


### What Do G2 Reviewers Say About Paytient?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **excellent customer support** provided by Paytient, enhancing their overall experience with the product.
- Users find Paytient's **ease of use** enhances their experience, simplifying payment processing significantly.
- Users commend the **easy-to-understand reporting** features of Paytient, enhancing their overall experience and decision-making.
- Users value the **reporting transparency** of Paytient, which enhances their understanding of financial interactions.

**Cons:**

- Users find the **initial account setup challenging** , leading to frustration and dissatisfaction with Paytient's usability.
- Users find the **initial setup complex** , making it difficult to effectively utilize Paytient for necessary transactions.
- Users report **messaging issues** with Paytient, including poor communication and delayed responses from customer service, creating frustrations.
- Users experience significant **notification issues** with Paytient, including frozen cards and poor customer communication during critical times.
- Users find Paytient's **initial setup challenging and not user-friendly** , making their experience frustrating and inefficient.

#### What Are Recent G2 Reviews of Paytient?

**"[Great benefit that employees love!](https://www.g2.com/survey_responses/paytient-review-7345913)"**

**Rating:** 5.0/5.0 stars
*— Jessie W.*

[Read full review](https://www.g2.com/survey_responses/paytient-review-7345913)

---

**"[This has been a wonderful resource for our organization!](https://www.g2.com/survey_responses/paytient-review-10383775)"**

**Rating:** 5.0/5.0 stars
*— Faith W.*

[Read full review](https://www.g2.com/survey_responses/paytient-review-10383775)

---


#### What Are G2 Users Discussing About Paytient?

- [What is Paytient used for?](https://www.g2.com/discussions/what-is-paytient-used-for)

### 17. [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
**How Do G2 Users Rate MaxAssist?**

- **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: 8.5/10)
- **Patient Communications:** 9.2/10 (Category avg: 8.8/10)

**Who Is the Company Behind MaxAssist?**

- **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/ (66 employees on LinkedIn®)

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


#### What Are MaxAssist's Pros and Cons?

**Pros:**

- Ease of Use (27 reviews)
- Patient Communication (19 reviews)
- Setup Ease (14 reviews)
- Time-saving (13 reviews)
- Easy Setup (12 reviews)

**Cons:**

- Messaging Issues (7 reviews)
- Limited Features (4 reviews)
- System Usability (4 reviews)
- Software Limitations (3 reviews)
- Complex Navigation (2 reviews)


### What Do G2 Reviewers Say About MaxAssist?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find MaxAssist incredibly **easy to use** , streamlining patient contact and simplifying appointment management effortlessly.
- Users value the **effective patient communication** features of MaxAssist, enhancing engagement and retention effortlessly.
- Users highly value the **setup ease** of MaxAssist, appreciating its intuitive design and responsive customer support.
- Users value the **time-saving features** of MaxAssist, enabling efficient communication and reduced phone call requirements.
- Users find the **easy setup** of MaxAssist highly beneficial, enabling seamless integration and efficient communication.

**Cons:**

- Users often face **messaging issues** with MaxAssist, such as automatic reminders and unwanted text distribution to all patients.
- Users are frustrated by the **limited features** of MaxAssist, particularly regarding scheduling and appointment management.
- Users find the **system navigation confusing** , with unclear notes and difficulties during follow-ups affecting usability.
- Users find **software limitations** in MaxAssist, particularly with confusing notes and difficulties in accessing essential information.
- Users find the **complex navigation** in MaxAssist frustrating, preferring quicker access to information and simpler formatting.

#### What Are Recent G2 Reviews of MaxAssist?

**"[Game-Changer with Exceptional Support](https://www.g2.com/survey_responses/maxassist-review-12101138)"**

**Rating:** 5.0/5.0 stars
*— Lisa P.*

[Read full review](https://www.g2.com/survey_responses/maxassist-review-12101138)

---

**"[Time-Saving, User-Friendly, and Outstanding Support](https://www.g2.com/survey_responses/maxassist-review-12100359)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Hospital & Health Care*

[Read full review](https://www.g2.com/survey_responses/maxassist-review-12100359)

---


#### What Are G2 Users Discussing About MaxAssist?

- [What is RecallMax used for?](https://www.g2.com/discussions/what-is-recallmax-used-for) - 1 comment

### 18. [Upfront](https://www.g2.com/products/upfront-healthcare-upfront/reviews)
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
**How Do G2 Users Rate Upfront?**

- **Workflow Management:** 10.0/10 (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:** 9.4/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.8/10)

**Who Is the Company Behind Upfront?**

- **Seller:** [Upfront Healthcare](https://www.g2.com/sellers/upfront-healthcare)
- **Year Founded:** 2016
- **HQ Location:** Chicago, Illinois
- **LinkedIn® Page:** https://www.linkedin.com/company/upfront-healthcare-services (27 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 50% Mid-Market, 30% Small-Business



#### What Are Recent G2 Reviews of Upfront?

**"[Great Prompt service](https://www.g2.com/survey_responses/upfront-review-4689120)"**

**Rating:** 4.5/5.0 stars
*— Gloria H.*

[Read full review](https://www.g2.com/survey_responses/upfront-review-4689120)

---

**"[Patient Bond has increased our patient satisfaction and improved our providers' performance.](https://www.g2.com/survey_responses/upfront-review-4684234)"**

**Rating:** 5.0/5.0 stars
*— Muhammad T.*

[Read full review](https://www.g2.com/survey_responses/upfront-review-4684234)

---




## What Is Patient Engagement Software?

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

## What Software Categories Are Similar to Patient Engagement Software?

- [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)


---

## How Do You Choose the Right Patient Engagement Software?

### 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.