# Best Patient Engagement Software - Page 14 ## How Many Patient Engagement Software Products Does G2 Track? **Total Products under this Category:** 404 ### Category Stats (Aug 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: August 01, 2026_ ## How Does G2 Rank Patient Engagement Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 12,700+ 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. ## 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=48097&focus%5B%5D=140008&focus%5B%5D=1824&focus%5B%5D=155274&focus%5B%5D=87629&focus%5B%5D=27950&focus%5B%5D=47612) Highlighted products: Birdeye, Weave, ModMed, eClinicalWorks, Curogram, NexHealth, Adit, and Pabau Practice Management. Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-engagement/grids.json?focus%5B%5D=birdeye&focus%5B%5D=weave-weave&focus%5B%5D=modmed&focus%5B%5D=eclinicalworks&focus%5B%5D=curogram&focus%5B%5D=nexhealth&focus%5B%5D=adit&focus%5B%5D=pabau-practice-management) **Sponsored** ### Ideals Virtual Data Room Since 2008, Ideals has transformed the virtual data room market by introducing transparent pricing, an intuitive platform, and exceptional customer care. These are among the factors that have made the company the fastest-growing VDR provider, trusted by 1 million users globally, including investment bankers, advisors, real estate professionals, and public institutions. Ideals’ top priority is to offer an effortless experience, as a result the company has been independently rated on G2 as the best product and service for 4 consecutive years. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1651&secure%5Bchosen_at%5D=2026-08-03T17%3A48%3A10Z&secure%5Bdisplayable_resource_id%5D=1123&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=20553&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=20553&secure%5Bresource_id%5D=1651&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-engagement%3Fpage%3D14&secure%5Btoken%5D=a517bb612aced376fd6d27c0fd5ffa3b7d70c7de368a4648afd4ac73df00085d&secure%5Burl%5D=https%3A%2F%2Foffers.idealsvdr.com%2F%3Futm_source%3Dg2_clicks%26utm_medium%3Dcpc%26utm_campaign%3Dg2_profile&secure%5Burl_type%5D=custom_url) ### [Breakthrough](https://www.g2.com/products/breakthrough/reviews) Breakthrough is the leading AI-powered practice growth platform built specifically for Physical Therapy and Chiropractic practices. We make growth easy for busy practice owners by combining proven, pre-built marketing campaigns with advanced automation and 24/7 AI lead conversion. With Breakthrough, you can: • Attract more new patients using direct-response campaigns tested across hundreds of practices. • Re-engage past patients automatically with high-converting SMS and email campaigns. • Convert more leads—without extra staff work using our AI Conversion Agent that follows up in under 2 minutes, books evaluations, and runs 24/7. Save time and improve profitability with done-for-you marketing campaigns, data-driven optimization, and EMR integrations launching soon. Purpose-built for PT & Chiro, Breakthrough eliminates the guesswork and time drain of marketing so you can focus on patient care while consistently growing your practice. CRM, email, SMS, landing pages, call tracking, campaign builder, ROI intelligence, ad tracking, and more. All in one platform. 
 All with proven results with hundreds of practices nationwide. #### Who Is the Company Behind Breakthrough? - **Seller:** [Breakthrough](https://www.g2.com/sellers/breakthrough) - **Year Founded:** 2014 - **HQ Location:** Santa Monica, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a9d06b6dee7d6610a792a071a2884342cd6cd403abed009bb39484f329d6599e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbreakthrough-physical-therapy-marketing&secure%5Burl_type%5D=linkedin_company_website) 33 employees on LinkedIn® ### [BridgeInteract](https://www.g2.com/products/bridgeinteract/reviews) Bridge delivers a comprehensive patient engagement platform designed with digital empathy to improve every interaction — reducing friction for patients while easing the administrative burden on physicians and staff. Rather than adding more tools or clicks, Bridge creates a unified, EHR-integrated experience that simplifies how patients access care, communicate with their care teams, and stay engaged between visits. By consolidating communication, intake, scheduling, and payments into a single platform, Bridge helps healthcare organizations move beyond fragmented, reactive engagement and support proactive, ongoing patient relationships. This approach not only improves the patient experience, but also relieves staff workload, reduces burnout, and enables care teams to focus on what matters most: delivering compassionate care. #### Who Is the Company Behind BridgeInteract? - **Seller:** [Bridge](https://www.g2.com/sellers/bridge-a34a7275-c65f-491e-b7aa-c9e67bd6119b) - **Year Founded:** 2012 - **HQ Location:** Dallas, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4f1de54b1c927fdcf215e76f37b0837ce5f5c99c21ebdea1ddd94e5636f2c7c4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbridge-patient-portal%2F&secure%5Burl_type%5D=linkedin_company_website) 24 employees on LinkedIn® ### [BuddyCare](https://www.g2.com/products/buddycare/reviews) BuddyCare is a mobile care coordination platform that automates patient pathway coordination, allowing providers to easily implement their own care protocols and patient journey workflows in a digital format that is easy for patients to use. BuddyCare App for patients provides patients all the information, tasks, questionnaires and instructions they need to navigate throughout a care period. BuddyCare Dashboard provides care professionals real-time visibility over patients’ preparation and recovery procedures helping to focus on patients that need special attention. #### Who Is the Company Behind BuddyCare? - **Seller:** [Buddy Healthcare](https://www.g2.com/sellers/buddy-healthcare) - **Year Founded:** 2016 - **HQ Location:** Helsinki, FI - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=223063698ac6e2db0ff05f6151d57db287b23dd4cab2cc4701456381dbd328a0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbuddy-healthcare&secure%5Burl_type%5D=linkedin_company_website) 27 employees on LinkedIn® ### [BuzzyDoc](https://www.g2.com/products/buzzydoc/reviews) BuzzyDoc Patient Rewards is customer loyalty software with campaigns focused entirely on each vertical within retail practices and hospitals in the healthcare industry. #### Who Is the Company Behind BuzzyDoc? - **Seller:** [BuzzyDoc](https://www.g2.com/sellers/buzzydoc) - **Year Founded:** 2014 - **HQ Location:** Charlotte, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a3f5a0e082690a3aefbbaea2a93be7b610895707319c5df9bdff3a9adc148f47&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbuzzydoc&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [b.well Connected Health](https://www.g2.com/products/b-well-connected-health/reviews) b.well Connected Health provides a digital health engagement platform that simplifies communication and data management for hospitals, allowing the healthcare industry to improve reimbursement models as per compliance with information-blocking penalties in place. #### Who Is the Company Behind b.well Connected Health? - **Seller:** [b.well Connected Health](https://www.g2.com/sellers/b-well-connected-health) - **Year Founded:** 2015 - **HQ Location:** Baltimore, US - **Twitter:** @icanbwell 631 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65a02141259fcb6ea8c1c8a4178abc501797caf2d411ad06398dceab2dd21f9f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ficanbwell%2F&secure%5Burl_type%5D=linkedin_company_website) 131 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Large #### What Are Recent G2 Reviews of b.well Connected Health? **["B.Well Is Awesome!"](https://www.g2.com/survey_responses/b-well-connected-health-review-11570137)** **Rating:** 5.0/5.0 stars _— Angelina B._ [Read full review](https://www.g2.com/survey_responses/b-well-connected-health-review-11570137) ### [Calvient](https://www.g2.com/products/calvient/reviews) Calvient is “The Everything App for Healthcare Operations”: a comprehensive AI-powered platform that helps healthcare teams centralize, automate, and track workflows across fax intake, referrals, prior authorizations, scheduling, medical records, revenue cycle, patient outreach, and reporting. Built for specialty practices, FQHCs, health systems, and service providers, Calvient reduces manual work, improves visibility, and keeps care moving. #### Who Is the Company Behind Calvient? - **Seller:** [Calvient](https://www.g2.com/sellers/calvient) - **HQ Location:** Oklahoma City, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=59cd1a1df8bb1bab366e9436c35eb78812be8daa6e56b315720127b188dc4f02&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcalvient&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® ### [Calyxr](https://www.g2.com/products/calyxr/reviews) Calyxr is an AI-powered patient communication and engagement platform that enables healthcare providers to automate, manage, and personalize patient interactions across omnichannel communication channels including voice, SMS, and digital workflows within a single HIPAA-compliant system. Calyxr is designed for medical practices, dental practices, clinics, hospitals, and healthcare organizations seeking to streamline patient communication throughout the care journey, reduce administrative workload, and improve operational efficiency, patient responsiveness, and overall experience. Key features and benefits: - AI-driven patient communication: Automate routine outreach and follow-ups across voice calls, SMS, and digital messaging. - Omnichannel engagement: Centralize all patient interactions in one platform for consistent and personalized care delivery. - Workflow automation: Reduce manual tasks with automated scheduling, reminders, confirmations, and care coordination. - HIPAA-compliance and data security: Maintain industry-standard privacy and security safeguards for all patient communications. - Scalable for healthcare organizations: Built to support practices of all sizes from small clinics to large health systems. Calyxr helps healthcare teams enhance patient engagement, minimize no-shows, and improve care continuity while lowering administrative costs and staff burden. #### Who Is the Company Behind Calyxr? - **Seller:** [Calyxr](https://www.g2.com/sellers/calyxr) - **Year Founded:** 2025 - **HQ Location:** HIlliard, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=071013502770fb656b7e82b5770a3d8d4b744d986b42a0cf73901e66625a7c71&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcalyxr%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [CARAVAN AI Engagement Platform](https://www.g2.com/products/caravan-ai-engagement-platform/reviews) CARAVAN Interactive Engagement Platform is the #1 global health and wellness engagement platform for healthcare organizations, delivering AI-powered, personalized patient engagement experiences across the care journey. Designed to improve health outcomes, CARAVAN enables organizations to deliver data-driven, behavior-based engagement that increases retention, enhances patient experience, and drives measurable results. Powered by advanced AI wellness engagement tools, the platform enables intelligent content discovery, dynamic recommendations, and behavior-driven user journeys tailored to individual patient needs. As a leading wellness content platform for health tech companies, CARAVAN provides access to a global library of clinically validated, expert-led health and wellness content—including videos, articles, and interactive tools—covering mental health, nutrition, financial wellbeing, and lifestyle management. #### Who Is the Company Behind CARAVAN AI Engagement Platform? - **Seller:** [CARAVAN Wellness](https://www.g2.com/sellers/caravan-wellness) - **Year Founded:** 2018 - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=26a60c7e5b5d054f9bb356a3ee0d7a4efabe241b7ab200a7267e26f08d2e76e2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcaravan-wellness%2F&secure%5Burl_type%5D=linkedin_company_website) 37 employees on LinkedIn® ### [CaredFor, Part of the ContinuumCloud](https://www.g2.com/products/caredfor-part-of-the-continuumcloud/reviews) CaredFor, Part of the ContinuumCloud, is an enhanced patient engagement platform that helps addiction and primary mental health programs efficiently engage patients, alumni, and families to improve outcomes, increase conversion, and reduce attrition all in a secure online platform. Throughout multiple departments, the app streamlines your organization’s workflows by automating manual tasks and improving processes, with an included library of produced content assets. This interactive mobile app helps organizations better support your community of members through HIPAA-compliant messaging, customized surveys and assessments, contingency management, appointment reminders, telehealth features, virtual events, and a peer support community, among many other features. The CaredFor platform allows for a diverse set of micro-interactions that continually engage and support clients as it leads them toward their treatment goals. Your organization can build lasting relationships and improve outcomes by integrating the patient engagement platform throughout multiple programs and levels of care, including family and alumni programming, to foster continuous support and engagement across the care continuum. #### Who Is the Company Behind CaredFor, Part of the ContinuumCloud? - **Seller:** [ContinuumCloud](https://www.g2.com/sellers/continuumcloud) - **Year Founded:** 2016 - **HQ Location:** Brentwood, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=75b1d56f63741ade0a928aef0c36431ad07029cc5232cfe8ba5c5c15ebc057e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcaredfor%2F&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® ### [CareEco](https://www.g2.com/products/careeco/reviews) AI-Powered Healthcare Revenue Intelligence Platform #### Who Is the Company Behind CareEco? - **Seller:** [CareEco](https://www.g2.com/sellers/careeco) - **Year Founded:** 2019 - **HQ Location:** Brentwood, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e851f997a70a1302e17bc2f4c98f451f44c6de3bf43419f3132926fd1d28e444&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcareeco&secure%5Burl_type%5D=linkedin_company_website) 47 employees on LinkedIn® ### [Carelink](https://www.g2.com/products/carelink-carelink/reviews) We’re a global company building smart software that helps improve public services. #### Who Is the Company Behind Carelink? - **Seller:** [Carelink](https://www.g2.com/sellers/carelink) - **Year Founded:** 1977 - **HQ Location:** Melbourne, AU - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5151a27b34f20775e1d1d2135829c4cd076c89b801095a4764d59cc1bd72aabd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1055059%2F&secure%5Burl_type%5D=linkedin_company_website) 289 employees on LinkedIn® ### [CarePlan AI](https://www.g2.com/products/careplan-ai/reviews) CarePlan AI is a configurable care and service management platform with built in AI for healthcare, community, and service based organizations. It helps teams manage operational and client data, build custom templates and workflows, generate reports, and use AI to assist with data entry, record updates, and natural language questions. Organizations can tailor the platform to their own structure, roles, and processes without relying on a one size fits all setup. CarePlan AI also includes reporting tools, mapping and relationship visualization, role based access controls, and Canadian data residency and security features. #### Who Is the Company Behind CarePlan AI? - **Seller:** [CarePlan AI](https://www.g2.com/sellers/careplan-ai-6a5df8af-2dd4-46b3-bba2-2c5b9317ef9d) - **Year Founded:** 2025 - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d13d4dfc821c0309e240b27705401bc6deeafdc4339d950a34efa976079bf46&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcareplanai%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [CareSpace](https://www.g2.com/products/carespace/reviews) CareSpace® - AI-driven Digital Health Platform A highly modular, flexible, and composable architecture, covering a wide range of healthcare needs, from population health and virtual care to data management and AI models. #### Who Is the Company Behind CareSpace? - **Seller:** [Persivia](https://www.g2.com/sellers/persivia) - **Year Founded:** 2005 - **HQ Location:** Marlborough, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=be18457f212b6a36e721c185049ba355b8d82a4033aa5592af65d9be2e8437f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpersiviainc%2F&secure%5Burl_type%5D=linkedin_company_website) 108 employees on LinkedIn® ### [Catalia Health Platform](https://www.g2.com/products/catalia-health-platform/reviews) Catalia Health is a patient engagement platform that delivers conversations to patients to help address their ongoing healthcare issues. #### Who Is the Company Behind Catalia Health Platform? - **Seller:** [Cataliahealth](https://www.g2.com/sellers/cataliahealth) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Cemplicity](https://www.g2.com/products/cemplicity/reviews) Cemplicity designers and engineers have reimagined how patient reporting should work, creating a solution that is easy to implement, simple for staff, and powerful for patients. Our platform steps across the mountains of data that exist in health systems, to provide a clear and timely view of system and service performance from the patient's perspective. #### Who Is the Company Behind Cemplicity? - **Seller:** [Cemplicity](https://www.g2.com/sellers/cemplicity) - **Year Founded:** 2013 - **HQ Location:** Auckland, NZ - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3100c3080c8766b5eb9b6688dbaf96f9a1253fc286c04f0cfb6e3268537f9de1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcemplicity%2F&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/patient-engagement?order=g2_score&page=13#product-list) - [1](/categories/patient-engagement?order=g2_score#product-list) - [2](/categories/patient-engagement?order=g2_score&page=2#product-list) - … - [10](/categories/patient-engagement?order=g2_score&page=10#product-list) - [11](/categories/patient-engagement?order=g2_score&page=11#product-list) - [12](/categories/patient-engagement?order=g2_score&page=12#product-list) - [13](/categories/patient-engagement?order=g2_score&page=13#product-list) - 14 - [15](/categories/patient-engagement?order=g2_score&page=15#product-list) - [16](/categories/patient-engagement?order=g2_score&page=16#product-list) - [17](/categories/patient-engagement?order=g2_score&page=17#product-list) - [18](/categories/patient-engagement?order=g2_score&page=18#product-list) - … - [26](/categories/patient-engagement?order=g2_score&page=26#product-list) - [27](/categories/patient-engagement?order=g2_score&page=27#product-list) - [Next ›Next ›](/categories/patient-engagement?order=g2_score&page=15#product-list) Spotlight Categories [Event Management Platforms](https://www.g2.com/categories/event-management-platforms) [Event Registration and Ticketing Software](https://www.g2.com/categories/event-registration-ticketing) [SEO Tools](https://www.g2.com/categories/seo-tools) [Corporate Performance Management (CPM) Software](https://www.g2.com/categories/corporate-performance-management-cpm) [Sales Compensation Software](https://www.g2.com/categories/sales-compensation) Similar Categories - [Interactive Patient Care Systems (IPC)](/categories/interactive-patient-care-systems-ipc) - [Other Patient Experience](/categories/other-patient-experience) - [Patient Case Management](/categories/patient-case-management) - [Patient Intake](/categories/patient-intake) - [Patient Relationship Management (PRM)](/categories/patient-relationship-management-prm) - [Patient Scheduling](/categories/patient-scheduling) - [Remote Patient Monitoring (RPM)](/categories/remote-patient-monitoring-rpm) [Browse Patient Engagement Themes](/categories/patient-engagement/themes) ![Emma Stein](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emma Stein") ES Researched and written by [Emma Stein](https://research.g2.com/insights/author/emma-stein) Updated October 3, 2024 Patient engagement software facilitates the encouragement of a patient’s active participation in the maintenance of their health, the building of a collaborative patient-doctor relationship, and the improvement of the overall patient experience. Hospitals, medical practices, and other healthcare organizations are increasingly becoming subject to the same kinds of expectations that retail and hospitality industries deal with; as a result, patients expect compassion, acknowledgment, immediate communication, and easy access to information from their healthcare providers. Products in the patient engagement category must offer one or more of the following functions: patient portal or patient communication, reputation management, outreach and marketing, surveys and feedback, patient education, self care management, or appointment reminder. Providing a patient portal to facilitate communication between provider and patient as well as enable active participation of the patient in regards to their own health is a major benefit of patient engagement solutions. Patient engagement software enables hospitals and clinics to practice reputation management and feedback generation, triggering a cycle of post-appointment reviews, reputation boosting, practice and provider adjustments, and overall improved patient experience. Patient engagement tools can also simplify the process of reaching out or marketing to new or referred patients, which can include the dissemination of health education information and literature. Patients with chronic care, as well as their physicians, can leverage patient engagement software to maintain their at-home or self-administered medication or therapy regimens. Some patient engagement solutions can also serve as appointment reminders, either via the patient portal or [HIPAA compliant messaging software](https://www.g2.com/categories/hipaa-compliant-messaging). Patient engagement software can either be patient facing or physician facing, and take myriad forms—anything from a patient portal to medical online reputation management tools to patient-experience survey management capabilities. Patient engagement software equips healthcare organizations with tools to improve methods and levels of engagement. Patient engagement software can integrate with relevant technologies such as [interactive patient care systems (IPC)](https://www.g2.com/categories/interactive-patient-care-systems-ipc), [telemedicine software](https://www.g2.com/categories/telemedicine), [patient intake software](https://www.g2.com/categories/patient-intake), [EHR software](https://www.g2.com/categories/ehr), and [clinical communication and collaboration software](https://www.g2.com/categories/clinical-communication-and-collaboration). To qualify for inclusion in the Patient Engagement category, a product must: - Provide a method of active patient engagement such as patient portal, patient surveys, digital intake forms - Improve or provide insight to healthcare organizations on ways to improve patient satisfaction - Track and measure improvement of patient experience Show More * * * ## 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.