# Best Patient Engagement Software - Page 15

## 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**

### UserGuiding

UserGuiding is a no-code product adoption platform for teams who need users to reach value on their own, without a support ticket or a training call. You build in-app guidance inside your own product using a visual editor and a Chrome extension, with no engineering ticket. Interactive guides and walkthroughs, onboarding checklists, tooltips, hotspots, banners and announcement modals, each targeted to segments you define from user attributes and events. One platform for the whole adoption loop. Onboard users, see where they stall, ask them why, collect what they want built next, show them what you committed to, then announce it in-app when it ships. Self-serve help: a standalone multilingual Knowledge Base, a Resource Center widget inside your product, and an AI Assistant that answers your users' questions conversationally from your own content. Deflect tickets without adding headcount. Feedback and evidence: in-app surveys and NPS targeted to the right users at the right moment, analytics on every guide, checklist and survey, and Session Replay to see exactly where users stall. Custom Alerts flag a material that stops performing, instead of you finding out at the monthly review. Feature requests and public roadmap: your users submit ideas inside your product and vote on each other's. Everything lands in an inbox you approve before anything goes public. What you pick moves onto a public roadmap in status columns you name yourself, and when it ships it becomes an update post on the same page the request started on. AI-native access: UserGuiding ships an MCP server, so you can query your own adoption data straight from Claude, Cursor or any MCP client rather than exporting spreadsheets. The 1:1 onboarding program: twelve weeks, one hour a week, someone from our team on a call with yours, building in your account instead of handing you a plan. Each session takes one piece of your user journey and gets something live. UserGuiding is the only product adoption platform that includes a weekly 1:1 onboarding program at no additional fee. Everywhere else, hands-on implementation is a paid services engagement or reserved for enterprise contracts. You can see what UserGuiding costs without booking a call. Plans start at $174 per month billed annually. Enterprise adds SAML SSO, activity logs, migration support, and SOC 2, GDPR and HIPAA compliance. More than 1,000 companies use UserGuiding, which holds 4.7 stars across 772 G2 reviews, most often praised for how quickly it goes live.

[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=2026-08-03T19%3A08%3A49Z&secure%5Bdisplayable_resource_id%5D=1561&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=85720&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=85720&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%3D15&secure%5Btoken%5D=83ebb1236f2e560944efa71f031e3f9a11b720352b7a19af232069a0f95b2f2b&secure%5Burl%5D=https%3A%2F%2Fuserguiding.com%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2_cpc&secure%5Burl_type%5D=custom_url)

### [Certific](https://www.g2.com/products/certific/reviews)

Certific is a patient communication and engagement platform that enables asynchronous communication between patients and their healthcare providers. Patients can contact their clinician upload images and videos, use smart medical questionnaires to help to describe their concerns, access medication management, and book and manage appointments. Certific relies on clinical algorithms to classify the information and present it in an organised manner. This enables prioritisation of patient queries by determining risk factors and saves the clinical team time on administration and note-taking. Certific has task management capabilities, allowing optimising schedule management and efficiency to the provider whilst providing an excellent patient experience and overview of patients' medical history.

#### Who Is the Company Behind Certific?

- **Seller:** [Certific](https://www.g2.com/sellers/certific)
- **Year Founded:** 2020
- **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=99a7eb59fdd748b7334b86f7debf943f4c1490ed5d708e3d93d7dff39b161353&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcertifictech&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

### [Certinal Healthcare Consent & Compliance Platform](https://www.g2.com/products/certinal-healthcare-consent-compliance-platform/reviews)

Certinal is the purpose-built trust platform for healthcare organizations managing patient consent, data privacy, and regulatory compliance. Hospitals today rely on five to seven disconnected systems to manage trust — paper forms, generic e-signature tools, spreadsheet-based request tracking, and expensive horizontal privacy platforms that understand nothing about clinical workflows. Certinal replaces all of it with one platform, one audit trail, and one system of record. The platform is built around three pillars:| Consent Flow captures every patient consent across every channel — surgical, procedural, telehealth, data processing, and cookie consent through kiosks, mobile, web forms, APIs, and embedded widgets. It includes a purpose registry, collection point management, native EMR integration with Epic and other systems, and video-based informed consent for complex procedures. Consent Rights gives patients real control over their data and gives organizations proof they honored it. This includes a self-service data subject rights portal for access, portability, and deletion requests, DSAR management with SLA tracking, a preference center for modifying and withdrawing consent, identity verification, and a 360-degree consent view per patient with full audit history. Consent Govern turns compliance from a reactive burden into a provable, board-ready capability — compliance dashboards, data discovery and PII mapping, assessment management for PIAs and DPIAs, vendor risk management, policy acknowledgment tracking, AI governance with model inventory and impact assessments, and compliance scoring across the organization. Unlike generic privacy platforms that treat healthcare as one vertical among fifty, and unlike e-signature tools that reduce consent to a signing event, Certinal is engineered for the intersection of patient trust and regulatory compliance. Clinical workflows, EMR integration, and healthcare-specific compliance are native — not bolted on. The platform supports HIPAA, DPDP Act, GDPR, NABH, and other global privacy frameworks, scaling from single-facility deployments to enterprise rollouts across dozens of locations. Certinal's land-and-expand model starts with clinical consent capture, extends into data subject rights and privacy management, and grows into full compliance governance — increasing value at every stage. Live across healthcare organizations in India, the United States, and Thailand, Certinal delivers measurable results including significant reductions in consent processing costs, faster signing times, and complete elimination of paper-based workflows. For CIOs seeking consolidation, compliance officers preparing for enforcement, clinical leaders improving patient experience, and CFOs reducing litigation exposure — Certinal is the single platform that replaces the patchwork and proves trust at every level.

#### Who Is the Company Behind Certinal Healthcare Consent & Compliance Platform?

- **Seller:** [Certinal](https://www.g2.com/sellers/certinal-65129f19-bff0-43d9-bbd3-e190f1f3d2a8)
- **Year Founded:** 2021
- **HQ Location:** Wilmington, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d79dff4c6dd441e1bca8ec1bff5695bce91bec21373152ec61dd2f2b202fc5d9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcertinal%2F&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

### [ChiroUp](https://www.g2.com/products/chiroup/reviews)

ChiroUp is a comprehensive online platform designed to support chiropractors in delivering evidence-based and patient-centered care. It offers a wide range of resources, including clinical protocols, chiropractic research feed, patient education materials, outcome assessments, an MD referral program, and a lot more. ChiroUp enables chiropractors to enhance their clinical decision-making, improve treatment outcomes, and efficiently educate and engage their patients in an easy-to-use platform.

#### Who Is the Company Behind ChiroUp?

- **Seller:** [ChiroUp](https://www.g2.com/sellers/chiroup)
- **Year Founded:** 2014
- **HQ Location:** Swansea, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=763ba5c0b92b29616a6bfcc83556b597be28e938fd86ab3083600ea67cd14de9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchiroup&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

### [Clare&me](https://www.g2.com/products/clare-me/reviews)

Clare&me is an innovative mental health coaching application designed to provide personalized, anonymous, and automated support for individuals experiencing stress, anxiety, or panic symptoms. By combining advanced technology with a human touch, Clare&me offers daily assistance through scheduled phone calls, delivering cognitive behavioral therapy-based exercises tailored to each user's needs and routines. This proactive approach ensures that users receive consistent support without the need to remember or initiate sessions themselves.

#### Who Is the Company Behind Clare&me?

- **Seller:** [Clare&me](https://www.g2.com/sellers/clare-me)
- **Year Founded:** 2021
- **HQ Location:** Berlin, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0db4bd9416e9f64aa2f096a7d9c27ef724287218f53458588c243c1d229d0026&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclareandme&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [Clarity Technologies](https://www.g2.com/products/clarity-technologies/reviews)

Clarity Technologies (formerly Engage & APX Platform) is the creator of the Practice Performance System, a new category of practice software designed to be used alongside an EMR and PMS. This system provides access to on-demand staff training, delivery of clinically accurate and engaging patient education, insights into operational key performance indicators, and guidance from a broad community of experts. With a presence in six different healthcare sectors, operating in 10 different countries in partnerships with multiple Fortune 500 companies, Clarity Technologies provides a clear path to greater profitability. Explore the future of practice performance with Clarity Technologies at clarityperformance.com.

#### Who Is the Company Behind Clarity Technologies?

- **Seller:** [Clarity Technologies](https://www.g2.com/sellers/clarity-technologies)
- **HQ Location:** Meridian, Idaho, United States
- **Twitter:** @ClarityPr0  
9 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc571aa3f6c16e67f4d9f9732117fced0e3b79ca3c814c09ef1fc5c5d37132f0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclarity-performance%2Fmycompany&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

### [cliexa](https://www.g2.com/products/cliexa/reviews)

cliexa is a fully compliant integrated digital health platform that provides intake, screening and remote patient monitoring services, tailored to any sub-specialty. The platform increases clinical efficiency with customized intake workflows and up-front screening tools, while qualifying patients for reimbursements automatically. cliexa integrates critical patient data between appointments by connecting clinicians to their patients through the remote patient monitoring tools. The goal is to provide actionable data directly to the patient’s chart with robust, automated compliance support. cliexa empowers physicians by giving them opportunities to enhance their workflow, increase reimbursements and improve outcomes.

#### Who Is the Company Behind cliexa?

- **Seller:** [cliexa](https://www.g2.com/sellers/cliexa)
- **Year Founded:** 2016
- **HQ Location:** Denver, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=123274cf14609a4ebc0a8de25a98db6be7093c07542de6c32ad8c0d08a52eab8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcliexa%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

### [CLIN1 Web Portal](https://www.g2.com/products/clin1-web-portal/reviews)

CLIN1 Web Portal's built-in multi-level security helps keep your facility HIPAA Compliant with respect to patient privacy issues, yet guarantees that information will be available when and where legitimate personnel require

#### Who Is the Company Behind CLIN1 Web Portal?

- **Seller:** [Clinical Software Solutions](https://www.g2.com/sellers/clinical-software-solutions)
- **Year Founded:** 2000
- **HQ Location:** N/A
- **Twitter:** @ClinSoftSol  
36 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a57fa6983143d8a31861d2cb0e0619ff4c34772def39c67d4f16858f90300d2c&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclinical-software-solutions-ltd&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Cliniconex](https://www.g2.com/products/cliniconex/reviews)

At Cliniconex, our focus is our customers, our community and our culture. As a small company, we understand the importance of having a team that connects effectively. Whether it’s day-to-day operations or an emergency, teams need to be on the same page, and that’s why we make healthcare communication and collaboration solutions that are as easy as 1,2,3. Easy to implement, easy to use and easy to scale. Autoamted Care Platform reach audiences via voice, text or email, strengthens teams with a record of all conversations, and unites a family-centered community through timely, transparent outreach. The result? More time to care.

#### Who Is the Company Behind Cliniconex?

- **Seller:** [Cliniconex](https://www.g2.com/sellers/cliniconex)
- **Year Founded:** 2009
- **HQ Location:** Ottawa, CA
- **Twitter:** @cliniconex  
1,124 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d291aadc56ed84cafa5033d7d73d88c452eec9231581dac4f5a459042f9235c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcliniconex%2F&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

### [ClinicTracker](https://www.g2.com/products/clinictracker/reviews)

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate ClinicTracker?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind ClinicTracker?

- **Seller:** [JAG Products](https://www.g2.com/sellers/jag-products)
- **Year Founded:** 2000
- **HQ Location:** Fayetteville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1aac10ed4de475fe56b4a000750f7b85376a20460bc495c7fad1e4579e3d098a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclinictracker%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 50% Medium

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

**["Great concept "](https://www.g2.com/survey_responses/clinictracker-review-3276409)**

**Rating:** 4.0/5.0 stars

_— Samantha M._

[Read full review](https://www.g2.com/survey_responses/clinictracker-review-3276409)

**["Easy to use"](https://www.g2.com/survey_responses/clinictracker-review-8913075)**

**Rating:** 4.5/5.0 stars

_— Kajal Bhatia @ P._

[Read full review](https://www.g2.com/survey_responses/clinictracker-review-8913075)

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

- [What is ClinicTracker Connect used for?](https://www.g2.com/discussions/what-is-clinictracker-connect-used-for)

### [Consentz](https://www.g2.com/products/consentz/reviews)

Bringing together a comprehensive suite of easy-to-use practice management tools, Consentz builds patient relationships with powerful patient engagement and education tools, while significantly reducing the time burden in note taking and administration, all captured using state-of-the-art encryption.

#### Who Is the Company Behind Consentz?

- **Seller:** [Consentz](https://www.g2.com/sellers/consentz)
- **Year Founded:** 2012
- **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=6a67b14134e3dba78721712ca52d847e400a19a0377711bf0b871affbcd66ec9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconsentz&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Cured Marketing Automation](https://www.g2.com/products/cured-marketing-automation/reviews)

Cured is the only digital marketing & crm platform built for healthcare organizations

#### Who Is the Company Behind Cured Marketing Automation?

- **Seller:** [Cured](https://www.g2.com/sellers/cured)
- **Year Founded:** 2018
- **HQ Location:** Boulder, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d8c4da366b83b79787d0be087e1b51b9ba8bea5397cac47d3e0b11b254f388ea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcuredhealth&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

### [CureSkin](https://www.g2.com/products/cureskin-cureskin/reviews)

CureSkin is an AI-powered dermatology application that offers personalized, dermatologist-prescribed treatment kits for a variety of skin and hair concerns. By analyzing user-uploaded photos, the app's advanced AI technology identifies conditions such as acne, dark spots, pigmentation, wrinkles, dandruff, and hair fall. Based on this analysis, CureSkin's team of certified dermatologists curates customized treatment regimens tailored to each individual's needs. The app is available on both Android and iOS platforms, providing users with convenient access to professional skincare solutions from the comfort of their homes.

#### Who Is the Company Behind CureSkin?

- **Seller:** [CureSkin](https://www.g2.com/sellers/cureskin)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=34aa9597218a687b373a49ca1dea7e236a50f22edac302d3a91913a3d6e2438b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcureskin%2F&secure%5Burl_type%5D=linkedin_company_website)

### [DASH](https://www.g2.com/products/radix-health-dash/reviews)

DASH is a rules-based solution enabling medical and hospital groups to reduce delays in care, maximize provider utilization, and ensure the right match between patient and provider. This digital front door solution helps you decrease hold times, optimize scheduling, and improve the patient experience. DASH also enables self-scheduling with a robust rules engine that increases accuracy, guides patients toward the right provider and location, and automates insurance verification.

#### Who Is the Company Behind DASH?

- **Seller:** [Radix Health](https://www.g2.com/sellers/radix-health)
- **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=ee482b6506aeaaee263cac77018869b7512794ec83658af590b68166a5ea592b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fradix-health-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

### [Datos Health Open Care](https://www.g2.com/products/datos-health-open-care/reviews)

Datos Health merges remote monitoring with care and engagement to go beyond what other simple RPM solutions have to offer. With our Open Care platform, clinicians now have the freedom to implement and customize any remote care programs they choose. Our Design Studio allows fine-tuning of any clinical workflow before instantly transforming them into patient CareApps. The Platform Patient CareApp- CareApps are the patient-facing side of our interactive clinical pathways that provide patients with connections to sensors and wearables. CareApps engage patients with: • Reminders to take vitals, complete assessment/symptom surveys, and take or discontinue medications. • Personalized and condition-specific content and encouragement as well as self-care guidance if/when appropriate. • Care team communication via chat, virtual visits, and one-click calls. Design Studio- Our user-friendly drag & drop Design Studio transforms clinical protocols into remote care programs with a few clicks. Branching logic enables survey responses and vitals measurements to trigger automated responses, patient-specific follow-up actions, and care team notifications. • Choose from validated surveys and questionnaires or use your own. • Determine which protocols to automate and how/when to receive notifications, adjust as needed. Care Team Dashboard- Provides care teams with customized views of patient data, and notifications for follow-up enabling clinicians to focus their time on patients they want to monitor. • Support for workflow automation and recommendation for proposed actions. • A multi-channel messaging system between providers and between patients and providers. • View data and trends by individual patients, cohorts, or entire populations.

#### Who Is the Company Behind Datos Health Open Care?

- **Seller:** [Datos Health](https://www.g2.com/sellers/datos-health)
- **Year Founded:** 2015
- **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=7f6b976d9668ae674fb4a357c252d8821043ae83725c8f0539f85514aa3dd586&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdatos-health&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

### [Dezy It](https://www.g2.com/products/dezy-it/reviews)

Dezy It is a conversational AI solution designed for healthcare providers to automate administrative workflows. From scheduling and follow-ups to patient intake and documentation, Dezy It’s AI-powered voice agents reduce manual effort, improve efficiency, and enhance patient care by streamlining repetitive tasks.

#### Who Is the Company Behind Dezy It?

- **Seller:** [Dezy It](https://www.g2.com/sellers/dezy-it)
- **Year Founded:** 2022
- **HQ Location:** Dover, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=919699c3a51991afd723531cac0b6433fdda835be1ab29a9b95e19a095a39272&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdezy-it&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

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 ![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.&nbsp;

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.&nbsp;

[**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.&nbsp;

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

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.&nbsp;

**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.&nbsp;

**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.&nbsp;

#### 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.&nbsp;

[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.&nbsp;

### Challenges with Patient Engagement Software

Software solutions can come with their own set of challenges.&nbsp;

**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.&nbsp;

**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.&nbsp;

### Which Companies Should Buy Patient Engagement Software?

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

**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.&nbsp;

**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.&nbsp;

### 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.&nbsp;

**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.&nbsp;

#### 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.&nbsp;