Best Patient Intake Software

How Many Patient Intake Software Products Does G2 Track?

Total Products under this Category: 100

Category Stats (Oct 2026)

  • Average Rating: 4.52/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: FormDr (+2.84%) - Among all products in this category, FormDr recorded the largest rating increase compared to last month

Last updated: October 26, 2026

How Does G2 Rank Patient Intake Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 3,600+ Authentic Reviews
  • 100+ 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 Intake Software

G2 Grid® for Patient Intake Software plotting products by satisfaction and market presence

Highlighted products: ModMed, Weave, NexHealth, Prompt Health, SPRY, Klara, Solutionreach, and EHRYourWay.

Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-intake/grids.json?focus%5B%5D=modmed&focus%5B%5D=weave-weave&focus%5B%5D=nexhealth&focus%5B%5D=prompt-health&focus%5B%5D=spry-spry&focus%5B%5D=klara&focus%5B%5D=solutionreach&focus%5B%5D=ehryourway)

ModMed

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: 447

How Do G2 Users Rate ModMed?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.8/10)
  • Patient Check-in: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind ModMed?

  • Seller: ModMed
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Boca Raton, Florida
  • Twitter: @modmed
    4,166 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,477 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Practice Manager, Office Manager
  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 44% Small, 35% Medium

What Do G2 Reviewers Say About ModMed?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of ModMed, facilitating efficient documentation and streamlined workflows in dermatology practices.
  • Users value ModMed for its efficiency, simplifying tasks and enhancing workflow across dermatology practices.
  • Users commend ModMed for its workflow efficiency, thanks to seamless integration of EMR, billing, and patient engagement.
  • Users value ModMed for its tailored solutions for dermatology, enhancing workflow and overall satisfaction in clinical practice.
  • Users appreciate the easy setup of ModMed, enabling a seamless transition and minimal disruption to workflows.
Cons
  • Users report poor system functionality in ModMed, encountering issues with accessioning and delayed data analytics.
  • Users highlight the missing features in ModMed, such as limited customization and absence of essential functionalities.
  • Users find the difficult setup of ModMed to be overwhelming, especially for new users navigating complex workflows.
  • Users find the limited features of ModMed restrict functionality and customization options for specific needs.
  • Users find the inadequate reporting in ModMed frustrating due to inconsistencies and inefficiencies in data presentation.

What Are Recent G2 Reviews of ModMed?

What Are G2 Users Discussing About ModMed?

Weave

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: 498

How Do G2 Users Rate Weave?

  • Form Workflow: 8.9/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 8.8/10 (Category avg: 8.6/10)
  • Patient Check-in: 8.6/10 (Category avg: 8.9/10)

Who Is the Company Behind Weave?

  • Seller: Weave
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Lehi, Utah
  • Twitter: @getweave
    2,008 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,200 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Office Manager, Practice Manager
  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 91% Small, 7% Medium

What Do G2 Reviewers Say About Weave?

AI-generated summary from verified user reviews

Pros
  • Users love the convenient texting feature for automated reminders and real-time communication, enhancing office efficiency.
  • Users find Weave extremely easy to use, enhancing communication efficiency and simplifying their overall workflow.
  • Users praise Weave for its efficient communication tools, enabling seamless interactions and enhanced patient management in one platform.
  • Users love the convenient text messaging feature of Weave, enhancing patient communication and saving time for offices.
  • Users value the convenience of patient communication with Weave, streamlining interactions through various messaging options.
Cons
  • Users report encountering technical issues that disrupt services like text messaging and phone tree setups, causing frustration.
  • Users report significant connectivity issues with Weave, including outages impacting the entire phone system.
  • Users report experiencing software bugs that lead to occasional freezes and login issues, causing frustration during use.
  • Users experience unreliable connectivity, facing glitches and signal issues that affect communication during patient interactions.
  • Users face messaging issues with notifications and bulk messages, leading to occasional frustration but overall satisfaction.

What Are Recent G2 Reviews of Weave?

What Are G2 Users Discussing About Weave?

NexHealth

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

Average Rating: 4.8/5.0

Total Reviews: 130

How Do G2 Users Rate NexHealth?

  • Form Workflow: 9.3/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 9.5/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.6/10 (Category avg: 8.9/10)

Who Is the Company Behind NexHealth?

  • Seller: NexHealth
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • Twitter: @nexhealthHQ
    2,139 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    189 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Office Manager, Dentist
  • Top Industries: Hospital & Health Care, Medical Practice
  • Company Size: 90% Small, 9% Medium

What Do G2 Reviewers Say About NexHealth?

AI-generated summary from verified user reviews

Pros
  • Users find NexHealth to be easy to use and navigate, enhancing patient communication and revenue management efficiency.
  • Users praise the excellent customer support of NexHealth, always ready to assist with any queries or issues.
  • Users laud the responsive communication from NexHealth, enhancing efficiency and success in dental practice operations.
  • Users love the convenience of online forms, enabling easy patient communication and efficient management in the office.
  • Users find the ease of communication with patients through NexHealth to be extremely beneficial for their practices.
Cons
  • Users face messaging issues with NexHealth, finding it complicated and inconvenient for communication tasks.
  • Users often face technical issues like lagging and syncing, impacting the efficiency of patient check-outs.
  • Users find limited features in NexHealth, leading to inconvenience and the need for multiple work-arounds.
  • Users find the appointment management process cumbersome, requiring multiple steps and work-arounds for effective use.
  • Users experience calendar syncing issues, leading to missing information and occasional technical glitches during use.

What Are Recent G2 Reviews of NexHealth?

What Are G2 Users Discussing About NexHealth?

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Prompt Health

Prompt is the AI-powered Electronic Medical Record (EMR) and practice management platform for physical therapy, occupational therapy, speech-language pathology, pediatric, and chiropractic practices. Most EMRs store your data. Prompt acts on it. Before the visit, in the room, and after the visit, Prompt handles the work between your decisions and pauses when your judgment matters. You stay in control. AI handles everything between. Thousands of practices have switched to Prompt and the results are proven. 15-20 more visits per provider per month. $32K in annual revenue per clinician. 35% lower provider attrition. AI built on 9 years of clean, rehab-specific data across 100M+ visits and proven in real PT, OT, SLP, and chiropractic practices. Prompt unifies documentation, scheduling, billing, patient engagement, and analytics into one platform. No disconnected systems. No duplicate data entry. A clearer picture of how your practice is performing and a team invested in helping you grow. Core capabilities: EMR + practice management: Documentation, scheduling, billing, and compliance in one platform, built for PT, OT, SLP, pediatrics, and chiropractic practices. AI documentation assistance: 92% of notes completed during work hours. Clinicians finish faster and leave on time. Coding intelligence: Real-time coding support that increases functional CPT usage and recaptures revenue practices are currently leaving behind. Patient engagement: Digital intake, automated reminders, and outcomes tracking keep schedules full and patients coming back. Analytics: Real-time reporting across productivity, revenue, and documentation compliance for single-location clinics and multi-site organizations. Proven results driving thousands of practices to Prompt: 15-20 more visits per provider per month after switching from legacy systems. +18-20 point improvement in CPT coding accuracy. $32K in additional annual revenue per clinician. 92% of documentation completed during work hours. 1 full day cut from note sign-off time. 35% lower provider attrition. 45% fewer notes completed after hours. We are more than an EMR. We are the team behind your team: a clinician, a biller, an analyst, and a success rep assigned to your practice. Career Connection. 75+ university partnerships. Capitol Hill advocacy. Free business reviews. Because your success is how we grow. Other practices are getting squeezed by falling reimbursements and tightening compliance. Prompt practices are growing. That’s the difference.

Average Rating: 4.8/5.0

Total Reviews: 134

How Do G2 Users Rate Prompt Health?

  • Form Workflow: 10.0/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 8.3/10 (Category avg: 8.6/10)
  • Patient Check-in: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Prompt Health?

Who Uses This Product?

  • Who Uses This: Physical Therapist, Office Manager
  • Top Industries: Health, Wellness and Fitness, Hospital & Health Care
  • Company Size: 56% Medium, 41% Small

What Are Recent G2 Reviews of Prompt Health?

SPRY

SPRY: The Fastest-Growing AI-Powered EMR & Billing Platform for Rehab Therapy SPRY isn’t just an EMR—it’s your practice partner. Built specifically for physical therapy clinics, SPRY helps reduce admin costs, increase patient visits, and maximize reimbursements. Its AI-powered, fully integrated platform is designed to enhance efficiency, minimize administrative burdens, improve patient care, and support future-proofing your practice. Why SPRY? Whether you're a clinic owner, physical therapist, clinic manager, billing specialist, or front desk staff, SPRY provides an end-to-end solution that simplifies everything from patient scheduling to automated billing. Our customizable workflows, intuitive interface, and real-time automation empower clinics to operate with confidence and efficiency. Most PT platforms claim to be end-to-end but lack seamless module integration, leaving clinics to deal with inefficiencies and workarounds. With the vision to eliminate these gaps, SPRY provides a truly all-in-one solution that streamlines workflows and ensures everything works effortlessly together. Key Features ✔ AI-Powered Documentation – AI Scribe enables real-time note-taking and seamlessly converts notes into structured SOAP templates. ✔ Automated Billing & Claim Management – Pre-authorization, eligibility verification, claim scrubbing, & Medicare compliance ✔ Real-Time Business Intelligence (BI) Dashboard – Data-driven insights for revenue and performance tracking, with the ability to ask queries in simple language ✔ Seamless Patient Engagement – Online scheduling, digital onboarding, Kiosk check-in & HIPAA-compliant patient portal ✔ Operational Efficiency – AI Fax, automated alerts & co-sign functionality for compliance Powering the Future of Physical Therapy SPRY is backed by industry experts, innovative technology, and deep clinical insights, making it the go-to platform for rehab therapy clinics looking to grow, optimize operations, and improve patient outcomes.

Average Rating: 4.6/5.0

Total Reviews: 93

How Do G2 Users Rate SPRY?

  • Form Workflow: 10.0/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 10.0/10 (Category avg: 8.6/10)
  • Patient Check-in: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind SPRY?

  • Seller: SPRY
  • Year Founded: 2021
  • HQ Location: Wilmington, US
  • LinkedIn® Page: www.linkedin.com
    247 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Physical Therapist, Owner
  • Top Industries: Health, Wellness and Fitness, Hospital & Health Care
  • Company Size: 87% Small, 13% Medium

What Do G2 Reviewers Say About SPRY?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Spry, benefiting from its intuitive features and efficient functionality.
  • Users commend exceptional customer support from Spry, enhancing usability and customization for their practices.
  • Users praise Spry's exceptional efficiency, noting significant time savings in medical documentation and overall user-friendliness.
  • Users commend Spry for its exceptional customer support, which significantly enhances their overall experience and practice efficiency.
  • Users praise the ease and automation of the billing process, significantly enhancing efficiency and minimizing stress.
Cons
  • Users face frequent technical issues with SPRY, including glitches and slow AI performance affecting their productivity.
  • Users experience slow performance with SPRY, finding delays in AI note generation and frequent loading issues.
  • Users report data management issues with SPRY, particularly in tracking claims and kiosk form populating.
  • Users highlight the limited features of SPRY, particularly in tracking and follow-up workflows for claims and authorizations.
  • Users occasionally face software bugs and slow loading times, though support is helpful in resolving issues.

What Are Recent G2 Reviews of SPRY?

Klara

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?

  • Form Workflow: 9.6/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 9.3/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.6/10 (Category avg: 8.9/10)

Who Is the Company Behind Klara?

  • Seller: Klara
  • Company Website:
  • Year Founded: 2013
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 72% Small, 21% Medium

What Do G2 Reviewers Say About Klara?

AI-generated summary from verified user reviews

Pros
  • Users value the easy communication with patients through Klara, ensuring a safe and accessible experience for all.
  • Users appreciate the ease of use of Klara, highlighting its user-friendly features and seamless patient communication.
  • Users value the ease of patient communication, noting its accessibility and convenience for reaching out to patients.
  • Users appreciate the efficiency of texting communication with Klara, significantly enhancing patient interactions and reducing phone calls.
  • Users find Klara's user interface easy and intuitive, enhancing productivity and streamlining patient interactions effortlessly.
Cons
  • Users are frustrated with Klara's limited features, as they face glitches and lack of editing capabilities.
  • Users struggle with communication issues on Klara, facing difficulties in accessing past conversations and receiving timely support.
  • Users report messaging issues in Klara, finding the setup glitchy and communication inefficient, requiring too many manual steps.
  • Users struggle with search issues, unable to find closed conversations, complicating follow-ups and patient communications.
  • Users find the limited messaging features of Klara frustrating, impacting communication with patients, especially older individuals.

What Are Recent G2 Reviews of Klara?

What Are G2 Users Discussing About Klara?

EHRYourWay

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: 8.8/10)

Who Is the Company Behind EHRYourWay?

  • Seller: EHR Your Way
  • Company Website:
  • Year Founded: 2008
  • HQ Location: San Diego, California
  • Twitter: @ehryourway
    168 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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, 43% Medium

What Do G2 Reviewers Say About EHRYourWay?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of EHR Your Way, appreciating its intuitive design and streamlined workflows.
  • Users value the responsive customer support from EHRYourWay, enhancing their overall experience with the system.
  • Users value the efficiency of EHRYourWay, enjoying easy appointment management and streamlined workflows for enhanced productivity.
  • Users appreciate the streamlined documentation workflow of EHRYourWay, enhancing efficiency and accuracy in managing client records.
  • Users commend EHRYourWay for its user-friendly navigation, making it convenient for both staff and clients.
Cons
  • Users often face technical issues like bugs and slow performance, hindering daily workflow and productivity.
  • Users are frustrated by the limited customization of forms and templates, hindering their ability to meet specific clinical needs.
  • Users struggle with poor navigation in EHRYourWay, finding it challenging and inefficient during their workflow.
  • Users find EHRYourWay to be not user-friendly, causing frustration for both patients and less tech-savvy coworkers.
  • Users find a steep learning curve with EHRYourWay, requiring time and experience to become comfortable with the system.

What Are Recent G2 Reviews of EHRYourWay?

What Are G2 Users Discussing About EHRYourWay?

Solutionreach

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?

  • Form Workflow: 6.7/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 6.9/10 (Category avg: 8.6/10)
  • Patient Check-in: 7.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Solutionreach?

  • Seller: Solutionreach
  • Year Founded: 2000
  • HQ Location: Lehi, UT
  • Twitter: @solutionreach
    1,828 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    305 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Office Manager
  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 88% Small, 9% Medium

What Do G2 Reviewers Say About Solutionreach?

AI-generated summary from verified user reviews

Pros
  • Users love the easy appointment scheduling with Solutionreach, enhancing communication and staff satisfaction.
  • Users love Solutionreach for its streamlined patient communication and effortless scheduling experience for both staff and patients.
  • Users value the efficient communication of Solutionreach, facilitating quick updates and reaching customers effectively.
  • Users value the communication ease of Solutionreach, finding it quick to send newsletters and updates efficiently.
  • Users value the communication efficiency of Solutionreach, enabling quick outreach to all customers effortlessly.
Cons
  • Users find the frequent updates of Solutionreach frustrating, especially with changes that disrupt workflow and usability.
  • Users find the browser requirement inconvenient, causing frustration and accidental closures after the latest update.
  • Users find the inefficient updates frustrating as it requires manual browser access, leading to frequent accidental closures.
  • Users find the lack of a pay per use payments option to be a significant drawback of Solutionreach.
  • Users are frustrated with the update issues that require manual browser access, complicating the user experience.

What Are Recent G2 Reviews of Solutionreach?

What Are G2 Users Discussing About Solutionreach?

RevenueWell

RevenueWell is a dental practice management and patient communication platform that helps dental practices attract new patients, automate administrative workflows, and strengthen relationships with existing patients throughout the care journey. Designed for solo practices, group practices, and dental specialists, the platform integrates marketing, communication, and front-office tools into a single solution built specifically for the dental industry. RevenueWell was founded in 2010 by dental professionals to address the operational and communication challenges unique to dental practices. The platform reduces manual front-desk work by automating outreach, appointment management, and patient follow-up — allowing staff to spend less time on administrative tasks and more time on patient care. Core platform capabilities include: Automated appointment reminders, post-op instructions, and treatment plan follow-ups via email, text, and phone Two-way texting and integrated phone (RevenueWell Phone) for flexible, real-time patient communication Online scheduling and digital patient intake forms (RevenueWell Forms) to reduce paperwork and streamline check-in Social media management and online reputation management tools to support patient acquisition Teledentistry support for remote patient consultations RevenueWell also offers add-on products for practices that want to extend their capabilities: AI Receptionist — An AI-powered virtual receptionist that handles inbound patient calls, answers common questions, and captures appointment requests around the clock, reducing missed calls and front-desk phone volume AI Insurance Verification — An automated insurance verification tool that checks patient eligibility in real time, reducing manual verification time and helping prevent claim errors before appointments For practices that prefer a fully managed approach to patient acquisition, RevenueWell offers digital marketing services, including website design, paid search advertising, and SEO — handled by a team with dental-specific marketing expertise. This allows practices to outsource their online marketing without managing agencies or building in-house capabilities. RevenueWell integrates with major dental practice management systems, making it compatible with existing clinical workflows without requiring practices to replace their current software infrastructure.

Average Rating: 4.7/5.0

Total Reviews: 138

How Do G2 Users Rate RevenueWell?

  • Form Workflow: 9.6/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 9.6/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.5/10 (Category avg: 8.9/10)

Who Is the Company Behind RevenueWell?

  • Seller: RevenueWell
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Chicago, Illinois
  • Twitter: @RevenueWell
    1,154 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    158 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Office Manager
  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 94% Small, 6% Medium

What Do G2 Reviewers Say About RevenueWell?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of RevenueWell, enhancing patient connections and streamlining practice operations.
  • Users appreciate the improved patient communication offered by RevenueWell, enhancing connections through various channels.
  • Users appreciate the automated reminders from RevenueWell, noting significant time savings and streamlined workflow for their staff.
  • Users appreciate the confirmation automation in RevenueWell, making appointment management and patient communication efficient and effective.
  • Users value the efficiency of RevenueWell, especially in saving time on confirmations and reminders.
Cons
  • Users experience billing issues with RevenueWell, facing delayed cancellations and frustrating customer support during the process.
  • Users experience technical issues with RevenueWell, facing glitches and difficulties during transitions and updates.
  • Users face messaging issues with RevenueWell, including instability and lack of alerts for undelivered messages.
  • Users report connectivity issues with RevenueWell, causing delays in accessing texts and voicemails, impacting communication efficiency.
  • Users report poor customer service, facing delays and frustrations during transition and billing issues with RevenueWell.

What Are Recent G2 Reviews of RevenueWell?

What Are G2 Users Discussing About RevenueWell?

mConsent

The era of digitizing your practice is here! mConsent is the ultimate digital intake solution to make your office paperless. We save you hours of front desk labor, integrate with major PMS, and create a stress free office environment! Some of our features include, Appointment Reminders with 2-way Texting, Zaha Ai, mpyr, Insurance Concierge. Insurance Verification, Online Patient Scheduling, and more. Join over 5,000 Practices in creating a better, more profitable, work environment.

Average Rating: 4.7/5.0

Total Reviews: 15

How Do G2 Users Rate mConsent?

  • Form Workflow: 10.0/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 9.6/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.7/10 (Category avg: 8.9/10)

Who Is the Company Behind mConsent?

Who Uses This Product?

  • Top Industries: Health, Wellness and Fitness, Hospital & Health Care
  • Company Size: 81% Small, 19% Large

What Are Recent G2 Reviews of mConsent?

Tebra (previously Kareo + PatientPop)

Tebra is an all-in-one EHR and practice management platform designed for independent healthcare practices. The platform includes certified electronic health records, clinical charting, electronic prescribing, lab ordering, scheduling, billing, and claims management, telehealth, and patient engagement tools within a single, integrated system. Rather than relying on disconnected add-ons, Tebra provides native workflows that support care delivery, operations, and patient experience in one platform. The solution is purpose-built to help small and mid-sized practices improve efficiency, reduce administrative complexity, and manage day-to-day operations within one system.

Average Rating: 4.1/5.0

Total Reviews: 256

How Do G2 Users Rate Tebra (previously Kareo + PatientPop)?

  • Form Workflow: 7.4/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 7.4/10 (Category avg: 8.6/10)
  • Patient Check-in: 8.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Tebra (previously Kareo + PatientPop)?

  • Seller: Tebra
  • Company Website:
  • HQ Location: Corona del Mar, US
  • Twitter: @TebraOfficial
    11,001 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,054 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Office Manager
  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 86% Small, 12% Medium

What Do G2 Reviewers Say About Tebra (previously Kareo + PatientPop)?

AI-generated summary from verified user reviews

Pros
  • Users praise Tebra for its user-friendly interface, enabling efficient task completion and customizable reporting.
  • Users appreciate the user-friendly interface of Tebra, enjoying seamless integration and comprehensive features like notes AI.
  • Users praise Tebra's responsive customer support, highlighting quick resolutions and helpful video chat assistance.
  • Users commend Tebra for its efficiency, enhancing the ease of managing tasks and claims across multiple practices.
  • Users find the user-friendly interface of Tebra helpful, especially with clear documentation and customizable templates.
Cons
  • Users experience inadequate reporting with Tebra, often needing to manually compile data and encountering refresh issues.
  • Users find the inefficiency in navigating tabs and lack of timely reports frustrating, slowing down their workflow.
  • Users find limited features in Tebra, especially in reporting and customization options, impacting their experience negatively.
  • Users experience billing issues with Tebra, citing frustrations with workflow, slow claims, and patient coupon discrepancies.
  • Users find the reporting inefficient, often requiring manual data stitching and lacking necessary customizations for their needs.

What Are Recent G2 Reviews of Tebra (previously Kareo + PatientPop)?

What Are G2 Users Discussing About Tebra (previously Kareo + PatientPop)?

Hyro

Say goodbye to rigid chatbots and poor IVRs that constantly break: Meet Hyro - the world’s first adaptive communications platform, powered by AI virtual assistants which drive superior engagement with customers and efficiency within organizations. Featuring plug & play conversational AI and natural language automation, Hyro empowers enterprises to flex their processes and messaging across their most valuable platforms, services, and channels — including call centers, website chat solutions, SMS, and more. With the adaptive advantage for enterprise, Hyro is ushering in a new age of conversational technologies that are quick to deploy, easy to maintain, and simple to scale — conserving vital resources while generating better conversations, more conversions, and revenue-driving intelligence.

Average Rating: 4.9/5.0

Total Reviews: 20

How Do G2 Users Rate Hyro?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Hyro?

  • Seller: Hyro
  • Year Founded: 2018
  • HQ Location: New York, NY
  • Twitter: @hyro_ai
    424 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    190 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 60% Medium, 25% Small

What Are Recent G2 Reviews of Hyro?

Luma Health

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?

  • Form Workflow: 9.5/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 9.4/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Luma Health?

  • Seller: Luma Health
  • Year Founded: 2015
  • HQ Location: San Mateo, California
  • Twitter: @lumahealthhq
    686 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    197 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 57% Medium, 38% Small

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 reducing manual workload.
  • Users appreciate the easy communication with patients, allowing for seamless text interactions and timely responses.
  • Users value the comprehensive features of Luma Health, enhancing patient engagement while reducing workforce strain effectively.
  • Users appreciate the easy patient communication with Luma Health, allowing for seamless texting and quick replies.
  • Users commend Luma Health's exceptional customer support, noting the team's brilliance, compassion, and innovative problem-solving skills.
Cons
  • Users find Luma's complex interface challenging, requiring familiarity with existing systems for optimal use.
  • Users note the complexity and data accuracy issues with Luma Health, impacting overall usability despite excellent support.
  • Users frequently experience incomplete data issues with Luma, affecting functionality and requiring familiarity with the system.
  • Users find Luma Health to be not user-friendly, requiring a steep learning curve for effective usage.
  • Users find Luma Health's system complexity challenging, requiring significant familiarity with other products for effective use.

What Are Recent G2 Reviews of Luma Health?

What Are G2 Users Discussing About Luma Health?

Phreesia

Phreesia’s award-winning, AI-powered platform helps practices and health systems expand capacity, streamline workflows, accelerate collections and deliver modern patient experiences—without adding staff. Trusted by 4,700 healthcare organizations: With 20+ years of experience, Phreesia powers 1 in 6 U.S. patient visits (180M+ annually) and is proven to drive measurable operational and financial improvements. Highly recommended: 9 in 10 clients would recommend Phreesia. With Phreesia, you can: • Let AI handle inbound and outbound calls so your staff doesn’t have to. Automate scheduling, prescription refills, recalls, payment outreach, referrals and more with Phreesia VoiceAI—your 24/7 AI agent. • Expand your capacity and streamline patient intake: Across our network, 85% of patients check themselves in, saving 5+ minutes of staff time per visit. Maximize front-office efficiency by digitally collecting patient information, consents and medical history and more before the visit. • Get paid more, faster with flexible payment options, including Apple Pay® and Google Pay™, online payments, payment plans, card on file and more. 80%+ of patients pay their copay at point of service with Phreesia. • Eliminate paper statements—Phreesia automatically sends patients itemized digital statements as soon as their EOB is ready, helping practices get paid 4x faster. • Make scheduling effortless by letting patients self-schedule appointments on their own time. Phreesia VoiceAI handles scheduling calls and outreach, while automated reminders reduce no-shows and Appointment Accelerator® automatically fills open slots. • Reduce denials and save staff time with automated, AI-enabled eligibility and benefits verification. Phreesia confirms coverage instantly, selects the correct copay, flags out-of-network status and gives patients visibility into their benefits—helping you prevent errors, collect sooner and improve the patient experience. Let’s face it, registration = revenue. • Acquire new patients at no added cost with MediFind—our free clinician finder helps your practice get discovered and enables patients to seamlessly book appointments through embedded self-scheduling. • Close gaps in care with our robust library of clinical screening tools and customizable patient outreach messaging options. Double the number of clinical screenings you conduct by administering them automatically with Phreesia. • Engage patients in their care and provide the modern, convenient experience they expect. Across our network, 96% of patients are satisfied with their Phreesia experience. You’ll also benefit from: Actionable analytics: Gain deeper insights into intake patterns, revenue cycle metrics, appointment workflows, clinical performance and more. Privacy and security: We’re honored to have our efforts recognized with many of the industry’s most well-known certifications, including: • HITRUST CSF Certification • Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider • Security Organization Control (SOC) 2 Type 2 • PCI Point-to-Point Encryption (P2PE) “Every Phreesia product helps the business do better and generate more revenue—it’s such a beautiful rhythm. Our patient population has grown tremendously, our staff is fully utilized, and we’re able to fully engage with our patients and meet them where they want to be met. We really couldn’t do it all without Phreesia.” -Liz Galvan, Practice Manager, MyOBGYN

Average Rating: 4.0/5.0

Total Reviews: 45

How Do G2 Users Rate Phreesia?

  • Form Workflow: 8.5/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 9.3/10 (Category avg: 8.6/10)
  • Patient Check-in: 7.9/10 (Category avg: 8.9/10)

Who Is the Company Behind Phreesia?

  • Seller: Phreesia
  • Year Founded: 2005
  • HQ Location: Wilmington, DE
  • Twitter: @phreesia
    1,542 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,442 employees on LinkedIn®
  • Ownership: NYSE: PHR

Who Uses This Product?

  • Who Uses This: Office Manager
  • Top Industries: Hospital & Health Care, Medical Practice
  • Company Size: 54% Small, 39% Medium

What Do G2 Reviewers Say About Phreesia?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Phreesia, finding it user-friendly and efficient for scheduling and analytics.
  • Users value the time-saving features of Phreesia, achieving significantly reduced check-in times and streamlined processes.
  • Users praise Phreesia's exceptional customer support for its responsiveness, knowledge, and commitment to successful implementation.
  • Users appreciate the intuitive and customizable features of Phreesia, enhancing patient intake and overall workflow efficiency.
  • Users appreciate the efficiency of Phreesia, significantly reducing check-in times and enhancing overall productivity.
Cons
  • Users note a challenging learning curve for Phreesia, particularly with scattered training and advanced configurations.
  • Users experience technical issues with Phreesia, including incomplete form integration and problems with online bill pay functionality.
  • Users note a training deficiency with Phreesia, particularly for new users navigating advanced features and training flow.
  • Users find the difficult setup of Phreesia overwhelming, with challenges in workflows and making changes to intake forms.
  • Users find insufficient guidance in Phreesia's training, complicating the learning process for new and advanced features.

What Are Recent G2 Reviews of Phreesia?

What Are G2 Users Discussing About Phreesia?

OhMD

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?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)

Who Is the Company Behind OhMD?

  • Seller: OhMD
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Burlington, Vermont
  • LinkedIn® Page: www.linkedin.com
    48 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, 45% Medium

What Do G2 Reviewers Say About OhMD?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of patient communication with OhMD, enjoying seamless connections without sharing personal numbers.
  • Users value the efficient patient communication of OhMD, enabling seamless interaction without sharing personal contact details.
  • Users love the ease of use of OhMD, enabling quick and friendly communication with patients.
  • Users appreciate the texting feature of OhMD for seamless, efficient communication with patients outside business hours.
  • Users appreciate the convenient communication with patients, eliminating delays and enhancing overall interaction with the clinic.
Cons
  • Users find messaging issues frustrating, including lack of privacy and app refresh requirements for new messages.
  • Users note the limited features of OhMD, expressing a desire for enhancements to improve usability and functionality.
  • Users find the limited messaging features of OhMD restrict productivity and hinder communication efficiency with patients.
  • Users find some missing features in OhMD, hoping for improved functionality and enhanced mobile app capabilities.
  • Users face technical issues like occasional slowdowns and login problems, though they don't significantly disrupt the experience.

What Are Recent G2 Reviews of OhMD?

What Are G2 Users Discussing About OhMD?

Emma Stein
ES
Researched and written by Emma Stein
Updated October 3, 2024