# Best Patient Relationship Management (PRM) Software

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

   Patient relationship management (PRM) software, also known as healthcare customer relationship management (CRM) software, optimizes and supports the entire patient care journey, enables the effective flow of information within healthcare systems, and increases and nurtures patient engagement. In general terms, PRM is CRM for healthcare; in actuality, PRM is more closely related to a healthcare version of [customer journey analytics software](https://www.g2.com/categories/customer-journey-analytics), orchestrating and managing the patient experience from referral to advocate. PRM software enables patient-centric care by improving access and communication that ultimately improves patient outcomes, provider-patient relationships, and greater staff efficiency.

PRM software enhances and centralizes the data and functionality of [electronic health records (EHRs) software](https://www.g2.com/categories/ehr) and [patient engagement software](https://www.g2.com/categories/patient-engagement). Significant benefits of PRM software include the aggregating of all medical records and the encouragement and emphasis of active patient participation towards their health. By leveraging PRM software, health systems and organizations can better enforce value-based care, performance, and reimbursement efforts, without compromising their delivery of quality care.

To qualify for inclusion in the Patient Relationship Management (PRM) category, a product must:

- Capture, update, consolidate, and share or provide access to patient health information from a variety of patient information systems
- Facilitate the patient information management, synchronization, and flow within a healthcare system
- Enable meaningful patient-provider interactions, including the capture of patient feedback and sentiment regarding delivery of care
- Track patient journeys through clinical documentation, records management, and case updates
- Extend beyond the traditional offerings of a healthcare organization to support patients in between care episodes





## Category Overview

**Total Products under this Category:** 78


## Trust & Credibility Stats

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

- 30 Analysts and Data Experts
- 2,700+ Authentic Reviews
- 78+ 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.


## Best Patient Relationship Management (PRM) Software At A Glance

- **Leader:** [Weave](https://www.g2.com/products/weave-weave/reviews)
- **Highest Performer:** [Practice by Numbers](https://www.g2.com/products/practice-by-numbers/reviews)
- **Easiest to Use:** [Weave](https://www.g2.com/products/weave-weave/reviews)
- **Top Trending:** [Weave](https://www.g2.com/products/weave-weave/reviews)
- **Best Free Software:** [MaxAssist](https://www.g2.com/products/maxassist/reviews)


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---

## Top-Rated Products (Ranked by G2 Score)
  ### 1. [Weave](https://www.g2.com/products/weave-weave/reviews)
  Weave is the all-in-one experience platform for small- and medium-sized healthcare businesses. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local healthcare providers attract, communicate with and engage patients to grow their practice. To learn more, visit getweave.com.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 414

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10)
- **Records Management:** 8.4/10 (Category avg: 8.9/10)
- **Patient Case Management:** 8.9/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.4/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Weave](https://www.g2.com/sellers/weave)
- **Company Website:** https://www.getweave.com
- **Year Founded:** 2008
- **HQ Location:** Lehi, Utah
- **Twitter:** @getweave (2,013 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1271877/ (1,138 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Ease of Use (87 reviews)
- Communication (71 reviews)
- Text Messaging (67 reviews)
- Patient Communication (66 reviews)
- Texting Communication (53 reviews)

**Cons:**

- Technical Issues (40 reviews)
- Messaging Issues (22 reviews)
- Communication Issues (21 reviews)
- Connectivity Issues (21 reviews)
- Limited Features (21 reviews)

  ### 2. [NexHealth](https://www.g2.com/products/nexhealth/reviews)
  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:** 97

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.3/10)
- **Records Management:** 8.2/10 (Category avg: 8.9/10)
- **Patient Case Management:** 8.8/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.5/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Nex Health](https://www.g2.com/sellers/nex-health)
- **Company Website:** https://nexhealth.com
- **Year Founded:** 2017
- **HQ Location:** San Francisco, California
- **Twitter:** @nexhealthHQ (2,146 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5366106/ (201 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager, Dentist
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 87% Small-Business, 11% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (28 reviews)
- Customer Support (14 reviews)
- Communication (10 reviews)
- Online Forms (10 reviews)
- Patient Communication (10 reviews)

**Cons:**

- Messaging Issues (4 reviews)
- Technical Issues (4 reviews)
- Limited Features (3 reviews)
- Appointment Management (2 reviews)
- Calendar Syncing Issues (2 reviews)

  ### 3. [Practice by Numbers](https://www.g2.com/products/practice-by-numbers/reviews)
  We are here to empower dental practices to streamline workflows, enhance patient communications, and drive sustainable growth. Practice by Numbers makes practice management easier, enabling dental teams to focus on delivering exceptional patient care while reducing stress in daily operations. With comprehensive analytics and robust tools, decisions become more informed, and performance improvements more consistent.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 104

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10)
- **Records Management:** 9.1/10 (Category avg: 8.9/10)
- **Patient Case Management:** 8.9/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.3/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Practice by Numbers](https://www.g2.com/sellers/practice-by-numbers)
- **Year Founded:** 2015
- **HQ Location:** Redmond, US
- **LinkedIn® Page:** https://www.linkedin.com/company/practice-by-numbers/about/ (87 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Office Manager
  - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness
  - **Company Size:** 95% Small-Business, 5% Mid-Market


#### Pros & Cons

**Pros:**

- Features (28 reviews)
- Customer Support (27 reviews)
- Ease of Use (25 reviews)
- Communication (22 reviews)
- Efficiency (18 reviews)

**Cons:**

- Customer Service Issues (8 reviews)
- Limited Features (5 reviews)
- Connectivity Issues (3 reviews)
- Limited Customization (3 reviews)
- Not User-Friendly (3 reviews)

  ### 4. [Adit](https://www.g2.com/products/adit/reviews)
  Adit is a fully integrated practice management platform that simplifies operations, communication, and patient engagement across healthcare. With advanced VoIP features like Patient Caller ID, Mobile Access, Missed Call Texts, and One-Number Communication, teams stay connected. Adit’s smart Digital Forms sync with EHRs, auto-assign based on appointment type, and trigger medical history reminders. Payments are seamless with flexible plans, Text-to-Pay, and auto ledger posting. Patient recall is optimized with auto-reminders, mass texting, and email campaigns. Analytics reveal no-show trends, recall gaps, and revenue insights. Insurance verifications are automated, Adit pulls schedules, collects missing patient info, and syncs data into the patient file. With customizable workflows, call flows, and treatment acceptance tracking, Adit brings clarity to complexity and helps practices grow with confidence. It’s time to trade in all your practice management tools for one.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 78

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10)
- **Records Management:** 10.0/10 (Category avg: 8.9/10)
- **Patient Case Management:** 10.0/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 10.0/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Adit](https://www.g2.com/sellers/adit)
- **Year Founded:** 2013
- **HQ Location:** Remote, US
- **Twitter:** @aditadv (99 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9319466 (536 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager, Dentist
  - **Top Industries:** Health, Wellness and Fitness, Hospital & Health Care
  - **Company Size:** 78% Small-Business, 5% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (33 reviews)
- Customer Communication (19 reviews)
- Communication (18 reviews)
- Patient Communication (17 reviews)
- Texting Communication (17 reviews)

**Cons:**

- Technical Issues (10 reviews)
- Limited Features (5 reviews)
- Messaging Issues (4 reviews)
- System Usability (4 reviews)
- Call Issues (3 reviews)

  ### 5. [Agentforce Health (formerly Salesforce Health Cloud)](https://www.g2.com/products/agentforce-health-formerly-salesforce-health-cloud/reviews)
  Agentforce Health (formerly known as Health Cloud) is the trusted, connected, AI-first platform for healthcare, built on our deeply unified platform with healthcare-specific data models, workflows, interoperability, and compliance. It connects clinical and non-clinical data to fuel pre-built and configurable AI agents - helping you reduce employee burnout, scale personalized patient engagement and accelerate time to care. Put Patients and Members First \*Unify clinical and nonclinical data into a single, comprehensive patient or member profile with purpose-built data models for providers and payers \*Deliver seamless self-service experiences with user-friendly apps for Patient Services, Behavioral Health, Disease Surveillance, and Crisis Management \*Drive member engagement and close care gaps with data-driven segmentation, whole-person care, intelligent referrals, and proactive outreach Contain Costs and Drive Operational Efficiency. \*Get started faster with Salesforce Go. Discover features you already own, turn them on in a single click, and configure them in a streamlined interface to reduce time to value \*Navigate with confidence using the latest Salesforce UI, designed to minimize friction for clinical and administrative teams \*Automate scheduling, assessments, benefits, and care outreach with HIPAA-ready inbound and outbound voice agents \*Eliminate manual entry with Document AI to extract and digitize clinical data from forms \*Lower costs and speed time to care with guided utilization management workflows for prior authorizations, provider network management, and care coordination Deploy Pre-built Agentforce Skills Out-of-the-Box \*Provider: Patient Data EHR Retrieval, Eligibility & Benefits Verification, Provider Match, Medication Refill Requests, and more \*Payer: Claims Service & Member Coverage Assistance, Benefits Verification, Provider Network Summary, and more \*Home Health: Patient Summary & Recommendations, Quote, Benefit & Budget Creation Configure and extend tools with low-code/no-code tools on the Agentforce platform Deliver Intelligent Insights at the Point of Care \*Move beyond static reporting to predictive insights with Health Intelligence, powered by Tableau \*Enable care teams with actionable, AI-powered insights at the point of service \*Support 24/7 patient and member engagement with always-on Agentforce agents Compliance at Every Step \*Deploy AI with confidence using the Agentforce Trust Layer — built-in guardrails mask sensitive PII/PHI ensuring HIPAA adherence \*Set user-based permissions to govern patient and member data visibility Open Ecosystem for Interoperability \*Extend health systems with HL7 FHIR-aligned APIs and Agentforce MuleSoft integrations with EHR, CMS, and more \*Ingest structured and unstructured data from EHRs and claims systems using Data 360 with Zero Copy integration \*Seamlessly integrate with Agentforce 360 products like Slack, Agentforce Marketing, and Tableau


  **Average Rating:** 3.9/5.0
  **Total Reviews:** 33

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.3/10)
- **Records Management:** 9.7/10 (Category avg: 8.9/10)
- **Patient Case Management:** 9.2/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.7/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** https://www.salesforce.com/
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce (581,281 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care
  - **Company Size:** 44% Enterprise, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)
- Features (1 reviews)
- Patient Care (1 reviews)
- Patient Communication (1 reviews)
- Platform Integration (1 reviews)

**Cons:**

- Complex Interface (1 reviews)
- Slow Loading (1 reviews)
- Slow Performance (1 reviews)
- Software Limitations (1 reviews)
- System Complexity (1 reviews)

  ### 6. [MaxAssist](https://www.g2.com/products/maxassist/reviews)
  MaxAssist® is an AI-powered platform designed for dental practices to enhance patient engagement and streamline daily operations. Built by dental professionals, it integrates multiple features to support admin teams, office managers, and dentists in managing scheduling, communication, and administrative workflows. Unlike traditional software, MaxAssist® goes beyond sending reminders by also targeting patients who do not respond to automation. MaxAI, our actionable intelligence feature, uses over a decade of patient scheduling data to generate personalized daily plans. Each morning, dental teams receive guidance on which patients to contact and the most effective approach, helping practices stay ahead of gaps in their hygiene schedule while also identifying unscheduled treatment opportunities. MaxAI can forecast up to 30 days in advance, allowing practices to proactively address potential slowdowns and maximize patient visits. Max integrates with Mango Voice for seamless patient communication. Features like Call Pop and Patient Pop provide immediate visibility into who is calling, including appointment history and relevant patient details. Staff can engage patients in real time, book appointments directly from calls, and reduce manual note-taking, creating a more efficient admin team. MaxAssist® features a user-friendly interface and optimized workflows that reduce errors and simplify repetitive tasks. Staff can manage appointments, track performance, and optimize the entire patient journey with less effort. By combining AI-driven insights, integrated communication tools, and workflow optimization, MaxAssist® ensures dental teams can keep hygiene schedules full, capture previously missed treatment opportunities, and deliver a more productive, patient-focused practice environment.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 223

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.3/10)
- **Records Management:** 8.2/10 (Category avg: 8.9/10)
- **Patient Case Management:** 8.5/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 8.7/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [MaxAssist](https://www.g2.com/sellers/maxassist)
- **Company Website:** https://www.maxassist.com
- **Year Founded:** 2013
- **HQ Location:** Calgary, Alberta
- **LinkedIn® Page:** https://www.linkedin.com/company/recallmax/ (69 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Ease of Use (32 reviews)
- Patient Communication (23 reviews)
- Time-saving (15 reviews)
- Communication (14 reviews)
- Customer Support (14 reviews)

**Cons:**

- Messaging Issues (9 reviews)
- Limited Features (6 reviews)
- System Usability (6 reviews)
- Limited Customization (5 reviews)
- Expensive (3 reviews)

  ### 7. [Solutionreach](https://www.g2.com/products/solutionreach/reviews)
  Accelerate your revenue cycle with a unified, customizable patient messaging solution that streamlines the patient journey from first appointment to final payment. Solutionreach is the easy-to-use communications solution that helps build personalized patient relationships, improves care outcomes, optimizes staff time, and drives revenue We transform your patient communications while integrating seamlessly into existing operations. For 24 years, Solutionreach has kept offices running smoothly daily by growing revenue, and reducing no-shows for healthcare customers of all sizes with our industry-leading platform and service reliability. To learn how to get happier patients and staff with Solutionreach, visit www.solutionreach.com.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 167

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.3/10)
- **Records Management:** 4.2/10 (Category avg: 8.9/10)
- **Patient Case Management:** 5.0/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 8.3/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Solutionreach](https://www.g2.com/sellers/solutionreach)
- **Year Founded:** 2000
- **HQ Location:** Lehi, UT
- **Twitter:** @solutionreach (1,829 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2326749/ (326 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

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

**Cons:**

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

  ### 8. [Artera](https://www.g2.com/products/artera/reviews)
  Artera is the proven agentic healthcare company, leveraging a decade of deep expertise to support 2 billion patient communications annually. Our solutions empower humans and AI Agents to work together to fix patient communications across text, phone, and web, unifying the entire patient journey - from scheduling and intake to billing and more. Trusted by over 1,000 healthcare organizations (including specialty groups, FQHCs, large IDNs, and federal agencies), Artera directly increases staff efficiency, boosts patient engagement, and improves the provider bottom line, helping patients get the care they need with simplicity and speed. 2B+ Annual Comms. | 200M+ Patients | 10yrs Experience | FedRAMP High in Process | www.artera.io |


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 82

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.3/10)
- **Records Management:** 10.0/10 (Category avg: 8.9/10)
- **Patient Case Management:** 10.0/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.2/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Artera](https://www.g2.com/sellers/artera)
- **Company Website:** https://artera.io
- **Year Founded:** 2015
- **HQ Location:** Santa Barbara, US
- **Twitter:** @Artera_io (764 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9405895/ (299 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 63% Mid-Market, 20% Enterprise


#### Pros & Cons

**Pros:**

- Communication (8 reviews)
- Ease of Use (8 reviews)
- Patient Communication (8 reviews)
- Texting Communication (5 reviews)
- Texting Feature (5 reviews)

**Cons:**

- Messaging Issues (6 reviews)
- Limited Features (3 reviews)
- Limited Messaging Features (3 reviews)
- Communication Issues (2 reviews)
- Difficult Navigation (2 reviews)

  ### 9. [RevenueWell](https://www.g2.com/products/revenuewell/reviews)
  RevenueWell is a dental marketing and communication platform that gives busy dental practices the smart, easy-to-use tools they need to attract new patients, streamline communication, and grow production from existing patients. With RevenueWell, dental staff spend less time on the phone and more time focused on what really matters: providing an amazing patient experience and improving patient outcomes. RevenueWell was designed by dentists for dentists. The company was founded in 2010 to create a patient relationship management solution that specifically meets the unique needs of busy dental practices. The RevenueWell Dental Marketing Platform provides a powerful dental marketing and communication solution for the entire patient journey. Features include social media management, online reputation management, online scheduling, appointment reminders; paperless patient forms; and automatic post-op instructions and treatment plan follow-ups. RevenueWell’s integrated email, phone, 2-way texting, and teledentistry solutions allow you communicate and even meet with patients safely, securely, and flexibly. RevenueWell Forms allows patients to complete paperwork on their time, saving time for them and your team. RevenueWell Phone completes the total communication solution for dental practices, providing a flexible Cloud-based phone system that makes sure you never lose contact with patients.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 132

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10)
- **Records Management:** 9.6/10 (Category avg: 8.9/10)
- **Patient Case Management:** 9.6/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.6/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [RevenueWell](https://www.g2.com/sellers/revenuewell)
- **Company Website:** https://www.revenuewell.com
- **Year Founded:** 2010
- **HQ Location:** Chicago, Illinois
- **Twitter:** @RevenueWell (1,156 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1183856/ (160 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 94% Small-Business, 5% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (9 reviews)
- Patient Communication (8 reviews)
- Reminders (8 reviews)
- Confirmation Automation (7 reviews)
- Efficiency (7 reviews)

**Cons:**

- Billing Issues (4 reviews)
- Technical Issues (4 reviews)
- Messaging Issues (3 reviews)
- Connectivity Issues (2 reviews)
- Customer Service Issues (2 reviews)

  ### 10. [OhMD](https://www.g2.com/products/ohmd/reviews)
  OhMD is a HIPAA-compliant omni-channel patient communication platform designed to reduce high inbound call volume for physician practices. OhMD brings AI-driven and human-led conversations together across phone, text, and web in a single unified inbox, allowing practices to deflect routine calls with AI while keeping staff in control when expertise is needed. Practices use OhMD to: • Deflect inbound patient calls into text and AI-assisted conversations • Answer calls, texts, and web chats from one unified inbox • Automate scheduling and routine requests without removing staff from the loop • Reduce front desk interruptions and staff burnout • Improve patient access without hiring or outsourcing Practices using OhMD report: • Fewer staff-handled calls • Lower communication costs • Improved patient access and growth Core capabilities include: • AI-assisted call answering and scheduling • Secure texting and call-to-text deflection • Unified inbox for calls, texts, and web chat • Smart routing and assignments based on patient intent • Human takeover of AI conversations when needed


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 171

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10)
- **Records Management:** 9.2/10 (Category avg: 8.9/10)
- **Patient Case Management:** 9.7/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.7/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [OhMD](https://www.g2.com/sellers/ohmd)
- **Company Website:** https://www.ohmd.com/
- **Year Founded:** 2016
- **HQ Location:** Burlington, Vermont
- **LinkedIn® Page:** https://www.linkedin.com/company/3265568/ (48 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Communication (22 reviews)
- Patient Communication (19 reviews)
- Ease of Use (15 reviews)
- Texting Feature (15 reviews)
- Customer Communication (11 reviews)

**Cons:**

- Messaging Issues (7 reviews)
- Limited Features (5 reviews)
- Limited Messaging Features (5 reviews)
- Missing Features (4 reviews)
- Scheduling Issues (3 reviews)

  ### 11. [Updox](https://www.g2.com/products/updox/reviews)
  With over 470k users, 68k physicians, 150 million patients and 150+ EHR integrations, Updox empowers physicians, pharmacists and other healthcare providers and staff to be more efficient and effective. We provide HIPAA-compliant electronic fax, secure text & SMS, video chat, patient reminders, broadcast messaging and so much more.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 102

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.3/10)
- **Records Management:** 9.6/10 (Category avg: 8.9/10)
- **Patient Case Management:** 9.5/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.0/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [EverPro](https://www.g2.com/sellers/everpro)
- **Year Founded:** 2016
- **HQ Location:** Denver, US
- **LinkedIn® Page:** https://www.linkedin.com/company/evercommerce/ (1,751 employees on LinkedIn®)
- **Ownership:** NASDAQ: EVCM

**Reviewer Demographics:**
  - **Who Uses This:** Medical Assistant, Office Manager
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 85% Small-Business, 9% Mid-Market


  ### 12. [sterloCare](https://www.g2.com/products/sterlo-sterlocare/reviews)
  sterloCare is a comprehensive healthcare digitization platform designed to enhance patient satisfaction and ensure compliance with regulatory standards such as NABH and JCI. Developed on a no-code platform, it enables hospitals to streamline operations across all departments, improving service quality and operational efficiency. The system seamlessly integrates with existing Hospital Information Systems (HIS) and offers flexible deployment options, including cloud and on-premise solutions. Accessible via desktops, tablets, and mobile devices, sterloCare provides real-time updates and supports role-based workflows with automated escalations to ensure timely task completion. Key Features and Functionality: - Service Request Management: Utilizes QR code-based triggers to efficiently manage service requests, track complaints, and gather patient feedback, facilitating prompt responses and improved patient care. - Digital Token System: Monitors outpatient journeys, reducing wait times and enhancing the overall patient experience. - Porter Management Software: Optimizes porter services, ensuring efficient patient transport within the hospital. - Automated Workflows and Escalations: Implements role-based workflows with built-in escalations, ensuring tasks are completed promptly and efficiently. - Real-Time Notifications: Delivers instant updates via mobile and email, keeping staff informed about task statuses and approvals. - Multilingual Support: Offers a user-friendly interface with support for multiple languages, catering to diverse regional needs. - Seamless Integration: Facilitates integration with existing HIS and other software systems, promoting efficient information flow and harmonious workflows. - Customizable Dashboards and Reports: Provides interactive dashboards and detailed reports, enabling data-driven decision-making and performance monitoring across departments. Primary Value and Solutions Provided: sterloCare addresses critical challenges in healthcare management by digitizing and automating various hospital processes. It enhances operational efficiency, reduces manual workloads, and ensures compliance with accreditation standards like NABH and JCI. By improving patient engagement through efficient service request handling and feedback mechanisms, sterloCare contributes to higher patient satisfaction. Its comprehensive reporting tools and real-time monitoring capabilities empower healthcare administrators to make informed decisions, ultimately leading to better patient outcomes and streamlined hospital operations.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 21

**User Satisfaction Scores:**

- **Records Management:** 9.4/10 (Category avg: 8.9/10)
- **Patient Case Management:** 9.3/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.3/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [sterlo](https://www.g2.com/sellers/sterlo-a4c301d4-2da5-4501-aeb2-f54421a73486)
- **Year Founded:** 2019
- **HQ Location:** Erode, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/sterlocare (15 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care
  - **Company Size:** 86% Enterprise, 14% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (21 reviews)
- Patient Care (16 reviews)
- Customer Support (15 reviews)
- Communication (12 reviews)
- Efficiency (11 reviews)

**Cons:**

- Notification Issues (3 reviews)
- Excessive Notifications (2 reviews)
- Messaging Issues (2 reviews)
- Notification Problems (2 reviews)
- Connectivity Issues (1 reviews)

  ### 13. [WebPT](https://www.g2.com/products/webpt/reviews)
  WebPT empowers rehab therapists to better engage patients, improve care, and achieve scalable growth with solutions to help manage every aspect of their practice. As the industry’s most innovative, comprehensive, and secure Practice Experience Management (PXM) platform, WebPT unifies marketing, front office, clinical, billing, and administrative tools on one platform with one trusted partner. Regardless of practice size or specialty, WebPT can help: - Grow your patient roster and scale your business - Automate patient registration, referral management, benefits verification, and patient communication - Keep your staff happy with more intuitive and compliant documentation - Improve patient engagement and clinical outcomes - Get you paid more, faster - Optimize performance and give you the confidence to make data-backed decisions Above all, WebPT puts Members first. Our team of rehab therapy experts has supported over 20,000 clinics with a personalized implementation process and targeted training tailored to each clinic’s unique needs. Once onboarded, Members have access to free, unlimited support—available via live chat, email, and phone—to ensure their continued success. Serving over 150,000 rehab therapy professionals with 99% uptime reliability, WebPT is the #1 trusted partner in the industry. Learn how one platform can help you achieve greatness in practice at webpt.com.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 159

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.3/10)
- **Records Management:** 9.2/10 (Category avg: 8.9/10)
- **Patient Case Management:** 8.8/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.4/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [WebPT](https://www.g2.com/sellers/webpt)
- **Year Founded:** 2008
- **HQ Location:** Phoenix, AZ
- **Twitter:** @WebPT (15,720 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1248743/ (896 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Physical Therapist, Office Manager
  - **Top Industries:** Medical Practice, Health, Wellness and Fitness
  - **Company Size:** 81% Small-Business, 17% Mid-Market


#### Pros & Cons

**Pros:**

- Documentation (1 reviews)
- Document Management (1 reviews)
- Efficiency (1 reviews)
- Helpful (1 reviews)
- Patient Care (1 reviews)

**Cons:**

- Expensive (1 reviews)
- Integration Issues (1 reviews)
- Not User-Friendly (1 reviews)

  ### 14. [Hyro](https://www.g2.com/products/hyro/reviews)
  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

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [Hyro](https://www.g2.com/sellers/hyro)
- **Year Founded:** 2018
- **HQ Location:** New York, NY
- **Twitter:** @hyro_ai (424 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/hyroai/ (166 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 60% Mid-Market, 25% Small-Business


  ### 15. [Tebra (previously Kareo + PatientPop)](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews)
  Looking to harness the full power of the Tebra platform? Our practice success platform includes a certified electronic health record solution built to empower today’s providers with robust clinical charting, streamlined documentation, telehealth, & more. Already have an EHR? That works too. Tebra integrates seamlessly with third-party products, meaning any practice can leverage our solutions. Tebra is the leading practice automation solution for independent practices.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 247

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.3/10)
- **Records Management:** 9.7/10 (Category avg: 8.9/10)
- **Patient Case Management:** 9.7/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.0/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Tebra](https://www.g2.com/sellers/tebra)
- **Company Website:** https://www.tebra.com/
- **HQ Location:** Corona del Mar, US
- **Twitter:** @TebraOfficial (11,005 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/tebra/ (1,054 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Office Manager
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 86% Small-Business, 11% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (8 reviews)
- Features (4 reviews)
- Customer Support (3 reviews)
- Efficiency (3 reviews)
- User Interface (3 reviews)

**Cons:**

- Inadequate Reporting (4 reviews)
- Inefficiency (4 reviews)
- Limited Features (4 reviews)
- Billing Issues (3 reviews)
- Inefficient Reporting (3 reviews)

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


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 116

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.3/10)
- **Records Management:** 8.1/10 (Category avg: 8.9/10)
- **Patient Case Management:** 8.0/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 7.4/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Raintree Systems](https://www.g2.com/sellers/raintree-systems)
- **Company Website:** https://www.raintreeinc.com
- **Year Founded:** 1983
- **HQ Location:** Chandler, AZ
- **LinkedIn® Page:** https://www.linkedin.com/company/56783/ (293 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 47% Mid-Market, 40% Small-Business


#### Pros & Cons

**Pros:**

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

**Cons:**

- Not User-Friendly (14 reviews)
- Poor Usability (13 reviews)
- System Usability (11 reviews)
- Navigation Difficulty (9 reviews)
- Difficult Navigation (8 reviews)

  ### 17. [Intiveo](https://www.g2.com/products/intiveo/reviews)
  Intiveo's patient engagement software is designed to empower dental practices to enhance the patient experience. We facilitate open communication, reduce no-shows and cancellations, boost staff productivity, and increase revenue growth. Our platform improves patient engagement and loyalty through two-way chat, recall reminders, quality improvement surveys, and online review management tools. With comprehensive integrations across major PMS systems, Intiveo streamlines front-office workflows, centralizing patient engagement and communication management. Our dedicated team of experts offers personalized onboarding and ongoing support for seamless launch and scalability as your practice grows. Intiveo serves over 15,000 dental practices across North America, helping them improve their patients’ experience, streamline operations, and drive revenue growth while improving staff morale. Experience the Intiveo advantage – where dental practices flourish, and patients look forward to their visits with confidence and clarity.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 31

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10)
- **Records Management:** 8.3/10 (Category avg: 8.9/10)
- **Patient Case Management:** 7.5/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.3/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Intiveo](https://www.g2.com/sellers/intiveo)
- **Year Founded:** 2010
- **HQ Location:** Vancouver, CA
- **Twitter:** @Intiveo (183 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2642067/ (62 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 84% Small-Business, 13% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)

**Cons:**

- Long Waiting Time (1 reviews)
- Poor Call Functionality (1 reviews)
- Unreliable Communication (1 reviews)

  ### 18. [Dental Intelligence](https://www.g2.com/products/dental-intelligence-dental-intelligence/reviews)
  Dental Intelligence delivers the only end-to-end practice performance solution in dentistry. By connecting real-time analytics with patient engagement tools, your team gains the clarity and confidence to fill schedules, boost case acceptance, and improve retention. The platform combines essential performance tracking (morning huddle reports, practice scorecards, insurance claims, collections, etc.) with integrated patient communication tools like automated appointment reminders, follow-ups, two-way texting, and online scheduling with digital forms. Everything syncs securely with your PMS through an intuitive interface that makes today easy, and tomorrow achievable. It’s the ultimate way to Practice Smarter.™


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 40

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.3/10)
- **Patient Case Management:** 8.3/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.0/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Dental Intelligence](https://www.g2.com/sellers/dental-intelligence)
- **Company Website:** https://www.dentalintel.com
- **Year Founded:** 2011
- **HQ Location:** Pleasant Grove, Utah
- **Twitter:** @dental_intel (1,410 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/dental-intelligence (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 90% Small-Business, 5% Mid-Market


  ### 19. [Rhinogram](https://www.g2.com/products/rhinogram-rhinogram/reviews)
  Rhinogram's digital communication & virtual care platform is designed for strategic healthcare facilities looking to reduce call volume, improve staff efficiency, and acquire new patients while providing empowered patient engagement and achieving high patient satisfaction. Healthcare facilities of all sizes are having to do more with less and less everyday. Rhinogram's complete engagement platform provides a market leading and innovative, AI powered, real-time communication platform, that empowers patient initiated communication and direct simple texts (SMS), multimedia texts (MMS) and live video messaging- giving healthcare facilities the ability to better engage with patients while streamlining workflows and consolidating disparate systems.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 50

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10)
- **Records Management:** 9.2/10 (Category avg: 8.9/10)
- **Patient Case Management:** 9.5/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 9.2/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Rhinogram](https://www.g2.com/sellers/rhinogram)
- **Year Founded:** 2015
- **HQ Location:** Chattanooga, US
- **Twitter:** @rhinogram (615 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/rhinogram (20 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 91% Small-Business, 8% Mid-Market


  ### 20. [Lighthouse 360](https://www.g2.com/products/lighthouse-360/reviews)
  Lighthouse 360+™ is your all-in-one platform to enhance the patient experience that seamlessly integrates with any Practice Management System (PMS). Lighthouse 360+ enables dental practices of all sizes, including multi-site locations, to seamlessly integrate patient communication, reputation management, and overall practice functionality. The platform’s vendor-agnostic capabilities allows practices to benefit regardless of their PMS.


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 18

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 9.3/10)
- **Records Management:** 10.0/10 (Category avg: 8.9/10)
- **Patient Case Management:** 10.0/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 10.0/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Henry Schein One](https://www.g2.com/sellers/henry-schein-one-c2b2b9e0-09c0-490c-9b70-33bd380468f0)
- **Year Founded:** 2018
- **HQ Location:** American Fork, UTAH
- **Twitter:** @Henryscheinone (156 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/henry-schein-one/ (1,373 employees on LinkedIn®)
- **Ownership:** NASDAQ:HSIC

**Reviewer Demographics:**
  - **Top Industries:** Health, Wellness and Fitness
  - **Company Size:** 94% Small-Business, 6% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- Efficiency (1 reviews)
- Integrations (1 reviews)
- Product Satisfaction (1 reviews)

**Cons:**

- Limited Templates (1 reviews)

  ### 21. [EverGenius](https://www.g2.com/products/evergenius/reviews)
  EverGenius is an all in one software solution for any service based business. Allowing you to spend less time IN your business, and more time ON your business.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 6

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [Invigo Media](https://www.g2.com/sellers/invigo-media)
- **HQ Location:** Vancouver, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/invigo-media/ (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 83% Small-Business, 17% Mid-Market


  ### 22. [Steer Health](https://www.g2.com/products/steer-health/reviews)
  Steer Health is the AI-powered digital workforce for healthcare. We deploy intelligent AI agents that automate the most labor-intensive, high-cost operational workflows across hospitals, medical groups, and functional medicine practices — replacing fragmented point solutions with a unified, voice-first digital workforce. Our platform handles the full patient journey — from the first inbound call to post-discharge follow-up — covering scheduling, referral management, pre-visit prep, insurance verification, patient communication, and revenue cycle tasks. All delivered through autonomous AI agents that work 24/7, integrate directly into your existing EHR, and require no additional staff. Founded in 2021 and headquartered in Irving, Texas, Steer Health serves 19 million patients across 360+ health organizations nationwide. Our mission is to eliminate administrative burden in healthcare by deploying intelligent digital workers that let clinicians focus on what they do best - caring for patients.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 19

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Records Management:** 8.9/10 (Category avg: 8.9/10)
- **Patient Case Management:** 10.0/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 10.0/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Steer Health](https://www.g2.com/sellers/steer-health)
- **Year Founded:** 2021
- **HQ Location:** Irving, US
- **Twitter:** @Steer_Health (59 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/steerhealth/ (59 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care
  - **Company Size:** 35% Mid-Market, 35% Small-Business


#### Pros & Cons

**Pros:**

- Communication (1 reviews)
- Customer Support (1 reviews)
- Easy Integrations (1 reviews)
- Helpful (1 reviews)
- Integrations (1 reviews)


  ### 23. [TrackStat](https://www.g2.com/products/trackstat/reviews)
  AI Automation Suite for Chiropractic EHRs TrackStat replaces generic texting apps, inefficient EHR reports, and staff busywork — by making your EHR data actionable Maximizing profits by giving you the power of another employee at a fraction of the cost Most practices rely on basic texting tools in combination of clunky EHR reports. Patients still slip through the cracks. Staff waste hours chasing patients and leads. Worse yet, when you do start growing, it is difficult to keep up daily tasks. TrackStat helps you grow your profits without adding more staff. TrackStat automates communication, follow-ups, scheduling and workflows keeping patients on ‘track’ TrackStat helps you grow your profits without adding more staff


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 6

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Records Management:** 7.2/10 (Category avg: 8.9/10)
- **Patient Case Management:** 7.2/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 7.2/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [TrackStat](https://www.g2.com/sellers/trackstat)
- **HQ Location:** Las Vegas
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)
- **Phone:** 7603345013

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


#### Pros & Cons

**Pros:**

- Automation (1 reviews)
- Confirmation Automation (1 reviews)
- Flexibility (1 reviews)
- Online Appointments (1 reviews)
- Patient Care (1 reviews)


  ### 24. [Rectangle Health](https://www.g2.com/products/rectangle-health/reviews)
  A leader in innovative healthcare technology for over 30 years, Rectangle Health is a trusted partner to more than 40,000 healthcare providers. The company’s comprehensive platform, Practice Management Bridge®, streamlines daily business operations including communications and engagement, payments and reimbursements, and office compliance. Customers of all sizes, in all sectors of healthcare, rely on Rectangle Health’s easy-to-use, scalable software to deliver a measurable increase in productivity and profitability, while improving patient experience.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 114

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.3/10)
- **Records Management:** 10.0/10 (Category avg: 8.9/10)
- **Patient Case Management:** 10.0/10 (Category avg: 9.0/10)
- **Patient Experience Management:** 10.0/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Rectangle Health](https://www.g2.com/sellers/rectangle-health)
- **Company Website:** https://www.rectanglehealth.com/
- **Year Founded:** 1993
- **HQ Location:** Valhalla, NY
- **Twitter:** @rectanglehealth (335 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/rectanglehealth (323 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Executive Director, Office Manager
  - **Top Industries:** Medical Practice, Health, Wellness and Fitness
  - **Company Size:** 94% Small-Business, 7% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (3 reviews)
- Payment Processing (3 reviews)
- Customer Engagement (2 reviews)
- Customer Support (2 reviews)
- Easy Setup (2 reviews)

**Cons:**

- Payment Issues (3 reviews)
- Connectivity Issues (2 reviews)
- Expensive (2 reviews)
- Technical Issues (2 reviews)
- Cost Increase (1 reviews)

  ### 25. [Phreesia](https://www.g2.com/products/phreesia/reviews)
  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 4,650 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. Patients pay 89% of their copays at the time 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:** 4.1/5.0
  **Total Reviews:** 42

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [Phreesia](https://www.g2.com/sellers/phreesia)
- **Year Founded:** 2005
- **HQ Location:** Wilmington, DE
- **Twitter:** @phreesia (1,546 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/64726/ (1,605 employees on LinkedIn®)
- **Ownership:** NYSE: PHR

**Reviewer Demographics:**
  - **Who Uses This:** Office Manager
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 53% Small-Business, 40% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (8 reviews)
- Time-saving (6 reviews)
- Customer Support (4 reviews)
- Efficiency (4 reviews)
- Efficiency Improvement (4 reviews)

**Cons:**

- Learning Curve (3 reviews)
- Technical Issues (3 reviews)
- Training Deficiency (3 reviews)
- Difficult Navigation (2 reviews)
- Difficult Setup (2 reviews)



## Parent Category

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



## Related Categories

- [Patient Scheduling Software](https://www.g2.com/categories/patient-scheduling)
- [HIPAA Compliant Messaging Software](https://www.g2.com/categories/hipaa-compliant-messaging)
- [Patient Engagement Software](https://www.g2.com/categories/patient-engagement)



---

## Buyer Guide

### What You Should Know About Patient Relationship Management (PRM) Software

### What is Patient Relationship Management (PRM) Software?

Patient relationship management (PRM) software, also known as healthcare customer relationship management software, optimizes and supports the entire patient care journey, enables the effective flow of information within healthcare systems, and increases and nurtures patient engagement. PRM is more closely related to a healthcare version of customer journey analytics software—orchestrating and managing the patient experience from referral to advocate. PRM software enables patient-centric care by improving access and communication that ultimately improves patient outcomes, provider-patient relationships, and increases staff efficiency.

PRM software enhances and centralizes the data and functionality of [electronic health records (EHR) software](https://www.g2.com/categories/ehr) and [patient engagement software](https://www.g2.com/categories/patient-engagement). Significant benefits of PRM software include the aggregation of all medical records and the encouragement and emphasis of active patient participation towards their health. By leveraging PRM software, health systems and organizations can better enforce value-based care, performance, and reimbursement efforts, without compromising their delivery of quality care. 

### What are the Common Features of Patient Relationship Management (PRM) Software?

The following are some core features within PRM software that can help users engage with more patients and run a more efficient practice. 

**Texting:** Texting is a preferred method of communication with many consumers. The PRM software should include a texting feature to reach patients wherever they are. Buyers should look for features like bulk texting, two-way texting, appointment reminders, and clinic review requests. 

**Appointment reminders:** PRM software can prevent missed appointments with customized appointment reminders to reach patients via text, email, and phone. The solution may also provide flexibility to schedule reminders at a cadence that works for both the providers and the patients. 

**Online scheduling:** Online scheduling is a preferred method of scheduling for many consumers. Medical practices can provide patients with easy scheduling options to allow patients to select the best appointment for their schedules. The PRM software can integrate with a practice scheduling system so users can accept, flag, or reschedule appointments. 

**Digital check-in:** Contactless appointment check-in creates a safe environment for patients and medical practice staff. A digital check-in process includes appointment reminders, screening forms, text alerts, and allows patients to verify and make changes to their information. 

**Patient portal:** A portal allows medical providers to easily engage with patients. A patient portal should include elements like appointment scheduling, secure messaging, online bill pay, patient registration, clinical summaries, test results, and patient education opportunities. 

**Integrated social media:** Healthcare practices can continue to engage with current patients and attract new patients on social media. They can post practice updates, events, education information, and testimonials in the patient portal and then automatically share on social media to increase engagement. 

**Email marketing:** It is important to remain relevant and top-of-mind to patients. Regular outreach through newsletters or focused campaigns can help a provider showcase achievements and deliver relevant messages to patients. The PRM software should offer email audience segmentation, complete history of campaigns, and email performance metrics. 

**Recall messaging:** Inactive patients are a common concern for many medical practices. It’s a good strategy to re engage dormant patients through outreach. A PRM solution must support automated recall messaging to let patients know when to schedule annual check-ups or other appointments. Automated recall reminders sent via email, text, and phone are necessary to reconnect with disengaged patients.

### What are the Benefits of Patient Relationship Management (PRM) Software?

**Leverage patient feedback:** Feedback from patients provides valuable information about what patients think about the healthcare services. Examining patient satisfaction rates will give insight into what is working well and what needs improvement in the way care is delivered and how the practice is managed. 

**Track patient journey:** A patient journey is the process that patients go through when they undergo treatment. This consists of several stages (pre-, during, and post-visit), where each stage consists of one or more touchpoints. Patients may see multiple providers within the same network. A PRM will establish a streamlined approach to tracking or mapping the patient journey, which is a blueprint of the touchpoints a patient goes through in their healthcare journey. 

**Improved patient outcomes:** A PRM software will allow patients to be more engaged in their care journey. Patients will have more open and consistent communication with providers, which will help them feel more comfortable and empowered. 

**Improved patient communication:** A PRM solution provides multiple methods for communication with patients. The software helps to automate and centralize communications and reach patients through their preferred method--text, email, or phone. 

**Reduce no-shows:** Providing a quick and courteous reminder to patients about upcoming appointments may help improve patient loyalty. Many patients rely on reminders because of convenience. The automatic reminders allow patients to confirm, cancel, or reschedule appointments. These messages will save the practice time and money.

**Increased patient engagement:** A PRM system creates opportunities to connect with patients regularly. With the help of PRM tools, medical practices will be positioned to be patient forward and focused on personalized care. Through continuous communication, patients will be actively engaged in gathering information and making decisions about their treatment options. More engaged patients lead to higher patient retention.

**Improved clinic reputation:** PRM tools allow users to find out what people are saying about their medical practice. The software helps prioritize the patient experience by distributing surveys, responding to negative reviews, committing to evaluation and analyzing patient outcomes, and building a strong social media presence. 

**Eliminate administrative burden:** There are many admin tasks associated with patient relationship management. Utilizing a system will eliminate paperwork and the costly, time-consuming manual work typically associated with patient management, such as manually sending emails and making individual phone calls. 

### Who Uses Patient Relationship Management (PRM) Software?

**Healthcare providers:** Healthcare providers can utilize PRM software to communicate with patients via secure messages, add post-visit notes, keep track of patients’ medications and medical issues, and monitor the patient journey. 

**Medical office staff:** Healthcare support staff can utilize PRM software to manage appointments, prescriptions, notes, and other patient-related data. There should be an option to create and maintain a comprehensive and detailed patient profile that can be used for follow-ups and communication. 

**Patients:** Patients can utilize the PRM to play an active role in their healthcare journey, including sending messages to their care team, scheduling appointments, reviewing test results, and updating their personal information. 

#### Software Related to Patient Relationship Management (PRM) Software

Related solutions that can be used together with patient relationship management include:

[EHR software](https://www.g2.com/categories/ehr) **:** Electronic health records (EHR), also known as electronic medical records (EMR), are real-time digital versions of patient medical information. EHR software allows medical professionals across multiple healthcare organizations to access, input, and adjust patient data. It also allows patients to log on to their profiles so they can stay up to date on their medical records. Since EHR software is designed to share information with multiple healthcare providers, like pharmacies and laboratories, a patient’s profile can have information from all of the professionals involved in the patient’s care. When medical professionals use an EHR, they have a more holistic view of the patient’s health and will be able to more effectively serve their patients.

[Patient engagement software](https://www.g2.com/categories/patient-engagement) **:** 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.

[Patient scheduling software](https://www.g2.com/categories/patient-scheduling) **:** Hospitals and health centers require patient scheduling software to manage patient appointments, automate administrative workflows, and allocate medical staff accordingly. This type of software includes scheduling algorithms that are meant to reduce patient wait time. It also handles the communication between patients and the medical personnel to confirm scheduled examination and treatment sessions.

[Patient intake software](https://www.g2.com/categories/patient-intake) **:** A patient intake software facilitates efficient and proactive capturing of patient data before a patient's medical appointment. Patient intake solutions minimize the time patients spend on registration, reduces any mistakes due to handwritten data, protects patient privacy, and simplifies the integration of patient data into the EHR. Both medical staff and patients, established and new, benefit from the software. With patient intake software, process bottlenecks are eased, satisfaction is raised, workload is reduced, and productivity is increased.

[Interactive patient care software](https://www.g2.com/categories/interactive-patient-care-systems-ipc) **:** Interactive patient care (IPC) systems allow healthcare providers to engage, entertain, and educate patients across the care via tablets, multimedia devices, in-room TVs, and online patient portals. IPC solutions initially referred to the caregiver communications and resources provided to the patient at the physical bedside, but the solutions have evolved to include educational resources that the patient and their family could access even after discharge from the hospital. Patients benefit from IPC systems’ ability to diminish their isolation, loneliness, and confusion. In turn, IPC systems help hospitals and healthcare organizations improve patient outcomes and care quality, as well as diminish readmission rates.

[Patient case management software](https://www.g2.com/categories/patient-case-management) **:** Patient case management software improves quality of care and, ultimately, patient experience by optimizing the coordination of care across a hospital, practice, or ancillary care clinic. Patient case management software centralizes aspects of patient care such as scheduling, charting, treatment planning, and medical billing to accurately determine the health status of a patient. Case managers can utilize patient case management software to facilitate clinical communication and collaboration, as well as deliver better post-discharge care. Therefore, patients too benefit from effective patient case management software, which can offer them personalized services tools similar to an IPC system that they would have had access to during treatment.

### Challenges with Patient Relationship Management (PRM) Software

**Integrations:** Patient relationship management solutions often have integrations with a variety of other external applications. This option will save administrators time on manually transferring data back and forth through third-party applications. Vendors may also charge for additional integrations.

**Data migration:** It can be difficult to move data from one product to another due to the exclusivity of the vendor’s hosted platform. Users may face difficulty in migrating their data successfully. Questions about data migration should be addressed in vendor demos and discussions. 

**Security:** Healthcare organizations need to have a proactive approach to security because cybersecurity threats are real. People can be the greatest asset to preventing cybercrime. Leaders need to train all employees on security issues. Data breaches can cause serious issues for the reputation of an organization and result in fines due to HIPAA compliance failure. 

**Training and onboarding:** Like any piece of technology, effective training courses and onboarding will speed up the adoption of the patient relationship management software. The quicker practitioners and administrators become comfortable with the software, the more empowered they will feel when utilizing and communicating about the solution. Regular training will also reduce any wrong use, insufficient documentation, or miscommunication. Training will benefit staff when it comes to professional development training courses, competency building, and maintaining compliance. 

### How to buy Patient Relationship Management (PRM) Software

#### Requirements Gathering (RFI/RFP) for Patient Relationship Management (PRM) Software

There are many issues to consider when choosing a patient relationship management software. There are unique needs to be considered when assessing software to purchase—size and team member count, onboarding process, software cost, vendor customer support options, mobile compatibility, and customization are some of them. Buyers must determine what set of features will help the users be more efficient and meet the needs of the claims management process. 

#### Compare Patient Relationship Management (PRM) Products

**Create a long list**

An initial list of potential patient relationship management solutions should include any products that meet the basic feature requirements. At this point, buyers should be aiming to get a sense of the options that meet their essential needs.

**Create a short list**

After a long list has been created, it’s time to look at each product in more detail to determine if it will meet the needs of the healthcare providers interested in purchasing this software. This should include evaluating additional features of each product beyond the ones identified as essential to determine if additional functionality would provide more value, efficiencies, and compliance requirements. Scalability is particularly important and determining if new features can be added in the future, such as more users or more courses. 

**Conduct demos**

Demos are a great opportunity for buyers to see how the software works. Only the shortlisted vendors should be invited to demonstrate their solutions. Demos should be performed live, using the system, and not through slide decks and screenshots. All vendors should follow a predetermined scenario that simulates the business processes of the buyer. Buyers should request to see a walkthrough from the perspective of all users to understand how the interface looks for both sides and ensure it is user friendly for everyone. 

When narrowing down the list of vendors, buyers should consider questions such as:

- How does the pricing model for this product work? Are there capital and recurring costs? What are the annual licensing and maintenance costs? 
- How well known is the vendor? Do they have a sizable amount of clientele in the healthcare industry?
- Can specific user restrictions be assigned depending on user type?
- How well does the patient relationship management software work on mobile devices?
- How easily can the patient relationship management software be grown to support a larger number of users and content?
- Is the software compliant with healthcare security and privacy protocols and regulations? 
- Is there a disaster recovery plan? Where are the servers hosted?

#### Selection of Patient Relationship Management (PRM) Software

**Choose a selection team**

To choose a selection team, decision makers need to involve subject matter experts from all teams that will use the system. For any organization, this will likely involve healthcare practitioners, office staff, claims management employees, and decision makers. An IT administrator should also be present to weigh in on technical concerns with the products. The selection team should be a representation of the people who will use the system. 

**Negotiation**

After narrowing in on the preferred product, it’s time to negotiate a pricing package. Buyers must consider the pricing model of the software such as, whether the seller charges a flat monthly fee or, more commonly, charges a fee based on how many user seats the buyer needs. Buyers should also note if they can negotiate to add more user seats to a package that would otherwise meet their needs. They might also consider negotiating a discount in exchange for signing a multi-year contract. 

**Final decision**

The final decision should rest with the primary users of the software, such as managers and their employees. All parties should consider whether the software is easy to use, easy to implement, improves operational efficiency, and allows for a better patient experience.