# Top Free Patient Relationship Management (PRM) Software ## How Many Patient Relationship Management (PRM) Software Products Does G2 Track? **Total Products under this Category:** 86 ### Category Stats (Aug 2026) - **Average Rating:** 4.55/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** SPRY (+0.2%) - Among all products in this category, SPRY recorded the largest rating increase compared to last month _Last updated: August 14, 2026_ ## How Does G2 Rank Patient Relationship Management (PRM) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 3,100+ Authentic Reviews - 86+ 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 Relationship Management (PRM) Software ![G2 Grid® for Patient Relationship Management (PRM) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-relationship-management-prm/grids.png?focus%5B%5D=48097&focus%5B%5D=87629&focus%5B%5D=27950&focus%5B%5D=97244&focus%5B%5D=25965&focus%5B%5D=101319&focus%5B%5D=1243521&focus%5B%5D=42689) Highlighted products: Weave, NexHealth, Adit, MaxAssist, Agentforce Health (formerly Salesforce Health Cloud), Artera, Practice by Numbers, and Solutionreach. Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-relationship-management-prm/grids.json?focus%5B%5D=weave-weave&focus%5B%5D=nexhealth&focus%5B%5D=adit&focus%5B%5D=maxassist&focus%5B%5D=agentforce-health-formerly-salesforce-health-cloud&focus%5B%5D=artera&focus%5B%5D=practice-by-numbers&focus%5B%5D=solutionreach) **Sponsored** ### SAP Integrated Business Planning Respond to new market expectations with real-time supply chain planning capabilities and fulfill future demand profitably supply chain management. Powered by in-memory computing technology within SAP HANA, this cloud-based solution combines capabilities for sales and operations; demand, response, and supply planning; and inventory optimization. - Cloud deployment - Real-time scenarios and simulation - Social collaboration - Powerful predictive Analytics KEY BENEFITS: Achieve a rapid deployment Get up and running quickly with SAP Integrated Business Planning by using preconfigured process templates for an accelerated implementation. Empower employees with intuitive features Offer a unified, intuitive user experience with SAP Fiori and planning and simulation capabilities based on Microsoft Excel. Plan resources effectively Optimize resource efficiency by creating supply plans based on prioritized demands, allocations, and supply chain constraints. KEY CAPABILITIES: Integration with SAP Supply Chain Control Tower Gain end-to-end visibility of your supply chain, decision support, and fast corrective action through integration with SAP Supply Chain Control Tower. Forecasting and demand management Get full demand transparency with short-term, mid-term, and long-term forecasting. Take advantage of best-in-class capabilities for demand sensing and statistical forecasting. Inventory optimization Establish optimal inventory targets that enable you to maximize profits, while leaving a buffer to help you meet unexpected demand. Sales and operations planning Deliver a cross-departmental sales and operations plan that balances inventory, service levels, and profitability. Response and supply planning Optimize resourcing efficiency by creating supply plans based on prioritized demands, allocations, and supply chain constraints. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1581&secure%5Bchosen_at%5D=2026-08-15T08%3A47%3A23Z&secure%5Bdisplayable_resource_id%5D=134&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=59587&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=59587&secure%5Bresource_id%5D=1581&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-relationship-management-prm%2Ffree&secure%5Btoken%5D=ea4d1335716c07bb134468202689ed9411906e314552f3aa99e1b8a11bc959bf&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F04%2F5256c341-007f-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-DSC-407451%26source%3DIBP-click-campaign-G2&secure%5Burl_type%5D=custom_url) ### [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:** 95 #### How Do G2 Users Rate Adit? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.3/10) - **Records Management:** 10.0/10 (Category avg: 9.0/10) - **Patient Case Management:** 10.0/10 (Category avg: 9.1/10) - **Patient Experience Management:** 10.0/10 (Category avg: 9.3/10) #### Who Is the Company Behind Adit? - **Seller:** [Adit](https://www.g2.com/sellers/adit) - **Year Founded:** 2013 - **HQ Location:** Remote, US - **Twitter:** @aditadv 100 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7f2cf42076586352a6ec09a6af8fe929841a040ebdd44c19c388074fdbae376&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9319466&secure%5Burl_type%5D=linkedin_company_website) 562 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Office Manager, Dentist - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness - **Company Size:** 82% Small, 4% Medium #### What Do G2 Reviewers Say About Adit? _AI-generated summary from verified user reviews_ ##### Pros - Users praise Adit for its **ease of use** , enhancing patient communication and streamlining appointment scheduling seamlessly. - Users value Adit for its **effective patient communication** , enhancing connections and streamlining office workflows significantly. - Users appreciate Adit for its **fantastic communication tools** , enhancing patient engagement and streamlining appointment management. - Users value Adit for its **enhanced patient communication** , improving appointment confirmations and reducing no-shows effectively. - Users highly value the **effective texting communication** of Adit, significantly enhancing patient engagement and appointment scheduling. ##### Cons - Users faced **technical issues** with Adit, including integration problems and limitations in payment processing that hinder productivity. - Users find Adit has **limited features** , lacking essential functionalities they previously enjoyed, causing inconvenience and additional costs. - Users report **messaging issues** with Adit, leading to accidental texts and occasional glitches disrupting communication. - Users find the **system usability inconsistent** and suggest improvements for a more intuitive experience and better support. - Users face **call issues** with Adit, including glitches and static that disrupt daily operations and communication. #### What Are Recent G2 Reviews of Adit? **["Adit is awesome!"](https://www.g2.com/survey_responses/adit-review-12921822)** **Rating:** 5.0/5.0 stars _— Courtney L._ [Read full review](https://www.g2.com/survey_responses/adit-review-12921822) **["Adit: Exceptional Customer Service and Seamless Communication"](https://www.g2.com/survey_responses/adit-review-13148044)** **Rating:** 5.0/5.0 stars _— Jennifer H._ [Read full review](https://www.g2.com/survey_responses/adit-review-13148044) #### What Are G2 Users Discussing About Adit? - [What is Adit used for?](https://www.g2.com/discussions/what-is-adit-used-for) ### [MaxAssist](https://www.g2.com/de/products/maxassist/reviews) MaxAssist® ist eine KI-gestützte Plattform, die für Zahnarztpraxen entwickelt wurde, um die Patientenbindung zu verbessern und die täglichen Abläufe zu optimieren. Entwickelt von Zahnmedizinern, integriert sie mehrere Funktionen, um Verwaltungsteams, Büroleiter und Zahnärzte bei der Verwaltung von Terminplanung, Kommunikation und administrativen Arbeitsabläufen zu unterstützen. Im Gegensatz zu herkömmlicher Software geht MaxAssist® über das Versenden von Erinnerungen hinaus, indem es auch Patienten anspricht, die nicht auf Automatisierung reagieren. MaxAI, unser Feature für umsetzbare Intelligenz, nutzt über ein Jahrzehnt an Patiententerminierungsdaten, um personalisierte Tagespläne zu erstellen. Jeden Morgen erhalten Zahnarztteams Anleitungen, welche Patienten kontaktiert werden sollen und welcher Ansatz am effektivsten ist, um Praxen dabei zu helfen, Lücken im Hygienekalender vorauszusehen und ungenutzte Behandlungsmöglichkeiten zu identifizieren. MaxAI kann bis zu 30 Tage im Voraus prognostizieren, sodass Praxen potenzielle Verlangsamungen proaktiv angehen und Patientenbesuche maximieren können. Max integriert sich mit Mango Voice für nahtlose Patientenkommunikation. Funktionen wie Call Pop und Patient Pop bieten sofortige Sichtbarkeit darüber, wer anruft, einschließlich Terminhistorie und relevanter Patientendetails. Das Personal kann Patienten in Echtzeit ansprechen, Termine direkt aus Anrufen buchen und die manuelle Notizenerstellung reduzieren, was ein effizienteres Verwaltungsteam schafft. MaxAssist® bietet eine benutzerfreundliche Oberfläche und optimierte Arbeitsabläufe, die Fehler reduzieren und sich wiederholende Aufgaben vereinfachen. Das Personal kann Termine verwalten, die Leistung verfolgen und die gesamte Patientenreise mit weniger Aufwand optimieren. Durch die Kombination von KI-gesteuerten Einblicken, integrierten Kommunikationstools und Workflow-Optimierung stellt MaxAssist® sicher, dass Zahnarztteams ihre Hygienekalender voll halten, zuvor verpasste Behandlungsmöglichkeiten erfassen und eine produktivere, patientenorientierte Praxisumgebung schaffen können. **Average Rating:** 4.7/5.0 **Total Reviews:** 282 #### How Do G2 Users Rate MaxAssist? - **War the product ein guter Geschäftspartner?:** 9.3/10 (Category avg: 9.3/10) - **Verwaltung von Datensätzen:** 8.3/10 (Category avg: 9.0/10) - **Patienten-Fallmanagement:** 8.6/10 (Category avg: 9.1/10) - **Management der Patientenerfahrung:** 8.8/10 (Category avg: 9.3/10) #### Who Is the Company Behind MaxAssist? - **Verkäufer:** [MaxAssist](https://www.g2.com/de/sellers/maxassist) - **Unternehmenswebsite:** www.maxassist.com - **Gründungsjahr:** 2013 - **Hauptsitz:** Calgary, Alberta - **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=41dffb6f53aa05e7705f93bc65e010be9726374c45071531864a33c82b8ca04e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frecallmax%2F&secure%5Burl_type%5D=linkedin_company_website) 66 Mitarbeiter\*innen auf LinkedIn® #### Who Uses This Product? - **Who Uses This:** Büroleiter, Zahnarzt - **Top Industries:** Krankenhaus & Gesundheitswesen, Gesundheit, Wellness und Fitness - **Company Size:** 87% Small, 7% Medium #### What Do G2 Reviewers Say About MaxAssist? _AI-generated summary from verified user reviews_ ##### Pros - Benutzer finden MaxAssist unglaublich **einfach zu bedienen** , was die Patientenkommunikation optimiert und die Terminverwaltung mühelos vereinfacht. - Benutzer schätzen die **effektiven Patientenkommunikations** funktionen von MaxAssist, die das Engagement und die Bindung mühelos verbessern. - Benutzer schätzen die **einfache Einrichtung** von MaxAssist sehr und loben das intuitive Design und den reaktionsschnellen Kundensupport. - Benutzer schätzen die **zeitsparenden Funktionen** von MaxAssist, die eine effiziente Kommunikation ermöglichen und den Bedarf an Telefonanrufen reduzieren. - Benutzer finden die **einfache Einrichtung** von MaxAssist äußerst vorteilhaft, da sie eine nahtlose Integration und effiziente Kommunikation ermöglicht. ##### Cons - Benutzer haben oft **Nachrichtenprobleme** mit MaxAssist, wie automatische Erinnerungen und unerwünschte Textverteilung an alle Patienten. - Benutzer sind frustriert über die **begrenzten Funktionen** von MaxAssist, insbesondere in Bezug auf die Terminplanung und das Terminmanagement. - Benutzer finden die **Systemnavigation verwirrend** , mit unklaren Notizen und Schwierigkeiten bei Nachverfolgungen, die die Benutzerfreundlichkeit beeinträchtigen. - Benutzer finden **Softwareeinschränkungen** in MaxAssist, insbesondere mit verwirrenden Notizen und Schwierigkeiten beim Zugriff auf wesentliche Informationen. - Benutzer finden die **komplexe Navigation** in MaxAssist frustrierend und bevorzugen schnelleren Zugang zu Informationen und einfachere Formatierung. #### What Are Recent G2 Reviews of MaxAssist? **["Zuverlässige, effiziente Patientenkommunikation, die Verwaltungsarbeit reduziert"](https://www.g2.com/de/survey_responses/maxassist-review-13184668)** **Rating:** 4.5/5.0 stars _— Mel V._ [Read full review](https://www.g2.com/de/survey_responses/maxassist-review-13184668) **["Die Stornierungsliste von MaxAssist spart Zeit mit schneller Massenkommunikation."](https://www.g2.com/de/survey_responses/maxassist-review-13161859)** **Rating:** 5.0/5.0 stars _— Melissa L._ [Read full review](https://www.g2.com/de/survey_responses/maxassist-review-13161859) #### What Are G2 Users Discussing About MaxAssist? - [Wofür wird RecallMax verwendet?](https://www.g2.com/de/discussions/what-is-recallmax-used-for) - 1 comment ### [Agentforce Health (formerly Salesforce Health Cloud)](https://www.g2.com/de/products/agentforce-health-formerly-salesforce-health-cloud/reviews) Agentforce Health (ehemals bekannt als Health Cloud) ist die vertrauenswürdige, vernetzte, KI-erste Plattform für das Gesundheitswesen, aufgebaut auf unserer tief integrierten Plattform mit gesundheitsspezifischen Datenmodellen, Workflows, Interoperabilität und Compliance. Sie verbindet klinische und nicht-klinische Daten, um vorgefertigte und konfigurierbare KI-Agenten zu betreiben - und hilft Ihnen, Mitarbeiter-Burnout zu reduzieren, personalisierte Patientenbindung zu skalieren und die Zeit bis zur Versorgung zu beschleunigen. Stellen Sie Patienten und Mitglieder an die erste Stelle \*Vereinheitlichen Sie klinische und nicht-klinische Daten in einem einzigen, umfassenden Patienten- oder Mitgliederprofil mit speziell entwickelten Datenmodellen für Anbieter und Zahler \*Bieten Sie nahtlose Self-Service-Erlebnisse mit benutzerfreundlichen Apps für Patientendienste, Verhaltensgesundheit, Krankheitsüberwachung und Krisenmanagement \*Fördern Sie die Mitgliederbindung und schließen Sie Versorgungslücken mit datengesteuerter Segmentierung, ganzheitlicher Versorgung, intelligenten Überweisungen und proaktiver Ansprache Kosten senken und betriebliche Effizienz steigern. \*Starten Sie schneller mit Salesforce Go. Entdecken Sie Funktionen, die Sie bereits besitzen, schalten Sie sie mit einem Klick ein und konfigurieren Sie sie in einer optimierten Oberfläche, um die Zeit bis zum Wert zu verkürzen \*Navigieren Sie mit Zuversicht mit der neuesten Salesforce-Benutzeroberfläche, die entwickelt wurde, um Reibungen für klinische und administrative Teams zu minimieren \*Automatisieren Sie Terminplanung, Bewertungen, Leistungen und Versorgungsansprache mit HIPAA-konformen eingehenden und ausgehenden Sprachagenten \*Beseitigen Sie manuelle Eingaben mit Document AI, um klinische Daten aus Formularen zu extrahieren und zu digitalisieren \*Senken Sie Kosten und beschleunigen Sie die Zeit bis zur Versorgung mit geführten Workflows für das Nutzungsmanagement bei Vorabgenehmigungen, Anbieternetzwerkmanagement und Versorgungskoordination Bereitstellung vorgefertigter Agentforce-Fähigkeiten Out-of-the-Box \*Anbieter: Patienten-Daten-EHR-Abruf, Berechtigungs- und Leistungsüberprüfung, Anbietersuche, Medikamenten-Nachfüllanfragen und mehr \*Zahler: Anspruchsdienst & Mitgliederabdeckungshilfe, Leistungsüberprüfung, Anbieternetzwerk-Zusammenfassung und mehr \*Häusliche Pflege: Patientenzusammenfassung & Empfehlungen, Angebot, Leistungs- & Budgeterstellung Konfigurieren und erweitern Sie Tools mit Low-Code/No-Code-Tools auf der Agentforce-Plattform Liefern Sie intelligente Einblicke am Ort der Versorgung \*Gehen Sie über statische Berichte hinaus zu prädiktiven Einblicken mit Health Intelligence, betrieben von Tableau \*Ermöglichen Sie Versorgungsteams mit umsetzbaren, KI-gestützten Einblicken am Ort der Dienstleistung \*Unterstützen Sie 24/7 Patienten- und Mitgliederbindung mit immer aktiven Agentforce-Agenten Compliance in jedem Schritt \*Setzen Sie KI mit Vertrauen ein, indem Sie die Agentforce Trust Layer verwenden - eingebaute Schutzmaßnahmen maskieren sensible PII/PHI und gewährleisten die Einhaltung von HIPAA \*Legen Sie benutzerbasierte Berechtigungen fest, um die Sichtbarkeit von Patienten- und Mitgliederdaten zu steuern Offenes Ökosystem für Interoperabilität \*Erweitern Sie Gesundheitssysteme mit HL7 FHIR-ausgerichteten APIs und Agentforce MuleSoft-Integrationen mit EHR, CMS und mehr \*Importieren Sie strukturierte und unstrukturierte Daten aus EHRs und Anspruchssystemen mit Data 360 und Zero Copy-Integration \*Integrieren Sie nahtlos mit Agentforce 360-Produkten wie Slack, Agentforce Marketing und Tableau **Average Rating:** 3.9/5.0 **Total Reviews:** 34 #### How Do G2 Users Rate Agentforce Health (formerly Salesforce Health Cloud)? - **War the product ein guter Geschäftspartner?:** 8.9/10 (Category avg: 9.3/10) - **Verwaltung von Datensätzen:** 9.7/10 (Category avg: 9.0/10) - **Patienten-Fallmanagement:** 9.2/10 (Category avg: 9.1/10) - **Management der Patientenerfahrung:** 9.7/10 (Category avg: 9.3/10) #### Who Is the Company Behind Agentforce Health (formerly Salesforce Health Cloud)? - **Verkäufer:** [Salesforce](https://www.g2.com/de/sellers/salesforce) - **Unternehmenswebsite:** www.salesforce.com - **Gründungsjahr:** 1999 - **Hauptsitz:** San Francisco, CA - **Twitter:** @salesforce 579,511 Twitter-Follower - **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website) 83,223 Mitarbeiter\*innen auf LinkedIn® #### Who Uses This Product? - **Top Industries:** Krankenhaus & Gesundheitswesen - **Company Size:** 43% Large, 32% Medium #### What Do G2 Reviewers Say About Agentforce Health (formerly Salesforce Health Cloud)? _AI-generated summary from verified user reviews_ ##### Pros - Benutzer schätzen die **Benutzerfreundlichkeit** von Agentforce Health, die eine nahtlose Verfolgung von Patientendaten ohne Systemwechsel ermöglicht. - Benutzer schätzen die **Patient 360 Ansicht** , die das Verfolgen des Patientenfortschritts in einer einheitlichen Oberfläche vereinfacht. - Benutzer schätzen die **Patient 360 Ansicht** für ihre nahtlose Integration, die den Arbeitsablauf von Klinikern verbessert und die Patientenüberwachung optimiert. - Benutzer schätzen die **Patient 360 Ansicht** , die die Verfolgung von Patientendaten optimiert und die Effizienz der Kliniker bei der Versorgung verbessert. - Benutzer schätzen die **Patient 360 Ansicht** für ihre nahtlose Verfolgung von Patientendaten, die die klinische Effizienz verbessert. ##### Cons - Benutzer finden die **komplexe Benutzeroberfläche** herausfordernd, da sie erheblichen Aufwand für die anfängliche Konfiguration und Datenzuordnung erfordert. - Benutzer erleben **langsame Ladezeiten** , insbesondere bei der "Patienten-Zeitleiste" für Patienten mit umfangreichen historischen Daten. - Benutzer haben mit der **langsamen Leistung** der Patiententimeline zu kämpfen, insbesondere bei umfangreicher Patientenhistorie, die die Effizienz beeinträchtigt. - Benutzer stehen vor **komplexen Softwareeinschränkungen** , insbesondere bei der anfänglichen Konfiguration und dem langsamen Laden von Patientendaten. - Benutzer finden die **anfängliche Konfiguration übermäßig komplex** , was erheblichen Aufwand und Middleware für eine effektive Datenzuordnung erfordert. #### What Are Recent G2 Reviews of Agentforce Health (formerly Salesforce Health Cloud)? **["Eine robuste Plattform für Patientendaten, aber die Implementierung ist aufwendig."](https://www.g2.com/de/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-12128060)** **Rating:** 4.5/5.0 stars _— Chintan S._ [Read full review](https://www.g2.com/de/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-12128060) **["Salesforce Health Cloud Bewertung"](https://www.g2.com/de/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-9793294)** **Rating:** 4.5/5.0 stars _— Vikas S._ [Read full review](https://www.g2.com/de/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-9793294) #### What Are G2 Users Discussing About Agentforce Health (formerly Salesforce Health Cloud)? - [Who uses Salesforce health Cloud?](https://www.g2.com/de/discussions/who-uses-salesforce-health-cloud) - [What is included in a health Cloud license?](https://www.g2.com/de/discussions/what-is-included-in-a-health-cloud-license) - [How is Salesforce used in healthcare?](https://www.g2.com/de/discussions/how-is-salesforce-used-in-healthcare) - [What does Salesforce health Cloud do?](https://www.g2.com/de/discussions/what-does-salesforce-health-cloud-do) ### [Steer Health](https://www.g2.com/products/steer-health/reviews) Steer Health is the AI Patient Capture Engine for healthcare, an AI powered platform that unifies AI Voice, Web Chat, Scheduling, and Workflow Automation into one system so hospitals, medical groups, and specialty practices capture every patient interaction instead of losing it across disconnected tools. The platform is built around three products. FastTrackCare handles inbound and outbound patient calls, web chat, and scheduling through Luna, an AI voice and chat agent that answers calls, books and reschedules appointments, fills cancellations, and follows up on unworked referrals, 24/7, across every channel, without adding staff. SteerNotes is Agentic Clinical Intelligence that supports clinical documentation and reduces administrative burden on providers. RCM AI applies automation to revenue cycle workflows, closing gaps in referrals, prior authorization, and billing follow up that otherwise cost health systems revenue. Steer Health integrates bi directionally with Epic, Athena, Oracle, Cerner, and 30+ other EHR systems, and typically goes live within 3 to 4 weeks of contract signature, including agent configuration and staff training. Steer Health is deployed across 470+ locations and 100+ healthcare organizations, including Prime Healthcare, Forum Health, and OrthoWest, spanning hospitals and health systems, surgical and medical specialties, and dental and orthodontic practices. Unlike single channel AI voice tools that answer a call and stop, Steer Health carries the patient through to a completed, EHR verified outcome: one record, one accountable system, across every channel. **Average Rating:** 4.7/5.0 **Total Reviews:** 20 #### How Do G2 Users Rate Steer Health? - **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: 9.0/10) - **Patient Case Management:** 10.0/10 (Category avg: 9.1/10) - **Patient Experience Management:** 10.0/10 (Category avg: 9.3/10) #### Who Is the Company Behind Steer Health? - **Seller:** [Steer Health](https://www.g2.com/sellers/steer-health) - **Company Website:** steerhealth.io - **Year Founded:** 2021 - **HQ Location:** Irving, US - **Twitter:** @Steer\_Health 59 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97bab11f65f12f58d74a54c45fb6e16e72682867d826b2d4b9572b6cb6567631&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsteerhealth%2F&secure%5Burl_type%5D=linkedin_company_website) 67 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Hospital & Health Care - **Company Size:** 38% Small, 33% Medium #### What Do G2 Reviewers Say About Steer Health? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **exceptional communication** from Steer Health, noting their professionalism and effective integration with other vendors. - Users appreciate the **exceptional customer support** from Steer Health, noting their professionalism and problem-solving abilities. - Users commend the **easy integrations** by Steer Health, which enhance collaboration with other vendors despite challenges. - Users commend the **exceptional communication and professionalism** of the Steer Health team during integration efforts. - Users commend the **professional integration efforts** of Steer Health's team, enhancing collaboration with other vendors despite challenges. #### What Are Recent G2 Reviews of Steer Health? **["Reliable Partner with Quick Turnaround"](https://www.g2.com/survey_responses/steer-health-review-12543508)** **Rating:** 4.0/5.0 stars _— Leslie G._ [Read full review](https://www.g2.com/survey_responses/steer-health-review-12543508) **["Exceptional Service for Website Management, Digital Marketing, and Social Media Strategy"](https://www.g2.com/survey_responses/steer-health-review-12554531)** **Rating:** 5.0/5.0 stars _— Verified User in Hospital & Health Care_ [Read full review](https://www.g2.com/survey_responses/steer-health-review-12554531) ### [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 4,700 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:** 3.9/5.0 **Total Reviews:** 44 #### How Do G2 Users Rate Phreesia? - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.3/10) #### Who Is the Company Behind Phreesia? - **Seller:** [Phreesia](https://www.g2.com/sellers/phreesia) - **Year Founded:** 2005 - **HQ Location:** Wilmington, DE - **Twitter:** @phreesia 1,542 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8a7f3916ebc8e908dadb36fcd3bec30d507f110c78ad975b0a5bb1d98ba5492&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64726%2F&secure%5Burl_type%5D=linkedin_company_website) 1,519 employees on LinkedIn® - **Ownership:** NYSE: PHR #### Who Uses This Product? - **Who Uses This:** Office Manager - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 56% Small, 38% Medium #### What Do G2 Reviewers Say About Phreesia? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Phreesia, enjoying its user-friendly interface and efficient scheduling features. - Users appreciate the **time-saving features** of Phreesia, significantly reducing check-in durations and streamlining scheduling processes. - Users praise the **exceptional customer support** of Phreesia, noting responsiveness and proactive assistance throughout implementation and beyond. - Users value the **intuitive and customizable features** of Phreesia, enhancing patient intake and communication efficiency. - Users appreciate the **efficiency** of Phreesia, significantly reducing check-in times and enhancing overall productivity. ##### Cons - Users note a **steep learning curve** for new features and training that could be more structured and cohesive. - Users often face **technical issues** with integration and system usability, impacting efficiency and functionality negatively. - Users report a **training deficiency** with Phreesia, finding the onboarding process and materials disorganized and challenging. - Users find the **difficult setup** of Phreesia challenging, often leading to overwhelming experiences and persistent issues. - Users face **insufficient guidance** in navigating Phreesia University, making it difficult to piece together training effectively. #### What Are Recent G2 Reviews of Phreesia? **["Empowers Remote Work with Ease"](https://www.g2.com/survey_responses/phreesia-review-12113577)** **Rating:** 5.0/5.0 stars _— Maripat E._ [Read full review](https://www.g2.com/survey_responses/phreesia-review-12113577) **["Streamlined Patient Process with Ease of Use"](https://www.g2.com/survey_responses/phreesia-review-11700601)** **Rating:** 5.0/5.0 stars _— Karen H._ [Read full review](https://www.g2.com/survey_responses/phreesia-review-11700601) #### What Are G2 Users Discussing About Phreesia? - [What is phreesia check-in system?](https://www.g2.com/discussions/what-is-phreesia-check-in-system) - [What is AR management phreesia?](https://www.g2.com/discussions/what-is-ar-management-phreesia) - [What is phreesia?](https://www.g2.com/discussions/what-is-phreesia) - [What is patient intake software?](https://www.g2.com/discussions/what-is-patient-intake-software) - 1 comment ### [Prodoc](https://www.g2.com/products/prodoc-prodoc/reviews) Prodoc AI empowers healthcare providers to enhance patient engagement through our AI-powered patient engagement platform. Our vision is to enable zero wait time for all patient interactions, automating communication to ensure timely, efficient, and personalized experiences at every touchpoint. Prodoc AI implements autonomous agents using custom-built Specialized Language Models (SLMs), ensuring effective patient interactions and dynamic care journey generation. The platform seamlessly handles a wide range of tasks, from appointment scheduling and reminders to follow-ups and treatment adherence, improving both operational efficiency and patient satisfaction. Headquartered in Bangalore, India, Prodoc AI serves healthcare providers across private hospitals, multi-specialty clinics, telemedicine platforms, and insurance providers. Over 100+ healthcare organizations use our platform to automate patient communications and enhance engagement across voice, chat, SMS, and app ecosystems. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 #### Who Is the Company Behind Prodoc? - **Seller:** [Prodoc](https://www.g2.com/sellers/prodoc) - **Year Founded:** 2022 - **HQ Location:** Bangalore, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2848e1751536be9056e4f310b54b40c3f5ea055c9eac5dc4f46299415f7aad5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprodoc-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 28 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Prodoc? **["The best healthcare marketing platform."](https://www.g2.com/survey_responses/prodoc-review-9145067)** **Rating:** 4.0/5.0 stars _— Dr. Pavitra N._ [Read full review](https://www.g2.com/survey_responses/prodoc-review-9145067) ### [Carebit](https://www.g2.com/products/carebit/reviews) Carebit is the preferred practice management system for the private medical sector, attracting more than a thousand private clinicians from a broad range of specialities - dermatology, urology, plastic surgery, cardiology, psychiatry, gynaecology, orthopaedics, and others, as well as practice management groups and admin teams. From solo practitioners to large clinics and hospitals, thousands of leading healthcare professionals and support teams use Carebit to grow their business, work faster, collaborate with colleagues, eliminate repetitive tasks, delight patients, and much more. With a comprehensive suite of features across five main categories - "Letters and dictation", "Financials and billing", "Bookings and calendar", "Workflows and automation", and "Patient experience & Portal", Carebit provides everything that private clinicians need to launch, automate, and grow their private practice on one digital platform. Our customer base has grown from just one to more than a thousand clinicians solely through word of mouth, with the quality of our product and customer support spearheading this growth. We have a zero churn rate, with the vast majority of our users more than happy to refer us on to colleagues and peers. We are driven by an ambition to develop practice management software that combines great functionality and user experience, with high levels of power and performance. Our focus is on value, and the ability to seamlessly integrate into any private practice and deliver benefits from day one. We understand the day-to-day operations of private practices well, and strive to reduce menial tasks, streamline operations, and free up our clinicians to focus on delivering exceptional services to their patients. #### Who Is the Company Behind Carebit? - **Seller:** [Carebit](https://www.g2.com/sellers/carebit) - **Year Founded:** 2018 - **HQ Location:** London, GB - **LinkedIn® Page:** [uk.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=114ced719b02d22e784205f8cc75affdba938d578b3e059ac6e3f30b4969a76c&secure%5Burl%5D=https%3A%2F%2Fuk.linkedin.com%2Fcompany%2Fcarebithealth&secure%5Burl_type%5D=linkedin_company_website) 12 employees on LinkedIn® ### [Cured Marketing Automation](https://www.g2.com/products/cured-marketing-automation/reviews) Cured is the only digital marketing & crm platform built for healthcare organizations #### Who Is the Company Behind Cured Marketing Automation? - **Seller:** [Cured](https://www.g2.com/sellers/cured) - **Year Founded:** 2018 - **HQ Location:** Boulder, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d8c4da366b83b79787d0be087e1b51b9ba8bea5397cac47d3e0b11b254f388ea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcuredhealth&secure%5Burl_type%5D=linkedin_company_website) 73 employees on LinkedIn® ### [Demandforce](https://www.g2.com/products/demandforce/reviews) Attract. Retain. Grow. Demandforce helps businesses automate front office tasks and streamline communications with an all-in-one solution. From automated appointment reminders to robust reputation management, only Demandforce uniquely combines all the features and functionality a business needs to grow, in one place. For more information, or to see a demo, visit www.demandforce.com. **Average Rating:** 3.4/5.0 **Total Reviews:** 27 #### How Do G2 Users Rate Demandforce? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10) #### Who Is the Company Behind Demandforce? - **Seller:** [Internet Brands](https://www.g2.com/sellers/internet-brands) - **Year Founded:** 1998 - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dc0858352f1b98d05ff7274ffafa80d7f321fbd9efdde61f739c19f4547544e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finternet-brands%2F&secure%5Burl_type%5D=linkedin_company_website) 6,980 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Medical Practice - **Company Size:** 62% Small, 34% Medium #### What Do G2 Reviewers Say About Demandforce? _AI-generated summary from verified user reviews_ ##### Pros - Users value Demandforce's **real-time two-way texting** , enhancing communication and responsiveness with clients efficiently. - Users value Demandforce's **real-time two-way texting** , enhancing communication and responsiveness with clients effectively. - Users value the **easy appointment requests** integrated into their website, enhancing client interaction and satisfaction. - Users value the **booking efficiency** of Demandforce, facilitating seamless appointment requests directly from their websites. - Users value the **integration with Millennium software** , enhancing client communication and feedback collection for service improvement. ##### Cons - Users experience significant **messaging issues** with Demandforce, leading to unreliable client communication and confusion. - Users report **poor customer support** , receiving unhelpful responses while dealing with persistent app glitches and communication issues. - Users experience **scheduling issues** with Demandforce, including unreliable appointment confirmations and frustrating communication glitches. - Users often experience **slow speed** with Demandforce, leading to frustrating delays in communication and appointment confirmations. - Users express frustration with the app's **instability** , citing glitches and delays that hinder effective communication. #### What Are Recent G2 Reviews of Demandforce? **["Real-Time Two-Way Texting Makes Communication Effortless"](https://www.g2.com/survey_responses/demandforce-review-12063833)** **Rating:** 5.0/5.0 stars _— Laura B._ [Read full review](https://www.g2.com/survey_responses/demandforce-review-12063833) **["Great software "](https://www.g2.com/survey_responses/demandforce-review-3552156)** **Rating:** 5.0/5.0 stars _— Daniela Bueno B._ [Read full review](https://www.g2.com/survey_responses/demandforce-review-3552156) #### What Are G2 Users Discussing About Demandforce? - [What is local demand force com?](https://www.g2.com/discussions/what-is-local-demand-force-com) - [How do I use demandforce?](https://www.g2.com/discussions/how-do-i-use-demandforce) - [What does Demandforce do?](https://www.g2.com/discussions/what-does-demandforce-do) ### [Formisoft](https://www.g2.com/products/formisoft/reviews) Formisoft is a patient engagement and front-office automation platform built for healthcare practices. It brings digital intake forms, online scheduling, payment collection, patient messaging, and workflow automation together in a single platform that's simple enough to set up in minutes. Unlike legacy systems that bolt on features as paid add-ons, Formisoft includes everything out of the box: HIPAA-compliant digital forms, online appointment booking, automated reminders via email and SMS, secure patient messaging, payment processing, document management, and e-signatures. No surprise fees, no feature gating. #### Who Is the Company Behind Formisoft? - **Seller:** [Formisoft](https://www.g2.com/sellers/formisoft) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=031f2be84dc88797bd374edbf79904013f1fb1c2a0b9bfd9fff11f12642bfde8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fformisoft-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® Spotlight Categories [Digital Experience Platforms (DXP)](https://www.g2.com/categories/digital-experience-platforms-dxp) [Quality Management Systems (QMS)](https://www.g2.com/categories/quality-management-qms) [Help Desk Software](https://www.g2.com/categories/help-desk) [Email Marketing Software](https://www.g2.com/categories/email-marketing) [Core HR Software](https://www.g2.com/categories/core-hr) Similar Categories - [Interactive Patient Care Systems (IPC)](/categories/interactive-patient-care-systems-ipc) - [Other Patient Experience](/categories/other-patient-experience) - [Patient Case Management](/categories/patient-case-management) - [Patient Engagement](/categories/patient-engagement) - [Patient Intake](/categories/patient-intake) - [Patient Scheduling](/categories/patient-scheduling) - [Remote Patient Monitoring (RPM)](/categories/remote-patient-monitoring-rpm) [Browse Patient Relationship Management (PRM) Themes](/categories/patient-relationship-management-prm/themes)