# Best Patient Relationship Management (PRM) Software for Medium-Sized Businesses *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)* Products classified in the overall Patient Relationship Management (PRM) category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Patient Relationship Management (PRM) to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Patient Relationship Management (PRM) category. In addition to qualifying for inclusion in the Patient Relationship Management (PRM) Software category, to qualify for inclusion in the Medium-Sized Business Patient Relationship Management (PRM) Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. ## Top Patient Relationship Management (PRM) Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Weave](https://www.g2.com/products/weave-weave/reviews) | 4.6/5.0 (416 reviews) | Omnichannel patient communication with EHR-integrated automation | "[Real-Time Texting Transforms Office Communication](https://www.g2.com/survey_responses/weave-review-12181652)" | | 2 | [NexHealth](https://www.g2.com/products/nexhealth/reviews) | 4.8/5.0 (121 reviews) | PMS-integrated patient engagement and recall automation | "[Flexible Insurance, Credit Card, and Messaging Options in Nexhealth](https://www.g2.com/survey_responses/nexhealth-review-12954504)" | | 3 | [Adit](https://www.g2.com/products/adit/reviews) | 4.8/5.0 (91 reviews) | Dental PMS-integrated patient communication automation | "[Adit is awesome!](https://www.g2.com/survey_responses/adit-review-12921822)" | | 4 | [Practice by Numbers](https://www.g2.com/products/practice-by-numbers/reviews) | 4.9/5.0 (104 reviews) | All-in-one dental practice analytics and patient engagement | "[Practice by numbers by far best software out there.](https://www.g2.com/survey_responses/practice-by-numbers-review-11074936)" | | 5 | [Agentforce Health (formerly Salesforce Health Cloud)](https://www.g2.com/products/agentforce-health-formerly-salesforce-health-cloud/reviews) | 3.9/5.0 (33 reviews) | Salesforce-native Patient 360 care coordination | "[Salesforce Health Cloud Review](https://www.g2.com/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-9793294)" | | 6 | [Artera](https://www.g2.com/products/artera/reviews) | 4.8/5.0 (89 reviews) | Omnichannel patient communication with EMR-integrated automation | "[Artera: Simple, Fast Campaigns with Easy Message Duplication](https://www.g2.com/survey_responses/artera-review-13051576)" | | 7 | [Solutionreach](https://www.g2.com/products/solutionreach/reviews) | 4.3/5.0 (167 reviews) | Automated patient recall and appointment communication | "[Easy Texting for Payments, Reviews, and Paperwork](https://www.g2.com/survey_responses/solutionreach-review-12625716)" | | 8 | [MaxAssist](https://www.g2.com/products/maxassist/reviews) | 4.7/5.0 (223 reviews) | Dental recall and appointment-confirmation automation | "[Game-Changer with Exceptional Support](https://www.g2.com/survey_responses/maxassist-review-12101138)" | | 9 | [RevenueWell](https://www.g2.com/products/revenuewell/reviews) | 4.7/5.0 (134 reviews) | Dental PRM with Eaglesoft-native automation | "[Helpful Insights and Great Communication](https://www.g2.com/survey_responses/revenuewell-review-13068805)" | | 10 | [sterloCare](https://www.g2.com/products/sterlo-sterlocare/reviews) | 4.7/5.0 (21 reviews) | QR-based hospital patient request workflows | "[A very effective porter management system that improved our hospital operations](https://www.g2.com/survey_responses/sterlocare-review-11988847)" | ## 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=101319&focus%5B%5D=1203106&focus%5B%5D=48097&focus%5B%5D=47555&focus%5B%5D=13355&focus%5B%5D=124146&focus%5B%5D=97244) Highlighted products: Artera, Prompt Health, Weave, OhMD, Raintree Systems, Hyro, and MaxAssist. Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-relationship-management-prm/grids.json?focus%5B%5D=artera&focus%5B%5D=prompt-health&focus%5B%5D=weave-weave&focus%5B%5D=ohmd&focus%5B%5D=raintree-systems&focus%5B%5D=hyro&focus%5B%5D=maxassist&segment=mid-market) ## How Many Patient Relationship Management (PRM) Software Products Does G2 Track? **Total Products under this Category:** 85 ### Category Stats (Jul 2026) - **Average Rating**: 4.55/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Adit (+0.29%) - Among all products in this category, Adit recorded the largest rating increase compared to last month *Last updated: July 21, 2026* ## How Does G2 Rank Patient Relationship Management (PRM) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,900+ Authentic Reviews - 85+ 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. ## Which Patient Relationship Management (PRM) Software Is Best for Your Use Case? - **Best for Small Businesses:** [Weave](https://www.g2.com/products/weave-weave/reviews) - **Best for Mid-Market:** [Artera](https://www.g2.com/products/artera/reviews) - **Highest User Satisfaction:** [NexHealth](https://www.g2.com/products/nexhealth/reviews) - **Best Free Software:** [MaxAssist](https://www.g2.com/products/maxassist/reviews) --- **Sponsored** ### NexHealth NexHealth is the patient experience platform that provides true practice automation. We help you eliminate the tedious tasks that slows your team down and keeps them tied to the front desk. Our proprietary Synchronizer technology syncs directly with your health record system in real-time, with updates appearing in seconds, not minutes or hours. This unique, reliable sync means you can actually automate every step of the patient journey from booking to payment without the errors and delays common on other platforms. Our patient booking software helps you fill the calendar without endless phone calls. Real-time online booking lets patients schedule 24/7 while our automated Waitlist fills last-minute cancellations in minutes. Bring patients back for the care they need with automated patient recall messages. Our unique 1-Click Booking links makes it easy for patients to schedule follow-ups via SMS or email without a patient portal, saving your team from hours of manual outreach and delighting patients with fewer steps to make an appointment. Handle your entire patient intake process with our HIPAA compliant digital forms software that eliminates the need for paperwork and manual data entry. We digitize your existing forms for you or you can easily create your own with the powerful form builder. Capture all the data you need - from consent, history, payments, and more. Patient information syncs automatically to their record in your EHR, saving you hours of time and reducing data mistakes. Stay on schedule with patients that show up with their intake forms already completed by sending the right forms automatically before each appointment. Next, NexHealth helps you eliminate phone tag with a comprehensive patient communication suite. Automate everything from customizable appointment reminder sequences that reduce no-shows to review requests after appointments that boost your online reputation using feedback from your happiest patients. Our HIPAA-compliant two-way messaging lets your team text directly with patients, ending the game of phone tag for good. Finally, get paid faster with in-office terminals and digital payment requests that sync with your EHR ledger. You can collect outstanding balances with simple text and email payment requests that make it convenient for patients to pay. Ledger Sync instantly shows who has a balance and automatically posts payments back to the patient record with correct provider and procedure attribution, saving hours valuable admin time every week. Free your team from repetitive tasks so they can focus on what matters most: the patients. Get started with flexible, month-to-month billing and no long-term contracts. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1581&secure%5Bchosen_at%5D=2026-07-22T08%3A43%3A53Z&secure%5Bdisplayable_resource_id%5D=1581&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1581&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=87629&secure%5Bresource_id%5D=1581&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=llm_category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-relationship-management-prm%2Fmid-market&secure%5Btoken%5D=50c2d9bbf369629a08f8d321a862859d33a731e305c6a68b46d879c449772655&secure%5Burl%5D=https%3A%2F%2Fwww.nexhealth.com&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Patient Relationship Management (PRM) Software Products in 2026? ### 1. [Artera](https://www.g2.com/products/artera/reviews) Artera is a patient communication and engagement platform designed to assist healthcare providers in managing and automating interactions with patients through various channels, including text, email, phone, and voice AI agents. This innovative solution caters to a diverse range of healthcare entities, such as specialty practices, Federally Qualified Health Centers (FQHCs), health systems, and federal agencies, all of which require efficient coordination of patient communication across multiple workflows. The platform's unique structure combines its core offering, Artera Harmony, with dedicated AI Service Squads. These teams work closely with healthcare organizations to develop tailored solutions that seamlessly integrate into existing workflows and Electronic Health Record (EHR) environments. This collaborative approach ensures that each organization can optimize its patient engagement strategies while maintaining the integrity of its operational processes. Artera's key capabilities significantly enhance patient communication efficiency. The voice AI agents are particularly noteworthy, as they can manage routine patient interactions such as appointment scheduling, intake processes, referrals, payments, and care gap outreach. This automation not only reduces the administrative burden on healthcare staff but also improves the overall patient experience by providing timely and accurate responses. Additionally, the Smart Inbox feature consolidates all patient communications in one accessible location, allowing providers to maintain a complete log of conversation history and context across different practices. Automated workflows further streamline routine tasks and complex care journeys, including appointment reminders and proactive patient outreach. These workflows are designed to operate without requiring staff intervention, thanks to deep EHR integrations that facilitate seamless communication. The AI Service Squads play a critical role in this process, collaborating directly with provider teams to design, implement, and support customized AI solutions tailored to the specific needs of each practice. Artera's platform supports over 200 million patients and processes more than 2 billion communications annually, showcasing its robust capabilities in the healthcare communication landscape. With integrations into major EHR systems and a commitment to security, as evidenced by its SOC 2 Type 2, HITRUST, HIPAA compliance, and FedRAMP Class D Certification, Artera prioritizes patient data protection. Importantly, patient data is not utilized to train AI models, ensuring privacy and compliance. With over 11 years of experience in healthcare communication and recognition as the top-ranked solution in KLAS for Patient Communications in 2026, Artera stands out as a comprehensive solution for healthcare organizations seeking to enhance patient engagement and streamline communication processes. **Average Rating:** 4.8/5.0 **Total Reviews:** 89 **How Do G2 Users Rate Artera?** - **Has the product been a good partner in doing business?:** 9.6/10 (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:** 9.2/10 (Category avg: 9.3/10) **Who Is the Company Behind Artera?** - **Seller:** [Artera](https://www.g2.com/sellers/artera) - **Company Website:** https://artera.io - **Year Founded:** 2015 - **HQ Location:** Santa Barbara, US - **Twitter:** @Artera_io (762 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9405895/ (294 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 65% Mid-Market, 18% Enterprise #### What Are Artera's Pros and 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) ### What Do G2 Reviewers Say About Artera? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficient communication tools** of Artera, enabling quick outreach to patients via various methods. - Users highlight Artera's **user-friendly design** , making patient communication and appointment management seamless and efficient. - Users appreciate the **quick and effective patient communication** via text, voicemail, and email, enhancing outreach efficiency. - Users value the **quick messaging capabilities** of Artera for easy and effective patient communication. - Users value the **mass texting feature** for its ease and efficiency in communicating quickly with patients. **Cons:** - Users struggle with **messaging issues** , particularly in managing multiple team messages and appointment cancellations affecting workflow. - Users find Artera has **limited features** for larger organizations, impacting efficiency in managing high patient volumes. - Users find the **limited messaging features** hinder efficient communication, especially for managing large patient volumes. - Users experience **communication issues** with Artera, relying on staff for replies and lacking timely notifications. - Users find the **difficult navigation** in Artera frustrating, especially for larger organizations with numerous practices. #### What Are Recent G2 Reviews of Artera? **"[Artera: Simple, Fast Campaigns with Easy Message Duplication](https://www.g2.com/survey_responses/artera-review-13051576)"** **Rating:** 5.0/5.0 stars *— Daniel A.* [Read full review](https://www.g2.com/survey_responses/artera-review-13051576) --- **"[Powerful Campaigns for Mass Outreach and Appointment Reminders](https://www.g2.com/survey_responses/artera-review-13106574)"** **Rating:** 4.5/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/artera-review-13106574) --- #### What Are G2 Users Discussing About Artera? - [How does well health make money?](https://www.g2.com/discussions/how-does-well-health-make-money) - 1 comment - [Is Well Health Technologies a buy?](https://www.g2.com/discussions/is-well-health-technologies-a-buy) - [What is well company?](https://www.g2.com/discussions/what-is-well-company) - [What does well app do?](https://www.g2.com/discussions/what-does-well-app-do) - 1 comment ### 2. [Prompt Health](https://www.g2.com/products/prompt-health/reviews) More than an EMR. Prompt is the AI-powered Electronic Medical Record (EMR) and practice management platform for physical therapy, occupational therapy, speech-language pathology, pediatric, and chiropractic practices. Most EMRs store your data. Prompt acts on it. Before the visit, in the room, and after the visit, Prompt handles the work between your decisions and pauses when your judgment matters. You stay in control. AI handles everything between. Thousands of practices have switched to Prompt and the results are proven. 15-20 more visits per provider per month. $32K in annual revenue per clinician. 35% lower provider attrition. AI built on 9 years of clean, rehab-specific data across 100M+ visits and proven in real PT, OT, SLP, and chiropractic practices. Prompt unifies documentation, scheduling, billing, patient engagement, and analytics into one platform. No disconnected systems. No duplicate data entry. A clearer picture of how your practice is performing and a team invested in helping you grow. Core capabilities: • EMR + practice management: Documentation, scheduling, billing, and compliance in one platform, built for PT, OT, SLP, pediatrics, and chiropractic practices. • AI documentation assistance: 92% of notes completed during work hours. Clinicians finish faster and leave on time. • Coding intelligence: Real-time coding support that increases functional CPT usage and recaptures revenue practices are currently leaving behind. • Patient engagement: Digital intake, automated reminders, and outcomes tracking keep schedules full and patients coming back. • Analytics: Real-time reporting across productivity, revenue, and documentation compliance for single-location clinics and multi-site organizations. Proven results driving thousands of practices to Prompt: • 15-20 more visits per provider per month after switching from legacy systems. • +18-20 point improvement in CPT coding accuracy. • $32K in additional annual revenue per clinician. • 92% of documentation completed during work hours. 1 full day cut from note sign-off time. • 35% lower provider attrition. 45% fewer notes completed after hours. We are more than an EMR. We are the team behind your team: a clinician, a biller, an analyst, and a success rep assigned to your practice. Career Connection. 75+ university partnerships. Capitol Hill advocacy. Free business reviews. Because your success is how we grow. Other practices are getting squeezed by falling reimbursements and tightening compliance. Prompt practices are growing. That’s the difference. **Average Rating:** 4.8/5.0 **Total Reviews:** 88 **How Do G2 Users Rate Prompt Health?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.3/10) - **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 Prompt Health?** - **Seller:** [Prompt Therapy Solutions](https://www.g2.com/sellers/prompt-therapy-solutions) - **Company Website:** https://www.prompthealth.com/ - **Year Founded:** 2017 - **HQ Location:** Hoboken, New Jersey - **LinkedIn® Page:** https://www.linkedin.com/company/promptemr/ (344 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Physical Therapist, Office Manager - **Top Industries:** Health, Wellness and Fitness, Hospital & Health Care - **Company Size:** 50% Small-Business, 48% Mid-Market #### What Are Recent G2 Reviews of Prompt Health? **"[Prompt Streamlines Workflow Building with Flexible, Consistent Solutions and Great Support](https://www.g2.com/survey_responses/prompt-health-review-13140779)"** **Rating:** 5.0/5.0 stars *— Monica M.* [Read full review](https://www.g2.com/survey_responses/prompt-health-review-13140779) --- **"[More Than a Platform, A True Partner](https://www.g2.com/survey_responses/prompt-health-review-13140476)"** **Rating:** 5.0/5.0 stars *— Elizabeth N.* [Read full review](https://www.g2.com/survey_responses/prompt-health-review-13140476) --- ### 3. [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:** 416 **How Do G2 Users Rate Weave?** - **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: 9.0/10) - **Patient Case Management:** 8.9/10 (Category avg: 9.1/10) - **Patient Experience Management:** 9.4/10 (Category avg: 9.3/10) **Who Is the Company Behind Weave?** - **Seller:** [Weave](https://www.g2.com/sellers/weave) - **Company Website:** https://www.getweave.com - **Year Founded:** 2008 - **HQ Location:** Lehi, Utah - **Twitter:** @getweave (2,008 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1271877/ (1,173 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Owner - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 91% Small-Business, 7% Mid-Market #### What Are Weave's Pros and 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) ### What Do G2 Reviewers Say About Weave? *AI-generated summary from verified user reviews* **Pros:** - Users find Weave's **ease of use** exceptional, making setup and daily operations intuitive and efficient. - Users find Weave's **communication features** invaluable, enabling seamless interaction and updates with patients and team members. - Users love the **convenience of text messaging** with Weave, enhancing communication with patients effortlessly. - Users value the **convenient communication** tools of Weave, enhancing patient interaction and streamlining workflow effectively. - Users find Weave’s **texting communication** incredibly convenient, allowing seamless patient interactions and efficient information sharing. **Cons:** - Users often face **technical issues** with Weave, particularly with message delivery and phone tree setup difficulties. - Users experience **glitchy notifications** for team messaging, leading to issues with functionality and ease of use. - Users experience **communication issues** with Weave, leading to patient frustration and marketing inefficiencies. - Users report **connectivity issues** with Weave, including lags and syncing problems that hinder seamless operation. - Users feel the **limited features** restrict functionality, particularly in scheduling and package capabilities. #### What Are Recent G2 Reviews of Weave? **"[Real-Time Texting Transforms Office Communication](https://www.g2.com/survey_responses/weave-review-12181652)"** **Rating:** 5.0/5.0 stars *— Kelly .* [Read full review](https://www.g2.com/survey_responses/weave-review-12181652) --- **"[Excellent feature development; very useful and integral to our operations.](https://www.g2.com/survey_responses/weave-review-9471547)"** **Rating:** 4.0/5.0 stars *— Craig E.* [Read full review](https://www.g2.com/survey_responses/weave-review-9471547) --- #### What Are G2 Users Discussing About Weave? - [Is weave Hipaa compliant?](https://www.g2.com/discussions/is-weave-hipaa-compliant) - 2 comments - [How much is weave dental?](https://www.g2.com/discussions/how-much-is-weave-dental) - 2 comments - [What does the company weave do?](https://www.g2.com/discussions/weave-what-does-the-company-weave-do) - 2 comments - [What is weave dental?](https://www.g2.com/discussions/what-is-weave-dental) - 2 comments ### 4. [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:** 170 **How Do G2 Users Rate OhMD?** - **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: 9.0/10) - **Patient Case Management:** 9.7/10 (Category avg: 9.1/10) - **Patient Experience Management:** 9.7/10 (Category avg: 9.3/10) **Who Is the Company Behind OhMD?** - **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/ (47 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Medical Assistant - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 54% Small-Business, 45% Mid-Market #### What Are OhMD's Pros and Cons? **Pros:** - Communication (23 reviews) - Patient Communication (20 reviews) - Ease of Use (16 reviews) - Texting Feature (16 reviews) - Customer Communication (11 reviews) **Cons:** - Messaging Issues (8 reviews) - Limited Features (6 reviews) - Limited Messaging Features (6 reviews) - Missing Features (5 reviews) - Technical Issues (4 reviews) ### What Do G2 Reviewers Say About OhMD? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy communication** with patients via OhMD, eliminating phone tag and ensuring timely responses. - Users value the **easy patient communication** with OhMD, enhancing connections without sharing personal phone numbers. - Users love the **user-friendly experience** of OhMD, facilitating quick, bidirectional communication with patients. - Users love the **texting feature** of OhMD for seamless communication with patients, enhancing convenience and accessibility. - Users value the **efficient patient communication** through OhMD, enhancing convenience and minimizing missed connections. **Cons:** - Users experience **messaging issues** with OhMD, including lack of privacy and the need to refresh for new messages. - Users highlight the **limited features** of OhMD, expressing a desire for more functionality and improvements. - Users find the **limited messaging features** of OhMD hinder their ability to communicate efficiently and manage patient interactions. - Users feel there's a lack of **missing features** in OhMD, limiting its full potential and functionality. - Users experience occasional **technical issues** with OhMD, including slow performance and temporary login problems. #### What Are Recent G2 Reviews of OhMD? **"[Love OHMD](https://www.g2.com/survey_responses/ohmd-review-11664821)"** **Rating:** 5.0/5.0 stars *— Lisa S.* [Read full review](https://www.g2.com/survey_responses/ohmd-review-11664821) --- **"[OhMD easy to integrate](https://www.g2.com/survey_responses/ohmd-review-11680721)"** **Rating:** 5.0/5.0 stars *— Verified User in Medical Practice* [Read full review](https://www.g2.com/survey_responses/ohmd-review-11680721) --- #### What Are G2 Users Discussing About OhMD? - [What is OhMD used for?](https://www.g2.com/discussions/what-is-ohmd-used-for) ### 5. [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:** 117 **How Do G2 Users Rate Raintree Systems?** - **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: 9.0/10) - **Patient Case Management:** 8.0/10 (Category avg: 9.1/10) - **Patient Experience Management:** 7.4/10 (Category avg: 9.3/10) **Who Is the Company Behind Raintree Systems?** - **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/ (303 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 46% Mid-Market, 40% Small-Business #### What Are Raintree Systems's Pros and Cons? **Pros:** - Features (17 reviews) - Ease of Use (16 reviews) - Efficiency (14 reviews) - Helpful (11 reviews) - Business Efficiency (8 reviews) **Cons:** - Not User-Friendly (12 reviews) - Poor Usability (11 reviews) - System Usability (9 reviews) - Navigation Difficulty (8 reviews) - Difficult Navigation (6 reviews) ### What Do G2 Reviewers Say About Raintree Systems? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **innovative features** of Raintree Systems, enhancing workflow efficiency and integrating modern technology seamlessly. - Users love the **ease of use** of Raintree Systems, enjoying streamlined workflows and comprehensive features all in one place. - Users appreciate the **efficiency** of Raintree Systems, enhancing workflows and simplifying billing processes effectively. - Users value the **responsive customer support** and seamless documentation integration offered by Raintree Systems. - Users value the **business efficiency** of Raintree Systems, praising its streamlined processes and effective support for clinic operations. **Cons:** - Users find Raintree Systems **not user-friendly** due to its outdated interface and overwhelming complexity for new users. - Users find **poor usability** challenging, with complex features that overwhelm and hinder effective use for ABA therapy. - Users face a **steep learning curve** and find usability challenging without adequate support or training from Raintree Systems. - Users often face **navigation difficulties** with Raintree Systems due to its outdated interface and overwhelming functions. - Users struggle with **difficult navigation** due to an outdated interface and lack of intuitive design in Raintree Systems. #### What Are Recent G2 Reviews of Raintree Systems? **"[Strong Features but Room for Improvement](https://www.g2.com/survey_responses/raintree-systems-review-11353838)"** **Rating:** 4.0/5.0 stars *— Courtni D.* [Read full review](https://www.g2.com/survey_responses/raintree-systems-review-11353838) --- **"[Raintree Makes Therapy Documentation Fast and Effortless](https://www.g2.com/survey_responses/raintree-systems-review-13068969)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/raintree-systems-review-13068969) --- #### What Are G2 Users Discussing About Raintree Systems? - [What is Raintree Systems | Therapy & Rehab used for?](https://www.g2.com/discussions/what-is-raintree-systems-therapy-rehab-used-for) - 1 comment ### 6. [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 **How Do G2 Users Rate Hyro?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10) **Who Is the Company Behind Hyro?** - **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/ (183 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 60% Mid-Market, 25% Small-Business #### What Are Recent G2 Reviews of Hyro? **"[Hyro is superior to any chatbot solution](https://www.g2.com/survey_responses/hyro-review-7078311)"** **Rating:** 5.0/5.0 stars *— Jillian G.* [Read full review](https://www.g2.com/survey_responses/hyro-review-7078311) --- **"[27% increase in lead coverage](https://www.g2.com/survey_responses/hyro-review-7449259)"** **Rating:** 5.0/5.0 stars *— Oded O.* [Read full review](https://www.g2.com/survey_responses/hyro-review-7449259) --- ### 7. [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 **How Do G2 Users Rate MaxAssist?** - **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: 9.0/10) - **Patient Case Management:** 8.5/10 (Category avg: 9.1/10) - **Patient Experience Management:** 8.7/10 (Category avg: 9.3/10) **Who Is the Company Behind MaxAssist?** - **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/ (66 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Dentist - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness - **Company Size:** 87% Small-Business, 7% Mid-Market #### What Are MaxAssist's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Patient Communication (19 reviews) - Setup Ease (14 reviews) - Time-saving (13 reviews) - Easy Setup (12 reviews) **Cons:** - Messaging Issues (7 reviews) - Limited Features (4 reviews) - System Usability (4 reviews) - Software Limitations (3 reviews) - Complex Navigation (2 reviews) ### What Do G2 Reviewers Say About MaxAssist? *AI-generated summary from verified user reviews* **Pros:** - Users find MaxAssist incredibly **easy to use** , streamlining patient contact and simplifying appointment management effortlessly. - Users value the **effective patient communication** features of MaxAssist, enhancing engagement and retention effortlessly. - Users highly value the **setup ease** of MaxAssist, appreciating its intuitive design and responsive customer support. - Users value the **time-saving features** of MaxAssist, enabling efficient communication and reduced phone call requirements. - Users find the **easy setup** of MaxAssist highly beneficial, enabling seamless integration and efficient communication. **Cons:** - Users often face **messaging issues** with MaxAssist, such as automatic reminders and unwanted text distribution to all patients. - Users are frustrated by the **limited features** of MaxAssist, particularly regarding scheduling and appointment management. - Users find the **system navigation confusing** , with unclear notes and difficulties during follow-ups affecting usability. - Users find **software limitations** in MaxAssist, particularly with confusing notes and difficulties in accessing essential information. - Users find the **complex navigation** in MaxAssist frustrating, preferring quicker access to information and simpler formatting. #### What Are Recent G2 Reviews of MaxAssist? **"[Time-Saving, User-Friendly, and Outstanding Support](https://www.g2.com/survey_responses/maxassist-review-12100359)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/maxassist-review-12100359) --- **"[Game-Changer with Exceptional Support](https://www.g2.com/survey_responses/maxassist-review-12101138)"** **Rating:** 5.0/5.0 stars *— Lisa P.* [Read full review](https://www.g2.com/survey_responses/maxassist-review-12101138) --- #### What Are G2 Users Discussing About MaxAssist? - [What is RecallMax used for?](https://www.g2.com/discussions/what-is-recallmax-used-for) - 1 comment ## What Is Patient Relationship Management (PRM) Software? [Patient Experience Software](https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675) ## What Software Categories Are Similar to Patient Relationship Management (PRM) Software? - [Patient Scheduling Software](https://www.g2.com/categories/patient-scheduling) - [Medical Practice Management Software](https://www.g2.com/categories/medical-practice-management) - [Revenue Cycle Management Software](https://www.g2.com/categories/revenue-cycle-management) - [HIPAA Compliant Messaging Software](https://www.g2.com/categories/hipaa-compliant-messaging) - [Patient Engagement Software](https://www.g2.com/categories/patient-engagement) - [Patient Intake Software](https://www.g2.com/categories/patient-intake) - [AI Patient Engagement & Operations Software](https://www.g2.com/categories/ai-patient-engagement-operations) --- ## How Do You Choose the Right Patient Relationship Management (PRM) Software? ### 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.