# Best Patient Relationship Management (PRM) Software - Page 2

## How Many Patient Relationship Management (PRM) Software Products Does G2 Track?

**Total Products under this Category:** 86

### 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:** Solv (+1.84%) - Among all products in this category, Solv recorded the largest rating increase compared to last month

_Last updated: July 27, 2026_

## How Does G2 Rank Patient Relationship Management (PRM) Software Products?

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

- 30 Analysts and Data Experts
- 3,000+ 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=101319&focus%5B%5D=25965&focus%5B%5D=1243521&focus%5B%5D=42689)

Highlighted products: Weave, NexHealth, Adit, MaxAssist, Artera, Agentforce Health (formerly Salesforce Health Cloud), 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=artera&focus%5B%5D=agentforce-health-formerly-salesforce-health-cloud&focus%5B%5D=practice-by-numbers&focus%5B%5D=solutionreach)

### [Tebra (previously Kareo + PatientPop)](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews)

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

**Average Rating:** 4.1/5.0

**Total Reviews:** 255

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

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.3/10)
- **Records Management:** 9.7/10 (Category avg: 9.0/10)
- **Patient Case Management:** 9.7/10 (Category avg: 9.1/10)
- **Patient Experience Management:** 9.1/10 (Category avg: 9.3/10)

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

- **Seller:** [Tebra](https://www.g2.com/sellers/tebra)
- **Company Website:** www.tebra.com
- **HQ Location:** Corona del Mar, US
- **Twitter:** @TebraOfficial  
11,001 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f476671e845ed3354293255147e6bafac74615cda9f81109a1fb3513f1b106b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftebra%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,054 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of Tebra, highlighting ease of use and simple setup.
- Users praise the **responsive customer support** of Tebra, appreciating quick resolutions and personal assistance via video chat.
- Users value Tebra's **efficiency** in managing tasks and claims seamlessly, enhancing productivity and user experience significantly.
- Users appreciate the **user-friendly app and AI note feature** , enhancing convenience and efficiency in healthcare management.
- Users appreciate the **customizability** of Tebra, benefiting from multiple templates and easy report generation.

##### Cons

- Users find the **limited features** of Tebra hinder their efficiency, especially regarding sorting and billing capabilities.
- Users face **inadequate reporting** issues, requiring manual data manipulation and experiencing duplicate reports and refresh problems.
- Users find the **inefficiency** of Tebra due to excessive clicking and lengthy report generation processes frustrating.
- Users experience **billing issues** that hinder workflow, including slow claims, limited changes post-billing, and incorrect patient coupons.
- Users find Tebra's reporting to be **inefficient** , often requiring manual data exports to meet their needs.

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

**["Easy Charge Capture for Accurate Coding"](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-12731619)**

**Rating:** 5.0/5.0 stars

_— Belinda C._

[Read full review](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-12731619)

**["Easy to use!"](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-7710720)**

**Rating:** 5.0/5.0 stars

_— Dawn P._

[Read full review](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-7710720)

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

- [How much is PatientPop monthly?](https://www.g2.com/discussions/how-much-is-patientpop-monthly)
- [Is kareo a clearinghouse?](https://www.g2.com/discussions/is-kareo-a-clearinghouse) - 1 comment
- [Is PatientPop a CRM?](https://www.g2.com/discussions/is-patientpop-a-crm)
- [How much does kareo cost?](https://www.g2.com/discussions/how-much-does-kareo-cost) - 1 comment
- [How is PatientPop different?](https://www.g2.com/discussions/how-is-patientpop-different)

### [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:** www.raintreeinc.com
- **Year Founded:** 1983
- **HQ Location:** Chandler, AZ
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7de253d6fdca9588dd0bf734db06c554ccced869cd687636063f1bae1ba6ef7a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F56783%2F&secure%5Burl_type%5D=linkedin_company_website)  
303 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 46% Medium, 40% Small

#### 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

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 31

#### How Do G2 Users Rate Intiveo?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10)
- **Records Management:** 8.3/10 (Category avg: 9.0/10)
- **Patient Case Management:** 7.5/10 (Category avg: 9.1/10)
- **Patient Experience Management:** 9.3/10 (Category avg: 9.3/10)

#### Who Is the Company Behind Intiveo?

- **Seller:** [Intiveo](https://www.g2.com/sellers/intiveo)
- **Year Founded:** 2010
- **HQ Location:** Vancouver, CA
- **Twitter:** @Intiveo  
183 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27bfc8e2049c49b1292c058d93f2841800fca64b5d8779de4c7ffeb780ea636e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2642067%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 84% Small, 13% Medium

#### What Do G2 Reviewers Say About Intiveo?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Intiveo, allowing them to achieve quick and precise results effortlessly.

##### Cons

- Users find the **long waiting time** until 7am to access voicemails frustrating and inconvenient.
- Users are frustrated with the **poor call functionality** , making it difficult to check voice mails promptly.
- Users express frustration over **unreliable communication** due to delayed access to voicemails until 7am.

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

**["Streamlined Patient Management, Exceptional Experience"](https://www.g2.com/survey_responses/intiveo-review-9922852)**

**Rating:** 4.0/5.0 stars

_— Dr. Hamza T._

[Read full review](https://www.g2.com/survey_responses/intiveo-review-9922852)

**["Very reliable and 100 %accurate when it come to verify cancel apts. love it."](https://www.g2.com/survey_responses/intiveo-review-7448524)**

**Rating:** 5.0/5.0 stars

_— Verified User in Alternative Dispute Resolution_

[Read full review](https://www.g2.com/survey_responses/intiveo-review-7448524)

### [Lighthouse 360](https://www.g2.com/products/lighthouse-360/reviews)

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

**Average Rating:** 3.7/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Lighthouse 360?

- **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 9.3/10)
- **Records Management:** 10.0/10 (Category avg: 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 Lighthouse 360?

- **Seller:** [Henry Schein One](https://www.g2.com/sellers/henry-schein-one-c2b2b9e0-09c0-490c-9b70-33bd380468f0)
- **Year Founded:** 2018
- **HQ Location:** American Fork, UTAH
- **Twitter:** @Henryscheinone  
157 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c085ea416b5e6b925e3c5a24df84d407832f0b65c7a290923f99ef7d84eef1fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhenry-schein-one%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,388 employees on LinkedIn®
- **Ownership:** NASDAQ:HSIC

#### Who Uses This Product?

- **Top Industries:** Health, Wellness and Fitness
- **Company Size:** 94% Small, 6% Medium

#### What Do G2 Reviewers Say About Lighthouse 360?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **excellent customer support** of Lighthouse 360, making integration seamless and user-friendly.
- Users commend the **ease of use** of Lighthouse 360, highlighting its user-friendly nature and quick staff adaptation.
- Users value the **efficiency** of Lighthouse 360, as it simplifies operations and minimizes missed appointments effectively.
- Users value the **easy integration and excellent customer support** of Lighthouse 360, enhancing efficiency and user experience.
- Users appreciate the **product satisfaction** with Lighthouse 360, praising its user-friendliness and excellent customer support.

##### Cons

- Users desire more **customization options** for automated texts in Lighthouse 360 to enhance functionality.

#### What Are Recent G2 Reviews of Lighthouse 360?

**["Easily intuitive"](https://www.g2.com/survey_responses/lighthouse-360-review-6716655)**

**Rating:** 4.0/5.0 stars

_— Nicholas R._

[Read full review](https://www.g2.com/survey_responses/lighthouse-360-review-6716655)

**["Easy to use, Reduces missed appointments!"](https://www.g2.com/survey_responses/lighthouse-360-review-10764543)**

**Rating:** 4.0/5.0 stars

_— Verified User in Medical Practice_

[Read full review](https://www.g2.com/survey_responses/lighthouse-360-review-10764543)

### [Rhinogram](https://www.g2.com/products/rhinogram-rhinogram/reviews)

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 50

#### How Do G2 Users Rate Rhinogram?

- **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:** 9.5/10 (Category avg: 9.1/10)
- **Patient Experience Management:** 9.2/10 (Category avg: 9.3/10)

#### Who Is the Company Behind Rhinogram?

- **Seller:** [Rhinogram](https://www.g2.com/sellers/rhinogram)
- **Year Founded:** 2015
- **HQ Location:** Chattanooga, US
- **Twitter:** @rhinogram  
613 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a180d2f3e530f0ef90209d83959ac8b62e1d7e7b83922a04e611ae3f648f2785&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frhinogram&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 91% Small, 8% Medium

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

**["We love Rhinogram!"](https://www.g2.com/survey_responses/rhinogram-review-8131645)**

**Rating:** 5.0/5.0 stars

_— Ellyn P._

[Read full review](https://www.g2.com/survey_responses/rhinogram-review-8131645)

**["Rhinogram patient reminders."](https://www.g2.com/survey_responses/rhinogram-review-8109603)**

**Rating:** 4.5/5.0 stars

_— Verified User in Medical Practice_

[Read full review](https://www.g2.com/survey_responses/rhinogram-review-8109603)

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

- [What is Rhinogram used for?](https://www.g2.com/discussions/what-is-rhinogram-used-for)

### [Dental Intelligence](https://www.g2.com/products/dental-intelligence-dental-intelligence/reviews)

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 58

#### How Do G2 Users Rate Dental Intelligence?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.3/10)
- **Patient Case Management:** 8.3/10 (Category avg: 9.1/10)
- **Patient Experience Management:** 9.0/10 (Category avg: 9.3/10)

#### Who Is the Company Behind Dental Intelligence?

- **Seller:** [Dental Intelligence](https://www.g2.com/sellers/dental-intelligence)
- **Company Website:** www.dentalintel.com
- **Year Founded:** 2011
- **HQ Location:** Pleasant Grove, Utah
- **Twitter:** @dental\_intel  
1,407 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d3d03d68cf104c2a1bcb1fccd1c2cd12870fc6e4bb55976db9fff9fa1f70a27&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdental-intelligence&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Office Manager
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 63% Small, 3% Medium

#### What Are Recent G2 Reviews of Dental Intelligence?

**["GOOD"](https://www.g2.com/survey_responses/dental-intelligence-review-13031175)**

**Rating:** 4.5/5.0 stars

[Read full review](https://www.g2.com/survey_responses/dental-intelligence-review-13031175)

**["I think it could be better. But i works for what we use it for."](https://www.g2.com/survey_responses/dental-intelligence-review-13095664)**

**Rating:** 4.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/dental-intelligence-review-13095664)

#### What Are G2 Users Discussing About Dental Intelligence?

- [What is Modento, by Dental Intelligence used for?](https://www.g2.com/discussions/what-is-modento-by-dental-intelligence-used-for)

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

EverGenius is an all in one software solution for any service based business. Allowing you to spend less time IN your business, and more time ON your business.

**Average Rating:** 4.6/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate EverGenius?

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

#### Who Is the Company Behind EverGenius?

- **Seller:** [Invigo Media](https://www.g2.com/sellers/invigo-media)
- **HQ Location:** Vancouver, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=52e43a9706caf8129491e8ac28755d68b4d3f53ff202aa6d3bda255a9219aaad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finvigo-media%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Small, 17% Medium

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

**["Ideal client retention"](https://www.g2.com/survey_responses/evergenius-review-7104695)**

**Rating:** 4.0/5.0 stars

_— Rachel C._

[Read full review](https://www.g2.com/survey_responses/evergenius-review-7104695)

**["Sales Pipeline is easy now"](https://www.g2.com/survey_responses/evergenius-review-6958960)**

**Rating:** 4.5/5.0 stars

_— Gaurav S._

[Read full review](https://www.g2.com/survey_responses/evergenius-review-6958960)

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

- [What is EverGenius used for?](https://www.g2.com/discussions/what-is-evergenius-used-for)

### [Rectangle Health](https://www.g2.com/products/rectangle-health/reviews)

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 116

#### How Do G2 Users Rate Rectangle Health?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.3/10)
- **Records Management:** 10.0/10 (Category avg: 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 Rectangle Health?

- **Seller:** [Rectangle Health](https://www.g2.com/sellers/rectangle-health)
- **Company Website:** www.rectanglehealth.com
- **Year Founded:** 1993
- **HQ Location:** Valhalla, NY
- **Twitter:** @rectanglehealth  
313 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dc4876775c1697af59d0c3c45a7723bb5657cbe8c8a10f454a6376a817b260a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frectanglehealth&secure%5Burl_type%5D=linkedin_company_website)  
314 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Director, Owner
- **Top Industries:** Medical Practice, Health, Wellness and Fitness
- **Company Size:** 94% Small, 7% Medium

#### What Do G2 Reviewers Say About Rectangle Health?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Rectangle Health, simplifying payment processes and onboarding without hassle.
- Users appreciate the **efficiency of payment processing** with Rectangle Health, enhancing engagement and compliance seamlessly.
- Users value the **excellent customer engagement** of Rectangle Health, enhancing healthcare payment processes with ease and efficiency.
- Users praise Rectangle Health for its **excellent customer support** , facilitating smooth patient interactions and payment processes.
- Users praise the **easy setup** of Rectangle Health, finding onboarding straightforward and payment collection efficient.

##### Cons

- Users experience **payment issues** with Rectangle Health, including connectivity problems and manual posting challenges.
- Users report frequent **connectivity issues** with Rectangle Health, causing disruptions during payment transactions and affecting usability.
- Users find the **expensive nature** of Rectangle Health challenging due to long-term commitments and cost fluctuations.
- Users report **technical connectivity problems** with Rectangle Health, disrupting payments and complicating financial management.
- Users face **cost fluctuations** that complicate financial management and budgeting with Rectangle Health services.

#### What Are Recent G2 Reviews of Rectangle Health?

**["Easy Payment Processing and Posting in One Place"](https://www.g2.com/survey_responses/rectangle-health-review-13106386)**

**Rating:** 5.0/5.0 stars

_— Jennifer C._

[Read full review](https://www.g2.com/survey_responses/rectangle-health-review-13106386)

**["Convenient, Fast Processing That Delivers"](https://www.g2.com/survey_responses/rectangle-health-review-13105630)**

**Rating:** 4.5/5.0 stars

_— Shelbi B._

[Read full review](https://www.g2.com/survey_responses/rectangle-health-review-13105630)

#### What Are G2 Users Discussing About Rectangle Health?

- [What is ReminderCall used for?](https://www.g2.com/discussions/what-is-remindercall-used-for) - 1 comment
- [What is Rectangle Health used for?](https://www.g2.com/discussions/what-is-rectangle-health-used-for) - 1 comment

### [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)
- **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?

**["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)

**["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)

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate TrackStat?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Records Management:** 7.2/10 (Category avg: 9.0/10)
- **Patient Case Management:** 7.2/10 (Category avg: 9.1/10)
- **Patient Experience Management:** 7.2/10 (Category avg: 9.3/10)

#### Who Is the Company Behind TrackStat?

- **Seller:** [TrackStat](https://www.g2.com/sellers/trackstat)
- **HQ Location:** Las Vegas
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®
- **Phone:** 7603345013

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About TrackStat?

_AI-generated summary from verified user reviews_

##### Pros

- Users love TrackStat’s **AI-driven automation** , which centralizes data and streamlines patient management effortlessly.
- Users value the **confirmation automation** of TrackStat, enhancing efficiency through intelligent scheduling and patient journey management.
- Users value the **flexibility** of TrackStat, allowing for seamless integration and automation in managing patient journeys.
- Users love the **online appointment feature** of TrackStat, streamlining scheduling and enhancing patient engagement effortlessly.
- Users appreciate the **streamlined patient care** provided by TrackStat, enhancing engagement and simplifying appointment management.

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

**["Excellent Software and Support"](https://www.g2.com/survey_responses/trackstat-review-11976565)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/trackstat-review-11976565)

**["Trackstat is Great for managers!"](https://www.g2.com/survey_responses/trackstat-review-9679827)**

**Rating:** 5.0/5.0 stars

_— Sarah B._

[Read full review](https://www.g2.com/survey_responses/trackstat-review-9679827)

### [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

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

Solv is the AI company for on-demand care. We build AI agents that take on the work nobody wants to do, so your team can focus on the patient in front of them. Solv is used by thousands of provider sites across 48 states and has powered over 100 million patient visits. What makes Solv different: our agents don't sit outside your operation and hand work back to your front desk. They're powered by the Solv Experience OS, which powers a modern, end-to-end patient experience. We're EHR-agnostic and purpose-built for on-demand care, designed for the walk-in, high-volume, labor-constrained reality of the category. Solv Experience becomes the operating system for the front desk. Online scheduling and waitlist, digital registration and paperwork, insurance card capture (OCR), kiosk / QR / mobile check-in, AI-managed queue, 2-way patient messaging, NPS surveys, Google review generation, post-visit rebooking, and new-patient acquisition across the Solv consumer marketplace, Google Business Profile "Book Online," Apple Maps, and an embeddable website widget. Solv AI Agents reason and take action inside the Solv Experience OS, each purpose-built for a specific workflow to eliminate the admin work that nobody wants to do: Maya — Inbound voice agent. Answers every call 24/7, books visits, takes payments, and resolves the call. 650K+ patient calls handled, ~50% resolution rate without human transfer. ClearPay — Insurance and cost agent. AI OCR, AI payer selection, AI real-time eligibility, AI cost estimation against the clinic's own fee schedules. InboxAI — Patient comms triage. Reads every inbound message, tags it, and routes it to the right team member.

**Average Rating:** 4.5/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate Solv?

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

#### Who Is the Company Behind Solv?

- **Seller:** [Solv](https://www.g2.com/sellers/solv)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=91b5c45bb492f1c84e76ea273a93e33c2a6379a782d6e63881298d98c19faded&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsolvhealth&secure%5Burl_type%5D=linkedin_company_website)  
124 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 78% Medium, 22% Small

#### What Do G2 Reviewers Say About Solv?

_AI-generated summary from verified user reviews_

##### Cons

- Users face **integration obstacles with EMR** that hinder smooth operation and workflow efficiency.
- Users report facing **integration issues** with EMR systems, leading to challenges in seamless operation.
- Users often face **integration obstacles** with their EMR, leading to challenges in utilizing Solv effectively.

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

**["User-Friendly with Smart AI Tools"](https://www.g2.com/survey_responses/solv-review-13179823)**

**Rating:** 4.0/5.0 stars

_— Verified User_

[Read full review](https://www.g2.com/survey_responses/solv-review-13179823)

**["Seamless Patient Management Made Easy"](https://www.g2.com/survey_responses/solv-review-13153206)**

**Rating:** 5.0/5.0 stars

_— Todd L._

[Read full review](https://www.g2.com/survey_responses/solv-review-13153206)

### [Keona CareDesk](https://www.g2.com/products/keona-caredesk/reviews)

Healthcare call centers lose millions every year to abandoned calls, missed appointments, and inconsistent triage. Keona CareDesk fixes that. Built specifically for patient access teams at health systems, hospitals, and medical practices, CareDesk unifies nurse triage, call center operations, patient communication, online scheduling, and EHR workflows in a single platform -- so your team can handle more patients, faster, without adding headcount. Unlike generic CRMs retrofitted for healthcare, CareDesk was purpose-built from day one for the clinical realities of patient access. Evidence-based nurse triage protocols guide staff through every patient interaction consistently. Real-time EHR integration with Epic, Cerner, Athena, NextGen, eClinicalWorks, and other major platforms surfaces the right information at the right moment -- no tab-switching, no duplicate data entry. HIPAA-compliant multi-channel communication (phone, web, SMS, patient portal) meets patients where they are, and automated appointment reminders cut no-show rates measurably within the first 90 days. Keona Health, based in Chapel Hill, NC, has spent 15+ years helping healthcare organizations turn patient access from a cost center into a strategic advantage. CareDesk customers consistently report shorter call handle times, higher nurse productivity, lower after-hours call volume, and measurable improvements in patient satisfaction scores tied directly to CAHPS and reimbursement outcomes. Whether you are a community health center, a multi-specialty practice, or a large integrated health system, CareDesk scales with your patient volume and integrates with your existing tech stack -- with dedicated customer success support from implementation through daily operations.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Keona CareDesk?

- **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 Keona CareDesk?

- **Seller:** [Keona Health](https://www.g2.com/sellers/keona-health)
- **Year Founded:** 2011
- **HQ Location:** Chapel Hill, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=da9a6ec57a434d033d0abc2d696111bb126348c0eaca4d0ed03db8d22d810136&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkeona-health%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

#### What Are Recent G2 Reviews of Keona CareDesk?

**["Keona Streamlined Our Triage—Easy to Use with Responsive Support"](https://www.g2.com/survey_responses/keona-caredesk-review-12654578)**

**Rating:** 5.0/5.0 stars

_— Verified User in Medical Practice_

[Read full review](https://www.g2.com/survey_responses/keona-caredesk-review-12654578)

**["Keona Standardized Our Workflows and Improved Patient Care"](https://www.g2.com/survey_responses/keona-caredesk-review-12587753)**

**Rating:** 5.0/5.0 stars

_— Jenn T._

[Read full review](https://www.g2.com/survey_responses/keona-caredesk-review-12587753)

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

Remedico: A Patient Relationship Management Software for dental clinics, crafted to redefine the future of dental care and clinic operations. Key Features: Smart Appointments™: Efficient scheduling for enhanced clinic workflow. HyperRealistic 3D Dental Chart™: Detailed and interactive patient charting. Treatment Case & Plan Management: Tailored for individual patient needs. Patient Flow: Streamlines the patient journey, improving experience. Dentaverse™: Revolutionary VR application for vivid treatment visualization. Patient Quiz: A Modern Solution to Gather Patient Information through sending a Link from Remedico. Templates Builder: Customized Your Clinic's Consent Forms, Invoices, Prescription etc.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Remedico?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Records Management:** 8.3/10 (Category avg: 9.0/10)
- **Patient Case Management:** 8.3/10 (Category avg: 9.1/10)
- **Patient Experience Management:** 10.0/10 (Category avg: 9.3/10)

#### Who Is the Company Behind Remedico?

- **Seller:** [Remedico](https://www.g2.com/sellers/remedico)
- **Year Founded:** 2022
- **HQ Location:** Dubai, AE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=24058d0919ec6d17d09c8a920b6a71d84d366f76479e70eb89390ce1a9aef93e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fremedicoapp&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["My daily workflow has become a breeze"](https://www.g2.com/survey_responses/remedico-review-8899416)**

**Rating:** 5.0/5.0 stars

_— Dr. Ahmed K._

[Read full review](https://www.g2.com/survey_responses/remedico-review-8899416)

**["Remedico changing how you practice dentistry"](https://www.g2.com/survey_responses/remedico-review-8899736)**

**Rating:** 5.0/5.0 stars

_— Dr. Khalil K._

[Read full review](https://www.g2.com/survey_responses/remedico-review-8899736)

### [Stride EMR](https://www.g2.com/products/stride-emr/reviews)

StrideEMR is a modern, AI-powered electronic medical record (EMR) and practice management platform specifically designed for outpatient therapy clinics. This innovative solution addresses the unique needs of therapy practices by integrating essential functions such as digital patient intake, clinical documentation, online marketing, and comprehensive revenue cycle management (RCM) into a single, cohesive system. Unlike traditional EMR systems that often rely on disparate tools and manual processes, StrideEMR provides a unified experience that enhances operational efficiency and patient care. Our AI model is native to Stride, not just bolted on as an afterthought. This intelligence powers automation across the entire clinic lifecycle—eliminating redundant tasks, increasing efficiency, and helping teams make smarter, faster decisions. By structuring the system in this way, Stride is not only addressing your current needs but also creating a foundation for future advancements. This architecture allows us to seamlessly integrate AI and automation capabilities as they evolve, ensuring that your platform stays at the forefront of innovation. From AI assisted documentation and automated plan-of-care adherence to intelligent wait list and benefits verification, Stride streamlines front office, clinical, and billing operations. On the RCM side, Stride automates claim creation, coding assistance, and payment tracking—reducing denials and improving time to reimbursement. The AI Assistant can understand when a claim needs to be appealed and does the work for you ensuring the more complete payer collections and more revenue to your bottom line. The result? Personalized patient care, fewer manual steps for your team, and a platform that scales with your growth—delivering measurable ROI from day one.

**Average Rating:** 4.8/5.0

**Total Reviews:** 8

#### How Do G2 Users Rate Stride EMR?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10)
- **Records Management:** 9.2/10 (Category avg: 9.0/10)
- **Patient Case Management:** 8.3/10 (Category avg: 9.1/10)
- **Patient Experience Management:** 9.2/10 (Category avg: 9.3/10)

#### Who Is the Company Behind Stride EMR?

- **Seller:** [Stride EMR](https://www.g2.com/sellers/stride-emr)
- **Company Website:** strideemr.ai
- **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=d0071810ca25fb89b0561b3900c28acac3821fa141296e17db597332c34a4804&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstrideemr%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Health, Wellness and Fitness
- **Company Size:** 63% Small, 38% Medium

#### What Do G2 Reviewers Say About Stride EMR?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Stride EMR, noting its simple interface and quick training for staff.
- Users commend the **rapid customer support** of Stride EMR, noting its efficiency and thoroughness during transitions.
- Users value the **affordable pricing** of Stride EMR, appreciating excellent support and ease of use.
- Users find Stride EMR to be extremely **efficient** , saving time and reducing errors in administrative tasks.
- Users value the **user-friendly interface** and **fast customer support** of Stride EMR, enhancing efficiency and satisfaction.

##### Cons

- Users face **data management issues** with Stride EMR, struggling with appointment tracking and case evaluations.
- Users report **scheduling issues** with Stride EMR, hindering appointment tracking and management effectively.
- Users report **technical issues** with Stride EMR, including software bugs and user interface complications, but fixes are prompt.
- Users express frustration with the **limited features** of Stride EMR, citing issues with appointment tracking and patient management.
- Users struggle with the **inability to carry forward evaluations** and automatic cancellation of future appointments for discharged patients.

#### What Are Recent G2 Reviews of Stride EMR?

**["Stride EMR review"](https://www.g2.com/survey_responses/stride-emr-review-11485572)**

**Rating:** 5.0/5.0 stars

_— Alicia C._

[Read full review](https://www.g2.com/survey_responses/stride-emr-review-11485572)

**["nothing but positive experiences"](https://www.g2.com/survey_responses/stride-emr-review-11487993)**

**Rating:** 5.0/5.0 stars

_— Ana M._

[Read full review](https://www.g2.com/survey_responses/stride-emr-review-11487993)

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[Browse Patient Relationship Management (PRM) Themes](/categories/patient-relationship-management-prm/themes)

 ![Emma Stein](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emma Stein")
ES

Researched and written by [Emma Stein](https://research.g2.com/insights/author/emma-stein)

Updated October 3, 2024

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

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

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

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

Show More

* * *

## 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.