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 and patient engagement software. 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.

Page 2 | Best Patient Relationship Management (PRM) Software: User Reviews from October 2026

Tebra (previously Kareo + PatientPop)

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

Average Rating: 4.1/5.0

Total Reviews: 256

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

Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.4/10)
Records Management: 9.7/10 (Category avg: 9.1/10)
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
Company Website:
HQ Location: Corona del Mar, US
Twitter: @TebraOfficial
11,001 Twitter followers
LinkedIn® Page: www.linkedin.com
1,054 employees on LinkedIn®

Who Uses This Product?

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

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

AI-generated summary from verified user reviews

Pros

Users praise Tebra for its user-friendly interface, enabling efficient task completion and customizable reporting.
Users appreciate the user-friendly interface of Tebra, enjoying seamless integration and comprehensive features like notes AI.
Users praise Tebra's responsive customer support, highlighting quick resolutions and helpful video chat assistance.
Users commend Tebra for its efficiency, enhancing the ease of managing tasks and claims across multiple practices.
Users find the user-friendly interface of Tebra helpful, especially with clear documentation and customizable templates.

Cons

Users experience inadequate reporting with Tebra, often needing to manually compile data and encountering refresh issues.
Users find the inefficiency in navigating tabs and lack of timely reports frustrating, slowing down their workflow.
Users find limited features in Tebra, especially in reporting and customization options, impacting their experience negatively.
Users experience billing issues with Tebra, citing frustrations with workflow, slow claims, and patient coupon discrepancies.
Users find the reporting inefficient, often requiring manual data stitching and lacking necessary customizations for their needs.

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

"Easy to use!"

Rating: 5.0/5.0 stars

— Dawn P.

Best Patient Relationship Management (PRM) Software - Page 2

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

Category Stats (Oct 2026)

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

G2 Grid® for Patient Relationship Management (PRM) Software

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

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

Who Uses This Product?

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

Pros

Cons

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

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

How Do G2 Users Rate Intiveo?

Who Is the Company Behind Intiveo?

Who Uses This Product?

What Do G2 Reviewers Say About Intiveo?

Pros

Cons

What Are Recent G2 Reviews of Intiveo?

How Do G2 Users Rate Raintree Systems?

Who Is the Company Behind Raintree Systems?

Who Uses This Product?

What Do G2 Reviewers Say About Raintree Systems?

Pros

Cons

What Are Recent G2 Reviews of Raintree Systems?

What Are G2 Users Discussing About Raintree Systems?

AI can help you find the answers. G2 helps you trust them.

How Do G2 Users Rate Rhinogram?

Who Is the Company Behind Rhinogram?

Who Uses This Product?

What Are Recent G2 Reviews of Rhinogram?

What Are G2 Users Discussing About Rhinogram?

How Do G2 Users Rate Lighthouse 360?

Who Is the Company Behind Lighthouse 360?

Who Uses This Product?

What Do G2 Reviewers Say About Lighthouse 360?

Pros

Cons

What Are Recent G2 Reviews of Lighthouse 360?

How Do G2 Users Rate Dental Intelligence?

Who Is the Company Behind Dental Intelligence?

Who Uses This Product?

What Are Recent G2 Reviews of Dental Intelligence?

What Are G2 Users Discussing About Dental Intelligence?

How Do G2 Users Rate EverGenius?

Who Is the Company Behind EverGenius?

Who Uses This Product?

What Are Recent G2 Reviews of EverGenius?

What Are G2 Users Discussing About EverGenius?

How Do G2 Users Rate Rectangle Health?

Who Is the Company Behind Rectangle Health?

Who Uses This Product?

What Do G2 Reviewers Say About Rectangle Health?

Pros

Cons

What Are Recent G2 Reviews of Rectangle Health?

What Are G2 Users Discussing About Rectangle Health?

How Do G2 Users Rate Steer Health?

Who Is the Company Behind Steer Health?

Who Uses This Product?

What Do G2 Reviewers Say About Steer Health?

Pros

What Are Recent G2 Reviews of Steer Health?

How Do G2 Users Rate TrackStat?

Who Is the Company Behind TrackStat?

Who Uses This Product?

What Do G2 Reviewers Say About TrackStat?

Pros

What Are Recent G2 Reviews of TrackStat?

How Do G2 Users Rate Hello Patient?

Who Is the Company Behind Hello Patient?

Who Uses This Product?

What Are Recent G2 Reviews of Hello Patient?

How Do G2 Users Rate Phreesia?

Who Is the Company Behind Phreesia?

Who Uses This Product?

What Do G2 Reviewers Say About Phreesia?

Pros