# 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 (Aug 2026)

- **Average Rating:** 4.55/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** SPRY (+0.2%) - Among all products in this category, SPRY recorded the largest rating increase compared to last month

_Last updated: August 14, 2026_

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

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

- 30 Analysts and Data Experts
- 3,100+ Authentic Reviews
- 86+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Patient Relationship Management (PRM) Software
 ![G2 Grid® for Patient Relationship Management (PRM) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-relationship-management-prm/grids.png?focus%5B%5D=48097&focus%5B%5D=87629&focus%5B%5D=27950&focus%5B%5D=97244&focus%5B%5D=25965&focus%5B%5D=101319&focus%5B%5D=1243521&focus%5B%5D=42689)

Highlighted products: Weave, NexHealth, Adit, MaxAssist, Agentforce Health (formerly Salesforce Health Cloud), Artera, Practice by Numbers, and Solutionreach.

Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-relationship-management-prm/grids.json?focus%5B%5D=weave-weave&focus%5B%5D=nexhealth&focus%5B%5D=adit&focus%5B%5D=maxassist&focus%5B%5D=agentforce-health-formerly-salesforce-health-cloud&focus%5B%5D=artera&focus%5B%5D=practice-by-numbers&focus%5B%5D=solutionreach)

**Sponsored**

### DoctorConnect.net

What is DoctorConnect.net? Overview: DoctorConnect.net is a complete patient engagement and communication platform built for healthcare providers who want to automate daily operations and improve the patient experience. The system simplifies reminders, messaging, recalls, surveys, payments, and more—helping practices reduce no-shows, streamline workflows, and strengthen patient relationships. History: Family-owned and operated since 1992, DoctorConnect.net was created to bridge the communication gap between providers and patients. Over the years, it has evolved into a trusted healthcare automation platform used by practices nationwide, backed by 15+ years of HIPAA-compliant reliability and zero security violations. Key Features: ARIA Phase 1 – AI Receptionist Answers and triages patient calls 24/7, handles FAQs, and transfers callers to staff when needed. Reduces missed calls and cuts answering service costs by up to 80%. ARIA Phase 2 – AI Scheduling Automation Expands ARIA’s capabilities to manage scheduling, rescheduling, and cancellations directly inside DoctorConnect in real time. Syncs with EHR systems for a fully autonomous scheduling experience and reduces staff workload by up to 70%. Automated Appointment Reminders Sends customizable reminders via text, email, or phone to minimize no-shows and keep schedules on track. 2-Way Secure Messaging Enables quick, HIPAA-compliant communication between patients and staff through real-time text conversations. Automated Recall & No-Show Messaging Keeps patients on track for follow-ups and automatically reaches out to reschedule missed appointments. Digital Documents & Payments (RevPay) Streamlines intake forms and simplifies billing with secure online payments for copays and balances. Telehealth & Surveys Provides virtual visits and automated post-appointment surveys to improve access, feedback, and reputation management. DoctorConnect combines proven patient engagement tools with next-generation AI technology to deliver measurable ROI, reduce labor costs, and enhance patient access across every communication channel.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1581&secure%5Bchosen_at%5D=2026-08-15T08%3A59%3A36Z&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=44986&secure%5Bresource_id%5D=1581&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-relationship-management-prm%3Fpage%3D2&secure%5Btoken%5D=37984295b891ee394c574c094d0233efd7aad6fbb19263c7c4d0e42152dfdf8c&secure%5Burl%5D=https%3A%2F%2Fwww.doctorconnect.net%2Ffeatures%2F&secure%5Burl_type%5D=product_website)

### [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, 12% 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)

### [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)  
61 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)

### [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)  
304 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

### [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?

**["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)

**["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)

### [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 is the most complete Practice Performance Platform in dentistry. It helps our clients increase production, visits, and collections while reducing overhead. From patient engagement and analytics to insurance, payments, scheduling, and now AI, it gives you everything you need to grow faster and Practice Smarter.™ Every practice defines success differently. Some are building toward a sale, some are getting collections under control, and some just want real visibility into the day-to-day. DI is flexible enough to meet each of them where they are, which makes it easy for us to help our clients reach their goals faster. The analytics show where things stand, and the engagement and AI tools help you act without piling more work on your team. Your AI can answer questions in seconds and even field calls after hours. It's the simplest way to build reliable systems and drive consistent, trackable growth.

**Average Rating:** 4.4/5.0

**Total Reviews:** 63

#### 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:** 56% 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:** 117

#### 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?

**["Recurring Plans Managed Seamlessly Through Our Payment Processor"](https://www.g2.com/survey_responses/rectangle-health-review-13221431)**

**Rating:** 5.0/5.0 stars

_— Ellie R._

[Read full review](https://www.g2.com/survey_responses/rectangle-health-review-13221431)

**["Efficient Payment Tracking and Easy Setup"](https://www.g2.com/survey_responses/rectangle-health-review-13223830)**

**Rating:** 5.0/5.0 stars

_— kelsey d._

[Read full review](https://www.g2.com/survey_responses/rectangle-health-review-13223830)

#### 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)
- **Company Website:** steerhealth.io
- **Year Founded:** 2021
- **HQ Location:** Irving, US
- **Twitter:** @Steer\_Health  
59 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97bab11f65f12f58d74a54c45fb6e16e72682867d826b2d4b9572b6cb6567631&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsteerhealth%2F&secure%5Burl_type%5D=linkedin_company_website)  
67 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care
- **Company Size:** 38% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **exceptional communication** from Steer Health, noting their professionalism and effective integration with other vendors.
- Users appreciate the **exceptional customer support** from Steer Health, noting their professionalism and problem-solving abilities.
- Users commend the **easy integrations** by Steer Health, which enhance collaboration with other vendors despite challenges.
- Users commend the **exceptional communication and professionalism** of the Steer Health team during integration efforts.
- Users commend the **professional integration efforts** of Steer Health's team, enhancing collaboration with other vendors despite challenges.

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

**["Reliable Partner with Quick Turnaround"](https://www.g2.com/survey_responses/steer-health-review-12543508)**

**Rating:** 4.0/5.0 stars

_— Leslie G._

[Read full review](https://www.g2.com/survey_responses/steer-health-review-12543508)

**["Exceptional Service for Website Management, Digital Marketing, and Social Media Strategy"](https://www.g2.com/survey_responses/steer-health-review-12554531)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/steer-health-review-12554531)

### [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)

### [Hello Patient](https://www.g2.com/products/hello-patient/reviews)

Hello Patient is a healthcare AI company whose AI agents handle every patient conversation, inbound and outbound, across voice, text, and web chat. Multi-location practices and consumer health brands use Hello Patient's agents to handle more conversations without adding staff. What the agents do Agents answer calls, book appointments, run new-patient intake, answer insurance questions, take refill requests, follow up after visits, run recall outreach, convert referrals, and handle billing and collections, around the clock. When a conversation needs a human, the agent hands off with full context, never gives medical advice, and logs every interaction. Who it is for Multi-location medical groups and health systems across ENT, urgent care, primary care, dental, and multi-specialty care, plus veterinary practices. Hello Patient also serves consumer health and virtual care brands, including GLP-1 and subscription wellness, across the member journey from first touch to re-engagement. One brand saw a 140% lift over its prior static re-engagement program. Results Groups see around 20% more appointments booked, bills paid faster, lapsed patients brought back, fewer repeat calls, and hours back for their teams to focus on the patients in front of them. Integrations Hello Patient integrates with the EHR, practice management, and CRM systems healthcare already runs on, including ModMed, athenahealth, and eClinicalWorks. Security and compliance Hello Patient is HIPAA-compliant, SOC 2 Type 2 certified, and signs a BAA with every client. Founded in 2024 and based in Austin, Texas. FAQ Who is Hello Patient for? Multi-location medical groups, health systems, and consumer health and virtual care brands. What does it do? Its AI agents handle patient calls, texts, and web chat, inbound and outbound, from scheduling and intake to billing, recall, and follow-up. What does it integrate with? The EHR, practice management, and CRM systems healthcare already runs on, including ModMed, athenahealth, and eClinicalWorks. Is it secure? Yes. Hello Patient is HIPAA-compliant, SOC 2 Type 2 certified, and signs a BAA with every client.

**Average Rating:** 4.6/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate Hello Patient?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10)
- **Patient Case Management:** 10.0/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Hello Patient?

- **Seller:** [Hello Patient](https://www.g2.com/sellers/hello-patient)
- **Company Website:** www.hellopatient.com
- **Year Founded:** 2024
- **HQ Location:** Austin, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=33e37fbb8a9a11c15fd6d36cd02ce9664dd1973182b6bc07ebe5f52493958efd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhello-patient&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Small, 43% Medium

#### What Are Recent G2 Reviews of Hello Patient?

**["Hello Patient Streamlines Scheduling and Intake for a Smoother Patient Experience"](https://www.g2.com/survey_responses/hello-patient-review-13090652)**

**Rating:** 5.0/5.0 stars

_— Arman C._

[Read full review](https://www.g2.com/survey_responses/hello-patient-review-13090652)

**["Streamlined Patient Scheduling and Tracking from Start to Finish"](https://www.g2.com/survey_responses/hello-patient-review-13191881)**

**Rating:** 5.0/5.0 stars

_— Genesis F._

[Read full review](https://www.g2.com/survey_responses/hello-patient-review-13191881)

### [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)

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Spotlight Categories

[Digital Experience Platforms (DXP)](https://www.g2.com/categories/digital-experience-platforms-dxp)

[Quality Management Systems (QMS)](https://www.g2.com/categories/quality-management-qms)

[Help Desk Software](https://www.g2.com/categories/help-desk)

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[Core HR Software](https://www.g2.com/categories/core-hr)

Similar Categories

- [Interactive Patient Care Systems (IPC)](/categories/interactive-patient-care-systems-ipc)
- [Other Patient Experience](/categories/other-patient-experience)
- [Patient Case Management](/categories/patient-case-management)

- [Patient Engagement](/categories/patient-engagement)
- [Patient Intake](/categories/patient-intake)
- [Patient Scheduling](/categories/patient-scheduling)

- [Remote Patient Monitoring (RPM)](/categories/remote-patient-monitoring-rpm)

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

 ![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

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