# Best Patient Relationship Management (PRM) Software - Page 3 ## 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 30, 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) **Sponsored** ### Starburst Starburst is the data platform for analytics, applications, and AI, unifying data across clouds and on-premises to accelerate AI innovation. Organizations—from startups to Fortune 500 enterprises in 60+ countries—rely on Starburst for fast data access, seamless collaboration, and enterprise-grade governance on an open hybrid data lakehouse. Wherever data lives, Starburst unlocks its full potential, powering data and AI from development to deployment. By future-proofing data architecture, Starburst helps businesses fuel innovation with AI. Learn more at starburst.ai [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=2026-07-31T23%3A43%3A07Z&secure%5Bdisplayable_resource_id%5D=1041&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=116699&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116699&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%3D3&secure%5Btoken%5D=7aa68d8699ffea4f695279f4fa7b04333f8c3cdab867321e3878a1ed5100fcf7&secure%5Burl%5D=https%3A%2F%2Fwww.starburst.io%2Ffree-trial%2F&secure%5Burl_type%5D=free_trial) ### [Auditdata Manage](https://www.g2.com/products/auditdata-manage/reviews) Auditdata Manage is a cloud-based practice management system built for hearing care providers and audiology clinics. It’s designed to power day-to-day operations by bringing scheduling, clinical workflows, documentation, billing, and reporting into a single platform—helping teams reduce administrative work while delivering a more consistent patient experience across one or many locations. Auditdata positions Manage as a compliant, reliable solution and says it is trusted by over 30,000 hearing care professionals.  Core capabilities commonly emphasized across Auditdata materials include: • Guided, step-by-step workflows to standardize clinical processes across providers and locations and reduce variation in care delivery. • Centralized patient management, where history, tasks, and communication live in one record—useful when patients move between locations or see different staff members. • Smart scheduling for multi-clinic calendars, including automated reminders and waitlists to reduce no-shows and keep appointment books full. • AI-powered Notes Assistant support, designed to capture and organize appointment details so clinicians can focus on the patient while staying in control of the final documentation. • Performance reporting to track and compare results across locations and identify operational improvement opportunities. • Patient feedback tools, including paperless surveys that sync into the patient record for easier follow-up and experience improvement. • Integrations and connectivity, including best-in-class integrations plus options like Zapier and open API standards.  Overall, Auditdata Manage is best suited for hearing care organizations that want an all-in-one, data-driven operating system for clinical and business workflows—especially if they need multi-location visibility, standardized processes, and strong integrations that keep staff focused on patients rather than administration. Best suitable for multi-location hearing clinics from +5 locations to retail enterprises. We work with global customers. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Auditdata Manage? - **Has the product been a good partner in doing business?:** 10.0/10 (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 Auditdata Manage? - **Seller:** [Auditdata](https://www.g2.com/sellers/auditdata) - **Year Founded:** 1992 - **HQ Location:** Copenhagen, DK - **Twitter:** @AuditdataCom 285 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c60867e13ff0651be6194570421e536f40f7493956c33cb1774ed00b03abcd93&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauditdata%2F&secure%5Burl_type%5D=linkedin_company_website) 158 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of Auditdata Manage? **["Convenient, User-Friendly, and Backed by Highly Commendable Support"](https://www.g2.com/survey_responses/auditdata-manage-review-12833877)** **Rating:** 5.0/5.0 stars _— Verified User in Medical Devices_ [Read full review](https://www.g2.com/survey_responses/auditdata-manage-review-12833877) ### [Binary Spectrum Healthcare IT Solutions](https://www.g2.com/products/binary-spectrum-healthcare-it-solutions/reviews) Modular electronic medical records (EMR) software with integrated medical billing system for small and medium sized physician groups. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 #### Who Is the Company Behind Binary Spectrum Healthcare IT Solutions? - **Seller:** [Binary Spectrum](https://www.g2.com/sellers/binary-spectrum) - **Year Founded:** 2004 - **HQ Location:** Bangalore, IN - **Twitter:** @binaryspectrum 9 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7e5e4de56fff41c6666a4daa526c322670209cbcf0cbdf8af1593d1a272f07c5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F112210&secure%5Burl_type%5D=linkedin_company_website) 39 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are G2 Users Discussing About Binary Spectrum Healthcare IT Solutions? - [What is Binary Spectrum Healthcare IT Solutions used for?](https://www.g2.com/discussions/what-is-binary-spectrum-healthcare-it-solutions-used-for) ### [Crelio CRM](https://www.g2.com/products/crelio-crm/reviews) Crelio Patient Engagement is a cloud-based patient management tool that helps you upscale your patient retention strategy for more enhanced outcomes. With Crelio Patient Engagement, you can leverage a wide range of advantages, such as 1. End-To-End Patient Scheduling & Order Management 2. Branded Patient Portal & Patient App 3. Enable Promotions To Build Your Lab's Online Presence 4. End-To-End Self-Testing Kit Management 5. White-labeling & Branding 6. Website & Social Media Integration 7. Transform Your Website Into An Online Store 8. Localization & Customization 9. Patient Feedback Management Crelio Patient Engagement offers an exceptional key to dedicated patient engagement with automated patient communication. So your patients are always notified about the status of their tests, payments, and reports on time, every time. The solution supports online delivery of reports quickly and easily over email, SMS, Fax, and WhatsApp. With Crelio Patient Engagement’s feedback management feature, you can receive patient ratings and feedback about their experience to use them as good advocates or to act upon and improve. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 #### Who Is the Company Behind Crelio CRM? - **Seller:** [CrelioHealth (formerly known as LiveHealth)](https://www.g2.com/sellers/creliohealth-formerly-known-as-livehealth) - **Year Founded:** 2013 - **HQ Location:** 8865 Stanford Blvd 2nd floor Suite 202, Columbia, MD 21045, United States - **Twitter:** @creliohealth 448 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab20de38a4c0a5da70da5520df83ca83d6776600992d3177edc970629906d435&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3708285%2F&secure%5Burl_type%5D=linkedin_company_website) 155 employees on LinkedIn® #### What Do G2 Reviewers Say About Crelio CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **appointment scheduling** feature of Crelio CRM, making patient follow-ups seamless and efficient. - Users value the **customizability** of Crelio CRM, enhancing efficiency and adapting to their specific operational needs. - Users appreciate the **user-friendly interface** of Crelio CRM, making it easy for staff to learn and use effectively. - Users value the **comprehensive educational resources** of Crelio CRM, enhancing understanding and easing software navigation for everyone. - Users commend the **enhanced efficiency** of Crelio CRM, simplifying operations and improving task management in healthcare settings. ##### Cons - Users experience **connectivity issues** with Crelio CRM, leading to performance challenges during slow internet connections. - Users experience **slow loading** times with Crelio CRM, which affects performance during low internet connectivity. - Users report experiencing **slow performance** with Crelio CRM, particularly during poor internet connectivity, impacting usability. #### What Are Recent G2 Reviews of Crelio CRM? **["Efficient CRM for Diagnostics with Superb Usability"](https://www.g2.com/survey_responses/crelio-crm-review-12025804)** **Rating:** 4.0/5.0 stars _— Arjun M._ [Read full review](https://www.g2.com/survey_responses/crelio-crm-review-12025804) ### [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:** 4.8/5.0 **Total Reviews:** 2 #### How Do G2 Users Rate Hello Patient? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10) #### 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:** 67% Small, 33% 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) ### [Luma Health](https://www.g2.com/products/luma-health/reviews) Luma was founded on the idea that healthcare should work better for all. Our solutions eliminate bottlenecks in the patient journey to make health systems more efficient – from scheduling and care coordination to AI fax processing. Headquartered in San Francisco, Luma serves more than 1,000 healthcare organizations in the United States, Canada, and the United Kingdom. Luma supports the care journeys of more than 100 million patients. **Average Rating:** 4.8/5.0 **Total Reviews:** 81 #### How Do G2 Users Rate Luma Health? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.3/10) #### Who Is the Company Behind Luma Health? - **Seller:** [Luma Health](https://www.g2.com/sellers/luma-health) - **Year Founded:** 2015 - **HQ Location:** San Mateo, California - **Twitter:** @lumahealthhq 686 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e3d15a86d881aa1e7579816ce015619b0fe1ecca1b0f4d4b3ca16453090685d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6403362%2F&secure%5Burl_type%5D=linkedin_company_website) 198 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 57% Medium, 38% Small #### What Do G2 Reviewers Say About Luma Health? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **automation features** of Luma Health, enhancing patient engagement while minimizing the need for human intervention. - Users value the **easy communication** with patients, facilitating quick and effective replies. - Users appreciate the **comprehensive features** of Luma Health, enhancing patient engagement and streamlining operational efficiency. - Users appreciate the **easy communication** with patients, enabling seamless text exchanges and quick responses. - Users value the **outstanding customer support** of Luma Health, appreciating the team's brilliance and compassion in problem-solving. ##### Cons - Users find the **complex interface** of Luma Health challenging, needing prior knowledge of products for effective use. - Users face challenges with **data management** in Luma, often stemming from inaccurate or incomplete system-level data. - Users report that **incomplete data** often leads to issues with Luma's functionality, affecting overall user experience. - Users find Luma Health **not user-friendly** due to its complexity and the need for product familiarity to navigate successfully. - Users find Luma Health's **system complexity** challenging, needing prior knowledge for effective use and data management. #### What Are Recent G2 Reviews of Luma Health? **["Luma Leads The Way"](https://www.g2.com/survey_responses/luma-health-review-9733505)** **Rating:** 4.5/5.0 stars _— Vonda M._ [Read full review](https://www.g2.com/survey_responses/luma-health-review-9733505) **["Effortless Patient Communication Made Easy"](https://www.g2.com/survey_responses/luma-health-review-11980167)** **Rating:** 5.0/5.0 stars _— Stephanie S._ [Read full review](https://www.g2.com/survey_responses/luma-health-review-11980167) #### What Are G2 Users Discussing About Luma Health? - [What is patient engagement platform?](https://www.g2.com/discussions/what-is-patient-engagement-platform) - 1 comment - [How do you use Luma health?](https://www.g2.com/discussions/how-do-you-use-luma-health) - 1 comment - [Is Luma Health legitimate?](https://www.g2.com/discussions/is-luma-health-legitimate) - [What does Luma Health do?](https://www.g2.com/discussions/what-does-luma-health-do) ### [Prodoc](https://www.g2.com/products/prodoc-prodoc/reviews) Prodoc AI empowers healthcare providers to enhance patient engagement through our AI-powered patient engagement platform. Our vision is to enable zero wait time for all patient interactions, automating communication to ensure timely, efficient, and personalized experiences at every touchpoint. Prodoc AI implements autonomous agents using custom-built Specialized Language Models (SLMs), ensuring effective patient interactions and dynamic care journey generation. The platform seamlessly handles a wide range of tasks, from appointment scheduling and reminders to follow-ups and treatment adherence, improving both operational efficiency and patient satisfaction. Headquartered in Bangalore, India, Prodoc AI serves healthcare providers across private hospitals, multi-specialty clinics, telemedicine platforms, and insurance providers. Over 100+ healthcare organizations use our platform to automate patient communications and enhance engagement across voice, chat, SMS, and app ecosystems. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 #### Who Is the Company Behind Prodoc? - **Seller:** [Prodoc](https://www.g2.com/sellers/prodoc) - **Year Founded:** 2022 - **HQ Location:** Bangalore, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2848e1751536be9056e4f310b54b40c3f5ea055c9eac5dc4f46299415f7aad5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprodoc-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 28 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Prodoc? **["The best healthcare marketing platform."](https://www.g2.com/survey_responses/prodoc-review-9145067)** **Rating:** 4.0/5.0 stars _— Dr. Pavitra N._ [Read full review](https://www.g2.com/survey_responses/prodoc-review-9145067) ### [Prosper AI](https://www.g2.com/products/prosper-ai/reviews) Prosper AI is the first AI platform to run the entire patient journey. Most healthcare AI tools stop at scheduling. Prosper AI goes further: its voice agents answer patient calls, book and reschedule appointments directly in the EHR, verify insurance benefits in real time, follow up with payors on prior authorizations and claims, and handle patient billing and collections — all inside one connected platform instead of a stack of point solutions. The platform is generative-first, not a rules-based phone tree with AI layered on top. Prosper AI's agents retrieve live information from a practice's knowledge base and EHR during the call, switch fluidly between English and Spanish mid-conversation, and hand off to a live human whenever a call falls outside their guardrails. Deep integrations across athenahealth, ModMed, Veradigm, ECW, and other major EHRs mean appointments, benefits data, and billing actions sync in real time — no manual re-entry. What sets Prosper AI apart is that it automates both sides of the call: the patient-facing conversation and the payor-facing follow-up. Competing platforms typically handle one or the other. Prosper AI's customers use it to fill more appointment slots, cut wait times to zero, verify benefits before a patient walks in, chase down denials, and collect on patient balances — all without adding headcount. Every Prosper AI deployment includes a dedicated AI Product Manager, who works exclusively with a small set of customers on the same specialty and EHR to tune the platform to that practice's actual workflows. Implementations typically go live within three weeks, with biweekly tuning sessions and quarterly business reviews to keep expanding what the AI handles. Prosper AI is live in more than 60 outpatient groups and covers more than 150,000 providers. Customers include PE-backed outpatient groups like Preferred Dermatology, health systems like Jackson Memorial Hospital, and healthcare technology leaders like athenahealth and ImagineSoftware, both of which selected Prosper AI after running competitive evaluations against other AI vendors. Founded in 2023, Prosper AI closed a $30M Series A in June 2026 led by Andreessen Horowitz, with participation from Base10 and continued backing from Emergence Capital, Y Combinator, and Company Ventures. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 #### How Do G2 Users Rate Prosper AI? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10) #### Who Is the Company Behind Prosper AI? - **Seller:** [Prosper AI](https://www.g2.com/sellers/prosper-ai) - **Company Website:** getprosper.ai - **Year Founded:** 2024 - **HQ Location:** New York, US - **Twitter:** @ProsperAI\_HQ - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6ecb795f09b456a327a13d3d32f1c2c33cd2c0f1e9d806eb04cc67968f5dc21c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprospertechnologies%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Prosper AI? **["Prosper AI Redefined our call center and cut costs 40%"](https://www.g2.com/survey_responses/prosper-ai-review-13182368)** **Rating:** 5.0/5.0 stars _— Nathan W._ [Read full review](https://www.g2.com/survey_responses/prosper-ai-review-13182368) **["Game-Changer for Call Center Efficiency"](https://www.g2.com/survey_responses/prosper-ai-review-13183857)** **Rating:** 5.0/5.0 stars _— Verified User_ [Read full review](https://www.g2.com/survey_responses/prosper-ai-review-13183857) ### [ReferralMD](https://www.g2.com/products/referralmd/reviews) ReferralMD is a comprehensive cloud-based care coordination platform designed to streamline the management of eConsults, referrals, and provider networks. This innovative solution integrates multiple functionalities into one platform, allowing healthcare organizations to efficiently handle referral management, patient access solutions, and analytics. By consolidating these essential tools, ReferralMD addresses the complex needs of healthcare providers and enhances the overall patient experience. Targeted primarily at healthcare organizations, including hospitals, clinics, and specialty practices, ReferralMD is particularly beneficial for those looking to optimize their referral processes and improve patient engagement. The platform is equipped with features such as online scheduling, provider directories, and patient engagement tools, which facilitate seamless communication between providers and patients. Additionally, the inclusion of marketing tools and market research capabilities allows organizations to better understand their patient demographics and tailor their services accordingly. Key features of ReferralMD include referral management, prior authorizations, pre-referral consults, and fax management, all designed to create a more efficient workflow. The platform's customizable workflow and decision support tools standardize the consult and referral process, ensuring compliance with best practices and defined service levels. Real-time analytics provide valuable insights into operational performance, enabling organizations to make data-driven decisions that enhance service delivery. The integration capabilities of ReferralMD further distinguish it from other solutions in the market. With a dedicated integrations team, the platform can seamlessly connect with existing EHR systems, data warehouses, business intelligence tools, and other legacy systems. This flexibility allows healthcare organizations to leverage their current technology investments while enhancing their referral management processes. By utilizing ReferralMD, organizations can expect to see a rapid return on investment through increased revenue, reduced patient leakage, and improved patient experiences. The platform's focus on closing the feedback loop with referral sources and driving operational efficiencies mitigates risk while fostering a collaborative environment among providers. Overall, ReferralMD stands out as a versatile solution that effectively addresses the challenges of modern healthcare coordination. **Average Rating:** 4.5/5.0 **Total Reviews:** 3 #### How Do G2 Users Rate ReferralMD? - **Has the product been a good partner in doing business?:** 10.0/10 (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:** 8.3/10 (Category avg: 9.3/10) #### Who Is the Company Behind ReferralMD? - **Seller:** [ReferralMD](https://www.g2.com/sellers/referralmd) - **Company Website:** www.referralmd.com - **Year Founded:** 2011 - **HQ Location:** Mount Pleasant, US - **Twitter:** @referralmd 2,871 Twitter followers - **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=88318a8e47920f0ece9ff2c3bb4ea466fbddba7bda68579eb4f334568ce4abb5&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Freferralmd%2F&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 33% Large, 33% Medium #### What Are Recent G2 Reviews of ReferralMD? **["Useful for clinics"](https://www.g2.com/survey_responses/referralmd-review-1604875)** **Rating:** 5.0/5.0 stars _— Sophia M._ [Read full review](https://www.g2.com/survey_responses/referralmd-review-1604875) **["ReferralMD will identify referral patterns and improve marketing strategies"](https://www.g2.com/survey_responses/referralmd-review-7873733)** **Rating:** 4.5/5.0 stars _— Verified User in Hospital & Health Care_ [Read full review](https://www.g2.com/survey_responses/referralmd-review-7873733) #### What Are G2 Users Discussing About ReferralMD? - [What is ReferralMD used for?](https://www.g2.com/discussions/what-is-referralmd-used-for) ### [SPRY](https://www.g2.com/products/spry-spry/reviews) SPRY: The Fastest-Growing AI-Powered EMR & Billing Platform for Rehab Therapy SPRY isn’t just an EMR—it’s your practice partner. Built specifically for physical therapy clinics, SPRY helps reduce admin costs, increase patient visits, and maximize reimbursements. Its AI-powered, fully integrated platform is designed to enhance efficiency, minimize administrative burdens, improve patient care, and support future-proofing your practice. Why SPRY? Whether you're a clinic owner, physical therapist, clinic manager, billing specialist, or front desk staff, SPRY provides an end-to-end solution that simplifies everything from patient scheduling to automated billing. Our customizable workflows, intuitive interface, and real-time automation empower clinics to operate with confidence and efficiency. Most PT platforms claim to be end-to-end but lack seamless module integration, leaving clinics to deal with inefficiencies and workarounds. With the vision to eliminate these gaps, SPRY provides a truly all-in-one solution that streamlines workflows and ensures everything works effortlessly together. Key Features ✔ AI-Powered Documentation – AI Scribe enables real-time note-taking and seamlessly converts notes into structured SOAP templates. ✔ Automated Billing & Claim Management – Pre-authorization, eligibility verification, claim scrubbing, & Medicare compliance ✔ Real-Time Business Intelligence (BI) Dashboard – Data-driven insights for revenue and performance tracking, with the ability to ask queries in simple language ✔ Seamless Patient Engagement – Online scheduling, digital onboarding, Kiosk check-in & HIPAA-compliant patient portal ✔ Operational Efficiency – AI Fax, automated alerts & co-sign functionality for compliance Powering the Future of Physical Therapy SPRY is backed by industry experts, innovative technology, and deep clinical insights, making it the go-to platform for rehab therapy clinics looking to grow, optimize operations, and improve patient outcomes. **Average Rating:** 4.6/5.0 **Total Reviews:** 82 #### How Do G2 Users Rate SPRY? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.3/10) #### Who Is the Company Behind SPRY? - **Seller:** [SPRY](https://www.g2.com/sellers/spry) - **Year Founded:** 2021 - **HQ Location:** Wilmington, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=274f3640092b814416ff6fdcdf08aa0d335a5a33c7a7e873b4919f0014f609e8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsprypt%2F&secure%5Burl_type%5D=linkedin_company_website) 240 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Physical Therapist, Owner - **Top Industries:** Health, Wellness and Fitness, Hospital & Health Care - **Company Size:** 85% Small, 15% Medium #### What Do G2 Reviewers Say About SPRY? _AI-generated summary from verified user reviews_ ##### Pros - Users find SPRY incredibly **easy to use** , appreciating its customization and seamless navigation across devices. - Users commend the **exceptional customer support** from Spry, enhancing their overall experience and platform customization. - Users value the **enhanced efficiency** of Spry, allowing for quicker documentation and improved workflow across teams. - Users appreciate the **exceptional customer support** of Spry, ensuring a smooth and efficient experience across their practice. - Users value the **ease and automation in billing** , significantly improving their practice efficiency and customer service experience. ##### Cons - Users report frequent **technical issues** like glitches and slow note-generation, impacting their overall experience with SPRY. - Users experience **slow performance** with SPRY, particularly during AI note generation and page loading, affecting efficiency. - Users struggle with **data management issues** like inconsistent chart population and lack of follow-up workflow for claims. - Users highlight the **limited features** of SPRY, particularly lacking follow-up workflows and tracking for authorizations. - Users experience **occasional software bugs** with Spry but appreciate the support in resolving these issues promptly. #### What Are Recent G2 Reviews of SPRY? **["Clean UI and Fast, Efficient Billing That Helps Close Claims Faster"](https://www.g2.com/survey_responses/spry-review-12647308)** **Rating:** 4.5/5.0 stars _— Brady J._ [Read full review](https://www.g2.com/survey_responses/spry-review-12647308) **["Spry’s Intuitive Design and Hands-On Support Transformed Our Clinic Workflow"](https://www.g2.com/survey_responses/spry-review-12543807)** **Rating:** 5.0/5.0 stars _— Trina S._ [Read full review](https://www.g2.com/survey_responses/spry-review-12543807) ### [WellWink](https://www.g2.com/products/wellwink/reviews) WellWink is a leading healthcare technology company that empowers medical practices with innovative solutions for patient engagement, care management, and practice growth. Our advanced platform seamlessly integrates technology and services to create a comprehensive ecosystem for healthcare providers. With features such as real-time scheduling, telehealth, patient communication, eNotes, clinical templates, chronic care management, and remote patient monitoring, WellWink revolutionizes the way medical offices deliver care. Backed by digital marketing expertise, website development, and resource augmentation services, WellWink enables healthcare stakeholders to enhance their online presence, attract new patients, and streamline operations. Our mission is to connect healthcare with technology and services, ensuring optimal patient outcomes and practice success. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 #### How Do G2 Users Rate WellWink? - **Has the product been a good partner in doing business?:** 10.0/10 (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 WellWink? - **Seller:** [WellWInk](https://www.g2.com/sellers/wellwink) - **Year Founded:** 2018 - **HQ Location:** Hackensack , US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=20a67c764c450c6b56d061f1de00929f7a665c027209161f35319ee11d02d607&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwellwink&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Small, 50% Medium #### What Are Recent G2 Reviews of WellWink? **["Empowering Healthcare Excellence: A Game-Changer for Patient Engagement"](https://www.g2.com/survey_responses/wellwink-review-8437222)** **Rating:** 5.0/5.0 stars _— Arya H._ [Read full review](https://www.g2.com/survey_responses/wellwink-review-8437222) **["WellWink is best for Patient Engagement and Care Coordination"](https://www.g2.com/survey_responses/wellwink-review-8422113)** **Rating:** 4.5/5.0 stars _— Andy M._ [Read full review](https://www.g2.com/survey_responses/wellwink-review-8422113) ### [4baseCare](https://www.g2.com/products/4basecare/reviews) We are an Onco-Tech company building a unified and patient centric ecosystem to study the evidence generated from real-world settings to get better understanding of cancer treatments thereby accelerating cancer research and improving clinical outcomes. #### Who Is the Company Behind 4baseCare? - **Seller:** [4baseCare](https://www.g2.com/sellers/4basecare) - **Year Founded:** 2018 - **HQ Location:** Bengaluru East, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3da8527737b41d32614c17c2bacdb9c70b6748f777d2eced74b30f11377f8443&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4basecare-genomics-private-limited%2F&secure%5Burl_type%5D=linkedin_company_website) 256 employees on LinkedIn® ### [AnodynePay](https://www.g2.com/products/anodynepay/reviews) AnodynePay is a product of Plutus Health Inc. AnodynePay is a software solution developed to cater to the US healthcare market. It is more inclined toward the patient payment software and offers better services and experiences to them. AnodynePay helps healthcare providers with analytics, online patient payments, tracking, patient engagement solutions, etc. You can learn more about AnodynePay from here. #### Who Is the Company Behind AnodynePay? - **Seller:** [Calpion](https://www.g2.com/sellers/calpion) - **Year Founded:** 2004 - **HQ Location:** Dallas, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=58822517e3a84e8de080992b1bb594a7ef35e685c9beb57053ca6e43f95cdf0a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcalpion-inc-&secure%5Burl_type%5D=linkedin_company_website) 833 employees on LinkedIn® ### [Arini](https://www.g2.com/products/arini/reviews) Arini is an AI-powered receptionist designed specifically for dental practices, providing 24/7 management of patient communications, including phone calls and text messages. By seamlessly integrating with existing practice management software, Arini efficiently handles appointment scheduling, rescheduling, and cancellations, ensuring that dental offices can focus on delivering quality patient care without the administrative burden. #### Who Is the Company Behind Arini? - **Seller:** [Arini](https://www.g2.com/sellers/arini) - **Year Founded:** 2024 - **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=070f6469a04391621aaa7dcec181181fe72db0383fedd3dbbbad2885f42d7dd3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fariniai&secure%5Burl_type%5D=linkedin_company_website) 12 employees on LinkedIn® ### [Avie](https://www.g2.com/products/avie/reviews) Avie é uma plataforma de secretária com IA e CRM de WhatsApp para clínicas e consultórios médicos e odontológicos no Brasil. A Avie responde pacientes no WhatsApp com rapidez, explica valores, organiza a agenda e ajuda a converter conversas em consultas, com um inbox centralizado, contexto de atendimento por paciente, lista de espera, follow-up automático para quem pediu preço ou horário, e revisão humana configurável antes do envio de respostas. #### Who Is the Company Behind Avie? - **Seller:** [Avie](https://www.g2.com/sellers/avie) - **HQ Location:** São Paulo, BR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f96f5943eadcbd88e06915a66ad3ea8bc4d19bf090ded81b67c5e26a31723c92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Favie-me&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [BestDoc](https://www.g2.com/products/bestdoc/reviews) BestDoc is an intelligent Patient Relationship Management (PRM) for Hospitals. We believe in using technology and data to improve the patient’s experience of care. #### Who Is the Company Behind BestDoc? - **Seller:** [BestDoc](https://www.g2.com/sellers/bestdoc) - **Year Founded:** 2016 - **HQ Location:** Ernakulam, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a67068264242ead0ef3142a6b4bc19861fb2b62bd10da2bfc12d3361d7b2d6ea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbestdoc-technology-private-limited&secure%5Burl_type%5D=linkedin_company_website) 49 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/patient-relationship-management-prm?order=g2_score&page=2#product-list) - [1](/categories/patient-relationship-management-prm?order=g2_score#product-list) - [2](/categories/patient-relationship-management-prm?order=g2_score&page=2#product-list) - 3 - [4](/categories/patient-relationship-management-prm?order=g2_score&page=4#product-list) - [5](/categories/patient-relationship-management-prm?order=g2_score&page=5#product-list) - [6](/categories/patient-relationship-management-prm?order=g2_score&page=6#product-list) - [Next ›Next ›](/categories/patient-relationship-management-prm?order=g2_score&page=4#product-list) Spotlight Categories [Project Management Software](https://www.g2.com/categories/project-management) [Fleet Management Software](https://www.g2.com/categories/fleet-management) [Lead Intelligence Software](https://www.g2.com/categories/lead-intelligence) [Cloud Infrastructure Monitoring Tools and Software](https://www.g2.com/categories/cloud-infrastructure-monitoring) [Employee Intranet Software](https://www.g2.com/categories/employee-intranet) 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 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.