# Best Patient Relationship Management (PRM) Software - Page 4

## 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)

### [BestDoc Practice](https://www.g2.com/products/bestdoc-practice/reviews)

BestDoc Practice is an intelligent, Saas-Based Patient Relationship Management (PRM) solution that helps manage patient experience and engagement across the outpatient and inpatient care journeys. BestDoc Practice has helped healthcare providers reduce wait times by 50-65%, lower negative feedback by 40%, get front office efficiencies of 10-15%, and decrease advance appointment no-shows by 20%.

#### Who Is the Company Behind BestDoc Practice?

- **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®

### [Bestosys](https://www.g2.com/products/regency-cosmos-bestosys/reviews)

Designed to boost your Practice and Patient-relationship.Affordable Practice Management Software.

#### Who Is the Company Behind Bestosys?

- **Seller:** [Regency Cosmos](https://www.g2.com/sellers/regency-cosmos)
- **Year Founded:** 2013
- **HQ Location:** Pune, IN
- **Twitter:** @BestoSys  
64 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d4cc217e30491c3adbb47a560839db16d27110c75981060aba16a261501547c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbestosys%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [b.well Connected Health](https://www.g2.com/products/b-well-connected-health/reviews)

b.well Connected Health provides a digital health engagement platform that simplifies communication and data management for hospitals, allowing the healthcare industry to improve reimbursement models as per compliance with information-blocking penalties in place.

#### Who Is the Company Behind b.well Connected Health?

- **Seller:** [b.well Connected Health](https://www.g2.com/sellers/b-well-connected-health)
- **Year Founded:** 2015
- **HQ Location:** Baltimore, US
- **Twitter:** @icanbwell  
631 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65a02141259fcb6ea8c1c8a4178abc501797caf2d411ad06398dceab2dd21f9f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ficanbwell%2F&secure%5Burl_type%5D=linkedin_company_website)  
131 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of b.well Connected Health?

**["B.Well Is Awesome!"](https://www.g2.com/survey_responses/b-well-connected-health-review-11570137)**

**Rating:** 5.0/5.0 stars

_— Angelina B._

[Read full review](https://www.g2.com/survey_responses/b-well-connected-health-review-11570137)

### [Carebit](https://www.g2.com/products/carebit/reviews)

Carebit is the preferred practice management system for the private medical sector, attracting more than a thousand private clinicians from a broad range of specialities - dermatology, urology, plastic surgery, cardiology, psychiatry, gynaecology, orthopaedics, and others, as well as practice management groups and admin teams. From solo practitioners to large clinics and hospitals, thousands of leading healthcare professionals and support teams use Carebit to grow their business, work faster, collaborate with colleagues, eliminate repetitive tasks, delight patients, and much more. With a comprehensive suite of features across five main categories - "Letters and dictation", "Financials and billing", "Bookings and calendar", "Workflows and automation", and "Patient experience & Portal", Carebit provides everything that private clinicians need to launch, automate, and grow their private practice on one digital platform. Our customer base has grown from just one to more than a thousand clinicians solely through word of mouth, with the quality of our product and customer support spearheading this growth. We have a zero churn rate, with the vast majority of our users more than happy to refer us on to colleagues and peers. We are driven by an ambition to develop practice management software that combines great functionality and user experience, with high levels of power and performance. Our focus is on value, and the ability to seamlessly integrate into any private practice and deliver benefits from day one. We understand the day-to-day operations of private practices well, and strive to reduce menial tasks, streamline operations, and free up our clinicians to focus on delivering exceptional services to their patients.

#### Who Is the Company Behind Carebit?

- **Seller:** [Carebit](https://www.g2.com/sellers/carebit)
- **Year Founded:** 2018
- **HQ Location:** London, GB
- **LinkedIn® Page:** [uk.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=114ced719b02d22e784205f8cc75affdba938d578b3e059ac6e3f30b4969a76c&secure%5Burl%5D=https%3A%2F%2Fuk.linkedin.com%2Fcompany%2Fcarebithealth&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

### [ClinicTracker](https://www.g2.com/products/clinictracker/reviews)

A Behavioral Health EHR to Simplify Every Facet of Your Facility An EHR should make life easier for clinicians and administrators — and with ClinicTracker, it can. Built by clinicians and administrators, our behavioral health EHR software combines EHR, billing, and practice management into a single, fully integrated solution. Paired with an extraordinary degree of flexibility and lightning-fast support, we meet the needs of behavioral health providers in a way that other EHR software vendors can’t. One System To: Automate clinic routines Boost staff productivity Increase billing efficiency Enhance overall management

**Average Rating:** 4.3/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate ClinicTracker?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10)

#### Who Is the Company Behind ClinicTracker?

- **Seller:** [JAG Products](https://www.g2.com/sellers/jag-products)
- **Year Founded:** 2000
- **HQ Location:** Fayetteville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1aac10ed4de475fe56b4a000750f7b85376a20460bc495c7fad1e4579e3d098a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclinictracker%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

**["Great concept "](https://www.g2.com/survey_responses/clinictracker-review-3276409)**

**Rating:** 4.0/5.0 stars

_— Samantha M._

[Read full review](https://www.g2.com/survey_responses/clinictracker-review-3276409)

**["Easy to use"](https://www.g2.com/survey_responses/clinictracker-review-8913075)**

**Rating:** 4.5/5.0 stars

_— Kajal Bhatia @ P._

[Read full review](https://www.g2.com/survey_responses/clinictracker-review-8913075)

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

- [What is ClinicTracker Connect used for?](https://www.g2.com/discussions/what-is-clinictracker-connect-used-for)

### [CloudPital Practice Management](https://www.g2.com/products/cloudpital-practice-management/reviews)

Cloudpital is a leader in Healthcare Technology solutions providers offering a wide range of products including Electronic Medical record ( EMR ) , Hospital Management Solutions, Radiology & Machine Interfacing , Doctor to Patient Communication , Lab Automation and 50+ custom made solutions resulting into smarter business and better patient care.

#### Who Is the Company Behind CloudPital Practice Management?

- **Seller:** [Bilytica](https://www.g2.com/sellers/bilytica)
- **Year Founded:** 2012
- **HQ Location:** Melbourne, AU
- **Twitter:** @BilyticapvtLtd  
256 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6d82fa46c66da34f8a638d3291f2ff668f3cbbc64f93f9f5810a27abd66a27f9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2479555&secure%5Burl_type%5D=linkedin_company_website)  
455 employees on LinkedIn®

### [Cured Marketing Automation](https://www.g2.com/products/cured-marketing-automation/reviews)

Cured is the only digital marketing & crm platform built for healthcare organizations

#### Who Is the Company Behind Cured Marketing Automation?

- **Seller:** [Cured](https://www.g2.com/sellers/cured)
- **Year Founded:** 2018
- **HQ Location:** Boulder, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d8c4da366b83b79787d0be087e1b51b9ba8bea5397cac47d3e0b11b254f388ea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcuredhealth&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

### [Demandforce](https://www.g2.com/products/demandforce/reviews)

Attract. Retain. Grow. Demandforce helps businesses automate front office tasks and streamline communications with an all-in-one solution. From automated appointment reminders to robust reputation management, only Demandforce uniquely combines all the features and functionality a business needs to grow, in one place. For more information, or to see a demo, visit www.demandforce.com.

**Average Rating:** 3.4/5.0

**Total Reviews:** 27

#### How Do G2 Users Rate Demandforce?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10)

#### Who Is the Company Behind Demandforce?

- **Seller:** [Internet Brands](https://www.g2.com/sellers/internet-brands)
- **Year Founded:** 1998
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dc0858352f1b98d05ff7274ffafa80d7f321fbd9efdde61f739c19f4547544e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finternet-brands%2F&secure%5Burl_type%5D=linkedin_company_website)  
6,980 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Medical Practice
- **Company Size:** 62% Small, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value Demandforce's **real-time two-way texting** , enhancing communication and responsiveness with clients efficiently.
- Users value Demandforce's **real-time two-way texting** , enhancing communication and responsiveness with clients effectively.
- Users value the **easy appointment requests** integrated into their website, enhancing client interaction and satisfaction.
- Users value the **booking efficiency** of Demandforce, facilitating seamless appointment requests directly from their websites.
- Users value the **integration with Millennium software** , enhancing client communication and feedback collection for service improvement.

##### Cons

- Users experience significant **messaging issues** with Demandforce, leading to unreliable client communication and confusion.
- Users report **poor customer support** , receiving unhelpful responses while dealing with persistent app glitches and communication issues.
- Users experience **scheduling issues** with Demandforce, including unreliable appointment confirmations and frustrating communication glitches.
- Users often experience **slow speed** with Demandforce, leading to frustrating delays in communication and appointment confirmations.
- Users express frustration with the app's **instability** , citing glitches and delays that hinder effective communication.

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

**["Real-Time Two-Way Texting Makes Communication Effortless"](https://www.g2.com/survey_responses/demandforce-review-12063833)**

**Rating:** 5.0/5.0 stars

_— Laura B._

[Read full review](https://www.g2.com/survey_responses/demandforce-review-12063833)

**["Great software "](https://www.g2.com/survey_responses/demandforce-review-3552156)**

**Rating:** 5.0/5.0 stars

_— Daniela Bueno B._

[Read full review](https://www.g2.com/survey_responses/demandforce-review-3552156)

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

- [What is local demand force com?](https://www.g2.com/discussions/what-is-local-demand-force-com)
- [How do I use demandforce?](https://www.g2.com/discussions/how-do-i-use-demandforce)
- [What does Demandforce do?](https://www.g2.com/discussions/what-does-demandforce-do)

### [Dewy CRM](https://www.g2.com/products/dewy-crm/reviews)

Dewy helps practices turn more leads into paying patients. Automate follow-ups, boost bookings, and keep patients coming back with real-time insights and effortless workflows.

#### Who Is the Company Behind Dewy CRM?

- **Seller:** [Dewy](https://www.g2.com/sellers/dewy)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=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®

### [DocEngage Healthcare CRM (HCRM)](https://www.g2.com/products/docengage-healthcare-crm-hcrm/reviews)

DocEngage Healthcare CRM integrated EMR creates meaningful marketing automation. Improves PRM (Patient Relationship Management), High ROI hospital marketing and increase in lead conversion.

#### Who Is the Company Behind DocEngage Healthcare CRM (HCRM)?

- **Seller:** [DocEngage](https://www.g2.com/sellers/docengage)
- **Year Founded:** 2013
- **HQ Location:** Bangalore, IN
- **Twitter:** @DocEngage  
218 Twitter followers
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=05f1a0b13e97bcbfc3f232466622b1bc3155dacd60b51cb05718775f26438fb5&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fdocengage%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

### [Doctin For Doctors](https://www.g2.com/products/doctin-for-doctors/reviews)

70 % growth in New Patients By 99 % of existing Patient engagement satisfaction ‍ Through 100 % Best clinic Management automation

#### Who Is the Company Behind Doctin For Doctors?

- **Seller:** [Teslaind Technology](https://www.g2.com/sellers/teslaind-technology)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=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®

### [DXC Patient-Centered Care](https://www.g2.com/products/dxc-patient-centered-care/reviews)

Health360 is the only consumer-centered, CRM-powered Population Health Management solution built for the Microsoft Cloud.

#### Who Is the Company Behind DXC Patient-Centered Care?

- **Seller:** [DXC Technology Company](https://www.g2.com/sellers/dxc-technology-company-8b67eef5-86f9-493f-b238-590be3799d91)
- **Year Founded:** 2017
- **HQ Location:** Ashburn, Virginia
- **Twitter:** @DXCTechnology  
39,002 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=609342eb80b82c98522584e9453f0e6179410156f6fe31ea3172447e411ed911&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F16198010%2F&secure%5Burl_type%5D=linkedin_company_website)  
90,618 employees on LinkedIn®
- **Ownership:** NYSE: DXC

### [eCareCRM](https://www.g2.com/products/ecarecrm/reviews)

Modern healthcare organizations need a unified way to manage communication across every patient interaction. eCareCRM is our HIPAA-compliant healthcare CRM built to streamline intake, automate patient communication, improve retention, and centralize engagement workflows across healthcare organizations. The platform helps practices manage outreach, follow-ups, scheduling coordination, intake workflows, and patient engagement from one connected system instead of scattered spreadsheets and generic CRM tools. Built for multi-location healthcare groups, operations leaders, and patient engagement teams, eCareCRM supports scalable communication workflows while maintaining healthcare-specific compliance requirements. What we focus on: patient retention, communication automation, centralized reporting, and connected engagement experiences across every location. If your organization is modernizing patient communication or replacing a generic CRM, then we’d be glad to show you the difference.

#### Who Is the Company Behind eCareCRM?

- **Seller:** [Medarch Inc](https://www.g2.com/sellers/medarch-inc)
- **Year Founded:** 2022
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b75f55477dcc6725f44da1e4abf11873afb9ea17c5481b72b80ea6c52455d1b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmedarch-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

### [Flowww](https://www.g2.com/products/flowww/reviews)

Flowww is a comprehensive digital ecosystem designed specifically for businesses in the aesthetic medicine, beauty, and health sectors. It offers a suite of tools that streamline daily operations, enhance patient engagement, and drive business growth. With Flowww, clinics can manage client relationships, optimize appointment scheduling, handle billing and sales, oversee product inventory, execute marketing campaigns, monitor staff performance, and analyze data—all from a centralized platform. Key Features and Functionality: - Client Management: Maintain detailed patient records, including treatment histories and preferences, to deliver personalized care. - Intelligent Scheduling: Utilize an advanced calendar system that optimizes appointment bookings and reduces scheduling conflicts. - Billing and Sales: Process transactions efficiently with integrated invoicing and sales tracking capabilities. - Inventory Control: Monitor product stock levels in real-time to prevent shortages and manage supplies effectively. - Marketing Campaigns: Design and implement targeted marketing strategies to attract new clients and retain existing ones. - Staff Oversight: Track employee performance, manage work schedules, and ensure optimal resource allocation. - Data Analytics: Access comprehensive reports and analytics to inform strategic decisions and measure business performance. Primary Value and Solutions Provided: Flowww addresses the unique challenges faced by aesthetic and health businesses by offering an all-in-one solution that enhances operational efficiency and client satisfaction. By automating routine tasks and centralizing critical functions, Flowww enables clinics to focus on delivering exceptional services. The platform's marketing tools help attract a broader clientele, while its data analytics provide insights for informed decision-making. Ultimately, Flowww empowers businesses to optimize their operations, improve patient experiences, and achieve sustainable growth.

#### Who Is the Company Behind Flowww?

- **Seller:** [Flowww](https://www.g2.com/sellers/flowww)
- **Year Founded:** 2007
- **HQ Location:** Madrid, ES
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b1127b44b8ded3ab8cac9389b9d30ccaad97f17d471ff0cc96788051cba2e9e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflowww-digital-ecosystem%2F&secure%5Burl_type%5D=linkedin_company_website)  
63 employees on LinkedIn®

### [Foothold Care Management](https://www.g2.com/products/foothold-care-management/reviews)

Foothold Care Management is a comprehensive, cloud-based software solution designed to enhance care coordination and streamline administrative processes for health homes and care management agencies. By integrating case management, client tracking, treatment planning, and billing functionalities, FCM empowers organizations to deliver efficient and effective care to their communities. Key Features and Functionality: - User-Friendly Interface: Provides an intuitive platform for managing client encounters, core service interactions, and billing statuses, enabling care managers to monitor and address gaps in member care effectively. - Integrated Billing System: Facilitates seamless billing processes by automatically handling health home billing requirements, including claim generation and submission to the Medicaid Analytics Performance Portal Health Home Tracking System . - Comprehensive Reporting and Analytics: Offers robust tools for tracking outcomes, generating reports, and analyzing data to support informed decision-making and demonstrate population health outcomes. - Interoperability: Ensures compatibility with other essential tools, such as referral management systems, to foster effective data sharing and coordination across networks. - Security and Compliance: Maintains high standards of data security, adhering to HIPAA regulations and achieving notable scores in security assessments. Primary Value and Solutions Provided: FCM addresses the complexities of care coordination by offering a centralized platform that simplifies administrative tasks, enhances data accuracy, and improves service delivery. By automating billing processes and providing insightful analytics, FCM enables care management agencies to focus more on client engagement and outcomes, ultimately leading to better health results and operational efficiency. Its interoperability and compliance features ensure that organizations can adapt to evolving healthcare regulations and integrate seamlessly with other systems, positioning them for success in a dynamic healthcare environment.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Foothold Care Management?

- **Seller:** [Radicle Health](https://www.g2.com/sellers/radicle-health)
- **Year Founded:** 2021
- **HQ Location:** Walnut Creek, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=804021c2fdf99bfc7d879d0e95882436bbce3ff9398da68ae73de5ba925cc28e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fradiclehealth%2F&secure%5Burl_type%5D=linkedin_company_website)  
114 employees on LinkedIn®
- **Ownership:** Privately Held

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are G2 Users Discussing About Foothold Care Management?

- [What is Foothold Care Management used for?](https://www.g2.com/discussions/what-is-foothold-care-management-used-for)

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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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## 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.&nbsp;

### 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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

**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.&nbsp;

### 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.&nbsp;

**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.&nbsp;

**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.&nbsp;

#### 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.&nbsp;

**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.&nbsp;

**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.&nbsp;

### 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.&nbsp;

#### 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.&nbsp;

**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.&nbsp;

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?&nbsp;
- 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?&nbsp;
- 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.&nbsp;

**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.&nbsp;

**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.