# Best Referral Management Software

*By [Emma Stein](https://research.g2.com/insights/author/emma-stein)*


Referral management software provides health care organizations with a system to keep track of patient referrals and decrease out-of-network referral practices. A few benefits referral management software brings to the patient, physician, referral networks, and health care administrators include: reduced leakage, increased completion rates of referrals, and improved utilization.

Referral management software supports and streamlines the entire referral process, minimizes human error, increases patient satisfaction, and facilitates the accurate sharing of patient information across organizations and networks. Hospitals and practices can also leverage the analytics capabilities within referral management software to discover actionable referral pattern insight.

To qualify for inclusion in the Referral Management category, a product must:

- Leverage information that exists within an EHR and other patient data sources
- Keep track of and consolidate existing and historical patient referrals into a central database
- Develop referral workflows







## How Many Referral Management Software Products Does G2 Track?
**Total Products under this Category:** 77

### Category Stats (Jul 2026)
- **Average Rating**: 4.44/5 The average rating of products in this category, based on all submitted ratings

*Last updated: July 15, 2026*


## How Does G2 Rank Referral Management Software Products?

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

- 30 Analysts and Data Experts
- 700+ Authentic Reviews
- 77+ 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.


## Which Referral Management Software Is Best for Your Use Case?

- **Easiest to Use:** [Unite Us](https://www.g2.com/products/unite-us/reviews)
- **Best Free Software:** [Snoball](https://www.g2.com/products/best-company-snoball/reviews)


---

**Sponsored**

### Tricentis Neoload

"Tricentis NeoLoad is a performance testing solution designed to help engineering teams validate the performance, scalability, and reliability of web applications, APIs, and microservices under realistic load conditions. It is a type of load and performance testing platform that helps QA engineers, developers, and performance specialists simulate large numbers of virtual users and measure application behavior under stress, peak load, and endurance scenarios. NeoLoad combines protocol-based and browser-based test generation to support a wide range of application architectures, from legacy monolithic systems to modern microservices and cloud-native applications. Teams can design tests using a codeless interface, as-code (YAML), or scripted approaches, making the platform accessible to both technical and non-technical testers. The platform integrates with CI/CD pipelines to enable continuous performance testing as part of the software delivery workflow, and can convert existing Tricentis Tosca and Selenium functional test scripts into performance tests to accelerate test design and maintenance. Key capabilities include: - AI-powered agentic performance testing with a built-in AI chat interface and Model Context Protocol (MCP) support for natural-language, cross-tool workflows - RealBrowser technology for browser-based load simulation that reflects real user experience, using roughly 30% less memory and CPU than legacy browser-based tools - Performance testing as code with full CLI support for pipeline integration - Dynamic infrastructure provisioning across 70+ on-demand cloud locations from seven providers, with native support for Kubernetes, OpenShift, and other container orchestrators - Comprehensive SAP coverage including GUI, Fiori, RFC, and IDoc protocols - Support for legacy systems through Remote Terminal Emulation - Network virtualization that simulates real-world bandwidth, latency, and packet loss across 3G, 4G, and WiFi conditions - Automatic test script updates when applications change NeoLoad is particularly well suited for enterprises undergoing digital transformation, organizations with complex SAP landscapes, and DevOps teams looking to shift performance testing earlier in the development cycle. Results and analytics are surfaced through detailed dashboards and reports, giving teams actionable insight into bottlenecks, response times, error rates, and infrastructure resource consumption. NeoLoad also integrates with APM platforms such as Dynatrace, AppDynamics, New Relic, and Datadog, version control systems including Git and SVN, and open-source load testing tools like JMeter and Gatling for consolidated analysis."



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1763&secure%5Bchosen_at%5D=2026-07-15T11%3A22%3A40Z&secure%5Bdisplayable_resource_id%5D=108&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=63606&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=63606&secure%5Bresource_id%5D=1763&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Freferral-management%3Fpage%3D2&secure%5Btoken%5D=acce8718e11ade0175c9333c4ea73b3b4db5502a61fe9a68ecd331a5ffe349da&secure%5Burl%5D=https%3A%2F%2Fwww.tricentis.com%2Fproducts%2Fperformance-testing-neoload%3Futm_medium%3Dcpc%26utm_source%3Dg2clicks%26utm_campaign%3Dna_na_na_ams_en_2026-05%26utmc_placement%3Ddefault%26utmc_product%3Dna%26utmc_lptype%3Ddefault&secure%5Burl_type%5D=custom_url)

---

## What Are the Top-Rated Referral Management Software Products in 2026?
### 1. [Unite Us](https://www.g2.com/products/unite-us/reviews)
Unite Us is America’s technology partner for community-based care. We combine innovative technologies, a deep understanding of stakeholders’ needs, and a unique network model to empower private, public, and nonprofit organizations to address health and economic needs in their communities—and to do it at scale. Stakeholders from government agencies, health care systems, health plans, and community organizations use our technology to collaborate on coordinating, delivering, funding, and analyzing the impact of social care services. Pioneers of the closed-loop referral system (CLRS), we integrate more than 1.7M services and securely host the nation’s largest network of verified and accountable non-profits committed to improving whole-person health one community at a time. \*Closed-Loop Referral System\* Our platform makes it easy to securely screen clients for non-medical needs, recommend best-fit resources, send electronic referrals, and track outcomes to create a complete view of their care journey—in other words, ‘close the loop’. \*Service Reimbursement\* Embedded within the referral workflow, our payments functionality integrates with Medicaid and billing systems to streamline the billing process between healthcare and community service providers and measure the impact of funding initiatives. \*Comprehensive Insights\* Our Insights tools can measure activity at the network and organizational level, identify gaps in resource availability, and show the impact of services delivered to proactively inform interventions and decision-making. \*Care Coordination Services\* We act as an extension of your team to manage the full lifecycle of care delivery, from conducting assessments to connecting individuals to social care to evaluating outcomes.


**Average Rating:** 4.7/5.0
**Total Reviews:** 51

**Who Is the Company Behind Unite Us?**

- **Seller:** [Unite Us](https://www.g2.com/sellers/unite-us)
- **Year Founded:** 2013
- **HQ Location:** New York, NY
- **Twitter:** @UniteUSHQ (4,831 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/uniteus/ (403 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Government Administration
- **Company Size:** 37% Mid-Market, 35% Small-Business



#### What Are Recent G2 Reviews of Unite Us?

**"[Everything Organized in One Place](https://www.g2.com/survey_responses/unite-us-review-12372353)"**

**Rating:** 4.0/5.0 stars
*— Callie H.*

[Read full review](https://www.g2.com/survey_responses/unite-us-review-12372353)

---

**"[Streamlined approach to  assisting our clients](https://www.g2.com/survey_responses/unite-us-review-11074899)"**

**Rating:** 5.0/5.0 stars
*— Carolina C.*

[Read full review](https://www.g2.com/survey_responses/unite-us-review-11074899)

---



### 2. [Snoball](https://www.g2.com/products/best-company-snoball/reviews)
Referrals. Done For You. Get more customers. Snoball generates referrals, creates marketing assets, and collects reviews from your happy customers. Finally, a word of mouth marketing platform that does it all for you. The Snoball Referrals Module automates the process of turning your satisfied customers into referring customers. This software complements our existing review generation and reputation-building tools to boost your word of mouth marketing. Snoball helps businesses of all sizes and departments. From marketing and sales to finance and business owners, we provide tools to grow, increase revenue, safeguard reputation, and make your current sales funnel more efficient.


**Average Rating:** 4.7/5.0
**Total Reviews:** 70

**Who Is the Company Behind Snoball?**

- **Seller:** [Snoball](https://www.g2.com/sellers/snoball)
- **Year Founded:** 2019
- **HQ Location:** Pleasant Grove, UT
- **LinkedIn® Page:** https://www.linkedin.com/company/snoballplatform/ (320 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Marketing Manager
- **Top Industries:** Renewables & Environment, Consumer Services
- **Company Size:** 47% Mid-Market, 41% Small-Business


#### What Are Snoball's Pros and Cons?

**Pros:**

- Customer Support (3 reviews)
- Referral Programs (3 reviews)
- Time-saving (3 reviews)
- Customer Reviews (2 reviews)
- Ease of Use (2 reviews)



### What Do G2 Reviewers Say About Snoball?
*AI-generated summary from verified user reviews*

**Pros:**

- Users commend the **responsive support team** of Snoball, appreciating their attentiveness and quick, efficient assistance.
- Users value the **easy setup and effective referral tracking** of Snoball, enhancing customer engagement and saving time.
- Users appreciate the **time-saving** ability of Snoball, allowing them to focus on other essential business areas.
- Users praise the **responsive support team** of Snoball, highlighting exceptional attention and commitment to customer success.
- Users find Snoball's setup process **extremely easy** , enhancing efficiency and driving impressive results quickly.


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

**"[Effortless Referral Management with Snoball](https://www.g2.com/survey_responses/snoball-review-11817899)"**

**Rating:** 5.0/5.0 stars
*— Alex K.*

[Read full review](https://www.g2.com/survey_responses/snoball-review-11817899)

---

**"[Seamless End-to-End Customer Engagement That Drives New and Returning Business](https://www.g2.com/survey_responses/snoball-review-12479941)"**

**Rating:** 5.0/5.0 stars
*— Gavin P.*

[Read full review](https://www.g2.com/survey_responses/snoball-review-12479941)

---


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

- [What is Best Company used for?](https://www.g2.com/discussions/what-is-best-company-used-for)

### 3. [EHRYourWay](https://www.g2.com/products/ehryourway/reviews)
EHRYourWay is an end-to-end, ONC-certified electronic health record (EHR) solution specifically designed for the unique needs of behavioral health organizations. This comprehensive platform caters to outpatient and inpatient mental health clinics, addiction treatment centers, psychiatric hospitals, and Certified Community Behavioral Health Clinics (CCBHCs). By integrating all necessary functionalities—from patient intake and admissions to scheduling, clinical documentation, billing, and reporting—EHRYourWay eliminates the need for multiple vendors and disjointed systems, providing a seamless experience for users. Targeted primarily at healthcare providers in the behavioral health sector, EHRYourWay addresses the complexities of clinical workflows, compliance, and billing associated with mental health care. The platform is particularly beneficial for organizations that require a high degree of customization in their documentation and operational processes. Unlike rigid EHR systems that impose predefined workflows, EHRYourWay allows organizations to configure the platform according to their specific needs, ensuring that forms, workflows, and rules align with existing practices. This flexibility is essential for maintaining efficiency and minimizing disruption in clinical settings. One of the standout features of EHRYourWay is its robust clinical documentation capabilities. The platform enables users to create fully customized electronic replicas of their existing paper forms, allowing clinical staff to document care in a familiar format. It supports a wide range of behavioral health documentation, including psychiatric evaluations, therapy progress notes, and treatment plans. Additionally, built-in validated assessments, such as the PHQ-9 and GAD-7, automate scoring, while the integrated treatment planning module ensures continuity across patient records, linking assessments, diagnoses, and treatment goals in a comprehensive, audit-ready manner. In terms of billing and revenue cycle management, EHRYourWay streamlines the entire process from eligibility verification to claims submission. Its advanced fee schedule rules engine automates the determination of CPT codes and charge amounts, reducing manual entry and minimizing errors. The platform accommodates complex billing requirements, supporting various payers, including Medicaid, Medicare, and commercial insurers. Furthermore, EHRYourWay is equipped with compliance features, such as SOC 2 and ONC certifications, ensuring that organizations remain audit-ready while adhering to regulatory standards. EHRYourWay also excels in practice management, offering integrated solutions for scheduling, telehealth, patient portals, and intake management without the need for third-party add-ons. With a dedicated team of over 150 developers focused exclusively on behavioral health, EHRYourWay provides specialized support seven days a week, ensuring that users receive assistance tailored to their operational needs. This commitment to understanding the intricacies of behavioral health operations sets EHRYourWay apart as a comprehensive solution for organizations striving to enhance their clinical and administrative workflows.


**Average Rating:** 4.7/5.0
**Total Reviews:** 332

**Who Is the Company Behind EHRYourWay?**

- **Seller:** [EHR Your Way](https://www.g2.com/sellers/ehr-your-way)
- **Company Website:** https://ehryourway.com/
- **Year Founded:** 2008
- **HQ Location:** San Diego, California
- **Twitter:** @ehryourway (168 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/ehr-your-way/ (33 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Therapist, Office Manager
- **Top Industries:** Mental Health Care, Hospital & Health Care
- **Company Size:** 55% Small-Business, 43% Mid-Market


#### What Are EHRYourWay's Pros and Cons?

**Pros:**

- Ease of Use (68 reviews)
- Customer Support (29 reviews)
- Efficiency (27 reviews)
- Document Management (22 reviews)
- Navigation Ease (21 reviews)

**Cons:**

- Technical Issues (12 reviews)
- Limited Customization (11 reviews)
- Poor Navigation (9 reviews)
- Not User-Friendly (8 reviews)
- Learning Curve (7 reviews)


### What Do G2 Reviewers Say About EHRYourWay?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of EHR Your Way, facilitating quick navigation and efficient completion of tasks.
- Users commend the **responsive customer support** of EHR Your Way, consistently providing timely assistance and solutions.
- Users praise the **efficiency** of EHRYourWay, emphasizing its ease of use and time-saving features for productivity.
- Users value the **streamlined documentation workflow** of EHR YourWay, enhancing efficiency in managing client records and notes.
- Users appreciate the **user-friendly navigation** of EHRYourWay, which simplifies their daily tasks and enhances efficiency.

**Cons:**

- Users experience significant **technical issues** like bugs and limited multitasking, hindering their overall workflow efficiency.
- Users find the **limited customization** in EHRYourWay hampers documentation flexibility and overall workflow efficiency.
- Users report **poor navigation** in EHRYourWay, with challenges in usability and efficiency while accessing vital features.
- Users find EHRYourWay **not user-friendly** , especially for older coworkers, causing struggles with navigation and performance issues.
- Users note a **steep learning curve** with EHRYourWay, making it challenging for new users to navigate effectively.

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

**"[Extremely Helpful and Time-Saving EHR with Minimal Issues](https://www.g2.com/survey_responses/ehryourway-review-12210651)"**

**Rating:** 5.0/5.0 stars
*— Amanda J.*

[Read full review](https://www.g2.com/survey_responses/ehryourway-review-12210651)

---

**"[Consistently Excellent Support and a Smooth EHRYW Implementation](https://www.g2.com/survey_responses/ehryourway-review-12678542)"**

**Rating:** 4.0/5.0 stars
*— Kate T.*

[Read full review](https://www.g2.com/survey_responses/ehryourway-review-12678542)

---


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

- [What are the EHR functions?](https://www.g2.com/discussions/what-are-the-ehr-functions) - 1 comment
- [What are the key components of an EHR?](https://www.g2.com/discussions/what-are-the-key-components-of-an-ehr)
- [What are the unique features of electronic health record software?](https://www.g2.com/discussions/what-are-the-unique-features-of-electronic-health-record-software) - 1 comment
- [What are the features of an EHR system?](https://www.g2.com/discussions/ehr-your-way-what-are-the-features-of-an-ehr-system)

### 4. [Valer](https://www.g2.com/products/valer/reviews)
Valer’s technology speeds and simplifies prior authorization and referral management by automating submissions, status checking, verification, reporting, and EHR synchronization across all your healthcare settings, specialties, and payers from one platform and portal. All built just for you.


**Average Rating:** 5.0/5.0
**Total Reviews:** 12

**Who Is the Company Behind Valer?**

- **Seller:** [Valer](https://www.g2.com/sellers/valer)
- **Year Founded:** 2011
- **HQ Location:** Huntington Beach, CA
- **Twitter:** @valerhealth (101 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/valer-health/ (25 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care
- **Company Size:** 67% Enterprise, 25% Mid-Market



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

**"[Valer is a great partner!](https://www.g2.com/survey_responses/valer-review-9182541)"**

**Rating:** 5.0/5.0 stars
*— Ryanne L.*

[Read full review](https://www.g2.com/survey_responses/valer-review-9182541)

---

**"[Valer: A Game-Changer for Streamlined Workflows](https://www.g2.com/survey_responses/valer-review-9199951)"**

**Rating:** 5.0/5.0 stars
*— Jackie A.*

[Read full review](https://www.g2.com/survey_responses/valer-review-9199951)

---



### 5. [Artera](https://www.g2.com/products/artera/reviews)
Artera is the proven agentic healthcare company, leveraging a decade of deep expertise to support 2 billion patient communications annually. Our solutions empower humans and AI Agents to work together to fix patient communications across text, phone, and web, unifying the entire patient journey - from scheduling and intake to billing and more. Trusted by over 1,000 healthcare organizations (including specialty groups, FQHCs, large IDNs, and federal agencies), Artera directly increases staff efficiency, boosts patient engagement, and improves the provider bottom line, helping patients get the care they need with simplicity and speed. 2B+ Annual Comms. | 200M+ Patients | 10yrs Experience | FedRAMP High in Process | www.artera.io |


**Average Rating:** 4.8/5.0
**Total Reviews:** 89

**Who Is the Company Behind Artera?**

- **Seller:** [Artera](https://www.g2.com/sellers/artera)
- **Company Website:** https://artera.io
- **Year Founded:** 2015
- **HQ Location:** Santa Barbara, US
- **Twitter:** @Artera_io (762 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9405895/ (294 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 63% Mid-Market, 19% Enterprise


#### What Are Artera's Pros and Cons?

**Pros:**

- Communication (8 reviews)
- Ease of Use (8 reviews)
- Patient Communication (8 reviews)
- Texting Communication (5 reviews)
- Texting Feature (5 reviews)

**Cons:**

- Messaging Issues (6 reviews)
- Limited Features (3 reviews)
- Limited Messaging Features (3 reviews)
- Communication Issues (2 reviews)
- Difficult Navigation (2 reviews)


### What Do G2 Reviewers Say About Artera?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **quick and effective communication** with patients through text, voicemail, and email options.
- Users commend Artera for its **ease of use** , facilitating patient communication and streamlining appointment management effectively.
- Users value the **quick and versatile patient communication** options of Artera, enhancing outreach efficiency and engagement.
- Users value the **quick and efficient texting communication** that facilitates easy interaction with patients.
- Users value the **easy mass texting feature** of Artera, allowing quick and efficient communication with patients.

**Cons:**

- Users face **messaging issues** with Artera, experiencing difficulties in managing team communications and appointment handling.
- Users note the **limited features** of Artera, particularly for larger organizations that require more robust tools for efficiency.
- Users find the **limited messaging features** hinder efficient communication, particularly for teams with high patient volumes.
- Users experience **communication issues** with Artera, often relying on staff for timely replies that sometimes fall short.
- Users find **difficult navigation** in Artera, especially when managing numerous practices and organizational functions.

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

**"[Artera: Simple, Fast Campaigns with Easy Message Duplication](https://www.g2.com/survey_responses/artera-review-13051576)"**

**Rating:** 5.0/5.0 stars
*— Daniel A.*

[Read full review](https://www.g2.com/survey_responses/artera-review-13051576)

---

**"[Powerful Campaigns for Mass Outreach and Appointment Reminders](https://www.g2.com/survey_responses/artera-review-13106574)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Hospital & Health Care*

[Read full review](https://www.g2.com/survey_responses/artera-review-13106574)

---


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

- [How does well health make money?](https://www.g2.com/discussions/how-does-well-health-make-money) - 1 comment
- [Is Well Health Technologies a buy?](https://www.g2.com/discussions/is-well-health-technologies-a-buy)
- [What is well company?](https://www.g2.com/discussions/what-is-well-company)
- [What does well app do?](https://www.g2.com/discussions/what-does-well-app-do) - 1 comment

### 6. [Clarify Atlas](https://www.g2.com/products/clarify-atlas/reviews)
Clarify Health unlocks valuable insights making complex care decisions easier for providers, payers, tech and services organizations, and life science companies. The Clarify Atlas Platform® forms the foundation to stack the building blocks necessary to grow topline, contain costs, guide care, and more. Powered by the industry’s largest and most robust dataset of over 300 million lives and more than 20 billion AI-powered predictions, Clarify’s offerings deliver actionable insights with unparalleled speed and actionability. Clarify’s excellence has been recognized by industry analysts and watchers, including a Best in KLAS award naming Clarify Health #1 for Data Analytics Platform (Payers) by KLAS Research. Newsweek also named Clarify one of the world’s best Digital Health companies. To learn more about Clarify Health and its high-performance healthcare insights, please visit www.clarifyhealth.com.


**Average Rating:** 4.7/5.0
**Total Reviews:** 15

**Who Is the Company Behind Clarify Atlas?**

- **Seller:** [Clarify Health Solutions](https://www.g2.com/sellers/clarify-health-solutions)
- **Year Founded:** 2015
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/clarify-health-solutions/ (114 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care
- **Company Size:** 93% Enterprise, 7% Mid-Market


#### What Are Clarify Atlas's Pros and Cons?

**Pros:**

- Customer Support (1 reviews)
- Data Management (1 reviews)
- Helpful (1 reviews)



### What Do G2 Reviewers Say About Clarify Atlas?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **responsive customer support** from Clarify Health, constantly enhancing their experience and collaboration.
- Users appreciate the **quick data download and utilization** capabilities of Clarify Atlas for various use cases.
- Users value the **responsive support** from Clarify Atlas, highlighting their commitment to improving user experience and collaboration.


#### What Are Recent G2 Reviews of Clarify Atlas?

**"[Clarify provides great data and customer service.](https://www.g2.com/survey_responses/clarify-atlas-review-7800977)"**

**Rating:** 5.0/5.0 stars
*— Ryan D.*

[Read full review](https://www.g2.com/survey_responses/clarify-atlas-review-7800977)

---

**"[Trusted Analytics Partner Committed to Problem-Solving](https://www.g2.com/survey_responses/clarify-atlas-review-9923637)"**

**Rating:** 5.0/5.0 stars
*— Brandon R.*

[Read full review](https://www.g2.com/survey_responses/clarify-atlas-review-9923637)

---


#### What Are G2 Users Discussing About Clarify Atlas?

- [What is Clarify Health used for?](https://www.g2.com/discussions/what-is-clarify-health-used-for)

### 7. [Trella Health: Marketscape](https://www.g2.com/products/trella-health-marketscape/reviews)
To thrive in today’s rapidly-changing care economy, you need to know you’re making the best decisions for your organization—decisions based on solid data, not hearsay. With Trella on your team, you can make those decisions with confidence. We empower providers and suppliers from across the care continuum to work together, paving the way for healthier, more cost-effective outcomes. There are a lot of data and CRM tools out there – we’ll help you boost productivity and find top-performing partners to hit your goals.


**Average Rating:** 4.9/5.0
**Total Reviews:** 10

**Who Is the Company Behind Trella Health: Marketscape?**

- **Seller:** [Trella Health](https://www.g2.com/sellers/trella-health)
- **Year Founded:** 2015
- **HQ Location:** Atlanta, GA
- **Twitter:** @TrellaHealth (428 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/trellahealth (137 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care
- **Company Size:** 55% Mid-Market, 27% Small-Business



#### What Are Recent G2 Reviews of Trella Health: Marketscape?

**"[Quality data to make informed marketing decisions](https://www.g2.com/survey_responses/trella-health-marketscape-review-7340319)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Hospital & Health Care*

[Read full review](https://www.g2.com/survey_responses/trella-health-marketscape-review-7340319)

---

**"[Changed our Marketing 10 fold!](https://www.g2.com/survey_responses/trella-health-marketscape-review-6846393)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Hospital & Health Care*

[Read full review](https://www.g2.com/survey_responses/trella-health-marketscape-review-6846393)

---


#### What Are G2 Users Discussing About Trella Health: Marketscape?

- [What is Trella Health: Marketscape used for?](https://www.g2.com/discussions/what-is-trella-health-marketscape-used-for)

### 8. [Intiveo](https://www.g2.com/products/intiveo/reviews)
Intiveo's patient engagement software is designed to empower dental practices to enhance the patient experience. We facilitate open communication, reduce no-shows and cancellations, boost staff productivity, and increase revenue growth. Our platform improves patient engagement and loyalty through two-way chat, recall reminders, quality improvement surveys, and online review management tools. With comprehensive integrations across major PMS systems, Intiveo streamlines front-office workflows, centralizing patient engagement and communication management. Our dedicated team of experts offers personalized onboarding and ongoing support for seamless launch and scalability as your practice grows. Intiveo serves over 15,000 dental practices across North America, helping them improve their patients’ experience, streamline operations, and drive revenue growth while improving staff morale. Experience the Intiveo advantage – where dental practices flourish, and patients look forward to their visits with confidence and clarity.


**Average Rating:** 4.8/5.0
**Total Reviews:** 31

**Who Is the Company Behind Intiveo?**

- **Seller:** [Intiveo](https://www.g2.com/sellers/intiveo)
- **Year Founded:** 2010
- **HQ Location:** Vancouver, CA
- **Twitter:** @Intiveo (183 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2642067/ (60 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 84% Small-Business, 13% Mid-Market


#### What Are Intiveo's Pros and Cons?

**Pros:**

- Ease of Use (1 reviews)

**Cons:**

- Long Waiting Time (1 reviews)
- Poor Call Functionality (1 reviews)
- Unreliable Communication (1 reviews)


### What Do G2 Reviewers Say About Intiveo?
*AI-generated summary from verified user reviews*

**Pros:**

- Users love the **ease of use** of Intiveo, allowing for seamless and immediate results during checks.

**Cons:**

- Users dislike the **long waiting time** until 7am to check their voicemails, causing inconvenience during early hours.
- Users express frustration with **poor call functionality** , notably the inconvenience of checking voicemails only at 7am.
- Users express frustration with **unreliable communication** , having to wait until 7am to access voicemails.

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

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

**Rating:** 4.0/5.0 stars
*— Dr. Hamza T.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Verified User in Alternative Dispute Resolution*

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

---



### 9. [HealthViewX Patient Referral Management](https://www.g2.com/products/healthviewx-patient-referral-management/reviews)
HealthViewX Patient Referral Management is an end-to-end care orchestration platform for managing both inbound & outbound referrals that enables greater convenience for healthcare providers, payers, and most importantly, patients. The solution enables care providers to improve the patient experience using technology to create defined workflows & improve care quality. HealthViewX is the ONLY standalone Patient Referral Management solution to get certified for Stage 3 Meaningful Use for Transition Of Care. With HealthViewX customers can now enjoy MU credits and generate AMC reports seamlessly. Today several FQHCs, specialty clinics, imaging centers, universities, and hospitals use the HealthViewX platform to automate their end-to-end referral process. HealthViewX Patient Referral Management Features: - Multi-Channel Referral Consolidation - Automated form fill for Insurance Pre-auth - Tracking Referral Progress (Timeline) - HIPAA-Compliant Instant Messaging - Integrated Appointment Scheduling - Bi-directional Integration with EMR/EHR - Document Merge - Payer Portal Integration - Patient Reminder Framework - Provider Recommendation List - Configurable fields and workflows - Secure Document Exchange / Sharing - Actionable Dashboard and Analytics - and many more... HealthViewX Medical Referral Management Solution's Integration Capabilities: - Bi-directional Integration with EMRs - Scheduler Integration - Fax, Phone, Email, etc More details at https://www.healthviewx.com/referral-management/


**Average Rating:** 4.7/5.0
**Total Reviews:** 3

**Who Is the Company Behind HealthViewX Patient Referral Management?**

- **Seller:** [Payoda Technology](https://www.g2.com/sellers/payoda-technology)
- **Year Founded:** 2005
- **HQ Location:** Plano, US
- **Twitter:** @payoda (453 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/payodatechnology (655 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



#### What Are Recent G2 Reviews of HealthViewX Patient Referral Management?

**"[Robust Referral Management System](https://www.g2.com/survey_responses/healthviewx-patient-referral-management-review-4348843)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Higher Education*

[Read full review](https://www.g2.com/survey_responses/healthviewx-patient-referral-management-review-4348843)

---

**"[HVX provides the foundation for a more efficient and productive RM workflow.](https://www.g2.com/survey_responses/healthviewx-patient-referral-management-review-4334747)"**

**Rating:** 4.0/5.0 stars
*— David R.*

[Read full review](https://www.g2.com/survey_responses/healthviewx-patient-referral-management-review-4334747)

---


#### What Are G2 Users Discussing About HealthViewX Patient Referral Management?

- [What is HealthViewX Patient Referral Management used for?](https://www.g2.com/discussions/what-is-healthviewx-patient-referral-management-used-for)

### 10. [Meddbase](https://www.g2.com/products/meddbase/reviews)
Healthcare teams shouldn't have to piece together five different tools to run one practice. Meddbase brings booking, clinical records, billing, communications, and analytics into a single platform, so clinical and operational teams can spend less time on admin and more time with patients. Built over two decades alongside the healthcare professionals who use it, Meddbase scales from single-site practices to large, multi-site enterprises with complex workflows and thousands of users. The Pathways system lets teams run their unique processes directly through the platform, supported by strong out-of-the-box workflow capabilities and role-based access that keeps collaboration clean and secure across departments. Where Meddbase stands out is flexibility. The Enterprise API supports a wide range of integrations, ranging from external booking tools to self check-in terminals. A dedicated Data Warehouse gives teams direct, ongoing access to their data across reporting and day-to-day workflows. With over 50 integrations completed to date, including Xero, Healthcode, Pathology Labs, and Telemedicine, connecting your existing systems is straightforward. Migrating from another platform? Meddbase has moved data from a wide range of systems, including DGL Practice Manager, Crosscare, and TM2/TM3, with a dedicated team keeping operations uninterrupted throughout. Security is independently verified: HIPAA compliant, EU GDPR compliant, ISO 27001 certified, and SOC 2 certified. The platform works from any web-enabled device, giving your team the flexibility to work wherever they need.


**Average Rating:** 4.4/5.0
**Total Reviews:** 10

**Who Is the Company Behind Meddbase?**

- **Seller:** [Cority](https://www.g2.com/sellers/cority)
- **Year Founded:** 1985
- **HQ Location:** Toronto, Ontario
- **Twitter:** @CoritySoftware (2,291 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cority/ (860 employees on LinkedIn®)
- **Phone:** 1-416-863-6800

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care
- **Company Size:** 40% Small-Business, 30% Enterprise


#### What Are Meddbase's Pros and Cons?

**Pros:**

- Comprehensive Platform (2 reviews)
- Customization (2 reviews)
- Document Security (2 reviews)
- Efficiency (2 reviews)
- Features (2 reviews)

**Cons:**

- Complex Setup (3 reviews)
- Learning Curve (2 reviews)
- Customization Limitations (1 reviews)
- Difficult Learning (1 reviews)
- Navigation Difficulty (1 reviews)


### What Do G2 Reviewers Say About Meddbase?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **comprehensive platform** of Meddbase, which seamlessly integrates EHR, practice management, and billing.
- Users value the **flexible and customizable workflows** in Meddbase, allowing for tailored solutions in healthcare management.
- Users value the **centralized document management** of Meddbase, streamlining the clinical workflow and improving efficiency.
- Users praise Meddbase for its **efficiency** in centralized document management and improved clinical workflow.
- Users praise the **integrated system** of Meddbase, benefiting from streamlined workflows and centralized document management.

**Cons:**

- Users find the **complex setup** of Meddbase challenging, especially without prior experience in electronic health records.
- Users find the **learning curve steep** , making it difficult for newcomers to effectively navigate Meddbase.
- Users find **complexity in custom clinical drafts** with Meddbase limiting their customization options and efficiency.
- Users find **difficult learning** to be a barrier, especially without prior experience in electronic health records systems.
- Users find **navigation difficulty** in Meddbase, especially those lacking prior experience with health record systems.

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

**"[A Comprehensive Healthcare Management Solution](https://www.g2.com/survey_responses/meddbase-review-10873533)"**

**Rating:** 4.5/5.0 stars
*— Suman S.*

[Read full review](https://www.g2.com/survey_responses/meddbase-review-10873533)

---

**"[Clinical documentation tool that works](https://www.g2.com/survey_responses/meddbase-review-10744491)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Hospital & Health Care*

[Read full review](https://www.g2.com/survey_responses/meddbase-review-10744491)

---



### 11. [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

**Who Is the Company Behind ReferralMD?**

- **Seller:** [ReferralMD](https://www.g2.com/sellers/referralmd)
- **Company Website:** https://www.referralmd.com
- **Year Founded:** 2011
- **HQ Location:** Mount Pleasant, US
- **Twitter:** @referralmd (2,871 Twitter followers)
- **LinkedIn® Page:** https://linkedin.com/company/referralmd/ (15 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 33% Enterprise, 33% Mid-Market



#### 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)

### 12. [Duo](https://www.g2.com/products/duo/reviews)
Duo enables e-commerce stores to implement a post-purchase referral program with cashback. After making a purchase, customers receive a unique discount code to share. When this code is used by another customer, the original customer earns cashback on their order. Store owners can customize the messaging and appearance of widgets, referral emails and texts sent to customers, ensuring brand consistency. Duo seamlessly integrates with Shopify, automation, and analytics tools, helping stores track, analyze, and optimize their referral strategies to boost customer acquisition and retention.


**Average Rating:** 5.0/5.0
**Total Reviews:** 2

**Who Is the Company Behind Duo?**

- **Seller:** [Duo](https://www.g2.com/sellers/duo)
- **Year Founded:** 2023
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/getduo (11 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Enterprise, 50% Small-Business



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

**"[Accurate, Productive, and Prompt with Updates](https://www.g2.com/survey_responses/duo-review-11705167)"**

**Rating:** 5.0/5.0 stars
*— Elph S.*

[Read full review](https://www.g2.com/survey_responses/duo-review-11705167)

---

**"[Experience working with Duo](https://www.g2.com/survey_responses/duo-review-10427322)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Entertainment*

[Read full review](https://www.g2.com/survey_responses/duo-review-10427322)

---



### 13. [MyMedLeads](https://www.g2.com/products/mymedleads/reviews)
MyMedLeads reduces the points of failure inherent in the medical industry's sales process, including not calling leads fast enough, insufficient follow-up and the absence of critical tools that track all the right information about leads.


**Average Rating:** 1.5/5.0
**Total Reviews:** 2

**Who Is the Company Behind MyMedLeads?**

- **Seller:** [MyMedLeads.com](https://www.g2.com/sellers/mymedleads-com)
- **Year Founded:** 2009
- **HQ Location:** Austin, US
- **Twitter:** @MyMedLeads (701 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/mymedleads.com (3 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business




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

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

### 14. [Pivotal Referral](https://www.g2.com/products/pivotal-referral/reviews)
Pivotal Referral is a cloud-based referral management platform designed for service businesses that rely on agent and partner networks to generate revenue. It replaces email chains, spreadsheets, and manual follow-up with a shared portal where agents and referral partners can submit, track, and close referrals in real time. Shared Portal for Agents and Partners Every organization gets a dedicated portal where agents and their referral partners work from the same system. Partners connect instantly via a personal invite link and are linked directly to the agent who invited them. No IT setup, no complicated onboarding — partners are active in seconds. 30+ Industry-Specific Intake Forms Pivotal Referral includes pre-built intake forms tailored to over 30 business types including insurance agencies, real estate and mortgage, legal and law firms, HVAC, roofing, solar, financial advisors, funeral services, propane delivery, staffing, and more. Every form captures the information that specific industry actually needs — not a generic one-size-fits-all form. Real-Time Referral Tracking Every referral submitted through the portal is tracked live. Agents and managers see status updates as they happen, eliminating the need to chase partners for updates or manually log activity. Time Limit Alerts Built-in configurable time limit alerts notify agents and managers before deadlines are missed. Thresholds are configurable at both the organization and agent level, ensuring no referral falls through the cracks. Role-Specific Dashboards Agents, referral partners, and managers each get a tailored dashboard showing exactly what they need. Partners see their submitted referrals and status. Agents see their full pipeline. Managers see team-wide performance and reporting. Reporting and ROI Tracking Built-in reporting covers conversion rates, source breakdown, and agent performance. Users can log the dollar value of each referral and record payments made to referral partners, giving a clear view of ROI on every partner relationship. CSV exports are included. QR Code and Public Referral Link Every agent gets a shareable public referral link and QR code that can be handed out at events, added to business cards, or embedded on a website — allowing anyone to submit a referral in seconds without logging in. Pricing Pivotal Referral offers a single Professional plan at $99/month, which includes 5 agent seats, unlimited referral partners at no extra charge, all features, and full reporting. Additional agent seats are available at $15/month each. A 30-day free trial with full access is available. Annual billing saves $198/year.


**Average Rating:** 5.0/5.0
**Total Reviews:** 2

**Who Is the Company Behind Pivotal Referral?**

- **Seller:** [Pivotal Referral](https://www.g2.com/sellers/pivotal-referral)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Pivotal Referral?

**"[Stronger Referral Partner Trust and Faster Follow-Up with Pivotal Referral](https://www.g2.com/survey_responses/pivotal-referral-review-12832188)"**

**Rating:** 5.0/5.0 stars
*— Jonathan G.*

[Read full review](https://www.g2.com/survey_responses/pivotal-referral-review-12832188)

---

**"[Pivotal Referral Makes Partner Referrals Easy with Real-Time Two-Way Updates](https://www.g2.com/survey_responses/pivotal-referral-review-12832274)"**

**Rating:** 5.0/5.0 stars
*— Davis R.*

[Read full review](https://www.g2.com/survey_responses/pivotal-referral-review-12832274)

---



### 15. [Besolve HMS](https://www.g2.com/products/besolve-hms/reviews)
Besolve Solutions HMSis a solution with modules such as an appointment scheduler, patient registration, consent forms, referral management, and more.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1

**Who Is the Company Behind Besolve HMS?**

- **Seller:** [Besolve Solutions](https://www.g2.com/sellers/besolve-solutions)
- **Year Founded:** 2008
- **HQ Location:** New Delhi , IN
- **LinkedIn® Page:** https://www.linkedin.com/company/besolve/ (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



#### What Are Recent G2 Reviews of Besolve HMS?

**"[BESOLVE HMS Solution is best ](https://www.g2.com/survey_responses/besolve-hms-review-3635201)"**

**Rating:** 4.5/5.0 stars
*— Ranjeet K.*

[Read full review](https://www.g2.com/survey_responses/besolve-hms-review-3635201)

---


#### What Are G2 Users Discussing About Besolve HMS?

- [What is Besolve HMS used for?](https://www.g2.com/discussions/what-is-besolve-hms-used-for)

### 16. [Cerner Direct Referrals](https://www.g2.com/products/cerner-direct-referrals/reviews)
Cerner Direct Referrals is an interoperable, secure referral management solution that enables electronic communication of key clinical information, facilitates referral tracking and ensures a closed loop process.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1

**Who Is the Company Behind Cerner Direct Referrals?**

- **Seller:** [Cerner](https://www.g2.com/sellers/cerner)
- **Year Founded:** 1979
- **HQ Location:** Kansas City, MO
- **LinkedIn® Page:** https://www.linkedin.com/company/2812/ (11,348 employees on LinkedIn®)
- **Ownership:** VIE - Vienna Stock Exchange
- **Total Revenue (USD mm):** $5,505

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



#### What Are Recent G2 Reviews of Cerner Direct Referrals?

**"[Simple Way to Communicate Direct Referrals ](https://www.g2.com/survey_responses/cerner-direct-referrals-review-1963129)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Hospital & Health Care*

[Read full review](https://www.g2.com/survey_responses/cerner-direct-referrals-review-1963129)

---


#### What Are G2 Users Discussing About Cerner Direct Referrals?

- [What is Cerner Direct Referrals used for?](https://www.g2.com/discussions/what-is-cerner-direct-referrals-used-for)

### 17. [CP-1 Healthcare](https://www.g2.com/products/cp-1-healthcare/reviews)
CP-1 can classify, organize, separate, and extract, even taking care of exception handling. This is a complete solution for the modern healthcare office.


**Average Rating:** 3.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind CP-1 Healthcare?**

- **Seller:** [UniPrint.net](https://www.g2.com/sellers/uniprint-net)
- **HQ Location:** Miami, US
- **LinkedIn® Page:** http://www.linkedin.com/company/uniprint-inc (6 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business





### 18. [DentalCareLinks](https://www.g2.com/products/dentalcarelinks/reviews)
Online platform designed to make it easy for dental professionals to manage the patient referral process


**Average Rating:** 4.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind DentalCareLinks?**

- **Seller:** [Dental Links](https://www.g2.com/sellers/dental-links)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



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

**"[Dentalcarelinks is a terrific resource, but needs more users](https://www.g2.com/survey_responses/dentalcarelinks-review-1596369)"**

**Rating:** 4.0/5.0 stars
*— Dan G.*

[Read full review](https://www.g2.com/survey_responses/dentalcarelinks-review-1596369)

---



### 19. [Forcura Workflow](https://www.g2.com/products/forcura-workflow/reviews)
Forcura, a healthcare workflow management company headquartered in Jacksonville, Florida, was founded in 2012 by CEO and founder Craig Mandeville, an innovator and entrepreneur who witnessed first-hand how much impact digital management of medical records and secure communication could have on improving patient care. The company is deeply committed to empowering better patient care and elevating the role of post-acute in the broader healthcare continuum.  Forcura, a KLAS® certified technology vendor, facilitates continuity of care and improves business performance for providers via its HITRUST-certified automated workflow, collaboration and analytics SaaS solutions. Its cloud-based platform integrates seamlessly with EHRs to streamline care transitions and coordinate ongoing patient care, connecting care for better performance. Forcura partners with clients to optimize its solution to manage incoming referrals, receive authorization and signature of care plans, communicate between field and back-office team members, manage patient documentation, adhere to compliance requirements and many other processes.​


**Average Rating:** 5.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind Forcura Workflow?**

- **Seller:** [Forcura](https://www.g2.com/sellers/forcura)
- **Year Founded:** 2012
- **HQ Location:** Jacksonville, US
- **Twitter:** @Forcura (1,330 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/forcura (116 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market


#### What Are Forcura Workflow's Pros and Cons?

**Pros:**

- Navigation Ease (1 reviews)
- System Integration (1 reviews)

**Cons:**

- Integration Issues (1 reviews)
- Software Issues (1 reviews)
- Technical Issues (1 reviews)


### What Do G2 Reviewers Say About Forcura Workflow?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **navigation ease** of Forcura Workflow, enjoying a streamlined experience across integrated healthcare platforms.
- Users appreciate the **seamless integration** with EHR systems, enhancing data accuracy and reducing duplication efforts.

**Cons:**

- Users face **integration issues** with Forcura Workflow, leading to occasional bugs and compatibility challenges with other systems.
- Users frequently face **software issues** , including glitches and integration difficulties, which hinder their overall experience with Forcura Workflow.
- Users often face **technical issues** including glitches, downtimes, and integration troubles with Forcura Workflow.

#### What Are Recent G2 Reviews of Forcura Workflow?

**"[Forcura](https://www.g2.com/survey_responses/forcura-workflow-review-8224263)"**

**Rating:** 5.0/5.0 stars
*— Eleftheria T.*

[Read full review](https://www.g2.com/survey_responses/forcura-workflow-review-8224263)

---



### 20. [Jiva](https://www.g2.com/products/jiva/reviews)
Jiva is an integrated care management solution that includes EHR enabled careplans, point of care tools, and decision support tools.


**Average Rating:** 4.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind Jiva?**

- **Seller:** [ZeOmega](https://www.g2.com/sellers/zeomega)
- **Year Founded:** 2001
- **HQ Location:** Plano, US
- **LinkedIn® Page:** https://www.linkedin.com/company/zeomega/ (677 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market


#### What Are Jiva's Pros and Cons?

**Pros:**

- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- Training (1 reviews)

**Cons:**

- Insufficient Training (1 reviews)
- Update Issues (1 reviews)


### What Do G2 Reviewers Say About Jiva?
*AI-generated summary from verified user reviews*

**Pros:**

- Users praise the **amazing customer service** of Jiva, making their experience hassle-free and supportive.
- Users find Jiva's **ease of use** impressive, requiring minimal training and offering a straightforward implementation process.
- Users value the **minimal training required** , making Jiva easy to use and implement effectively.

**Cons:**

- Users report **insufficient training** as a major challenge, hindering their ability to effectively use Jiva.
- Users express frustration over **update issues** , citing slow upgrades and the need for better training materials.

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

**"[Amazing product](https://www.g2.com/survey_responses/jiva-review-10425920)"**

**Rating:** 4.0/5.0 stars
*— Rohith V.*

[Read full review](https://www.g2.com/survey_responses/jiva-review-10425920)

---



### 21. [Physician Relationship Management by Marketware](https://www.g2.com/products/physician-relationship-management-by-marketware/reviews)
Marketware’s Physician Relationship Manager makes it easier than ever to plan, track and measure the effectiveness of liaison activity across key growth initiatives. You’ll be better armed to prevent physician turnover and loss of revenue by keeping organized timelines and task assignments. Review responsiveness by tracking physicians and close the loop on any obstacles to access or service issues. Our easy-to-use platform integrates claims data into the PRM to help you understand patient mix, payer mix, claims volume and shared patient connections at the provider level to help you evaluate return on visit.


**Total Reviews:** 1

**Who Is the Company Behind Physician Relationship Management by Marketware?**

- **Seller:** [Marketware](https://www.g2.com/sellers/marketware)
- **Year Founded:** 2014
- **HQ Location:** Sandy, US
- **Twitter:** @Marketware (196 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/marketware-inc (24 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Enterprise




#### What Are G2 Users Discussing About Physician Relationship Management by Marketware?

- [What is Physician Relationship Management by Marketware used for?](https://www.g2.com/discussions/what-is-physician-relationship-management-by-marketware-used-for)

### 22. [Physician Sign Out](https://www.g2.com/products/physician-sign-out/reviews)
A HIPAA compliant, online patient sign out system for providers that is safe, secure and reliable.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind Physician Sign Out?**

- **Seller:** [ET Labs](https://www.g2.com/sellers/et-labs)
- **Year Founded:** 2006
- **HQ Location:** Austin, US
- **Twitter:** @ET_Labs (5,665 Twitter followers)
- **LinkedIn® Page:** http://www.linkedin.com/company/etlabs (5 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Physician Sign Out?

**"[The best tool for electronic medical records management.](https://www.g2.com/survey_responses/physician-sign-out-review-3518558)"**

**Rating:** 5.0/5.0 stars
*— Luz Maria M.*

[Read full review](https://www.g2.com/survey_responses/physician-sign-out-review-3518558)

---


#### What Are G2 Users Discussing About Physician Sign Out?

- [What is Physician Sign Out used for?](https://www.g2.com/discussions/what-is-physician-sign-out-used-for)

### 23. [Practice Pro](https://www.g2.com/products/practice-pro-practice-pro/reviews)
Practice Pro is the product of over two decades of business and clinical expertise, built on a foundation of security and compliance. Based on a single source of truth, Practice Pro is a seamlessly integrated, all-in-one rehab therapy EMR and Practice Management solution. A flexible and customizable system, the software has been designed for Physical Therapy, Pediatric Therapy, Occupational Therapy, Speech Language Pathology, Applied Behavior Analysis (ABA), and Chiropractic. Addressing the clinic’s needs end to end, the solution combines flexible multi-discipline appointment scheduling, a rich library of clinical documentation, and robust billing and collections with an intuitive patient portal, referral management, and interactive custom dashboards to measure and track performance, and more. If you are looking for a better software option to deliver the best care and patient outcomes, look no further. With Practice Pro, you will be able to streamline how you manage your physical therapy practice while delivering the best therapy and experience for patients that need your time and expertise to get the right treatments. Maximize performance, revenue, and patient outcomes with 100% flexible and customizable, web-based software that improves the quality of life for you and your patients.


**Average Rating:** 4.3/5.0
**Total Reviews:** 6

**Who Is the Company Behind Practice Pro?**

- **Seller:** [Practice Pro](https://www.g2.com/sellers/practice-pro)
- **Year Founded:** 1998
- **HQ Location:** Skillman, US
- **Twitter:** @ptpracticepro (1,540 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/pt-practice-pro (15 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 83% Small-Business, 17% Enterprise


#### What Are Practice Pro's Pros and Cons?

**Pros:**

- Billing (1 reviews)
- Billing Support (1 reviews)
- Booking Ease (1 reviews)
- Convenience (1 reviews)
- Customization (1 reviews)

**Cons:**

- Expensive (1 reviews)
- Limited Features (1 reviews)
- Limited Functionality (1 reviews)
- Missing Features (1 reviews)
- Telehealth Issues (1 reviews)


### What Do G2 Reviewers Say About Practice Pro?
*AI-generated summary from verified user reviews*

**Pros:**

- Users praise the **convenient billing integration** of Practice Pro, enhancing efficiency for small practices with various providers.
- Users value the **effective billing support** in Practice Pro, enhancing convenience and integration for small practices.
- Users appreciate the **convenient scheduling** with Practice Pro, enhancing efficiency across various types of providers.
- Users value the **convenience** of Practice Pro's integrated scheduling and online bill payment features for their practices.
- Users appreciate the **customization options** in Practice Pro, enabling tailored SOAP notes for various provider types.

**Cons:**

- Users find Practice Pro to be **mid-level expensive** compared to similar EHR systems, lacking essential features like telehealth.
- Users find the **limited features** of Practice Pro frustrating, especially the lack of virtual programs and telehealth options.
- Users find the **limited functionality** of Practice Pro restrictive, lacking essential features like telehealth and virtual program creation.
- Users find the **missing features** of Practice Pro, like telehealth and virtual program creation, quite limiting.
- Users find the **lack of telehealth options** in Practice Pro to be a significant drawback for virtual care needs.

#### What Are Recent G2 Reviews of Practice Pro?

**"[great EMR tool](https://www.g2.com/survey_responses/practice-pro-review-8716608)"**

**Rating:** 4.0/5.0 stars
*— Bhanu Pratap S.*

[Read full review](https://www.g2.com/survey_responses/practice-pro-review-8716608)

---

**"[Practice Pro is a great EMR system.](https://www.g2.com/survey_responses/practice-pro-review-10759942)"**

**Rating:** 4.5/5.0 stars
*— Dr. Jeanette D.*

[Read full review](https://www.g2.com/survey_responses/practice-pro-review-10759942)

---



### 24. [AbelMed EMR](https://www.g2.com/products/abelmed-emr/reviews)
Electronic medical records (EMR) software with administrative features to provide a total solution that adapts to any practice.



**Who Is the Company Behind AbelMed EMR?**

- **Seller:** [AbelMed](https://www.g2.com/sellers/abelmed)
- **HQ Location:** N/A
- **Twitter:** @ABELMed (164 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 25. [ActiveXCHANGE](https://www.g2.com/products/activexchange/reviews)
ActiveXCHANGE is an intelligent document processing (IDP) solution for efficiently managing all documentation, images, and data feeds electronically. It provides a single, consistent interface for scheduling and pre-arrival by consolidating information from any source, including: multiple scheduling systems, custom interfaces, HL7, web-based requisition systems, EMRs, faxes, direct messaging, e-mail, hard copies, verbal appointments.



**Who Is the Company Behind ActiveXCHANGE?**

- **Seller:** [HealthWare Systems](https://www.g2.com/sellers/healthware-systems)
- **Year Founded:** 1998
- **HQ Location:** Elgin, US
- **Twitter:** @HealthWareSys (83 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/335513/ (20 employees on LinkedIn®)







## What Is Referral Management Software?

[Health Care Operations Software](https://www.g2.com/categories/health-care-operations)