# Best Utilization Management Software - Page 2

## How Many Utilization Management Software Products Does G2 Track?

**Total Products under this Category:** 72

### Category Stats (Aug 2026)

- **Average Rating:** 4.22/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Olio (+3.19%) - Among all products in this category, Olio recorded the largest rating increase compared to last month

_Last updated: August 03, 2026_

## How Does G2 Rank Utilization Management Software Products?

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

- 30 Analysts and Data Experts
- 400+ Authentic Reviews
- 72+ 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 Utilization Management Software
 ![G2 Grid® for Utilization Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/utilization-management/grids.png?focus%5B%5D=41515&focus%5B%5D=60616&focus%5B%5D=48027)

Highlighted products: Therap Services, StrataJazz, and Intergy.

Underlying data: [Grid® JSON](https://www.g2.com/categories/utilization-management/grids.json?focus%5B%5D=therap-services&focus%5B%5D=stratajazz&focus%5B%5D=greenway-health-intergy)

**Sponsored**

### Modio Health

Built by physicians and credentialing experts, Modio Health OneView provides simple, centralized, credentials management for your entire team of healthcare providers. There's no need to hunt for credentialing information anymore; OneView uses public services and primary source verification data to automatically gather provider details like NPI, DEA, license numbers, education, and more. With OneView, keep your team in compliance while your providers focus on clinical care.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1704&secure%5Bchosen_at%5D=2026-08-03T14%3A49%3A40Z&secure%5Bdisplayable_resource_id%5D=1704&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1704&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=98902&secure%5Bresource_id%5D=1704&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Futilization-management%3FhsCtaTracking%3D44d3a40d-9bda-4fbf-ac9d-8a09c8786f9b%257C66f86bd5-e5e0-4d7d-bee7-bb2263631e62%26page%3D2&secure%5Btoken%5D=8278fe441085db9c69537fd0c7d1d663a82e3c97bae20e10cdaa3730769df458&secure%5Burl%5D=https%3A%2F%2Fwww.modiohealth.com%2F&secure%5Burl_type%5D=company_website)

### [One Step Software](https://www.g2.com/products/one-step-software/reviews)

One Step is the #1 software made just for sober livings and recovery coaches. Over 2,000 organizations use One Step to streamline operations, decrease administrative burdens, track the recovery journey of their residents and easily track rent/fee payments. One Step was built for you to help you automate the day to day of your program so you can focus on your clients' needs. Reach out to One Step today for a free consultation on how to decrease the administrative burden currently taking up too much of your time. Let us help you!

**Average Rating:** 4.2/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate One Step Software?

- **Ease of Use:** 7.2/10 (Category avg: 8.3/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.2/10)

#### Who Is the Company Behind One Step Software?

- **Seller:** [One Step Software](https://www.g2.com/sellers/one-step-software)
- **Year Founded:** 2017
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8eac71d4d555987777d258281018326b1366496553bfd60ac96b63a773287679&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18170900&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of One Step Software?

**["Customer Service was great."](https://www.g2.com/survey_responses/one-step-software-review-12880949)**

**Rating:** 4.5/5.0 stars

_— Michael P._

[Read full review](https://www.g2.com/survey_responses/one-step-software-review-12880949)

**["Sober Living Owner"](https://www.g2.com/survey_responses/one-step-software-review-5470276)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospitality_

[Read full review](https://www.g2.com/survey_responses/one-step-software-review-5470276)

#### What Are G2 Users Discussing About One Step Software?

- [What is One Step Software used for?](https://www.g2.com/discussions/what-is-one-step-software-used-for)

### [Pharmacy 4.0](https://www.g2.com/products/pharmacy-4-0/reviews)

Pharmacy 4.0 is an approach that improves quality, flexibility, speed, and productivity of the pharmacy production process.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Pharmacy 4.0?

- **Ease of Use:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Pharmacy 4.0?

- **Seller:** [ARxIUM](https://www.g2.com/sellers/arxium)
- **Year Founded:** 2015
- **HQ Location:** Winnipeg, CA
- **Twitter:** @ARxIUMGroup  
289 Twitter followers
- **LinkedIn® Page:** [ca.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d3f546694001c60ba998e5ed7e2c5e0b3a4c7f763cfb3e37048f5a0339879340&secure%5Burl%5D=https%3A%2F%2Fca.linkedin.com%2Fcompany%2Farxium&secure%5Burl_type%5D=linkedin_company_website)  
130 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Pharmacy 4.0?

**["Veterans Affairs Pharmacy "](https://www.g2.com/survey_responses/pharmacy-4-0-review-1639963)**

**Rating:** 5.0/5.0 stars

_— Luis C._

[Read full review](https://www.g2.com/survey_responses/pharmacy-4-0-review-1639963)

#### What Are G2 Users Discussing About Pharmacy 4.0?

- [What is Pharmacy 4.0 used for?](https://www.g2.com/discussions/what-is-pharmacy-4-0-used-for)

### [Quantros Outcomes Analytics](https://www.g2.com/products/quantros-outcomes-analytics/reviews)

Quantros Quality Management Solutions Suite to optimize quality data collection, processing, analysis, and submission for both chart-abstracted and electronic clinical quality measures, helping to focus on what most important improving patient care and maximizing reimbursement.

**Average Rating:** 2.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Quantros Outcomes Analytics?

- **Ease of Use:** 7.5/10 (Category avg: 8.3/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.2/10)

#### Who Is the Company Behind Quantros Outcomes Analytics?

- **Seller:** [Quantros](https://www.g2.com/sellers/quantros)
- **Year Founded:** 2004
- **HQ Location:** Radnor, Pennsylvania, United States
- **Twitter:** @Quantros  
2,587 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec2c13d9a49be539294ceb32ff9dedde1b7e801f35d6198103c2dc04c9027589&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvalenz%2F&secure%5Burl_type%5D=linkedin_company_website)  
380 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are G2 Users Discussing About Quantros Outcomes Analytics?

- [What is Quantros Quality Suite used for?](https://www.g2.com/discussions/what-is-quantros-quality-suite-used-for)

### [Access Bed Control](https://www.g2.com/products/access-bed-control/reviews)

Access Bed Control is a patient management software that provides multi-service department integration for the function of bed control.

#### Who Is the Company Behind Access Bed Control?

- **Seller:** [Patient Focus Systems](https://www.g2.com/sellers/patient-focus-systems)
- **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®

### [AccuCare](https://www.g2.com/products/accucare/reviews)

AccuCare allows clinicians in substance abuse treatment and behavioral health to quickly and easily enter client information and track outcomes. The web-based system allows the database to be accessed from any computer with internet access, giving clinicians a centralized and integrated workflow.

#### Who Is the Company Behind AccuCare?

- **Seller:** [Orion Healthcare TechNology](https://www.g2.com/sellers/orion-healthcare-technology)
- **HQ Location:** Lincolnwood, us
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4f41e039c8ab923e648850f9d4f9aeab62e24230c729e5419eec9fbcf03576d4&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faccu-care-inc&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [ACUITY Advanced Care](https://www.g2.com/products/acuity-advanced-care/reviews)

ACUITY Advanced Care is an integrated care management software application that robustly supports case, utilization, disease and population health management programs. The ACUITY suite offers a user-friendly experience with full flexibility to support even the most challenging case management workflows

#### Who Is the Company Behind ACUITY Advanced Care?

- **Seller:** [TCS Healthcare Technologies](https://www.g2.com/sellers/tcs-healthcare-technologies)
- **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=1b8b6d48b6eba2bec9cd599a622a4f2637c238e733c471d98a00b02d4015aed5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchordlinehealth%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Aerial](https://www.g2.com/products/aerial/reviews)

Medecision is a population health management technology and services for risk-bearing healthcare organizations across the care continuum.

#### Who Is the Company Behind Aerial?

- **Seller:** [Medecision](https://www.g2.com/sellers/medecision)
- **Year Founded:** 1988
- **HQ Location:** King of Prussia, Pennsylvania, United States
- **Twitter:** @Medecision  
2,682 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ce279e17f1655ee7ba3e6d695737fd76cc7e7203ba1e8c00440251659c7f5f7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmedecision%2F&secure%5Burl_type%5D=linkedin_company_website)  
239 employees on LinkedIn®

### [Applied Analytics for Risk Discovery](https://www.g2.com/products/applied-analytics-for-risk-discovery/reviews)

A risk management analytics and advisory services package for ACOs, CINs, providers, and hospitals that want to improve resource utilization, reduce drug costs, and coordinate care for chronic patient populations

#### Who Is the Company Behind Applied Analytics for Risk Discovery?

- **Seller:** [Change Healthcare](https://www.g2.com/sellers/change-healthcare)
- **Year Founded:** 2007
- **HQ Location:** Nashville, US
- **Twitter:** @Change\_HC  
35,750 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=33bb65ed7741078d4814bb2e361fbc1f6e6944dda11513f80f7ea2df2a8e4a88&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchange-healthcare%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,636 employees on LinkedIn®
- **Ownership:** NASDAQ: CHNG

### [Arezzo](https://www.g2.com/products/arezzo/reviews)

Arezzo is an active clinical decision support and pathway technology desgned to empower personalised care delivery at patient and population level.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Arezzo?

- **Ease of Use:** 8.3/10 (Category avg: 8.3/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.2/10)

#### Who Is the Company Behind Arezzo?

- **Seller:** [Elsevier](https://www.g2.com/sellers/elsevier)
- **Year Founded:** 1880
- **HQ Location:** Amsterdam, NL
- **Twitter:** @ElsevierConnect  
117,360 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22022e24d1c4af426dc34efbb084e052284c179163f276fd9f6909398c9dd3b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Felsevier%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,798 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

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

**["Amazing for clinical decisions!"](https://www.g2.com/survey_responses/arezzo-review-884942)**

**Rating:** 4.0/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/arezzo-review-884942)

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

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

### [Assurance Reimbursement Management](https://www.g2.com/products/assurance-reimbursement-management/reviews)

An analytics-driven claims and remittance management solution for healthcare providers who want to automate workflows, improve resource utilization, and accelerate cash flow.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Assurance Reimbursement Management?

- **Ease of Use:** 10.0/10 (Category avg: 8.3/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.2/10)

#### Who Is the Company Behind Assurance Reimbursement Management?

- **Seller:** [Change Healthcare](https://www.g2.com/sellers/change-healthcare)
- **Year Founded:** 2007
- **HQ Location:** Nashville, US
- **Twitter:** @Change\_HC  
35,750 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=33bb65ed7741078d4814bb2e361fbc1f6e6944dda11513f80f7ea2df2a8e4a88&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchange-healthcare%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,636 employees on LinkedIn®
- **Ownership:** NASDAQ: CHNG

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of Assurance Reimbursement Management?

**["Good for what assurance does"](https://www.g2.com/survey_responses/assurance-reimbursement-management-review-10408421)**

**Rating:** 5.0/5.0 stars

_— John C._

[Read full review](https://www.g2.com/survey_responses/assurance-reimbursement-management-review-10408421)

### [bdtask HMS](https://www.g2.com/products/bdtask-hms/reviews)

Hospital management is an online based open source or cloud server integrated that simplifies managing the functioning of the hospital or any medication. It integrates all the data relating to patients, doctors, staff, hospital body details etc. under one system.

#### Who Is the Company Behind bdtask HMS?

- **Seller:** [Bdtask Limited](https://www.g2.com/sellers/bdtask-limited)
- **Year Founded:** 2012
- **HQ Location:** Dhaka, BD
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=37adb6b2c512cb81e6f76792ab70712fa6144a0abfac21c5d9cf1ea7f1ed123d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbdtask%2F&secure%5Burl_type%5D=linkedin_company_website)  
157 employees on LinkedIn®

### [CareStat](https://www.g2.com/products/carestat/reviews)

A comprehensive solution that connects acute care providers, physician groups and ACOs with home health agencies to better manage patient outcomes, operations, clinical protocols and utilization.

#### Who Is the Company Behind CareStat?

- **Seller:** [Strategic Healthcare Programs (SHP)](https://www.g2.com/sellers/strategic-healthcare-programs-shp)
- **Year Founded:** 1996
- **HQ Location:** Goleta, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab9e5da98163c95ad343d4911c1ceb187955a12fbdaa07e12de791dba3477d1d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fshp-data&secure%5Burl_type%5D=linkedin_company_website)  
120 employees on LinkedIn®

### [CaseTrakker](https://www.g2.com/products/casetrakker/reviews)

CaseTrakker products provide a comprehensive care management solution designed to ensure that your users always have the most up-to-date information and the tools to manage their members efficiently.

#### Who Is the Company Behind CaseTrakker?

- **Seller:** [CaseTrakker](https://www.g2.com/sellers/casetrakker)
- **HQ Location:** N/A
- **Twitter:** @CaseTrakker  
39 Twitter followers
- **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®

### [Cedar Gate Platform](https://www.g2.com/products/cedar-gate-platform/reviews)

Cedar Gate Technologies offers a comprehensive analytics platform designed to empower healthcare organizations in the transition to value-based care. This platform provides advanced tools for analyzing and visualizing data, enabling users to lower costs, improve care quality, and enhance patient experiences. By integrating predictive and prescriptive analytics, Cedar Gate's solution helps identify performance drivers, predict health and utilization risks, and pinpoint variations before they impact clinical or financial outcomes. Key Features and Functionality: - Healthcare Benefits Analytics: Allows self-funded employers, payers, and advisors to model and optimize benefits plan designs, access enriched member data from multiple sources, benchmark performance against regional and national data, track the impact of point solutions over time, and visualize data through self-service dashboards and automated reporting. - Value-Based Care Analytics: Enables payers and providers to identify and mitigate variations in cost and quality, pinpoint high-performing providers and quality drivers using advanced benchmarking tools, create condition-, disease-, and risk-based cohorts to reduce care gaps, model value-based care contracts to meet clinical and financial performance goals, and share insights via customizable dashboards and automated reports. - Enterprise Data Management: Integrates data from over 50 disparate sources into a unified data lake, normalizing and enriching information to provide a single source of truth. This system ensures high-quality, secure data storage in the cloud, facilitating near real-time data capabilities for actionable insights. Primary Value and Problem Solved: Cedar Gate's analytics platform addresses the challenges healthcare organizations face in transitioning from fee-for-service to value-based care models. By providing a unified, integrated solution that combines data management, advanced analytics, and actionable insights, the platform enables organizations to: - Achieve cost reduction and improve care quality by identifying and addressing performance variations. - Enhance patient and member experiences through data-driven decision-making and personalized care plans. - Streamline operations and reporting with automated tools and customizable dashboards. Ultimately, Cedar Gate's platform empowers healthcare organizations to succeed in value-based care by transforming complex data into actionable strategies that drive better outcomes for patients and financial performance for providers and payers.

#### Who Is the Company Behind Cedar Gate Platform?

- **Seller:** [Cedar Gate Technologies](https://www.g2.com/sellers/cedar-gate-technologies)
- **Year Founded:** 2014
- **HQ Location:** Greenwich, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8f80280ba9fd4396ada2241d7620e5be2a4feb3b0cda539d897618b5d617ed0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcedar-gate&secure%5Burl_type%5D=linkedin_company_website)  
1,174 employees on LinkedIn®

### [CircleLink](https://www.g2.com/products/circlelink/reviews)

Improve patient health and earn additional revenue with CircleLink CarePlanManager

#### Who Is the Company Behind CircleLink?

- **Seller:** [CircleLink Health](https://www.g2.com/sellers/circlelink-health)
- **HQ Location:** New York, US
- **Twitter:** @CircleLink\_H  
147 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9117d219951651bde2d282ef926dfa64d7a940bbabd157cdf39fd5ac9dcdeaa1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcirclelink-health&secure%5Burl_type%5D=linkedin_company_website)  
78 employees on LinkedIn®

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- [Healthcare HR](/categories/healthcare-hr)
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- [Healthcare Payer Care Management Workflow Applications](/categories/healthcare-payer-care-management-workflow-applications)
- [Healthcare Payers' Core Administrative Processing Solutions](/categories/healthcare-payers-core-administrative-processing-solutions)
- [Healthcare Risk Management](/categories/healthcare-risk-management)
- [Healthcare Supply Chain](/categories/healthcare-supply-chain)
- [Medical Billing](/categories/medical-billing)

[Browse Utilization Management Themes](/categories/utilization-management/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

Utilization management software provides hospitals and health care practices a process with which to evaluate health care services and procedures provided to patients to determine their medical necessity. Health care administrators depend on utilization management processes to ensure that their physicians are maintaining a high quality of care and administering effective treatments while minimizing costs. Utilization management review and determination can occur before (prospective utilization review), during (concurrent utilization review), or after (retrospective utilization review) patient treatment has been scheduled and provided; software supports action during any of those three stages. Additionally, utilization management software has the potential to better the working relationship between providers and payers. By leveraging patient data found in EHRs, health care providers can apply real-time data to the review process, adhere to regulations, and optimize revenue cycle management. Registered nurses equipped with utilization management certification, case managers, and physicians are the main players during the review process.

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

- Set up trigger workflows
- Automate approvals and authorizations of medical services and procedures
- Simplify or automate reviews of medical services and procedures
- Aggregate clinical and financial data across a health care organization
- Integrate with EHRs or easily leverage EHR data to trigger relevant workflows

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