# Best Patient Engagement Software

## How Many Patient Engagement Software Products Does G2 Track?

**Total Products under this Category:** 404

### Category Stats (Aug 2026)

- **Average Rating:** 4.34/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** AbbaDox (+2.48%) - Among all products in this category, AbbaDox recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Patient Engagement Software Products?

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

- 30 Analysts and Data Experts
- 12,700+ Authentic Reviews
- 404+ 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 Engagement Software
 ![G2 Grid® for Patient Engagement Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-engagement/grids.png?focus%5B%5D=19432&focus%5B%5D=48097&focus%5B%5D=140008&focus%5B%5D=1824&focus%5B%5D=155274&focus%5B%5D=87629&focus%5B%5D=27950&focus%5B%5D=47612)

Highlighted products: Birdeye, Weave, ModMed, eClinicalWorks, Curogram, NexHealth, Adit, and Pabau Practice Management.

Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-engagement/grids.json?focus%5B%5D=birdeye&focus%5B%5D=weave-weave&focus%5B%5D=modmed&focus%5B%5D=eclinicalworks&focus%5B%5D=curogram&focus%5B%5D=nexhealth&focus%5B%5D=adit&focus%5B%5D=pabau-practice-management)

**Sponsored**

### Data Sentinel

Data Sentinel is a data trust and compliance platform that helps businesses continuously manage their data privacy compliance, governance, and quality in real time. Data Sentinel’s proprietary deep learning discovery technology illuminates the true nature of an organization’s data across all sources and systems, monitoring, measuring, and remediating the data to ensure compliance with company policies and evolving data management privacy regulations.

[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=1651&secure%5Bchosen_at%5D=2026-08-02T17%3A49%3A05Z&secure%5Bdisplayable_resource_id%5D=2262&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=164826&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=164826&secure%5Bresource_id%5D=1651&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-engagement&secure%5Btoken%5D=bbaa125dabd34121b25384e3c6345b417eaba36db523d44a14501ad4f64b7967&secure%5Burl%5D=https%3A%2F%2Fwww.data-sentinel.com&secure%5Burl_type%5D=company_website)

### [Birdeye](https://www.g2.com/fr/products/birdeye/reviews)

Birdeye crée des agents IA pour les marques multi-sites — de confiance pour les plus grandes marques d'entreprise à l'échelle mondiale, y compris Sutter Health, Aspen Dental, Sun Auto et Caesars Entertainment. Nous vous fournissons des collègues IA à chaque emplacement — pour le marketing, les opérations et l'expérience client — qui effectuent les tâches dont votre entreprise a besoin en employant plusieurs agents qui travaillent ensemble pour obtenir une visibilité IA, convertir la demande et offrir une expérience client cohérente. Collègues IA → Faites le travail Jay (marketing), Robin (opérations) et Myna (expérience client) gèrent le travail à travers vos emplacements — de la visibilité de recherche IA, des avis, des listes et des réseaux sociaux, à la réception et à la prise de rendez-vous, aux enquêtes, à la billetterie et aux insights. Vous n'achetez pas des fonctionnalités. Vous ajoutez du personnel IA à chaque emplacement. Ainsi, le travail est effectué à chaque emplacement — sans surcharger votre équipe. Agents → Faites le travail Chaque collègue emploie plusieurs agents qui travaillent ensemble pour accomplir une tâche. La façon dont ces agents travaillent est ce qui nous distingue. La plupart des logiciels vous disent ce qui se passe ; nos agents décident quoi faire — et le font, avec votre approbation. Ils consolident chaque signal à travers chaque emplacement, qu'il soit dans Birdeye ou l'une de vos 3 000+ intégrations ; raisonnent avec la voix de votre marque et le contexte de l'industrie ; et agissent — ensemble — pour atteindre le résultat. Ainsi, un avis, une campagne, un appel manqué devient un résultat finalisé, pas une tâche qui traîne dans un tableau de bord. Prêt pour l'entreprise → Conçu pour l'échelle SSO, journalisation des audits, HIPAA, SOC 2 et RGPD. L'accès basé sur les rôles, les approbations hiérarchisées et les rapports au niveau local donnent aux équipes corporatives et locales le contrôle dont elles ont besoin. Ainsi, vous gardez le contrôle tandis que l'IA gère l'exécution à travers des centaines d'emplacements. Avec des équipes aux États-Unis, au Royaume-Uni, en Australie et en Inde, Birdeye redéfinit la manière dont les entreprises réussissent localement à grande échelle.

**Average Rating:** 4.7/5.0

**Total Reviews:** 4,069

#### How Do G2 Users Rate Birdeye?

- **Gestion des flux de travail:** 8.8/10 (Category avg: 8.9/10)
- **the product a-t-il été un bon partenaire commercial?:** 9.4/10 (Category avg: 8.7/10)
- **Gestion de la satisfaction des patients:** 9.0/10 (Category avg: 8.5/10)
- **Communications avec les patients:** 8.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Birdeye?

- **Vendeur:** [Birdeye](https://www.g2.com/fr/sellers/birdeye)
- **Site Web de l'entreprise:** www.birdeye.com
- **Année de fondation:** 2012
- **Emplacement du siège social:** Palo Alto, CA
- **Twitter:** @BirdEye\_  
5,232 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97d4071e3de7fd002a6d125d6f043e9a3aa1186c59d8ddbd5983a7913f96581e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2837064%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,442 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Propriétaire, Responsable Marketing
- **Top Industries:** Soins hospitaliers et de santé, Immobilier
- **Company Size:** 47% Small, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent Birdeye incroyablement **facile à utiliser** , appréciant la configuration intuitive et la navigation fluide pour gérer les avis.
- Les utilisateurs apprécient la **facilité d'utilisation** de Birdeye, trouvant la navigation et la gestion des avis simples et efficaces.
- Les utilisateurs apprécient les fonctionnalités de **gestion des avis conviviale** de Birdeye, améliorant la communication et la réputation sans effort.
- Les utilisateurs louent le **excellent support client** de Birdeye, assurant une intégration fluide et un grand succès dans la mise en œuvre.
- Les utilisateurs apprécient la **facilité d'utilisation et la commodité** de Birdeye, surtout pour gérer les avis et la communication avec les patients.

##### Cons

- Les utilisateurs remarquent les **fonctionnalités manquantes** dans Birdeye, souhaitant une intégration avec TikTok et d'autres améliorations.
- Les utilisateurs notent que **l'interface utilisateur lente de Birdeye et les améliorations nécessaires de l'IA** affectent l'efficacité et l'expérience du service client.
- Les utilisateurs trouvent **confus de gérer les avis** efficacement en raison de problèmes d'intégration et de convivialité du tableau de bord.
- Les utilisateurs notent une **avec l'interface de Birdeye qui peut poser un défi à ceux qui sont moins familiers avec la technologie.**
- Les utilisateurs trouvent que les **fonctionnalités limitées** de Birdeye manquent d'outils et d'intégrations complets nécessaires pour une meilleure expérience.

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

**["Gestion de la réputation, un sauveur de vie !"](https://www.g2.com/fr/survey_responses/birdeye-review-8930451)**

**Rating:** 5.0/5.0 stars

_— Lisbeth M._

[Read full review](https://www.g2.com/fr/survey_responses/birdeye-review-8930451)

**["Nous sommes revenus à Birdeye pour une raison"](https://www.g2.com/fr/survey_responses/birdeye-review-13192521)**

**Rating:** 5.0/5.0 stars

_— Terry Lind S._

[Read full review](https://www.g2.com/fr/survey_responses/birdeye-review-13192521)

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

- [Qu'est-ce qui fait de Birdeye un outil privilégié pour les entreprises cherchant à améliorer leur réputation en ligne et la gestion des retours clients ?](https://www.g2.com/fr/discussions/what-makes-birdeye-a-preferred-tool-for-businesses-looking-to-improve-their-online-reputation-and-customer-feedback-management) - 1 comment
- [À quoi sert Birdeye ?](https://www.g2.com/fr/discussions/what-is-birdeye-used-for) - 1 comment
- [Les avis BirdEye sont-ils faux ?](https://www.g2.com/fr/discussions/are-birdeye-reviews-fake) - 3 comments
- [How much is BirdEye monthly?](https://www.g2.com/fr/discussions/how-much-is-birdeye-monthly) - 1 comment
- [What does BirdEye cost?](https://www.g2.com/fr/discussions/what-does-birdeye-cost) - 1 comment

### [Weave](https://www.g2.com/products/weave-weave/reviews)

Weave is the all-in-one experience platform for small- and medium-sized healthcare businesses. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local healthcare providers attract, communicate with and engage patients to grow their practice. To learn more, visit getweave.com.

**Average Rating:** 4.6/5.0

**Total Reviews:** 416

#### How Do G2 Users Rate Weave?

- **Workflow Management:** 9.4/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.2/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Weave?

- **Seller:** [Weave](https://www.g2.com/sellers/weave)
- **Company Website:** www.getweave.com
- **Year Founded:** 2008
- **HQ Location:** Lehi, Utah
- **Twitter:** @getweave  
2,008 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea2a371b80dc4fd1e4ae27c8a4302d1cd659f95b6534780b38a609f2bbb4b387&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1271877%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,173 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Office Manager, Owner
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 91% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Weave's **ease of use** exceptional, making setup and daily operations intuitive and efficient.
- Users find Weave's **communication features** invaluable, enabling seamless interaction and updates with patients and team members.
- Users love the **convenience of text messaging** with Weave, enhancing communication with patients effortlessly.
- Users value the **convenient communication** tools of Weave, enhancing patient interaction and streamlining workflow effectively.
- Users find Weave’s **texting communication** incredibly convenient, allowing seamless patient interactions and efficient information sharing.

##### Cons

- Users often face **technical issues** with Weave, particularly with message delivery and phone tree setup difficulties.
- Users experience **glitchy notifications** for team messaging, leading to issues with functionality and ease of use.
- Users experience **communication issues** with Weave, leading to patient frustration and marketing inefficiencies.
- Users report **connectivity issues** with Weave, including lags and syncing problems that hinder seamless operation.
- Users feel the **limited features** restrict functionality, particularly in scheduling and package capabilities.

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

**["Real-Time Texting Transforms Office Communication"](https://www.g2.com/survey_responses/weave-review-12181652)**

**Rating:** 5.0/5.0 stars

_— Kelly ._

[Read full review](https://www.g2.com/survey_responses/weave-review-12181652)

**["Excellent feature development; very useful and integral to our operations."](https://www.g2.com/survey_responses/weave-review-9471547)**

**Rating:** 4.0/5.0 stars

_— Craig E._

[Read full review](https://www.g2.com/survey_responses/weave-review-9471547)

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

- [Is weave Hipaa compliant?](https://www.g2.com/discussions/is-weave-hipaa-compliant) - 2 comments
- [How much is weave dental?](https://www.g2.com/discussions/how-much-is-weave-dental) - 2 comments
- [What does the company weave do?](https://www.g2.com/discussions/weave-what-does-the-company-weave-do) - 2 comments
- [What is weave dental?](https://www.g2.com/discussions/what-is-weave-dental) - 2 comments

### [ModMed](https://www.g2.com/products/modmed/reviews)

At ModMed®, we empower our customers with an integrated, AI-powered suite of software and services designed to support the clinical, operational, and financial aspects of their practice. Our on-staff physicians collaborate closely with our software engineers to develop intelligent, specialty-specific solutions for allergy, dermatology, gastroenterology, OBGYN, ophthalmology, orthopedics, otolaryngology, pain management, plastic surgery, podiatry, and urology practices—as well as ambulatory surgery centers for ophthalmology and gastroenterology. This physician-led approach allows us to embed deep medical domain expertise into our technology, helping address the specific challenges practices face across a wide range of specialties. Our flagship product EMA®, a cloud-based electronic health records system, adapts to each doctor’s style of practice, remembering preferences and automatically suggesting exam notes and suggested billing codes. When used on a tablet, EMA offers special touch and swipe gestures to rapidly build patient profiles, diagnoses, treatment programs and billing. EMA integrates seamlessly with our full range of products and services—including Practice Management, Revenue Cycle Management, Telehealth, Inventory Management, and patient engagement tools such as online payments and scheduling. Together, these solutions form an intelligent, all-in-one system that helps eliminate departmental silos, enhances team collaboration, and improves visibility across the entire practice. The Result With our AI-powered, cloud-based platform and mobile touch-screen capabilities, ModMed’s intuitive end-to-end system helps physicians save time on administrative tasks and focus more on what matters most—delivering better patient outcomes.

**Average Rating:** 4.5/5.0

**Total Reviews:** 362

#### How Do G2 Users Rate ModMed?

- **Workflow Management:** 8.3/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 7.9/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ModMed?

- **Seller:** [ModMed](https://www.g2.com/sellers/modmed)
- **Company Website:** www.modmed.com
- **Year Founded:** 2010
- **HQ Location:** Boca Raton, Florida
- **Twitter:** @modmed  
4,166 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e243b7154fd8c8c56a1d3b89fd30a8903023e9c3856a2d8785e5a643d15fd848&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1133049%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,323 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Practice Manager, Medical Assistant
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 46% Small, 28% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find ModMed to be **exceptionally easy to use** , streamlining workflows and enhancing patient documentation in dermatology practices.
- Users value the **efficiency of ModMed** , noting simplified workflows, seamless scheduling, and enhanced operations in dermatology practices.
- Users value **workflow efficiency** with ModMed, enjoying seamless integration for EMR, billing, and scheduling in dermatology practices.
- Users praise ModMed for its **specialized focus on dermatology** , enhancing efficiency and user satisfaction significantly in practice.
- Users value the **easy initial setup** of ModMed, appreciating the time saved for a seamless transition in workflow.

##### Cons

- Users face challenges with **poor system functionality** , leading to complications in tracking and data accuracy.
- Users find **missing features** in ModMed, including inadequate customization and essential functionalities not meeting their needs.
- Users find the **difficult setup** of ModMed demanding, especially for new users navigating complex workflows.
- Users find ModMed's features **limited and underdeveloped** , often requiring add-ons for essential functionalities and customization.
- Users find the **inadequate reporting** features frustrating, as matching data and timely updates are often problematic.

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

**["Easy-to-Use, Dependable EHR That Keeps Documentation Efficient"](https://www.g2.com/survey_responses/modmed-review-12939506)**

**Rating:** 4.5/5.0 stars

_— Alisha J._

[Read full review](https://www.g2.com/survey_responses/modmed-review-12939506)

**["All-in-One ModMed Platform That Streamlines Check-In and Saves Time"](https://www.g2.com/survey_responses/modmed-review-12914418)**

**Rating:** 5.0/5.0 stars

_— Berenice A._

[Read full review](https://www.g2.com/survey_responses/modmed-review-12914418)

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

- [What do you like most about ModMed for healthcare management, and what would you suggest improving?](https://www.g2.com/discussions/what-do-you-like-most-about-modmed-for-healthcare-management-and-what-would-you-suggest-improving)
- [What is ModMed used for?](https://www.g2.com/discussions/what-is-modmed-used-for) - 1 comment
- [What is Modmed boost?](https://www.g2.com/discussions/what-is-modmed-boost) - 1 comment
- [What is EMA software?](https://www.g2.com/discussions/what-is-ema-software)
- [What is EMA modernizing medicine?](https://www.g2.com/discussions/what-is-ema-modernizing-medicine)

### [eClinicalWorks](https://www.g2.com/products/eclinicalworks/reviews)

eClinicalWorks® (eCW), a leading healthcare IT company, provides innovative software solutions to healthcare providers of all types, including health centers, ASCs, urgent care, and more. eCW has been a trusted partner in the healthcare industry since 1999, with over 180,000 physicians and more than one million medical professionals using their solutions. eCW EMR is a comprehensive, secure, scalable, intelligent cloud solution that allows providers to access their data from anywhere at any time. It features cutting-edge technology that help you develop processes and strategies to improve office efficiencies. These “AI assistants” include PRISMA, a health information search engine that brings together patient records from a variety of healthcare systems; Scribe, an automated documentation tool that saves time and enhances accuracy; and Eva, a virtual assistant that gives providers access to patient histories, health records, and scheduling at the point of care. These features streamline workflows and automate administrative tasks so providers can focus more on patient care. eCW RCM and billing services allow healthcare providers to streamline billing processes and improve their bottom line. Whether providers manage their billing in-house or outsource it to eCW, they can be assured of high-quality services and achieve up to a 98% or higher first-pass acceptance rate. The in-office billing solutions provide increased control over the billing process, improved accuracy and efficiency, and reduced costs associated with outsourcing. Providers can also automate their billing solutions using bots, which can help reduce administrative burdens and improve accuracy. For providers who prefer to outsource their billing, eCW services provide experienced billing professionals who use the latest technology and best practices to ensure timely and accurate billing while providing comprehensive reporting and analytics to help providers manage their revenue cycle. eCW offers patient engagement tools that benefit front office staff and healthcare providers. For front office staff, online check-in and online appointment booking tools can significantly reduce administrative burdens and improve patient satisfaction. For healthcare providers, tools such as Patient Portal, Messenger, healow Pay, and telehealth can improve care coordination, enhance the patient experience, and provide virtual care options. With the rise of Value-Based Care, the healthcare industry has shifted its focus from quantity to quality of care. Providers are now incentivized to deliver high-quality care that produces positive patient outcomes rather than focusing on more services. This shift has also created new challenges, particularly in care coordination, coding, and population health management. eCW bridges these gaps by offering tools including HEDIS, Chronic Care Management, Transition Care Management, Care Plan Oversight, and Remote Patient Monitoring, enabling providers to better manage patient populations, and improve care coordination. These tools help providers deliver high-quality care that meets the needs of both patients, providers, and payers, positioning them for success in the Value-Based Care landscape. eCW offers a comprehensive suite of healthcare IT solutions that help providers deliver high-quality care while improving practice efficiency and revenue cycle management.

**Average Rating:** 3.7/5.0

**Total Reviews:** 158

#### How Do G2 Users Rate eClinicalWorks?

- **Workflow Management:** 8.2/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.9/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind eClinicalWorks?

- **Seller:** [eClinicalWorks](https://www.g2.com/sellers/eclinicalworks)
- **Year Founded:** 1999
- **HQ Location:** Westborough, MA
- **Twitter:** @eClinicalWorks  
21,008 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8b70da2e0cc30cf0df789afc18ebf61eb6be06aa100e36c0f242ea5068897db&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F21867%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,417 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Medical Assistant
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 52% Small, 32% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of eClinicalWorks, finding it user-friendly and efficient for their needs.
- Users appreciate the **easy-to-use interface** of eClinicalWorks, enhancing workflow and focus with helpful features.
- Users appreciate the **easy accessibility** of eClinicalWorks, enhancing focus and efficiency in small businesses.
- Users value the **efficient appointment scheduling** with eClinicalWorks, keeping all medical documents updated and accessible.
- Users appreciate the **booking ease** of eClinicalWorks, ensuring seamless appointment scheduling and up-to-date documents.

##### Cons

- Users find the **slow loading times** of eClinicalWorks frustrating, impacting productivity and overall experience during multitasking.
- Users experience **slow performance** with eClinicalWorks, often facing lags and frequent automatic logouts while multitasking.
- Users experience **system instability** with eClinicalWorks, facing lag and automatic logouts that hinder multitasking efficiency.
- Users often face **technical issues** with eClinicalWorks, experiencing lagging, automatic logouts, and inefficient updates.
- Users often face **login issues** , including automatic logouts and frustrating lag times affecting their workflow.

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

**["Versatile EHR for Clinical Operations, Care Coordination, and Population Health"](https://www.g2.com/survey_responses/eclinicalworks-review-12750469)**

**Rating:** 4.5/5.0 stars

_— Reneisha H._

[Read full review](https://www.g2.com/survey_responses/eclinicalworks-review-12750469)

**["Comprehensive EHR Solution, Streamlines Workflows Efficiently"](https://www.g2.com/survey_responses/eclinicalworks-review-13094240)**

**Rating:** 4.5/5.0 stars

_— Akash C._

[Read full review](https://www.g2.com/survey_responses/eclinicalworks-review-13094240)

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

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

### [Curogram](https://www.g2.com/products/curogram/reviews)

Curogram is an all-in-one, HIPAA-compliant patient engagement and communication platform that seamlessly integrates with virtually any Electronic Medical Record (EMR) . Designed for medical offices, it simplifies front-office operations, boosts revenue, and significantly enhances the patient experience

**Average Rating:** 4.8/5.0

**Total Reviews:** 99

#### How Do G2 Users Rate Curogram?

- **Workflow Management:** 9.6/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.6/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Curogram?

- **Seller:** [Curogram](https://www.g2.com/sellers/curogram)
- **Company Website:** curogram.com
- **Year Founded:** 2016
- **HQ Location:** Newport Beach, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d09b4a4a7f04f42a3deeb85c95960cfa03a885a7345453c7a57b3c4219456cc4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcurogram%2F&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Office Manager
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 73% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Curogram, enhancing patient communication and streamlining daily operations effectively.
- Users appreciate the **efficient patient communication** of Curogram, which streamlines workflows and enhances engagement.
- Users value Curogram for its **simple and effective patient communication** , enhancing engagement and streamlining workflows effortlessly.
- Users appreciate the **efficient communication** facilitated by Curogram, enhancing workflows and reducing phone call reliance.
- Users value Curogram's **responsive customer support** , which enhances their experience and simplifies communications.

##### Cons

- Users face **texting issues** with Curogram, including message routing errors and missing phone call capabilities that hinder communication.
- Users express concern over **inadequate reporting** , citing limited customization and integration that impact overall utility.
- Users face **messaging issues** with Curogram, including lag and misrouted messages that disrupt workflow and communication.
- Users highlight **poor integration** , noting difficulties with EMR compatibility and the need for improved workflows across platforms.
- Users note **poor reporting** capabilities, as many functions require support, limiting efficient self-service and integration.

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

**["Effortless Patient Communication, Needs Better Merging"](https://www.g2.com/survey_responses/curogram-review-12793642)**

**Rating:** 5.0/5.0 stars

_— Kevin M._

[Read full review](https://www.g2.com/survey_responses/curogram-review-12793642)

**["Streamlined Patient Communication and Seamless Integration as well as Speedy Resolution of Issues"](https://www.g2.com/survey_responses/curogram-review-12667095)**

**Rating:** 5.0/5.0 stars

_— Michelle M._

[Read full review](https://www.g2.com/survey_responses/curogram-review-12667095)

### [Adit](https://www.g2.com/fr/products/adit/reviews)

Adit est une plateforme de gestion de cabinet entièrement intégrée qui simplifie les opérations, la communication et l'engagement des patients dans le secteur de la santé. Avec des fonctionnalités avancées de VoIP comme l'identification de l'appelant patient, l'accès mobile, les textos pour appels manqués et la communication à numéro unique, les équipes restent connectées. Les formulaires numériques intelligents d'Adit se synchronisent avec les DME, s'assignent automatiquement en fonction du type de rendez-vous et déclenchent des rappels d'antécédents médicaux. Les paiements sont simplifiés avec des plans flexibles, le paiement par texto et la publication automatique dans le grand livre. Le rappel des patients est optimisé avec des rappels automatiques, des envois de masse de textos et des campagnes par e-mail. Les analyses révèlent les tendances des absences, les lacunes de rappel et les informations sur les revenus. Les vérifications d'assurance sont automatisées, Adit extrait les horaires, collecte les informations manquantes des patients et synchronise les données dans le dossier du patient. Avec des flux de travail personnalisables, des flux d'appels et un suivi de l'acceptation des traitements, Adit apporte de la clarté à la complexité et aide les cabinets à se développer en toute confiance. Il est temps d'échanger tous vos outils de gestion de cabinet pour un seul.

**Average Rating:** 4.8/5.0

**Total Reviews:** 94

#### How Do G2 Users Rate Adit?

- **Gestion des flux de travail:** 9.4/10 (Category avg: 8.9/10)
- **the product a-t-il été un bon partenaire commercial?:** 9.3/10 (Category avg: 8.7/10)
- **Gestion de la satisfaction des patients:** 9.4/10 (Category avg: 8.5/10)
- **Communications avec les patients:** 9.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Adit?

- **Vendeur:** [Adit](https://www.g2.com/fr/sellers/adit)
- **Année de fondation:** 2013
- **Emplacement du siège social:** Remote, US
- **Twitter:** @aditadv  
100 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7f2cf42076586352a6ec09a6af8fe929841a040ebdd44c19c388074fdbae376&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9319466&secure%5Burl_type%5D=linkedin_company_website)  
562 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Responsable de bureau, Dentiste
- **Top Industries:** Soins hospitaliers et de santé, Santé, bien-être et fitness
- **Company Size:** 82% Small, 4% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs louent Adit pour sa **facilité d'utilisation** , améliorant la communication avec les patients et rationalisant la planification des rendez-vous de manière transparente.
- Les utilisateurs apprécient Adit pour sa **communication efficace avec les patients** , améliorant les connexions et rationalisant considérablement les flux de travail au bureau.
- Les utilisateurs apprécient Adit pour ses **outils de communication fantastiques** , améliorant l'engagement des patients et rationalisant la gestion des rendez-vous.
- Les utilisateurs apprécient Adit pour sa **communication améliorée avec les patients** , améliorant les confirmations de rendez-vous et réduisant efficacement les absences.
- Les utilisateurs apprécient grandement la **communication par texto efficace** d'Adit, ce qui améliore considérablement l'engagement des patients et la planification des rendez-vous.

##### Cons

- Les utilisateurs ont rencontré des **problèmes techniques** avec Adit, y compris des problèmes d'intégration et des limitations dans le traitement des paiements qui entravent la productivité.
- Les utilisateurs trouvent qu'Adit a **des fonctionnalités limitées** , manquant de fonctionnalités essentielles qu'ils appréciaient auparavant, ce qui cause des inconvénients et des coûts supplémentaires.
- Les utilisateurs signalent des **problèmes de messagerie** avec Adit, entraînant des textes accidentels et des dysfonctionnements occasionnels perturbant la communication.
- Les utilisateurs trouvent que **la convivialité du système est incohérente** et suggèrent des améliorations pour une expérience plus intuitive et un meilleur support.
- Les utilisateurs rencontrent des **problèmes d'appel** avec Adit, y compris des bugs et des interférences qui perturbent les opérations quotidiennes et la communication.

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

**["Adit est génial !"](https://www.g2.com/fr/survey_responses/adit-review-12921822)**

**Rating:** 5.0/5.0 stars

_— Courtney L._

[Read full review](https://www.g2.com/fr/survey_responses/adit-review-12921822)

**["Adit : Service client exceptionnel et communication fluide"](https://www.g2.com/fr/survey_responses/adit-review-13148044)**

**Rating:** 5.0/5.0 stars

_— Jennifer H._

[Read full review](https://www.g2.com/fr/survey_responses/adit-review-13148044)

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

- [À quoi sert Adit ?](https://www.g2.com/fr/discussions/what-is-adit-used-for)

### [NexHealth](https://www.g2.com/fr/products/nexhealth/reviews)

NexHealth est la plateforme d'expérience patient qui offre une véritable automatisation des pratiques. Nous vous aidons à éliminer les tâches fastidieuses qui ralentissent votre équipe et les maintiennent attachés à la réception. Notre technologie propriétaire Synchronizer se synchronise directement avec votre système de dossiers de santé en temps réel, avec des mises à jour apparaissant en secondes, pas en minutes ou en heures. Cette synchronisation unique et fiable signifie que vous pouvez réellement automatiser chaque étape du parcours patient, de la réservation au paiement, sans les erreurs et les retards courants sur d'autres plateformes. Notre logiciel de réservation de patients vous aide à remplir le calendrier sans appels téléphoniques interminables. La réservation en ligne en temps réel permet aux patients de prendre rendez-vous 24h/24 et 7j/7, tandis que notre liste d'attente automatisée comble les annulations de dernière minute en quelques minutes. Ramenez les patients pour les soins dont ils ont besoin avec des messages de rappel de patients automatisés. Nos liens de réservation en un clic uniques facilitent la prise de rendez-vous de suivi par SMS ou email sans portail patient, économisant à votre équipe des heures de contact manuel et ravissant les patients avec moins d'étapes pour prendre un rendez-vous. Gérez l'ensemble de votre processus d'admission des patients avec notre logiciel de formulaires numériques conforme à la HIPAA qui élimine le besoin de paperasse et de saisie manuelle de données. Nous numérisons vos formulaires existants pour vous ou vous pouvez facilement créer les vôtres avec le puissant créateur de formulaires. Capturez toutes les données dont vous avez besoin - du consentement, de l'historique, des paiements, et plus encore. Les informations des patients se synchronisent automatiquement avec leur dossier dans votre EHR, vous faisant gagner des heures de temps et réduisant les erreurs de données. Restez à l'heure avec des patients qui se présentent avec leurs formulaires d'admission déjà remplis en envoyant automatiquement les bons formulaires avant chaque rendez-vous. Ensuite, NexHealth vous aide à éliminer le jeu du téléphone avec une suite complète de communication avec les patients. Automatisez tout, des séquences de rappels de rendez-vous personnalisables qui réduisent les absences aux demandes d'avis après les rendez-vous qui boostent votre réputation en ligne en utilisant les retours de vos patients les plus satisfaits. Notre messagerie bidirectionnelle conforme à la HIPAA permet à votre équipe de texter directement avec les patients, mettant fin au jeu du téléphone pour de bon. Enfin, soyez payé plus rapidement avec des terminaux en cabinet et des demandes de paiement numériques qui se synchronisent avec votre registre EHR. Vous pouvez collecter les soldes impayés avec des demandes de paiement par SMS et email simples qui rendent le paiement pratique pour les patients. Ledger Sync montre instantanément qui a un solde et enregistre automatiquement les paiements dans le dossier du patient avec l'attribution correcte du prestataire et de la procédure, économisant des heures précieuses de temps administratif chaque semaine. Libérez votre équipe des tâches répétitives afin qu'elle puisse se concentrer sur ce qui compte le plus : les patients. Commencez avec une facturation flexible, mois par mois, et sans contrats à long terme.

**Average Rating:** 4.8/5.0

**Total Reviews:** 127

#### How Do G2 Users Rate NexHealth?

- **Gestion des flux de travail:** 9.3/10 (Category avg: 8.9/10)
- **the product a-t-il été un bon partenaire commercial?:** 9.6/10 (Category avg: 8.7/10)
- **Gestion de la satisfaction des patients:** 9.5/10 (Category avg: 8.5/10)
- **Communications avec les patients:** 9.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind NexHealth?

- **Vendeur:** [Nex Health](https://www.g2.com/fr/sellers/nex-health)
- **Site Web de l'entreprise:** nexhealth.com
- **Année de fondation:** 2017
- **Emplacement du siège social:** San Francisco, California
- **Twitter:** @nexhealthHQ  
2,139 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dfaa14535ea9887ca2b7523601d44f57d67684c29ffabf3887e8c9fb4fb14ba2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5366106%2F&secure%5Burl_type%5D=linkedin_company_website)  
190 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Responsable de bureau, Dentiste
- **Top Industries:** Soins hospitaliers et de santé, Pratique médicale
- **Company Size:** 90% Small, 9% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** de NexHealth, facilitant une communication fluide et un traitement des paiements efficace.
- Les utilisateurs louent le **support client réactif** de NexHealth, appréciant l'assistance rapide et les solutions de communication efficaces.
- Les utilisateurs apprécient les **outils de communication efficaces** de NexHealth, améliorant considérablement l'efficacité et l'interaction avec les patients dans les pratiques.
- Les utilisateurs apprécient la **commodité des formulaires en ligne** avec NexHealth, améliorant l'efficacité dans la gestion des interactions avec les patients.
- Les utilisateurs apprécient la **facilité de communication avec les patients** offerte par NexHealth, ce qui améliore les relations et facilite des interactions efficaces.

##### Cons

- Les utilisateurs rencontrent des **problèmes de messagerie** avec NexHealth, subissant des désagréments et des inefficacités en raison du manque d'automatisation et de la navigation complexe.
- Les utilisateurs rencontrent souvent des **problèmes techniques** tels que des ralentissements et des problèmes de synchronisation, ce qui affecte l'efficacité du paiement et l'expérience utilisateur.
- Les utilisateurs trouvent **des fonctionnalités limitées** dans NexHealth, rendant les tâches lourdes et nécessitant de multiples solutions de contournement pour l'efficacité.
- Les utilisateurs trouvent la **gestion des rendez-vous difficile** en raison d'une navigation encombrante et d'un manque de génération automatique de messages.
- Les utilisateurs rencontrent souvent des **problèmes de synchronisation de calendrier** qui entraînent des informations manquantes et des difficultés techniques.

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

**["Options flexibles d'assurance, de carte de crédit et de messagerie dans Nexhealth"](https://www.g2.com/fr/survey_responses/nexhealth-review-12954504)**

**Rating:** 4.0/5.0 stars

_— Shawn M._

[Read full review](https://www.g2.com/fr/survey_responses/nexhealth-review-12954504)

**["Solution de cabinet dentaire conviviale et économe en temps"](https://www.g2.com/fr/survey_responses/nexhealth-review-13187028)**

**Rating:** 5.0/5.0 stars

_— Kelsie H._

[Read full review](https://www.g2.com/fr/survey_responses/nexhealth-review-13187028)

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

- [How do you use Nexhealth?](https://www.g2.com/fr/discussions/how-do-you-use-nexhealth)
- [How many employees does NexHealth have?](https://www.g2.com/fr/discussions/how-many-employees-does-nexhealth-have)
- [Is NexHealth secure?](https://www.g2.com/fr/discussions/is-nexhealth-secure)
- [What does NexHealth do?](https://www.g2.com/fr/discussions/what-does-nexhealth-do)

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

Pabau is the all-in-one practice management platform built to help healthcare clinics and med spas run smarter, grow faster, and deliver outstanding client care. Trusted by over 3500 practices worldwide, Pabau acts as your mission control – combining powerful revenue-driving tools with smart automations that save time and reduce admin. From integrated payments and card-on-file charging to EMRs, charting, calendars, online bookings, inventory tracking, and before-and-after photo storage – everything you need is in one place. Automate pre-care and after-care emails, send appointment reminders via SMS or email, manage your reputation, and run multi-location operations effortlessly. With Pabau, you’ll spend less time on admin and more time doing what you do best – while your marketing runs in the background.

**Average Rating:** 4.7/5.0

**Total Reviews:** 313

#### How Do G2 Users Rate Pabau Practice Management?

- **Workflow Management:** 9.3/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.2/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.4/10 (Category avg: 8.8/10)

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

- **Seller:** [Pabau](https://www.g2.com/sellers/pabau)
- **Year Founded:** 2012
- **HQ Location:** London, England
- **Twitter:** @PabauCRM  
653 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a1e62291661305829baabe76291111dfe0d0442e9aff3494b1e26cb6ab61abac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpabau-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
167 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, Doctor
- **Top Industries:** Medical Practice, Health, Wellness and Fitness
- **Company Size:** 99% Small, 1% Medium

#### What Do G2 Reviewers Say About Pabau Practice Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **amazing customer support** of Pabau, highlighting their genuine investment in user success and assistance.
- Users find Pabau Practice Management to be **incredibly easy to use** , integrating multiple functionalities effortlessly for convenience.
- Users find the team at Pabau to be **very helpful** , ensuring a smooth onboarding experience with extensive support.
- Users commend the **exceptional staff support** at Pabau, noting their dedication and thorough assistance in meeting business needs.
- Users value the **wide range of easy-to-use features** in Pabau Practice Management that enhance clinic operations.

##### Cons

- Users face occasional **technical issues** , including system errors and glitches, which can disrupt their experience with Pabau.
- Users find the setup **slightly confusing** , yet appreciate the helpful staff and regular guidance through the process.
- Users find the **difficult setup** of Pabau Practice Management frustrating, despite helpful staff and ongoing support.
- Users find the **difficult learning process** with Pabau challenging, especially with non-intuitive features that need training.
- Users find the **limited features** on Pabau Practice Management hinder intuitive use and require additional training for efficiency.

#### What Are Recent G2 Reviews of Pabau Practice Management?

**["An All-in-One Platform That Continues to Improve Our Practice"](https://www.g2.com/survey_responses/pabau-practice-management-review-13074761)**

**Rating:** 5.0/5.0 stars

_— Verified User in Cosmetics_

[Read full review](https://www.g2.com/survey_responses/pabau-practice-management-review-13074761)

**["Seamless All-in-One Clinic System with Great Pabau Support"](https://www.g2.com/survey_responses/pabau-practice-management-review-12789827)**

**Rating:** 5.0/5.0 stars

_— Nicole F._

[Read full review](https://www.g2.com/survey_responses/pabau-practice-management-review-12789827)

#### What Are G2 Users Discussing About Pabau Practice Management?

- [What do you like most about Pabau for managing your medical practice, and what improvements would you suggest?](https://www.g2.com/discussions/what-do-you-like-most-about-pabau-for-managing-your-medical-practice-and-what-improvements-would-you-suggest)

### [Phreesia](https://www.g2.com/products/phreesia/reviews)

Phreesia’s award-winning, AI-powered platform helps practices and health systems expand capacity, streamline workflows, accelerate collections and deliver modern patient experiences—without adding staff. Trusted by 4,700 healthcare organizations: With 20+ years of experience, Phreesia powers 1 in 6 U.S. patient visits (180M+ annually) and is proven to drive measurable operational and financial improvements. Highly recommended: 9 in 10 clients would recommend Phreesia. With Phreesia, you can: • Let AI handle inbound and outbound calls so your staff doesn’t have to. Automate scheduling, prescription refills, recalls, payment outreach, referrals and more with Phreesia VoiceAI—your 24/7 AI agent. • Expand your capacity and streamline patient intake: Across our network, 85% of patients check themselves in, saving 5+ minutes of staff time per visit. Maximize front-office efficiency by digitally collecting patient information, consents and medical history and more before the visit. • Get paid more, faster with flexible payment options, including Apple Pay® and Google Pay™, online payments, payment plans, card on file and more. 80%+ of patients pay their copay at point of service with Phreesia. • Eliminate paper statements—Phreesia automatically sends patients itemized digital statements as soon as their EOB is ready, helping practices get paid 4x faster. • Make scheduling effortless by letting patients self-schedule appointments on their own time. Phreesia VoiceAI handles scheduling calls and outreach, while automated reminders reduce no-shows and Appointment Accelerator® automatically fills open slots. • Reduce denials and save staff time with automated, AI-enabled eligibility and benefits verification. Phreesia confirms coverage instantly, selects the correct copay, flags out-of-network status and gives patients visibility into their benefits—helping you prevent errors, collect sooner and improve the patient experience. Let’s face it, registration = revenue. • Acquire new patients at no added cost with MediFind—our free clinician finder helps your practice get discovered and enables patients to seamlessly book appointments through embedded self-scheduling. • Close gaps in care with our robust library of clinical screening tools and customizable patient outreach messaging options. Double the number of clinical screenings you conduct by administering them automatically with Phreesia. • Engage patients in their care and provide the modern, convenient experience they expect. Across our network, 96% of patients are satisfied with their Phreesia experience. You’ll also benefit from: Actionable analytics: Gain deeper insights into intake patterns, revenue cycle metrics, appointment workflows, clinical performance and more. Privacy and security: We’re honored to have our efforts recognized with many of the industry’s most well-known certifications, including: • HITRUST CSF Certification • Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider • Security Organization Control (SOC) 2 Type 2 • PCI Point-to-Point Encryption (P2PE) “Every Phreesia product helps the business do better and generate more revenue—it’s such a beautiful rhythm. Our patient population has grown tremendously, our staff is fully utilized, and we’re able to fully engage with our patients and meet them where they want to be met. We really couldn’t do it all without Phreesia.” -Liz Galvan, Practice Manager, MyOBGYN

**Average Rating:** 3.9/5.0

**Total Reviews:** 44

#### How Do G2 Users Rate Phreesia?

- **Workflow Management:** 9.7/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.8/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Phreesia?

- **Seller:** [Phreesia](https://www.g2.com/sellers/phreesia)
- **Year Founded:** 2005
- **HQ Location:** Wilmington, DE
- **Twitter:** @phreesia  
1,542 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8a7f3916ebc8e908dadb36fcd3bec30d507f110c78ad975b0a5bb1d98ba5492&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64726%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,519 employees on LinkedIn®
- **Ownership:** NYSE: PHR

#### Who Uses This Product?

- **Who Uses This:** Office Manager
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 56% Small, 38% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Phreesia, enjoying its user-friendly interface and efficient scheduling features.
- Users appreciate the **time-saving features** of Phreesia, significantly reducing check-in durations and streamlining scheduling processes.
- Users praise the **exceptional customer support** of Phreesia, noting responsiveness and proactive assistance throughout implementation and beyond.
- Users value the **intuitive and customizable features** of Phreesia, enhancing patient intake and communication efficiency.
- Users appreciate the **efficiency** of Phreesia, significantly reducing check-in times and enhancing overall productivity.

##### Cons

- Users note a **steep learning curve** for new features and training that could be more structured and cohesive.
- Users often face **technical issues** with integration and system usability, impacting efficiency and functionality negatively.
- Users report a **training deficiency** with Phreesia, finding the onboarding process and materials disorganized and challenging.
- Users find the **difficult setup** of Phreesia challenging, often leading to overwhelming experiences and persistent issues.
- Users face **insufficient guidance** in navigating Phreesia University, making it difficult to piece together training effectively.

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

**["Empowers Remote Work with Ease"](https://www.g2.com/survey_responses/phreesia-review-12113577)**

**Rating:** 5.0/5.0 stars

_— Maripat E._

[Read full review](https://www.g2.com/survey_responses/phreesia-review-12113577)

**["Streamlined Patient Process with Ease of Use"](https://www.g2.com/survey_responses/phreesia-review-11700601)**

**Rating:** 5.0/5.0 stars

_— Karen H._

[Read full review](https://www.g2.com/survey_responses/phreesia-review-11700601)

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

- [What is phreesia check-in system?](https://www.g2.com/discussions/what-is-phreesia-check-in-system)
- [What is AR management phreesia?](https://www.g2.com/discussions/what-is-ar-management-phreesia)
- [What is phreesia?](https://www.g2.com/discussions/what-is-phreesia)
- [What is patient intake software?](https://www.g2.com/discussions/what-is-patient-intake-software) - 1 comment

### [Zanda (formerly Power Diary)](https://www.g2.com/products/zanda-formerly-power-diary/reviews)

Zanda is an all-in-one practice management system, built to save time, reduce stress, and keep you in control. - Calendar management: scheduling, waitlist, automated appointment reminders, and confirmations. - Documentation: customizable clinical note templates, AI-powered session transcription and refinement, and online forms. - Client portal with online booking, reschedule and cancellation options, plus online payments, access to invoices, online forms, and Telehealth. Accepting waitlist requests. - Automations: invoicing, appointment follow-ups, recalls, new client communication, and more. - Practice Notifications and Team Communication Hub, and in-platform Practice Operations Manual Built for solo practitioners and large clinics alike, Zanda supports a wide range of professionals, including psychologists, physiotherapists, speech therapists, chiropractors, counselors, and other allied health providers. To give you peace of mind, Zanda offers a 12-month Money-Back Guarantee and delivers top-tier support, including free data import. New releases: - Scored Forms (Online Forms enhancement) - This makes it easier to track client progress over time using standard outcome measures or custom assessments, without manual calculations or external tools. - Client Progress Reports - Users get a quick overview of progress alongside the ability to explore the full context behind each result, helping them stay informed and make more confident clinical decisions. - Practitioner Utilisation Report - It gives practice managers and owners immediate visibility into how practitioner time is used, helping them identify underutilized staff, quantify the impact of cancellations, and make better scheduling and revenue decisions.

**Average Rating:** 4.7/5.0

**Total Reviews:** 294

#### How Do G2 Users Rate Zanda (formerly Power Diary)?

- **Workflow Management:** 10.0/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Zanda (formerly Power Diary)?

- **Seller:** [Zanda](https://www.g2.com/sellers/zanda)
- **Company Website:** zandahealth.com
- **Year Founded:** 2010
- **HQ Location:** Ballarat, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7338f0bde833c2293f96a15090d4ecfe5cc95a8a2e623f85ae220ae6b3e22b78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpower-diary%2F&secure%5Burl_type%5D=linkedin_company_website)  
70 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Psychologist, Director
- **Top Industries:** Mental Health Care, Health, Wellness and Fitness
- **Company Size:** 94% Small, 1% Medium

#### What Do G2 Reviewers Say About Zanda (formerly Power Diary)?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Zanda, enjoying its simple setup and seamless all-in-one integration.
- Users value the **responsive and helpful customer support** at Zanda, enhancing their overall experience and satisfaction.
- Users find the **setup ease** of Zanda incredibly valuable, simplifying onboarding and enhancing the overall user experience.
- Users value Zanda's **clear scheduling and integration** , enhancing appointment management and financial tracking effortlessly.
- Users find Zanda's **helpful customer support** and user-friendly features invaluable for efficient practice management.

##### Cons

- Users find the **automation setup unclear** , leading to inefficiencies and needing to manage multiple platforms for billing.
- Users experience **limited features** in Zanda, particularly with room bookings and integration options, affecting workflow efficiency.
- Users express frustration with the **lack of functionality for room bookings** , hindering seamless scheduling and management.
- Users often face **complex setup** challenges with Zanda, leading to frustration and a steep learning curve.
- Users face **payment issues** with Zanda, including lack of automation and limited access for admin staff.

#### What Are Recent G2 Reviews of Zanda (formerly Power Diary)?

**["Customizable and Cost-Effective Practice Management"](https://www.g2.com/survey_responses/zanda-formerly-power-diary-review-12258829)**

**Rating:** 5.0/5.0 stars

_— Vernon K._

[Read full review](https://www.g2.com/survey_responses/zanda-formerly-power-diary-review-12258829)

**["Powerdiary is like having an assistant"](https://www.g2.com/survey_responses/zanda-formerly-power-diary-review-5314178)**

**Rating:** 4.5/5.0 stars

_— Karen M._

[Read full review](https://www.g2.com/survey_responses/zanda-formerly-power-diary-review-5314178)

#### What Are G2 Users Discussing About Zanda (formerly Power Diary)?

- [What does Power Diary do?](https://www.g2.com/discussions/what-does-power-diary-do) - 1 comment
- [Is there an app for power diary?](https://www.g2.com/discussions/is-there-an-app-for-power-diary) - 3 comments
- [What is the purpose of practice management software?](https://www.g2.com/discussions/what-is-the-purpose-of-practice-management-software)
- [What is power dairy?](https://www.g2.com/discussions/what-is-power-dairy) - 1 comment

### [Carepatron](https://www.g2.com/products/carepatron/reviews)

Carepatron is a comprehensive practice management software solution designed to assist healthcare teams in effectively managing their operations and enhancing patient care. This platform caters to a wide range of healthcare professionals, including solo practitioners and larger teams, by providing an integrated suite of tools that streamline various aspects of practice management. Targeted at healthcare providers who seek to optimize their workflows, Carepatron offers functionalities such as online booking, electronic health records, task management, note-taking, secure messaging, video consultations, and artificial intelligence features. This all-in-one solution is particularly beneficial for practitioners looking to reduce administrative burdens and focus more on patient care. By centralizing these essential functions, Carepatron allows healthcare teams to operate more efficiently, regardless of their size or specialization. One of the standout features of Carepatron is its user-friendly interface, which allows for easy customization. Healthcare providers can tailor the software to meet their specific needs with just a few clicks, ensuring that the system aligns with their practice's unique workflows. This flexibility is crucial for practices that may have varying requirements based on their patient demographics or service offerings. Additionally, the platform's design promotes seamless communication among team members, enhancing collaboration and improving overall service delivery. Carepatron also prioritizes patient engagement by facilitating online booking and secure messaging, which can lead to increased patient satisfaction and retention. The inclusion of video consultation capabilities further expands access to care, allowing practitioners to reach patients who may have difficulty attending in-person appointments. By integrating these features, Carepatron not only enhances operational efficiency but also contributes to better health outcomes for patients. In summary, Carepatron stands out in the practice management software category by combining a robust set of features with an emphasis on ease of use and customization. Its ability to serve a diverse range of healthcare providers while promoting efficient practice management and improved patient care makes it a valuable tool for any healthcare team looking to enhance their operational effectiveness.

**Average Rating:** 4.5/5.0

**Total Reviews:** 593

#### How Do G2 Users Rate Carepatron?

- **Workflow Management:** 8.5/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.5/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Carepatron?

- **Seller:** [Carepatron](https://www.g2.com/sellers/carepatron)
- **Company Website:** www.carepatron.com
- **Year Founded:** 2018
- **HQ Location:** 408 W 14th Street New York, NY 10014
- **Twitter:** @CarepatronHQ  
292 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8b9d1d011c1e85433bd1a53e905381b744bf1d525fd417b7bd04599b7505856&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcarepatron&secure%5Burl_type%5D=linkedin_company_website)  
51 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Therapist, Owner
- **Top Industries:** Mental Health Care, Health, Wellness and Fitness
- **Company Size:** 90% Small, 4% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Carepatron, finding it intuitive and convenient for managing client bookings seamlessly.
- Users appreciate the **affordable pricing** of Carepatron, making it a budget-friendly choice for professionals.
- Users appreciate the **aesthetic and easy-to-use interface** of Carepatron, enhancing their work experience and productivity.
- Users find the **staff extremely helpful** , enhancing their experience with quick and effective customer support.
- Users appreciate the **efficiency** of Carepatron, noting its seamless booking and automated features that enhance productivity.

##### Cons

- Users express frustration with the **limited features** of Carepatron, affecting efficiency and integration with their professional workflows.
- Users express a desire for **missing features** like customizable emails, improved AI, and additional billing options.
- Users express frustration over the **limited payment processing options** in Carepatron, wishing for more flexibility.
- Users experience various **technical issues** with Carepatron, affecting integration, AI functionality, and overall user-friendliness.
- Users experience **limited customization** options in Carepatron, affecting flexibility in tailoring the system to specific needs.

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

**["Beautiful, Functional Platform With Great AI Tools and Fabulous Support"](https://www.g2.com/survey_responses/carepatron-review-13033877)**

**Rating:** 5.0/5.0 stars

_— Rashad G._

[Read full review](https://www.g2.com/survey_responses/carepatron-review-13033877)

**["Easy Templates Simplify Case Assessments"](https://www.g2.com/survey_responses/carepatron-review-13051702)**

**Rating:** 4.0/5.0 stars

_— Belle K._

[Read full review](https://www.g2.com/survey_responses/carepatron-review-13051702)

### [Agentforce Health (formerly Salesforce Health Cloud)](https://www.g2.com/fr/products/agentforce-health-formerly-salesforce-health-cloud/reviews)

Agentforce Health (anciennement connu sous le nom de Health Cloud) est la plateforme de confiance, connectée et axée sur l'IA pour les soins de santé, construite sur notre plateforme profondément unifiée avec des modèles de données, des flux de travail, une interopérabilité et une conformité spécifiques aux soins de santé. Elle connecte les données cliniques et non cliniques pour alimenter des agents d'IA préconstruits et configurables - vous aidant à réduire l'épuisement professionnel des employés, à étendre l'engagement personnalisé des patients et à accélérer le temps de soins. Mettre les Patients et les Membres en Premier \*Unifiez les données cliniques et non cliniques en un seul profil complet de patient ou de membre avec des modèles de données conçus pour les prestataires et les payeurs \*Offrez des expériences de libre-service fluides avec des applications conviviales pour les Services aux Patients, la Santé Comportementale, la Surveillance des Maladies et la Gestion de Crise \*Stimulez l'engagement des membres et comblez les lacunes de soins avec une segmentation basée sur les données, des soins holistiques, des recommandations intelligentes et une sensibilisation proactive Contenir les Coûts et Améliorer l'Efficacité Opérationnelle. \*Commencez plus rapidement avec Salesforce Go. Découvrez les fonctionnalités que vous possédez déjà, activez-les en un seul clic et configurez-les dans une interface simplifiée pour réduire le temps de mise en valeur \*Naviguez avec confiance en utilisant la dernière interface utilisateur de Salesforce, conçue pour minimiser les frictions pour les équipes cliniques et administratives \*Automatisez la planification, les évaluations, les avantages et la sensibilisation aux soins avec des agents vocaux entrants et sortants prêts pour HIPAA \*Éliminez la saisie manuelle avec Document AI pour extraire et numériser les données cliniques à partir de formulaires \*Réduisez les coûts et accélérez le temps de soins avec des flux de travail de gestion de l'utilisation guidée pour les autorisations préalables, la gestion du réseau de prestataires et la coordination des soins Déployez des Compétences Agentforce Préconstruites Prêtes à l'Emploi \*Prestataire : Récupération des Données EHR des Patients, Vérification de l'Éligibilité et des Avantages, Correspondance des Prestataires, Demandes de Renouvellement de Médicaments, et plus encore \*Payer : Service de Réclamations et Assistance à la Couverture des Membres, Vérification des Avantages, Résumé du Réseau de Prestataires, et plus encore \*Soins à Domicile : Résumé et Recommandations des Patients, Devis, Création d'Avantages et de Budget Configurez et étendez les outils avec des outils low-code/no-code sur la plateforme Agentforce Fournir des Informations Intelligentes au Point de Soins \*Allez au-delà des rapports statiques pour des informations prédictives avec Health Intelligence, propulsé par Tableau \*Permettez aux équipes de soins d'accéder à des informations exploitables, alimentées par l'IA, au point de service \*Soutenez l'engagement des patients et des membres 24/7 avec des agents Agentforce toujours actifs Conformité à Chaque Étape \*Déployez l'IA en toute confiance en utilisant la couche de confiance Agentforce — des garde-fous intégrés masquent les PII/PHI sensibles assurant l'adhésion à HIPAA \*Définissez des autorisations basées sur l'utilisateur pour régir la visibilité des données des patients et des membres Écosystème Ouvert pour l'Interopérabilité \*Étendez les systèmes de santé avec des API alignées sur HL7 FHIR et des intégrations Agentforce MuleSoft avec EHR, CMS, et plus encore \*Ingestez des données structurées et non structurées à partir des systèmes EHR et de réclamations en utilisant Data 360 avec une intégration Zero Copy \*Intégrez de manière transparente avec les produits Agentforce 360 comme Slack, Agentforce Marketing et Tableau

**Average Rating:** 3.9/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate Agentforce Health (formerly Salesforce Health Cloud)?

- **Gestion des flux de travail:** 10.0/10 (Category avg: 8.9/10)
- **the product a-t-il été un bon partenaire commercial?:** 8.9/10 (Category avg: 8.7/10)
- **Gestion de la satisfaction des patients:** 8.3/10 (Category avg: 8.5/10)
- **Communications avec les patients:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Agentforce Health (formerly Salesforce Health Cloud)?

- **Vendeur:** [Salesforce](https://www.g2.com/fr/sellers/salesforce)
- **Site Web de l'entreprise:** www.salesforce.com
- **Année de fondation:** 1999
- **Emplacement du siège social:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 employés sur LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Soins hospitaliers et de santé
- **Company Size:** 43% Large, 32% Medium

#### What Do G2 Reviewers Say About Agentforce Health (formerly Salesforce Health Cloud)?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** d'Agentforce Health, permettant un suivi fluide des données des patients sans changer de système.
- Les utilisateurs apprécient la **vue Patient 360** , qui simplifie le suivi des progrès des patients dans une interface unifiée.
- Les utilisateurs apprécient la **vue Patient 360** pour son intégration transparente, améliorant le flux de travail des cliniciens et la surveillance des patients.
- Les utilisateurs apprécient la **vue Patient 360** , qui simplifie le suivi des données des patients et améliore l'efficacité des cliniciens dans la prestation des soins.
- Les utilisateurs apprécient la **vue Patient 360** pour son suivi fluide des données des patients, améliorant ainsi l'efficacité clinique.

##### Cons

- Les utilisateurs trouvent l' **interface complexe** difficile, nécessitant un effort considérable pour la configuration initiale et le mappage des données.
- Les utilisateurs rencontrent des **temps de chargement lents** , en particulier avec la "Chronologie du patient" pour les patients ayant des données historiques étendues.
- Les utilisateurs rencontrent une **performance lente** avec la chronologie des patients, en particulier avec un historique patient étendu impactant l'efficacité.
- Les utilisateurs sont confrontés à des **limitations logicielles complexes** , notamment lors de la configuration initiale et du chargement lent des données des patients.
- Les utilisateurs trouvent la **configuration initiale trop complexe** , nécessitant un effort substantiel et des middleware pour un mappage de données efficace.

#### What Are Recent G2 Reviews of Agentforce Health (formerly Salesforce Health Cloud)?

**["Examen de Salesforce Health Cloud"](https://www.g2.com/fr/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-9793294)**

**Rating:** 4.5/5.0 stars

_— Vikas S._

[Read full review](https://www.g2.com/fr/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-9793294)

**["Une plateforme robuste pour les données des patients, mais la mise en œuvre est lourde."](https://www.g2.com/fr/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-12128060)**

**Rating:** 4.5/5.0 stars

_— Chintan S._

[Read full review](https://www.g2.com/fr/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-12128060)

#### What Are G2 Users Discussing About Agentforce Health (formerly Salesforce Health Cloud)?

- [Who uses Salesforce health Cloud?](https://www.g2.com/fr/discussions/who-uses-salesforce-health-cloud)
- [What is included in a health Cloud license?](https://www.g2.com/fr/discussions/what-is-included-in-a-health-cloud-license)
- [How is Salesforce used in healthcare?](https://www.g2.com/fr/discussions/how-is-salesforce-used-in-healthcare)
- [What does Salesforce health Cloud do?](https://www.g2.com/fr/discussions/what-does-salesforce-health-cloud-do)

### [Spruce Health](https://www.g2.com/products/spruce-health/reviews)

Spruce Health is an all-in-one HIPAA-compliant platform built for healthcare that puts calls, voicemails, texts, secure messages, fax, video, and telemedicine all in one place. Spruce can power your entire practice's phone system with VoIP phones and phone trees. For advanced practices, Spruce provides an after-hours phone solution, bulk messaging, workflow automation, payments, schedule and saved messages, and EHR integrations.

**Average Rating:** 4.7/5.0

**Total Reviews:** 343

#### How Do G2 Users Rate Spruce Health?

- **Workflow Management:** 8.9/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.2/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Spruce Health?

- **Seller:** [Spruce](https://www.g2.com/sellers/spruce)
- **Company Website:** www.sprucehealth.com
- **Year Founded:** 2013
- **HQ Location:** San Francisco, CA
- **Twitter:** @SpruceHealth  
642 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51a8c1780d3b4798d20b83d7762b3faaba3114a821c58d4356aef9c3742ec1c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fspruce-health%2F&secure%5Burl_type%5D=linkedin_company_website)  
55 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Therapist
- **Top Industries:** Mental Health Care, Health, Wellness and Fitness
- **Company Size:** 98% Small, 1% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Spruce Health, enhancing communication for both providers and clients.
- Users value the **efficiency** of Spruce Health for seamless client communication and secure information handling.
- Users appreciate the **ease of communication** with clients through Spruce Health, enjoying its user-friendly and secure features.
- Users value the **responsive and helpful customer support** of Spruce Health, ensuring quick resolutions and seamless communication.
- Users commend the **efficient patient communication** features of Spruce Health, enhancing connectivity and security in their practice.

##### Cons

- Users find the **limited features** of Spruce Health restrictive, especially regarding client account requirements for HIPAA compliance.
- Users find it frustrating that some features, like auto replies, require a higher tier, limiting overall **functionality**.
- Users find Spruce Health to be **expensive** , especially regarding user fees and additional customization options.
- Users face **messaging issues** due to clients needing accounts for HIPAA compliance, complicating communication and archiving.
- Users express a desire for improved **integration capabilities** , particularly with custom forms and seamless workflow enhancements.

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

**["Spruce Health API Integration (with Keragon) Saved Me Hours Every Month"](https://www.g2.com/survey_responses/spruce-health-review-12876074)**

**Rating:** 5.0/5.0 stars

_— Christoffer L._

[Read full review](https://www.g2.com/survey_responses/spruce-health-review-12876074)

**["Flexible Patient Messaging with Clear Provider Ownership"](https://www.g2.com/survey_responses/spruce-health-review-13181715)**

**Rating:** 5.0/5.0 stars

_— Katelyn S._

[Read full review](https://www.g2.com/survey_responses/spruce-health-review-13181715)

#### What Are G2 Users Discussing About Spruce Health?

- [What is Spruce Health used for?](https://www.g2.com/discussions/what-is-spruce-health-used-for)
- [What does Spruce do?](https://www.g2.com/discussions/spruce-health-what-does-spruce-do)
- [What does Spruce do?](https://www.g2.com/discussions/what-does-spruce-do) - 1 comment
- [What is spruce software?](https://www.g2.com/discussions/what-is-spruce-software) - 1 comment
- [Is Spruce a ERP system?](https://www.g2.com/discussions/is-spruce-a-erp-system) - 10 comments

### [Klara](https://www.g2.com/products/klara/reviews)

Constant phone calls lead to long wait times, fragmented communication, endless phone tag, unhappy patients, and staff burnout. With Klara, medical practices are able to improve their operational efficiency and centralize patient communication channels with a true system of engagement, integrated with the leading EHRs, and used throughout the entire practice. Every touchpoint throughout the patient journey can be automated with Klara, from appointment reminders to post-visit instructions and beyond. Practices can also communicate with third-party healthcare providers, such as pharmacies, to reduce the time it takes for things like prior authorizations to get approved. Improving patient care and collaboration is as easy as texting. Klara is a leader in patient communication and collaboration whose platform empowers patients to take more control of their healthcare experience and practices to increase efficiency. We help HIPAA-compliant healthcare providers effectively communicate with their patients by transforming high phone volume into two-way messaging. Medical practices across specialties such as dermatology, plastic surgery, OBGYN, family and internal medicine, otolaryngology, pediatrics, primary care, and many more use Klara to improve their patient experience while streamlining their internal administrative workflows.

**Average Rating:** 4.6/5.0

**Total Reviews:** 105

#### How Do G2 Users Rate Klara?

- **Workflow Management:** 9.2/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.0/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Klara?

- **Seller:** [Klara](https://www.g2.com/sellers/klara)
- **Company Website:** www.klara.com
- **Year Founded:** 2013
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a136dfcaab706c805cb4c3fc325040525850012ad38737d8ff40f5700f062501&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetklara%2F&secure%5Burl_type%5D=linkedin_company_website)  
89 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 72% Small, 21% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love Klara for its **user-friendly communication** , providing quick and safe interaction with their doctors' offices.
- Users love the **ease of use** of Klara, enjoying seamless communication and customization options for patient interactions.
- Users appreciate the **simplicity of patient communication** with Klara, enjoying easy access and outreach capabilities.
- Users recognize the **efficient texting communication** of Klara, enhancing patient interaction and streamlining operations effectively.
- Users praise the **easy and intuitive interface** of Klara, enhancing productivity and communication with patients.

##### Cons

- Users find Klara's **limited features** frustrating, as it hampers easy use and lacks necessary customization options.
- Users experience significant **communication issues** with Klara, facing difficulties in accessing past conversations and receiving timely support.
- Users face **messaging issues** in Klara, including glitches, unclear messages, and difficulties in managing communications effectively.
- Users struggle with **search issues** in Klara, often unable to find closed conversations or locate patients efficiently.
- Users express frustration with **limited messaging features** , including small texts and lack of customization options.

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

**["Enhanced Patient Communication, Easy Setup"](https://www.g2.com/survey_responses/klara-review-12000889)**

**Rating:** 5.0/5.0 stars

_— Abigail S._

[Read full review](https://www.g2.com/survey_responses/klara-review-12000889)

**["Effortless Patient Communication with Klara"](https://www.g2.com/survey_responses/klara-review-12657112)**

**Rating:** 4.5/5.0 stars

_— KRUNAL P._

[Read full review](https://www.g2.com/survey_responses/klara-review-12657112)

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

- [What is Klara used for?](https://www.g2.com/discussions/what-is-klara-used-for)
- [What does Klara do?](https://www.g2.com/discussions/what-does-klara-do) - 1 comment
- [What is Klara app?](https://www.g2.com/discussions/what-is-klara-app) - 1 comment
- [How much does Klara cost?](https://www.g2.com/discussions/how-much-does-klara-cost) - 1 comment

### [Artera](https://www.g2.com/fr/products/artera/reviews)

Artera est une plateforme de communication et d'engagement des patients conçue pour aider les prestataires de soins de santé à gérer et automatiser les interactions avec les patients via divers canaux, y compris le texte, l'email, le téléphone et les agents vocaux IA. Cette solution innovante s'adresse à une gamme diversifiée d'entités de santé, telles que les pratiques spécialisées, les Centres de Santé Qualifiés Fédéraux (FQHCs), les systèmes de santé et les agences fédérales, qui nécessitent tous une coordination efficace de la communication avec les patients à travers plusieurs flux de travail. La structure unique de la plateforme combine son offre principale, Artera Harmony, avec des équipes de service IA dédiées. Ces équipes travaillent en étroite collaboration avec les organisations de santé pour développer des solutions sur mesure qui s'intègrent parfaitement dans les flux de travail existants et les environnements de Dossier Médical Électronique (DME). Cette approche collaborative garantit que chaque organisation peut optimiser ses stratégies d'engagement des patients tout en maintenant l'intégrité de ses processus opérationnels. Les capacités clés d'Artera améliorent considérablement l'efficacité de la communication avec les patients. Les agents vocaux IA sont particulièrement remarquables, car ils peuvent gérer les interactions de routine avec les patients telles que la planification des rendez-vous, les processus d'admission, les références, les paiements et la sensibilisation aux lacunes de soins. Cette automatisation réduit non seulement la charge administrative du personnel de santé, mais améliore également l'expérience globale des patients en fournissant des réponses rapides et précises. De plus, la fonctionnalité Smart Inbox consolide toutes les communications des patients en un seul endroit accessible, permettant aux prestataires de maintenir un historique complet des conversations et du contexte à travers différentes pratiques. Les flux de travail automatisés rationalisent davantage les tâches de routine et les parcours de soins complexes, y compris les rappels de rendez-vous et la sensibilisation proactive des patients. Ces flux de travail sont conçus pour fonctionner sans nécessiter l'intervention du personnel, grâce à des intégrations profondes avec les DME qui facilitent une communication fluide. Les équipes de service IA jouent un rôle crucial dans ce processus, collaborant directement avec les équipes de prestataires pour concevoir, mettre en œuvre et soutenir des solutions IA personnalisées adaptées aux besoins spécifiques de chaque pratique. La plateforme d'Artera prend en charge plus de 200 millions de patients et traite plus de 2 milliards de communications par an, démontrant ses capacités robustes dans le paysage de la communication en santé. Avec des intégrations dans les principaux systèmes de DME et un engagement envers la sécurité, comme en témoignent sa conformité SOC 2 Type 2, HITRUST, HIPAA et sa certification FedRAMP Classe D, Artera priorise la protection des données des patients. Il est important de noter que les données des patients ne sont pas utilisées pour entraîner les modèles IA, garantissant la confidentialité et la conformité. Avec plus de 11 ans d'expérience dans la communication en santé et une reconnaissance en tant que solution la mieux classée dans KLAS pour les Communications avec les Patients en 2026, Artera se distingue comme une solution complète pour les organisations de santé cherchant à améliorer l'engagement des patients et à rationaliser les processus de communication.

**Average Rating:** 4.8/5.0

**Total Reviews:** 93

#### How Do G2 Users Rate Artera?

- **Gestion des flux de travail:** 9.7/10 (Category avg: 8.9/10)
- **the product a-t-il été un bon partenaire commercial?:** 9.6/10 (Category avg: 8.7/10)
- **Gestion de la satisfaction des patients:** 10.0/10 (Category avg: 8.5/10)
- **Communications avec les patients:** 9.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Artera?

- **Vendeur:** [Artera](https://www.g2.com/fr/sellers/artera)
- **Site Web de l'entreprise:** artera.io
- **Année de fondation:** 2015
- **Emplacement du siège social:** Santa Barbara, US
- **Twitter:** @Artera\_io  
762 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=976736bd41c5a021848013732114a03579b63ad72296d312b2e9f055af6ecca0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9405895%2F&secure%5Burl_type%5D=linkedin_company_website)  
294 employés sur LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Soins hospitaliers et de santé, Pratique médicale
- **Company Size:** 65% Medium, 18% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient les **outils de communication efficaces** d'Artera, permettant une communication rapide avec les patients par divers moyens.
- Les utilisateurs soulignent le **design convivial** d'Artera, rendant la communication avec les patients et la gestion des rendez-vous fluides et efficaces.
- Les utilisateurs apprécient la **communication rapide et efficace avec les patients** par SMS, messagerie vocale et e-mail, améliorant ainsi l'efficacité de la sensibilisation.
- Les utilisateurs apprécient les **capacités de messagerie rapide** d'Artera pour une communication facile et efficace avec les patients.
- Les utilisateurs apprécient la **fonctionnalité d'envoi de SMS en masse** pour sa facilité et son efficacité à communiquer rapidement avec les patients.

##### Cons

- Les utilisateurs ont des difficultés avec les **problèmes de messagerie** , en particulier pour gérer plusieurs messages d'équipe et les annulations de rendez-vous qui affectent le flux de travail.
- Les utilisateurs trouvent qu'Artera a **des fonctionnalités limitées** pour les grandes organisations, ce qui impacte l'efficacité dans la gestion de grands volumes de patients.
- Les utilisateurs trouvent que les **fonctionnalités de messagerie limitées** entravent une communication efficace, surtout pour gérer de grands volumes de patients.
- Les utilisateurs rencontrent des **problèmes de communication** avec Artera, s'appuyant sur le personnel pour les réponses et manquant de notifications en temps opportun.
- Les utilisateurs trouvent la **navigation difficile** dans Artera frustrante, surtout pour les grandes organisations avec de nombreuses pratiques.

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

**["Artera : Campagnes simples et rapides avec duplication facile des messages"](https://www.g2.com/fr/survey_responses/artera-review-13051576)**

**Rating:** 5.0/5.0 stars

_— Daniel A._

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

**["Campagnes puissantes pour une sensibilisation de masse et des rappels de rendez-vous"](https://www.g2.com/fr/survey_responses/artera-review-13106574)**

**Rating:** 4.5/5.0 stars

_— Utilisateur vérifié à Soins hospitaliers et de santé_

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

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

- [Comment Well Health gagne-t-il de l'argent ?](https://www.g2.com/fr/discussions/how-does-well-health-make-money) - 1 comment
- [Is Well Health Technologies a buy?](https://www.g2.com/fr/discussions/is-well-health-technologies-a-buy)
- [What is well company?](https://www.g2.com/fr/discussions/what-is-well-company)
- [Que fait l'application Well ?](https://www.g2.com/fr/discussions/what-does-well-app-do) - 1 comment

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Spotlight Categories

[Corporate Performance Management (CPM) Software](https://www.g2.com/categories/corporate-performance-management-cpm)

[Customer Communications Management Software](https://www.g2.com/categories/customer-communications-management)

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[User Research Tools](https://www.g2.com/categories/user-research)

[Session Replay Software](https://www.g2.com/categories/session-replay)

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 Intake](/categories/patient-intake)
- [Patient Relationship Management (PRM)](/categories/patient-relationship-management-prm)
- [Patient Scheduling](/categories/patient-scheduling)

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

[Browse Patient Engagement Themes](/categories/patient-engagement/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 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.

Products in the patient engagement category must offer one or more of the following functions: patient portal or patient communication, reputation management, outreach and marketing, surveys and feedback, patient education, self care management, or appointment reminder. Providing a patient portal to facilitate communication between provider and patient as well as enable active participation of the patient in regards to their own health is a major benefit of patient engagement solutions. Patient engagement software enables hospitals and clinics to practice reputation management and feedback generation, triggering a cycle of post-appointment reviews, reputation boosting, practice and provider adjustments, and overall improved patient experience. Patient engagement tools can also simplify the process of reaching out or marketing to new or referred patients, which can include the dissemination of health education information and literature. Patients with chronic care, as well as their physicians, can leverage patient engagement software to maintain their at-home or self-administered medication or therapy regimens. Some patient engagement solutions can also serve as appointment reminders, either via the patient portal or [HIPAA compliant messaging software](https://www.g2.com/categories/hipaa-compliant-messaging).

Patient engagement software can either be patient facing or physician facing, and take myriad forms—anything from a patient portal to medical online reputation management tools to patient-experience survey management capabilities. Patient engagement software equips healthcare organizations with tools to improve methods and levels of engagement. Patient engagement software can integrate with relevant technologies such as [interactive patient care systems (IPC)](https://www.g2.com/categories/interactive-patient-care-systems-ipc), [telemedicine software](https://www.g2.com/categories/telemedicine), [patient intake software](https://www.g2.com/categories/patient-intake), [EHR software](https://www.g2.com/categories/ehr), and [clinical communication and collaboration software](https://www.g2.com/categories/clinical-communication-and-collaboration).

To qualify for inclusion in the Patient Engagement category, a product must:

- Provide a method of active patient engagement such as patient portal, patient surveys, digital intake forms
- Improve or provide insight to healthcare organizations on ways to improve patient satisfaction
- Track and measure improvement of patient experience

Top Tools at a Glance

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Automated patient review solicitation with PM integration

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User Review

"Reputation Management Life Saver!"

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| 

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Two-way patient texting with EHR integration

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User Review

"Real-Time Texting Transforms Office Communication"

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| 

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Specialty EHR-integrated patient communication and recall

 | 

User Review

"Easy-to-Use, Dependable EHR That Keeps Documentation Efficient"

 |
| 

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All-in-one clinical documentation with patient portal

 | 

User Review

"Versatile EHR for Clinical Operations, Care Coordination, and Population Health"

 |
| 

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Two-way texting with EMR-integrated appointment workflows

 | 

User Review

"Effortless Patient Communication, Needs Better Merging"

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| 

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Two-way texting and automated appointment confirmations

 | 

User Review

"Adit is awesome!"

 |
| 

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EMR-integrated appointment filling and digital intake

 | 

User Review

"User-Friendly and Time-Saving Dental Practice Solution"

 |
| 

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Automated patient journeys with digital consents

 | 

User Review

"An All-in-One Platform That Continues to Improve Our Practice"

 |
| 

 | 

Pre-visit intake with EHR-integrated insurance verification

 | 

User Review

"Empowers Remote Work with Ease"

 |

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Show More

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## How Do You Choose the Right Patient Engagement Software?

### What You Should Know About Patient Engagement Software

### What is Patient Engagement Software?

Patient engagement software facilitates communication between health care providers and the patients they serve. These solutions are designed to improve patient satisfaction and patient experience. The software provides users with a patient portal, the ability to distribute patient surveys, and handle patient intake. Solutions in the patient engagement category offer a wide array of features, which include but are not limited to: reputation management, marketing and referral capabilities, appointment reminders, patient messaging, surveys, patient education tools, and self-care management.&nbsp;

Hospitals or medical practices looking to boost their patient satisfaction, cut down on unnecessary readmissions, and streamline communication with patients should be using patient engagement tools. Patient engagement solutions provide communication channels compliant with Health Insurance Portability and Accountability Act (HIPAA) to providers and patients to boost engagement between the two parties. Patient engagement software often integrates directly with health care providers’ electronic health record (EHR).

### What are the Common Features of Patient Engagement Software?

The following are some core features within patient engagement software that can help users build better patient relationships and improve patient satisfaction:

[**Patient portal**](https://www.g2.com/categories/patient-engagement/f/patient-portal-patient-communication) **:** Patient portals allow patients to log in to see and update their health information. Implementing a patient portal can give patients a more active role in their health care. They can access their records, see past visit history, look at lab results, and more.&nbsp;

[**Patient surveys**](https://www.g2.com/categories/patient-engagement/f/surveys-feedback) **:** Providers send out patient surveys to gather feedback. Direct patient feedback can give health care providers actionable steps to improve. Most solutions offer the ability to customize patient surveys, allowing providers to gather feedback relevant to their practice or hospital. Surveys can be sent automatically after a visit to ensure that every targeted patient is asked for their feedback.

[**Digital patient intake**](https://www.g2.com/categories/patient-engagement/f/digital-intake-forms) **:** Patient engagement solutions give providers the ability to handle patient intake digitally before they even step foot in the office. Patients can provide necessary information, such as health insurance information and health history. Health care providers can customize intake forms to collect all necessary information.&nbsp;

**Secure messaging:** These tools give health care providers the ability to message their patients directly while maintaining HIPAA compliance.&nbsp;

Other Features of Patient Engagement Software: [Appointment Reminder Capabilities](https://www.g2.com/categories/patient-engagement/f/appointment-reminder), [Engagement Measuring Capabilities](https://www.g2.com/categories/patient-engagement/f/engagement-measuring), [Integration with Wearables Capabilities](https://www.g2.com/categories/patient-engagement/f/integration-with-wearables), [IPC Systems Integration Capabilities](https://www.g2.com/categories/patient-engagement/f/ipc-systems-integration), [Online Presence Management Capabilities](https://www.g2.com/categories/patient-engagement/f/online-presence-management), [Outreach / Marketing Capabilities](https://www.g2.com/categories/patient-engagement/f/outreach-marketing), [Patient Education Capabilities](https://www.g2.com/categories/patient-engagement/f/patient-education), [Patient Feedback Management Capabilities](https://www.g2.com/categories/patient-engagement/f/patient-feedback-management), [Patient Satisfaction Management Capabilities](https://www.g2.com/categories/patient-engagement/f/patient-satisfaction-management), [Reputation Management Capabilities](https://www.g2.com/categories/patient-engagement/f/reputation-management), [Self Care Management Capabilities](https://www.g2.com/categories/patient-engagement/f/self-care-management)

### What are the Benefits of Patient Engagement Software?

**Improved patient satisfaction:** Patient satisfaction is an increasingly important metric for health care providers. Patient engagement tools help solve pain points for patients and increase the ease and efficiency with which they can interact with their health care providers. These solutions phone tag and consolidate patient interactions within a single system. Features like digital patient intake and in-app follow-up improve the patient experience making them potentially stick with the provider that gave them that experience. Health care organizations can boost patient retention by improving their patients’ satisfaction.&nbsp;

**Better quality of care:** Patients can leverage patient engagement software to take a more active role in their own health, and providers can have more consistent check-ins with their patients. The increased ease of communication is particularly important in the case of patients requiring chronic care. Health care organizations can automate check-ins with these patients, sending automated appointment reminders and educational material designed to give these patients more tools to help manage their conditions.&nbsp;

**Streamlined communication:** Patient engagement solutions give health care providers HIPAA compliant ways to talk directly to their patients. This communication, depending on the system, can be via email or text, and some solutions have built-in telehealth capabilities so medical professionals can conduct fully virtual visits. Certain solutions may provide the ability to automate communications, and features like automated appointment reminders may reduce no-shows.

### Who Uses Patient Engagement Software?

**Administrators:** Health care administrators use patient engagement software to schedule appointments, handle patient intake, and collect patient feedback. Some solutions may provide medical billing features or integrate with medical billing software, which administrators leverage to handle patient invoices and payments.

**Medical professionals:** Doctors, nurses, NPs, PAs, and other medical professionals use patient engagement solutions to directly message their patients. They may also use the solution to upload and share lab results or send educational material relevant to their patients. Medical professionals can use these solutions to engage with patients holistically, leveraging increased access to provide a deeper level of informed care.

**Patients:** Patients use these solutions to interact with their care providers, send required documentation, book appointments, and review historical health data. The goal of patient engagement software is to get patients more involved in their health care, so the solutions are designed with patient interaction in mind.&nbsp;

#### Software Related to Patient Engagement Software

Related solutions that can be used together with patient engagement software include:

[Telemedicine software](https://www.g2.com/categories/telemedicine) **:** Patient engagement solutions often integrate with, or include the features of, telemedicine software. The combination of these two types of software can provide a near-comprehensive solution for health care providers looking to improve patient engagement.

[Patient intake software](https://www.g2.com/categories/patient-intake) **:** Patient intake functionality is a common feature of patient engagement solutions, which allows patients to fill out intake forms and provide necessary previsit information digitally.

[EHR software](https://www.g2.com/categories/ehr) **:** The EHR is the backbone of any health care providers’ tech stack. It’s because of its importance and the fact that patient engagement solutions need to access and deliver health records, the latter will offer integrations with the former.&nbsp;

[HIPAA compliant messaging software](https://www.g2.com/categories/hipaa-compliant-messaging) **:** Secure messaging, or HIPAA compliant messaging in the case of health care, is a core feature of patient engagement solutions. Communication between patient and provider must be secure, and patient engagement tools provide a secure two-way, real-time communication method.&nbsp;

### Challenges with Patient Engagement Software

Software solutions can come with their own set of challenges.&nbsp;

**Adoption:** Product adoption is key to ensuring successful implementation. If no one uses the system, there’s no point in having it. Health care providers must be diligent about educating their employees on the patient engagement solution to drive meaningful use. In addition, organizations that purchase patient engagement solutions should build the solutions’ use into their workflows to drive adoption. As patient engagement solutions are designed to boost patient interaction, it is important to educate patients on the new system. There may be robust functionality that patients either do not know or use because of a lack of knowledge. Both problems can be addressed by educating patients on the full breadth of features a patient engagement solution offers. A large part of adoption may be whether or not the solution has a mobile app.&nbsp;

**Integrations:** Proper integrations with providers’ existing health systems are necessary for patient engagement solutions to work as intended. EHR integration is the most common, but it may be valuable to ensure that the patient engagement system integrates with other parts of the tech stack. If the organization is running on a medical practice management system, the patient engagement software should integrate with it.

**Compliance:** Patient engagement software must be compliant with relevant health care regulations to be safe and effective. HIPAA compliance, which demands the protection of personal health information (PHI), is first and foremost among regulatory compliance in patient engagement systems.&nbsp;

### Which Companies Should Buy Patient Engagement Software?

All health care providers interacting with patients should invest in a patient engagement solution.&nbsp;

**Hospitals:** Hospitals deal with high volumes of patients. Patient engagement systems streamline intake and communication with those patients, automating interactions wherever possible consequently reducing the staff’s burden. Automation of standard interactions, like appointment reminders, can help hospitals deal with high patient volume.&nbsp;

**Independent practices:** For independent practices, patient engagement is vital. Patient engagement solutions can help these providers build solid relationships with their patients.

**Multi location practices:** Building relationships and standardizing a streamlined approach to patient communication across multiple locations is much easier with patient engagement software. Multi location practices can leverage the software to drive consistent patient engagement.&nbsp;

### How to Buy Patient Engagement Software

#### Requirements Gathering (RFI/RFP) for Patient Engagement Software

During the requirement gathering process, the selection team should put together the core functionality they’re looking for. The team should have an estimate of how many users they’ll have, as well as the tech literacy of those users. Patient engagement solutions offer a wide range of features, so narrowing down what is necessary and what may be a bonus is key. The health care provider may want an omnichannel solution with a mobile app to boost adoption in heavy mobile device users. Integration with existing systems should be considered at this point.

#### Compare Patient Engagement Software Products

**Create a long list**

Prospective buyers should put together a list of vendors that meet their core requirements to form their long list. They should start with a comprehensive list of features they’re looking for, from must-haves to wish list functionality.&nbsp;

**Create a short list**

At this point, prospective buyers should send out RFIs and use the responses to narrow their long list down to a short list of viable solutions. The selection team should conduct in-depth research at this point and start to form informed opinions on the available options.

**Conduct demos**

At this point, the prospective buyer will demo products from the short list. During the demo stage, the buyer should ask questions about specific scenarios common to their practice or hospital. Certain solutions may be geared towards a specific type of practice, and have features for that practice type. Initial pricing conversions should take place if they haven’t already, or if the vendor’s pricing isn’t clearly outlined.&nbsp;

#### Selection of Patient Engagement Software

**Choose a selection team**

Administrators, medical professionals, and systems administrators should all be involved in the selection process. Administrators and medical professionals, the users of the software, should have a say in choosing the solution that they’ll spend the most time using. Systems administrators, or tech support professionals involved in the implementation and integration of the software into the existing tech stack, should also be involved.

**Negotiation**

The selection team will have to negotiate with the vendor, weighing the price against the potential benefit of purchasing and implementing the solution.&nbsp;