  # Best Enterprise Patient Engagement Software

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

   Products classified in the overall Patient Engagement category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Patient Engagement to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2&#39;s buying advisors to find the right solutions within the Enterprise Business Patient Engagement category.

In addition to qualifying for inclusion in the Patient Engagement Software category, to qualify for inclusion in the Enterprise Business Patient Engagement Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.




  
## How Many Patient Engagement Software Products Does G2 Track?
**Total Products under this Category:** 399

### Category Stats (May 2026)
- **Average Rating**: 4.32/5
- **New Reviews This Quarter**: 120
- **Buyer Segments**: Small-Business 77% │ Mid-Market 17% │ Enterprise 6%
- **Top Trending Product**: athenaOne (+0.015)
*Last updated: May 18, 2026*

  
## How Does G2 Rank Patient Engagement Software Products?

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

- 30 Analysts and Data Experts
- 11,900+ Authentic Reviews
- 399+ 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.

  
  
---

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---

  ## What Are the Top-Rated Patient Engagement Software Products in 2026?
### 1. [Birdeye](https://www.g2.com/products/birdeye/reviews)
  Birdeye is the leading marketing platform for multi-location brands, where AI agents drive real business outcomes. Birdeye replaces fragmented marketing tools with a single platform where agents automate key workflows across AI search, reviews, listings, social media, surveys, marketing automation, and customer experience. Trusted by the biggest enterprise brands globally, Birdeye helps brands grow their local presence, manage their reputation, drive conversions, and deliver exceptional customer experiences. With teams across the U.S., EMEA, and APAC, Birdeye is redefining how enterprises win locally. One Platform Replace your fragmented stack with a single enterprise platform that manages reviews, listings, social, AI visibility, surveys and more across locations. Unified Data Aggregate signals from reviews, social, messaging, surveys, listings and third party integrations such as CRM into a single customer profile per location - powering personalized campaigns and smarter AI execution AI Agents That Execute Configure AI agents with your brand voice, custom triggers, and location-level rules. They respond to reviews, publish social posts, engage leads via chat, and surface actionable insights — automatically, at scale. Built for Multi-Location Complexity Designed from the ground up for multi-location brands. Features like role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. Enterprise-Ready: SSO, audit logging, HIPAA, SOC 2, GDPR compliance.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 3,938
**How Do G2 Users Rate Birdeye?**

- **Workflow Management:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.0/10 (Category avg: 8.4/10)
- **Patient Communications:** 8.8/10 (Category avg: 8.7/10)

**Who Is the Company Behind Birdeye?**

- **Seller:** [Birdeye](https://www.g2.com/sellers/birdeye)
- **Company Website:** https://www.birdeye.com
- **Year Founded:** 2012
- **HQ Location:** Palo Alto, CA
- **Twitter:** @BirdEye_ (5,229 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2837064/ (1,430 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Owner, Marketing Manager
  - **Top Industries:** Hospital &amp; Health Care, Real Estate
  - **Company Size:** 48% Small-Business, 35% Mid-Market


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

**Pros:**

- Ease of Use (1019 reviews)
- Helpful (1009 reviews)
- Review Management (851 reviews)
- Customer Support (720 reviews)
- Features (589 reviews)

**Cons:**

- Missing Features (232 reviews)
- Improvement Needed (158 reviews)
- Review Management (158 reviews)
- Learning Curve (139 reviews)
- Limited Features (138 reviews)

### 2. [MyChart](https://www.g2.com/products/mychart/reviews)
  MyChart Bedside provides access to their latest lab results, a way to message their nurses and doctors, and clear, nontechnical explanations of their treatment.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 37
**How Do G2 Users Rate MyChart?**

- **Workflow Management:** 7.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.9/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind MyChart?**

- **Seller:** [Epic Systems](https://www.g2.com/sellers/epic-systems-750cb0d2-609a-45fe-a972-9ac8cf80bc1a)
- **Year Founded:** 1979
- **HQ Location:** Verona, WI
- **LinkedIn® Page:** https://www.linkedin.com/company/163658/ (16,995 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital &amp; Health Care, Health, Wellness and Fitness
  - **Company Size:** 51% Enterprise, 38% Small-Business


### 3. [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:** 157
**How Do G2 Users Rate eClinicalWorks?**

- **Workflow Management:** 8.1/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.8/10 (Category avg: 8.4/10)
- **Patient Communications:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind eClinicalWorks?**

- **Seller:** [eClinicalWorks](https://www.g2.com/sellers/eclinicalworks)
- **Year Founded:** 1999
- **HQ Location:** Westborough, MA
- **Twitter:** @eClinicalWorks (21,029 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/21867/ (5,391 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Medical Assistant
  - **Top Industries:** Hospital &amp; Health Care, Medical Practice
  - **Company Size:** 52% Small-Business, 31% Mid-Market


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

**Pros:**

- Ease of Use (2 reviews)
- User Interface (2 reviews)
- Accessibility (1 reviews)
- Appointment Scheduling (1 reviews)
- Booking Ease (1 reviews)

**Cons:**

- Slow Loading (2 reviews)
- Slow Performance (2 reviews)
- System Instability (2 reviews)
- Technical Issues (2 reviews)
- Login Issues (1 reviews)

### 4. [sterloCare](https://www.g2.com/products/sterlo-sterlocare/reviews)
  sterloCare is a comprehensive healthcare digitization platform designed to enhance patient satisfaction and ensure compliance with regulatory standards such as NABH and JCI. Developed on a no-code platform, it enables hospitals to streamline operations across all departments, improving service quality and operational efficiency. The system seamlessly integrates with existing Hospital Information Systems (HIS) and offers flexible deployment options, including cloud and on-premise solutions. Accessible via desktops, tablets, and mobile devices, sterloCare provides real-time updates and supports role-based workflows with automated escalations to ensure timely task completion. Key Features and Functionality: - Service Request Management: Utilizes QR code-based triggers to efficiently manage service requests, track complaints, and gather patient feedback, facilitating prompt responses and improved patient care. - Digital Token System: Monitors outpatient journeys, reducing wait times and enhancing the overall patient experience. - Porter Management Software: Optimizes porter services, ensuring efficient patient transport within the hospital. - Automated Workflows and Escalations: Implements role-based workflows with built-in escalations, ensuring tasks are completed promptly and efficiently. - Real-Time Notifications: Delivers instant updates via mobile and email, keeping staff informed about task statuses and approvals. - Multilingual Support: Offers a user-friendly interface with support for multiple languages, catering to diverse regional needs. - Seamless Integration: Facilitates integration with existing HIS and other software systems, promoting efficient information flow and harmonious workflows. - Customizable Dashboards and Reports: Provides interactive dashboards and detailed reports, enabling data-driven decision-making and performance monitoring across departments. Primary Value and Solutions Provided: sterloCare addresses critical challenges in healthcare management by digitizing and automating various hospital processes. It enhances operational efficiency, reduces manual workloads, and ensures compliance with accreditation standards like NABH and JCI. By improving patient engagement through efficient service request handling and feedback mechanisms, sterloCare contributes to higher patient satisfaction. Its comprehensive reporting tools and real-time monitoring capabilities empower healthcare administrators to make informed decisions, ultimately leading to better patient outcomes and streamlined hospital operations.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 21
**How Do G2 Users Rate sterloCare?**

- **Workflow Management:** 9.4/10 (Category avg: 8.8/10)
- **Patient Satisfaction Management:** 9.6/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind sterloCare?**

- **Seller:** [sterlo](https://www.g2.com/sellers/sterlo-a4c301d4-2da5-4501-aeb2-f54421a73486)
- **Year Founded:** 2019
- **HQ Location:** Erode, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/sterlocare (15 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital &amp; Health Care
  - **Company Size:** 86% Enterprise, 14% Mid-Market


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

**Pros:**

- Ease of Use (21 reviews)
- Patient Care (16 reviews)
- Customer Support (15 reviews)
- Communication (12 reviews)
- Efficiency (11 reviews)

**Cons:**

- Notification Issues (3 reviews)
- Excessive Notifications (2 reviews)
- Messaging Issues (2 reviews)
- Notification Problems (2 reviews)
- Connectivity Issues (1 reviews)

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


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 83
**How Do G2 Users Rate Artera?**

- **Workflow Management:** 9.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 10.0/10 (Category avg: 8.4/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.7/10)

**Who Is the Company Behind Artera?**

- **Seller:** [Artera](https://www.g2.com/sellers/artera)
- **Company Website:** https://artera.io
- **Year Founded:** 2015
- **HQ Location:** Santa Barbara, US
- **Twitter:** @Artera_io (764 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9405895/ (300 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital &amp; Health Care, Medical Practice
  - **Company Size:** 63% Mid-Market, 20% Enterprise


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

**Pros:**

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

**Cons:**

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

### 6. [NextGen Healthcare EHR](https://www.g2.com/products/nextgen-healthcare-ehr/reviews)
  NextGen Healthcare provides ambulatory practices of all sizes award-winning solutions along with dedicated support and professional services. We align with your goals to achieve the success that results in healthier patients and happier providers. NextGen® Enterprise EHR offers your practice configurable clinical content, intuitive workflows, and an integrated patient experience platform that incorporates telehealth. With NextGen® Mobile, your providers’ smartphones become an extension of your EHR, which saves valuable time. NextGen has its own fully integrated solutions that provide dictation, speech-to-text, direct to desktop and Ambient Listening AI technology. NextGen Mobile Pro provides these capabilities to our clients, replacing their need for additional integrated solutions. Managed cloud hosting keeps your practice secure and makes upgrades easy, though on-premise options are also available. NextGen® Enterprise PM supports patient registration and scheduling, eligibility verification, and pre-service financial clearance. It also provides rules-based charge creation, claims scrubbing and processing, and supports A/R management and collections and reporting. Your healthcare organization can benefit from robust technology and professional services that integrate with your EHR and PM system. You can enhance patient engagement, better manage your revenue cycle, optimize the management of your patient population, and expand communication with other healthcare organizations. NextGen® Office is a cloud-based EHR designed to support your practice growth, save staff time, and increase patient volume. This fully integrated clinical and billing platform features specialty-specific EHR content, mobile accessibility, a revenue cycle management system, and a convenient patient portal. Your care team can benefit from easy-to-use, cost-efficient technology that adapts to their workflow and is accessible from anywhere. They can touch, talk, or type encounter notes directly into the clinical documentation. Patients can also be empowered to manage their care as you enable them to go online to schedule appointments, request refills, schedule virtual visits, and connect with their providers.


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 159
**How Do G2 Users Rate NextGen Healthcare EHR?**

- **Workflow Management:** 7.9/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 7.6/10 (Category avg: 8.4/10)
- **Patient Communications:** 7.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind NextGen Healthcare EHR?**

- **Seller:** [NextGen Healthcare](https://www.g2.com/sellers/nextgen-healthcare)
- **Company Website:** https://www.nextgen.com
- **Year Founded:** 1974
- **HQ Location:** Remote
- **Twitter:** @NextGen (21,224 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/12738/ (3,232 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital &amp; Health Care, Medical Practice
  - **Company Size:** 56% Mid-Market, 38% Small-Business


#### What Are NextGen Healthcare EHR's Pros and Cons?

**Pros:**

- Ease of Use (2 reviews)
- Helpful (2 reviews)
- Learning (2 reviews)
- Customer Support (1 reviews)
- Customizability (1 reviews)

**Cons:**

- Difficult Navigation (2 reviews)
- Navigation Difficulty (2 reviews)
- Access Issues (1 reviews)
- Client Management (1 reviews)
- Confusing Features (1 reviews)

### 7. [Ray by Practo](https://www.g2.com/products/ray-by-practo/reviews)
  Ray is a practice management software that helps in managing your practice better and offering a seamless experience to your patients.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 14
**How Do G2 Users Rate Ray by Practo?**

- **Workflow Management:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 5.0/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.3/10 (Category avg: 8.4/10)
- **Patient Communications:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Ray by Practo?**

- **Seller:** [Practo](https://www.g2.com/sellers/practo)
- **Year Founded:** 2008
- **HQ Location:** Bengaluru, IN
- **LinkedIn® Page:** https://www.linkedin.com/showcase/insta-by-practo/ (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Inside sales specialist
  - **Top Industries:** Primary/Secondary Education
  - **Company Size:** 80% Enterprise, 13% Mid-Market



    ## What Is Patient Engagement Software?
  [Patient Experience Software](https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675)
  ## What Software Categories Are Similar to Patient Engagement Software?
    - [Patient Scheduling Software](https://www.g2.com/categories/patient-scheduling)
    - [Telemedicine Software](https://www.g2.com/categories/telemedicine)
    - [HIPAA Compliant Messaging Software](https://www.g2.com/categories/hipaa-compliant-messaging)

  
---

## 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.&amp;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.&amp;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.&amp;nbsp;

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

### Challenges with Patient Engagement Software

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

### Which Companies Should Buy Patient Engagement Software?

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



    
