# Best Patient Relationship Management (PRM) Software - Page 3 *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)* Patient relationship management (PRM) software, also known as healthcare customer relationship management (CRM) software, optimizes and supports the entire patient care journey, enables the effective flow of information within healthcare systems, and increases and nurtures patient engagement. In general terms, PRM is CRM for healthcare; in actuality, PRM is more closely related to a healthcare version of [customer journey analytics software](https://www.g2.com/categories/customer-journey-analytics), orchestrating and managing the patient experience from referral to advocate. PRM software enables patient-centric care by improving access and communication that ultimately improves patient outcomes, provider-patient relationships, and greater staff efficiency. PRM software enhances and centralizes the data and functionality of [electronic health records (EHRs) software](https://www.g2.com/categories/ehr) and [patient engagement software](https://www.g2.com/categories/patient-engagement). Significant benefits of PRM software include the aggregating of all medical records and the encouragement and emphasis of active patient participation towards their health. By leveraging PRM software, health systems and organizations can better enforce value-based care, performance, and reimbursement efforts, without compromising their delivery of quality care. To qualify for inclusion in the Patient Relationship Management (PRM) category, a product must: - Capture, update, consolidate, and share or provide access to patient health information from a variety of patient information systems - Facilitate the patient information management, synchronization, and flow within a healthcare system - Enable meaningful patient-provider interactions, including the capture of patient feedback and sentiment regarding delivery of care - Track patient journeys through clinical documentation, records management, and case updates - Extend beyond the traditional offerings of a healthcare organization to support patients in between care episodes ## Top Patient Relationship Management (PRM) Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Weave](https://www.g2.com/products/weave-weave/reviews) | 4.6/5.0 (416 reviews) | Omnichannel patient communication with EHR-integrated automation | "[Real-Time Texting Transforms Office Communication](https://www.g2.com/survey_responses/weave-review-12181652)" | | 2 | [NexHealth](https://www.g2.com/products/nexhealth/reviews) | 4.8/5.0 (116 reviews) | PMS-integrated patient engagement and recall automation | "[Flexible Insurance, Credit Card, and Messaging Options in Nexhealth](https://www.g2.com/survey_responses/nexhealth-review-12954504)" | | 3 | [Adit](https://www.g2.com/products/adit/reviews) | 4.8/5.0 (91 reviews) | Dental PMS-integrated patient communication automation | "[Adit is awesome!](https://www.g2.com/survey_responses/adit-review-12921822)" | | 4 | [Practice by Numbers](https://www.g2.com/products/practice-by-numbers/reviews) | 4.9/5.0 (104 reviews) | All-in-one dental practice analytics and patient engagement | "[Practice by numbers by far best software out there.](https://www.g2.com/survey_responses/practice-by-numbers-review-11074936)" | | 5 | [Agentforce Health (formerly Salesforce Health Cloud)](https://www.g2.com/products/agentforce-health-formerly-salesforce-health-cloud/reviews) | 3.9/5.0 (33 reviews) | Salesforce-native Patient 360 care coordination | "[Salesforce Health Cloud Review](https://www.g2.com/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-9793294)" | | 6 | [Artera](https://www.g2.com/products/artera/reviews) | 4.8/5.0 (89 reviews) | Omnichannel patient communication with EMR-integrated automation | "[Artera: Simple, Fast Campaigns with Easy Message Duplication](https://www.g2.com/survey_responses/artera-review-13051576)" | | 7 | [Solutionreach](https://www.g2.com/products/solutionreach/reviews) | 4.3/5.0 (167 reviews) | Automated patient recall and appointment communication | "[Easy Texting for Payments, Reviews, and Paperwork](https://www.g2.com/survey_responses/solutionreach-review-12625716)" | | 8 | [MaxAssist](https://www.g2.com/products/maxassist/reviews) | 4.7/5.0 (223 reviews) | Dental recall and appointment-confirmation automation | "[Game-Changer with Exceptional Support](https://www.g2.com/survey_responses/maxassist-review-12101138)" | | 9 | [RevenueWell](https://www.g2.com/products/revenuewell/reviews) | 4.7/5.0 (134 reviews) | Dental PRM with Eaglesoft-native automation | "[Helpful Insights and Great Communication](https://www.g2.com/survey_responses/revenuewell-review-13068805)" | | 10 | [sterloCare](https://www.g2.com/products/sterlo-sterlocare/reviews) | 4.7/5.0 (21 reviews) | QR-based hospital patient request workflows | "[A very effective porter management system that improved our hospital operations](https://www.g2.com/survey_responses/sterlocare-review-11988847)" | ## G2 Grid® for Patient Relationship Management (PRM) Software ![G2 Grid® for Patient Relationship Management (PRM) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-relationship-management-prm/grids.png?focus%5B%5D=48097&focus%5B%5D=87629&focus%5B%5D=27950&focus%5B%5D=1243521&focus%5B%5D=25965&focus%5B%5D=101319&focus%5B%5D=42689&focus%5B%5D=97244) Highlighted products: Weave, NexHealth, Adit, Practice by Numbers, Agentforce Health (formerly Salesforce Health Cloud), Artera, Solutionreach, and MaxAssist. Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-relationship-management-prm/grids.json?focus%5B%5D=weave-weave&focus%5B%5D=nexhealth&focus%5B%5D=adit&focus%5B%5D=practice-by-numbers&focus%5B%5D=agentforce-health-formerly-salesforce-health-cloud&focus%5B%5D=artera&focus%5B%5D=solutionreach&focus%5B%5D=maxassist) ## How Many Patient Relationship Management (PRM) Software Products Does G2 Track? **Total Products under this Category:** 84 ### Category Stats (Jul 2026) - **Average Rating**: 4.55/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Adit (+0.29%) - Among all products in this category, Adit recorded the largest rating increase compared to last month *Last updated: July 16, 2026* ## How Does G2 Rank Patient Relationship Management (PRM) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,900+ Authentic Reviews - 84+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Patient Relationship Management (PRM) Software Is Best for Your Use Case? - **Leader:** [Weave](https://www.g2.com/products/weave-weave/reviews) - **Highest Performer:** [Practice by Numbers](https://www.g2.com/products/practice-by-numbers/reviews) - **Easiest to Use:** [Weave](https://www.g2.com/products/weave-weave/reviews) - **Top Trending:** [Weave](https://www.g2.com/products/weave-weave/reviews) - **Best Free Software:** [MaxAssist](https://www.g2.com/products/maxassist/reviews) --- **Sponsored** ### HealthArc We help healthcare providers and payers manage chronic patients more effectively through an AI-driven Remote Patient Monitoring and Chronic Care Management platform. Our solution integrates seamlessly with your EHR, automates CMS-compliant billing, and delivers actionable patient insights — enabling you to improve outcomes, boost reimbursements, and reduce staff workload. With our technology, you can spend more time on care and less time on paperwork. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1581&secure%5Bchosen_at%5D=2026-07-17T08%3A22%3A42Z&secure%5Bdisplayable_resource_id%5D=1581&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1581&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1420533&secure%5Bresource_id%5D=1581&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-relationship-management-prm&secure%5Btoken%5D=12c8c03e37f728cb253c8d231408b6543bcac502a90c882168bfb5af80519ffc&secure%5Burl%5D=https%3A%2F%2Fwww.healtharc.io%2F&secure%5Burl_type%5D=company_website) --- ## What Are the Top-Rated Patient Relationship Management (PRM) Software Products in 2026? ### 1. [Cured Marketing Automation](https://www.g2.com/products/cured-marketing-automation/reviews) Cured is the only digital marketing & crm platform built for healthcare organizations **Who Is the Company Behind Cured Marketing Automation?** - **Seller:** [Cured](https://www.g2.com/sellers/cured) - **Year Founded:** 2018 - **HQ Location:** Boulder, US - **LinkedIn® Page:** https://www.linkedin.com/company/curedhealth (73 employees on LinkedIn®) ### 2. [Demandforce](https://www.g2.com/products/demandforce/reviews) Attract. Retain. Grow. Demandforce helps businesses automate front office tasks and streamline communications with an all-in-one solution. From automated appointment reminders to robust reputation management, only Demandforce uniquely combines all the features and functionality a business needs to grow, in one place. For more information, or to see a demo, visit www.demandforce.com. **Average Rating:** 3.4/5.0 **Total Reviews:** 27 **How Do G2 Users Rate Demandforce?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10) **Who Is the Company Behind Demandforce?** - **Seller:** [Internet Brands](https://www.g2.com/sellers/internet-brands) - **Year Founded:** 1998 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/internet-brands/ (6,980 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Medical Practice - **Company Size:** 62% Small-Business, 34% Mid-Market #### What Are Demandforce's Pros and Cons? **Pros:** - Communication (2 reviews) - Communication Efficiency (2 reviews) - Appointment Scheduling (1 reviews) - Booking Efficiency (1 reviews) - Feedback Management (1 reviews) **Cons:** - Messaging Issues (2 reviews) - Poor Customer Support (2 reviews) - Scheduling Issues (2 reviews) - Slow Speed (2 reviews) - App Instability (1 reviews) ### What Do G2 Reviewers Say About Demandforce? *AI-generated summary from verified user reviews* **Pros:** - Users value Demandforce's **real-time two-way texting** feature, enabling swift and effective communication with clients. - Users appreciate the **real-time communication efficiency** of Demandforce, making connections and quick responses effortless. - Users appreciate the **seamless integration** of Demandforce for easy appointment requests on their websites. - Users love the **booking efficiency** of Demandforce, seamlessly integrating appointment requests into their websites. - Users value the **integration with Millennium software** , enhancing client communication and feedback collection for better service improvement. **Cons:** - Users report **messaging issues** with Demandforce, highlighting unreliable two-way texting and frequent confirmation errors. - Users are frustrated with **poor customer support** , as issues remain unresolved and affect client communication severely. - Users experience significant **scheduling issues** with Demandforce, including delays and incorrect confirmation times that frustrate clients. - Users often experience **slow speed** in Demandforce, causing delays in critical communications and overall efficiency. - Users report significant **app instability** , facing glitches and delays that disrupt communication and efficiency. #### What Are Recent G2 Reviews of Demandforce? **"[Real-Time Two-Way Texting Makes Communication Effortless](https://www.g2.com/survey_responses/demandforce-review-12063833)"** **Rating:** 5.0/5.0 stars *— Laura B.* [Read full review](https://www.g2.com/survey_responses/demandforce-review-12063833) --- **"[Great software ](https://www.g2.com/survey_responses/demandforce-review-3552156)"** **Rating:** 5.0/5.0 stars *— Daniela Bueno B.* [Read full review](https://www.g2.com/survey_responses/demandforce-review-3552156) --- #### What Are G2 Users Discussing About Demandforce? - [What is local demand force com?](https://www.g2.com/discussions/what-is-local-demand-force-com) - [How do I use demandforce?](https://www.g2.com/discussions/how-do-i-use-demandforce) - [What does Demandforce do?](https://www.g2.com/discussions/what-does-demandforce-do) ### 3. [Dewy CRM](https://www.g2.com/products/dewy-crm/reviews) Dewy helps practices turn more leads into paying patients. Automate follow-ups, boost bookings, and keep patients coming back with real-time insights and effortless workflows. **Who Is the Company Behind Dewy CRM?** - **Seller:** [Dewy](https://www.g2.com/sellers/dewy) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 4. [DocEngage Healthcare CRM (HCRM)](https://www.g2.com/products/docengage-healthcare-crm-hcrm/reviews) DocEngage Healthcare CRM integrated EMR creates meaningful marketing automation. Improves PRM (Patient Relationship Management), High ROI hospital marketing and increase in lead conversion. **Who Is the Company Behind DocEngage Healthcare CRM (HCRM)?** - **Seller:** [DocEngage](https://www.g2.com/sellers/docengage) - **Year Founded:** 2013 - **HQ Location:** Bangalore, IN - **Twitter:** @DocEngage (218 Twitter followers) - **LinkedIn® Page:** https://in.linkedin.com/company/docengage/ (19 employees on LinkedIn®) ### 5. [Doctin For Doctors](https://www.g2.com/products/doctin-for-doctors/reviews) 70 % growth in New Patients By 99 % of existing Patient engagement satisfaction ‍ Through 100 % Best clinic Management automation **Who Is the Company Behind Doctin For Doctors?** - **Seller:** [Teslaind Technology](https://www.g2.com/sellers/teslaind-technology) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 6. [DXC Patient-Centered Care](https://www.g2.com/products/dxc-patient-centered-care/reviews) Health360 is the only consumer-centered, CRM-powered Population Health Management solution built for the Microsoft Cloud. **Who Is the Company Behind DXC Patient-Centered Care?** - **Seller:** [DXC Technology Company](https://www.g2.com/sellers/dxc-technology-company-8b67eef5-86f9-493f-b238-590be3799d91) - **Year Founded:** 2017 - **HQ Location:** Ashburn, Virginia - **Twitter:** @DXCTechnology (39,002 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/16198010/ (90,618 employees on LinkedIn®) - **Ownership:** NYSE: DXC ### 7. [eCareCRM](https://www.g2.com/products/ecarecrm/reviews) Modern healthcare organizations need a unified way to manage communication across every patient interaction. eCareCRM is our HIPAA-compliant healthcare CRM built to streamline intake, automate patient communication, improve retention, and centralize engagement workflows across healthcare organizations. The platform helps practices manage outreach, follow-ups, scheduling coordination, intake workflows, and patient engagement from one connected system instead of scattered spreadsheets and generic CRM tools. Built for multi-location healthcare groups, operations leaders, and patient engagement teams, eCareCRM supports scalable communication workflows while maintaining healthcare-specific compliance requirements. What we focus on: patient retention, communication automation, centralized reporting, and connected engagement experiences across every location. If your organization is modernizing patient communication or replacing a generic CRM, then we’d be glad to show you the difference. **Who Is the Company Behind eCareCRM?** - **Seller:** [Medarch Inc](https://www.g2.com/sellers/medarch-inc) - **Year Founded:** 2022 - **HQ Location:** Atlanta, US - **LinkedIn® Page:** https://www.linkedin.com/company/medarch-inc/ (12 employees on LinkedIn®) ### 8. [Flowww](https://www.g2.com/products/flowww/reviews) Flowww is a comprehensive digital ecosystem designed specifically for businesses in the aesthetic medicine, beauty, and health sectors. It offers a suite of tools that streamline daily operations, enhance patient engagement, and drive business growth. With Flowww, clinics can manage client relationships, optimize appointment scheduling, handle billing and sales, oversee product inventory, execute marketing campaigns, monitor staff performance, and analyze data—all from a centralized platform. Key Features and Functionality: - Client Management: Maintain detailed patient records, including treatment histories and preferences, to deliver personalized care. - Intelligent Scheduling: Utilize an advanced calendar system that optimizes appointment bookings and reduces scheduling conflicts. - Billing and Sales: Process transactions efficiently with integrated invoicing and sales tracking capabilities. - Inventory Control: Monitor product stock levels in real-time to prevent shortages and manage supplies effectively. - Marketing Campaigns: Design and implement targeted marketing strategies to attract new clients and retain existing ones. - Staff Oversight: Track employee performance, manage work schedules, and ensure optimal resource allocation. - Data Analytics: Access comprehensive reports and analytics to inform strategic decisions and measure business performance. Primary Value and Solutions Provided: Flowww addresses the unique challenges faced by aesthetic and health businesses by offering an all-in-one solution that enhances operational efficiency and client satisfaction. By automating routine tasks and centralizing critical functions, Flowww enables clinics to focus on delivering exceptional services. The platform's marketing tools help attract a broader clientele, while its data analytics provide insights for informed decision-making. Ultimately, Flowww empowers businesses to optimize their operations, improve patient experiences, and achieve sustainable growth. **Who Is the Company Behind Flowww?** - **Seller:** [Flowww](https://www.g2.com/sellers/flowww) - **Year Founded:** 2007 - **HQ Location:** Madrid, ES - **LinkedIn® Page:** https://www.linkedin.com/company/flowww-digital-ecosystem/ (63 employees on LinkedIn®) ### 9. [Foothold Care Management](https://www.g2.com/products/foothold-care-management/reviews) Foothold Care Management is a comprehensive, cloud-based software solution designed to enhance care coordination and streamline administrative processes for health homes and care management agencies. By integrating case management, client tracking, treatment planning, and billing functionalities, FCM empowers organizations to deliver efficient and effective care to their communities. Key Features and Functionality: - User-Friendly Interface: Provides an intuitive platform for managing client encounters, core service interactions, and billing statuses, enabling care managers to monitor and address gaps in member care effectively. - Integrated Billing System: Facilitates seamless billing processes by automatically handling health home billing requirements, including claim generation and submission to the Medicaid Analytics Performance Portal Health Home Tracking System . - Comprehensive Reporting and Analytics: Offers robust tools for tracking outcomes, generating reports, and analyzing data to support informed decision-making and demonstrate population health outcomes. - Interoperability: Ensures compatibility with other essential tools, such as referral management systems, to foster effective data sharing and coordination across networks. - Security and Compliance: Maintains high standards of data security, adhering to HIPAA regulations and achieving notable scores in security assessments. Primary Value and Solutions Provided: FCM addresses the complexities of care coordination by offering a centralized platform that simplifies administrative tasks, enhances data accuracy, and improves service delivery. By automating billing processes and providing insightful analytics, FCM enables care management agencies to focus more on client engagement and outcomes, ultimately leading to better health results and operational efficiency. Its interoperability and compliance features ensure that organizations can adapt to evolving healthcare regulations and integrate seamlessly with other systems, positioning them for success in a dynamic healthcare environment. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Who Is the Company Behind Foothold Care Management?** - **Seller:** [Radicle Health](https://www.g2.com/sellers/radicle-health) - **Year Founded:** 2021 - **HQ Location:** Walnut Creek, CA - **LinkedIn® Page:** https://www.linkedin.com/company/radiclehealth/ (114 employees on LinkedIn®) - **Ownership:** Privately Held **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are G2 Users Discussing About Foothold Care Management? - [What is Foothold Care Management used for?](https://www.g2.com/discussions/what-is-foothold-care-management-used-for) ### 10. [Formisoft](https://www.g2.com/products/formisoft/reviews) Formisoft is a patient engagement and front-office automation platform built for healthcare practices. It brings digital intake forms, online scheduling, payment collection, patient messaging, and workflow automation together in a single platform that's simple enough to set up in minutes. Unlike legacy systems that bolt on features as paid add-ons, Formisoft includes everything out of the box: HIPAA-compliant digital forms, online appointment booking, automated reminders via email and SMS, secure patient messaging, payment processing, document management, and e-signatures. No surprise fees, no feature gating. **Who Is the Company Behind Formisoft?** - **Seller:** [Formisoft](https://www.g2.com/sellers/formisoft) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 11. [Function 365](https://www.g2.com/products/function-365/reviews) Function 365 Practice Management Software offers tools like e-prescriptions, medical billing, accounting integrations and a whole library available to order from with the supplier shipping directly to the patient via our ConnectScript integration. Use Function 365 to automate your clinic and grow! **Who Is the Company Behind Function 365?** - **Seller:** [Function 365](https://www.g2.com/sellers/function-365) - **Year Founded:** 2016 - **HQ Location:** GLOUCESTERSHIRE, GB - **LinkedIn® Page:** https://www.linkedin.com/company/function-365-limited (1 employees on LinkedIn®) ### 12. [healthgrades Healthcare CRM](https://www.g2.com/products/healthgrades-healthcare-crm/reviews) healthgrades Healthcare CRM solution gives healthcare marketers and their martech systems real-time access to rich consumer data and insights, powering personalized multi-channel marketing campaigns that deliver a compelling ROI. **Who Is the Company Behind healthgrades Healthcare CRM?** - **Seller:** [Mercury Healthcare](https://www.g2.com/sellers/mercury-healthcare) - **Year Founded:** 1998 - **HQ Location:** Denver, US - **Twitter:** @Healthgrades (6,744 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/25190/ (513 employees on LinkedIn®) ### 13. [HIPAA CRM](https://www.g2.com/products/hipaa-crm/reviews) HIPAA CRM is simple to use and extremely powerful, you get a ton of features for the price. Connect your team and your data on one view, one platform, from any device so everyone knows what's going on. Get your team all on the same page with a shared, 360-degree customer view. Track and crush your growth targets with real-time dashboards in our professional HIPAA CRM. View your business performance anywhere, on any device using HIPAA CRM **Who Is the Company Behind HIPAA CRM?** - **Seller:** [HIPAA CRM](https://www.g2.com/sellers/hipaa-crm) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 14. [Influx MD](https://www.g2.com/products/influx-md/reviews) Influx Marketing Dashboard B2C marketing automation system is an ondemand software solution for small to medium sized medical practices. Using workflow automation, smart email marketing, lead nurturing, closedloop reporting, video seminar and engagement strategies, Influx MD helps your sales team coordinate their intake processes and streamline workflows for converting leads into patients. The result is an alignment of effort across your organization that increases conversions rates and optimizes your return on marketing investment (ROI). **Who Is the Company Behind Influx MD?** - **Seller:** [Influx MD](https://www.g2.com/sellers/influx-md) - **Year Founded:** 2012 - **HQ Location:** Jacksonville Beach, US - **LinkedIn® Page:** https://www.linkedin.com/company/influxmd/ (1 employees on LinkedIn®) ### 15. [InteleScreen](https://www.g2.com/products/intelescreen/reviews) InteleScreen™ is a specialized patient tracking solution designed for breast and lung imaging organizations. It captures risk identifiers, streamlines information sharing, and enhances patient communication to ensure timely follow-ups and improved patient satisfaction. By automating Mammography Quality Standards Act (MQSA tracking and reporting, InteleScreen simplifies compliance processes and prepares comprehensive audit reports with ease. Its productivity features, such as single-click negative reports and same-day results, significantly reduce report turnaround times. Additionally, InteleScreen supports structured reporting and integrates seamlessly with third-party health record and dictation software, allowing for customized workflows that align with organizational needs. Key Features and Functionality: - Automated Communication: Ensures timely patient follow-ups by managing letter communications, enhancing patient satisfaction and adherence to recommended examinations. - Automated MQSA Tracking and Reporting: Generates comprehensive audit reports with a single click, facilitating compliance and simplifying preparation for MQSA audits. - Productivity Enhancements: Features like single-click negative reports and same-day results improve report turnaround times, streamlining operations. - Customizable Workflows: Supports structured reporting and integrates with third-party health record and dictation software, enabling tailored workflows to meet specific organizational requirements. - Risk Factor Tracking: Consistently tracks patient risk factors across appointments, supporting informed and proactive patient care in breast imaging. Primary Value and User Solutions: InteleScreen addresses the critical need for efficient patient tracking and communication in breast and lung imaging organizations. By automating communication and reporting processes, it reduces administrative burdens, ensures compliance with regulatory standards, and enhances patient care through timely follow-ups and personalized workflows. This leads to improved operational efficiency, better patient outcomes, and increased satisfaction for both patients and healthcare providers. **Who Is the Company Behind InteleScreen?** - **Seller:** [Intelerad](https://www.g2.com/sellers/intelerad) - **LinkedIn® Page:** https://www.linkedin.com/company/intelerad-medical-systems (861 employees on LinkedIn®) ### 16. [Kyruus Health](https://www.g2.com/products/kyruus-health/reviews) Kyruus Health is the leading care access platform on a mission to connect people to the right care. The company connects 425,000 providers across more than 1,000 hospitals and 500 medical groups, and more than 150 million health plan members across 100 health plan brands, so every stakeholder can access and harness the most accurate, comprehensive, and contextually relevant information. By enabling informed decisions and confident action, the care access platform supports healthier outcomes, reduces friction in healthcare, and grants more time back in everyone’s day. Kyruus Health’s solutions for health systems, hospitals, and medical groups include: Kyruus Connect: Provider data management solution that unifies and optimizes disparate provider data, to create a single, organized source of truth. This robust foundation can power experiences for internal stakeholders, partners and patients. Search: Empower patients with a 24/7 online provider directory and care search experience, with filters based on provider availability, office location, insurance type, specialty, and more. Schedule: Connect patients with the care they need with self-service scheduling. Schedule leverages EHR integrations to display real-time availability, reduce staff management. Check-In: Streamline front-desk process and capture vital patient details with digital patient intake, Check-In. Text and email notifications encourage patients to submit demographics, insurance information and copays prior to appointment—all without an app download. Advanced Analytics: Gain deeper insights into consumer behavior and utilization with Advanced Analytics. Advanced Analytics enhances your ability to create customized reports, provides access to Kyruus Health analytics experts, and enables data exchange across multiple reporting tools. To learn more, visit KyruusHealth.com. **Who Is the Company Behind Kyruus Health?** - **Seller:** [Kyruus Health](https://www.g2.com/sellers/kyruus-health) - **Year Founded:** 2010 - **HQ Location:** Boston, Massachusetts, United States - **LinkedIn® Page:** https://www.linkedin.com/company/kyruushealth (347 employees on LinkedIn®) ### 17. [Leading Reach](https://www.g2.com/products/leading-reach/reviews) "Outreach CRM empowers marketing teams and physician liaisons to improve communication and boost referral revenue from insights gained through real-time referral data. - Map and add providers to your referral network by searching over 5 million providers in the LeadingReach directory. - Manage Your Day Prioritize your day by monitoring the health of your relationships, completing daily activities, and setting follow up tasks for new opportunities. - Track Your Performance Deliver monthly referral data and patient status reports to referring providers while tracking daily activities and call notes in real-time. - Maintain Referral Relationships with Improved Communication Stay ahead of potential communication challenges between offices and patients to ensure a smooth handoff and timely scheduling. Get notifications about the patient relationship status before office visits, and deliver patient pipeline summary reports by provider." **Who Is the Company Behind Leading Reach?** - **Seller:** [Leading Reach](https://www.g2.com/sellers/leading-reach) - **Year Founded:** 2013 - **HQ Location:** Austin, US - **LinkedIn® Page:** https://www.linkedin.com/company/leadingreach (70 employees on LinkedIn®) ### 18. [Loyal Health Platform](https://www.g2.com/products/loyal-health-platform/reviews) Loyal Health is a healthcare technology company based in Atlanta, Georgia. Since its founding in 2015, Loyal has focused on creating innovative solutions that enhance the patient experience. With a dedicated team and a growing customer base, including major healthcare systems like Lifepoint Health, Loyal continues to expand its presence in the healthcare technology landscape. The Loyal Platform offers key features such as: Provider Data Management (PDM); Care Search & Scheduling; AI-powered Chatbots, Patient Outreach Campaigns, HRAs, and our Reputation Management Suite. These solutions streamline patient access, improve care coordination, and provide health systems with actionable insights to better serve their patients. Loyal’s platform empowers healthcare organizations to deliver personalized, efficient care, ultimately improving patient satisfaction and operational efficiency. By simplifying digital communication and engagement, Loyal helps providers build stronger connections with their patients, solving critical pain points in today’s healthcare environment. **Who Is the Company Behind Loyal Health Platform?** - **Seller:** [LOYAL HEALTH](https://www.g2.com/sellers/loyal-health) - **Year Founded:** 2015 - **HQ Location:** Atlanta, Georgia, United States - **LinkedIn® Page:** https://www.linkedin.com/company/loyal-health (229 employees on LinkedIn®) ### 19. [Maven HQ](https://www.g2.com/products/maven-hq/reviews) Maven HQ is a comprehensive marketing and sales automation CRM designed to streamline business operations by integrating lead generation, customer relationship management, and marketing automation into a single platform. It enables businesses to capture, nurture, and convert leads efficiently, enhancing customer engagement and driving revenue growth. Key Features and Functionality: - Lead Generation and Management: Utilize tools like webchat, forms, quizzes, and landing pages to attract and capture leads. Manage these leads effectively through a unified CRM and smart lists. - Marketing Automation: Automate email and SMS marketing campaigns, schedule appointments, and send reminders to maintain consistent communication with prospects and customers. - Sales Pipelines: Organize and track sales processes with customizable pipelines, ensuring timely follow-ups and efficient deal management. - Reputation Management: Monitor and enhance online reputation by generating and managing customer reviews, conducting NPS surveys, and overseeing overall customer sentiment. - Integrations: Connect seamlessly with over 3,000 applications, including Gmail, Outlook, Stripe, Facebook, and more, to centralize business operations. - Mobile Accessibility: Manage business activities on the go with the Maven HQ mobile app, available for iOS and Android devices, allowing for communication, appointment scheduling, and pipeline management from anywhere. Primary Value and Solutions Provided: Maven HQ addresses the challenges businesses face in managing multiple tools for marketing, sales, and customer engagement by offering an all-in-one platform. It simplifies lead generation, automates marketing efforts, and provides robust tools for sales and reputation management. By consolidating these functions, Maven HQ helps businesses increase efficiency, improve customer relationships, and drive growth without the need for multiple disparate systems. **Who Is the Company Behind Maven HQ?** - **Seller:** [Maven HQ](https://www.g2.com/sellers/maven-hq) - **Year Founded:** 2021 - **HQ Location:** Calgary, CA - **LinkedIn® Page:** https://www.linkedin.com/company/mavenhq-io/ (1 employees on LinkedIn®) ### 20. [Navigating Cancer](https://www.g2.com/products/navigating-cancer/reviews) Navigating Cancer's oncology-specific software can help care teams stay connected to each other and their patients, improve productivity with streamlined workflows, and, ultimately, provide better care. **Who Is the Company Behind Navigating Cancer?** - **Seller:** [Navigating Cancer](https://www.g2.com/sellers/navigating-cancer) - **Year Founded:** 2008 - **HQ Location:** Remote, US - **Twitter:** @NavCancer (9,173 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/navigating-cancer/ (73 employees on LinkedIn®) ### 21. [Net4Medix](https://www.g2.com/products/net4medix/reviews) Periwinkle Technologies Pvt Ltd is a startup incubated at NCL Venture Center, Pashan, Pune. We have various products for Healthcare – commercial as well as for public health settings. **Who Is the Company Behind Net4Medix?** - **Seller:** [Periwinkle Technologies](https://www.g2.com/sellers/periwinkle-technologies) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 22. [Orion Digital Front Door](https://www.g2.com/products/orion-digital-front-door/reviews) Orion Health’s Digital Front Door is an omni-channel consumer engagement platform that integrates data, tools and services for end-to-end healthcare navigation and management. **Who Is the Company Behind Orion Digital Front Door?** - **Seller:** [Orion Health](https://www.g2.com/sellers/orion-health) - **Year Founded:** 1993 - **HQ Location:** Auckland, Auckland, New Zealand - **Twitter:** @OrionHealth (12,763 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/orion-health (714 employees on LinkedIn®) - **Ownership:** ASX: OHE ### 23. [PACU Planner](https://www.g2.com/products/pacu-planner/reviews) PACU Planner is an AI-driven solution designed to optimize the scheduling and management of Post-Anesthesia Care Units (PACUs). By accurately predicting case durations and patient recovery times, it enhances patient flow, reduces congestion, and improves overall operational efficiency in perioperative care. **Who Is the Company Behind PACU Planner?** - **Seller:** [Opmed.ai](https://www.g2.com/sellers/opmed-ai) - **Year Founded:** 2022 - **HQ Location:** Boston, US - **LinkedIn® Page:** https://www.linkedin.com/company/greatmix (47 employees on LinkedIn®) ### 24. [Parakeet Health](https://www.g2.com/products/parakeet-health/reviews) Parakeet Health is a generative AI company founded in 2023, specializing in developing voice agents to enhance patient engagement and streamline communications for healthcare providers. By leveraging advanced large language model technology, Parakeet Health automates a variety of administrative tasks, thereby improving operational efficiency and patient satisfaction. **Who Is the Company Behind Parakeet Health?** - **Seller:** [Parakeet Health](https://www.g2.com/sellers/parakeet-health) - **Year Founded:** 2023 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/parakeet-health (8 employees on LinkedIn®) ### 25. [Piction Health](https://www.g2.com/products/piction-health/reviews) Piction Health is a virtual-first dermatology clinic that offers expert care for skin, hair, and nail conditions from the comfort of your home. By leveraging advanced technology and a team of board-certified dermatologists and nurse practitioners, Piction Health provides timely, personalized treatment plans, significantly reducing the traditional wait times associated with in-person dermatology appointments. **Who Is the Company Behind Piction Health?** - **Seller:** [Piction Health](https://www.g2.com/sellers/piction-health) - **Year Founded:** 2017 - **HQ Location:** Boston, US - **LinkedIn® Page:** https://www.linkedin.com/company/pictionhealth (24 employees on LinkedIn®) ## What Is Patient Relationship Management (PRM) Software? [Patient Experience Software](https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675) ## What Software Categories Are Similar to Patient Relationship Management (PRM) Software? - [Patient Scheduling Software](https://www.g2.com/categories/patient-scheduling) - [Patient Engagement Software](https://www.g2.com/categories/patient-engagement) - [Patient Intake Software](https://www.g2.com/categories/patient-intake) --- ## How Do You Choose the Right Patient Relationship Management (PRM) Software? ### What You Should Know About Patient Relationship Management (PRM) Software ### What is Patient Relationship Management (PRM) Software? Patient relationship management (PRM) software, also known as healthcare customer relationship management software, optimizes and supports the entire patient care journey, enables the effective flow of information within healthcare systems, and increases and nurtures patient engagement. PRM is more closely related to a healthcare version of customer journey analytics software—orchestrating and managing the patient experience from referral to advocate. PRM software enables patient-centric care by improving access and communication that ultimately improves patient outcomes, provider-patient relationships, and increases staff efficiency. PRM software enhances and centralizes the data and functionality of [electronic health records (EHR) software](https://www.g2.com/categories/ehr) and [patient engagement software](https://www.g2.com/categories/patient-engagement). Significant benefits of PRM software include the aggregation of all medical records and the encouragement and emphasis of active patient participation towards their health. By leveraging PRM software, health systems and organizations can better enforce value-based care, performance, and reimbursement efforts, without compromising their delivery of quality care.  ### What are the Common Features of Patient Relationship Management (PRM) Software? The following are some core features within PRM software that can help users engage with more patients and run a more efficient practice.  **Texting:** Texting is a preferred method of communication with many consumers. The PRM software should include a texting feature to reach patients wherever they are. Buyers should look for features like bulk texting, two-way texting, appointment reminders, and clinic review requests.  **Appointment reminders:** PRM software can prevent missed appointments with customized appointment reminders to reach patients via text, email, and phone. The solution may also provide flexibility to schedule reminders at a cadence that works for both the providers and the patients.  **Online scheduling:** Online scheduling is a preferred method of scheduling for many consumers. Medical practices can provide patients with easy scheduling options to allow patients to select the best appointment for their schedules. The PRM software can integrate with a practice scheduling system so users can accept, flag, or reschedule appointments.  **Digital check-in:** Contactless appointment check-in creates a safe environment for patients and medical practice staff. A digital check-in process includes appointment reminders, screening forms, text alerts, and allows patients to verify and make changes to their information.  **Patient portal:** A portal allows medical providers to easily engage with patients. A patient portal should include elements like appointment scheduling, secure messaging, online bill pay, patient registration, clinical summaries, test results, and patient education opportunities.  **Integrated social media:** Healthcare practices can continue to engage with current patients and attract new patients on social media. They can post practice updates, events, education information, and testimonials in the patient portal and then automatically share on social media to increase engagement.  **Email marketing:** It is important to remain relevant and top-of-mind to patients. Regular outreach through newsletters or focused campaigns can help a provider showcase achievements and deliver relevant messages to patients. The PRM software should offer email audience segmentation, complete history of campaigns, and email performance metrics.  **Recall messaging:** Inactive patients are a common concern for many medical practices. It’s a good strategy to re engage dormant patients through outreach. A PRM solution must support automated recall messaging to let patients know when to schedule annual check-ups or other appointments. Automated recall reminders sent via email, text, and phone are necessary to reconnect with disengaged patients. ### What are the Benefits of Patient Relationship Management (PRM) Software? **Leverage patient feedback:** Feedback from patients provides valuable information about what patients think about the healthcare services. Examining patient satisfaction rates will give insight into what is working well and what needs improvement in the way care is delivered and how the practice is managed.  **Track patient journey:** A patient journey is the process that patients go through when they undergo treatment. This consists of several stages (pre-, during, and post-visit), where each stage consists of one or more touchpoints. Patients may see multiple providers within the same network. A PRM will establish a streamlined approach to tracking or mapping the patient journey, which is a blueprint of the touchpoints a patient goes through in their healthcare journey.  **Improved patient outcomes:** A PRM software will allow patients to be more engaged in their care journey. Patients will have more open and consistent communication with providers, which will help them feel more comfortable and empowered.  **Improved patient communication:** A PRM solution provides multiple methods for communication with patients. The software helps to automate and centralize communications and reach patients through their preferred method--text, email, or phone.  **Reduce no-shows:** Providing a quick and courteous reminder to patients about upcoming appointments may help improve patient loyalty. Many patients rely on reminders because of convenience. The automatic reminders allow patients to confirm, cancel, or reschedule appointments. These messages will save the practice time and money. **Increased patient engagement:** A PRM system creates opportunities to connect with patients regularly. With the help of PRM tools, medical practices will be positioned to be patient forward and focused on personalized care. Through continuous communication, patients will be actively engaged in gathering information and making decisions about their treatment options. More engaged patients lead to higher patient retention. **Improved clinic reputation:** PRM tools allow users to find out what people are saying about their medical practice. The software helps prioritize the patient experience by distributing surveys, responding to negative reviews, committing to evaluation and analyzing patient outcomes, and building a strong social media presence.  **Eliminate administrative burden:** There are many admin tasks associated with patient relationship management. Utilizing a system will eliminate paperwork and the costly, time-consuming manual work typically associated with patient management, such as manually sending emails and making individual phone calls.  ### Who Uses Patient Relationship Management (PRM) Software? **Healthcare providers:** Healthcare providers can utilize PRM software to communicate with patients via secure messages, add post-visit notes, keep track of patients’ medications and medical issues, and monitor the patient journey.  **Medical office staff:** Healthcare support staff can utilize PRM software to manage appointments, prescriptions, notes, and other patient-related data. There should be an option to create and maintain a comprehensive and detailed patient profile that can be used for follow-ups and communication.  **Patients:** Patients can utilize the PRM to play an active role in their healthcare journey, including sending messages to their care team, scheduling appointments, reviewing test results, and updating their personal information.  #### Software Related to Patient Relationship Management (PRM) Software Related solutions that can be used together with patient relationship management include: [EHR software](https://www.g2.com/categories/ehr) **:** Electronic health records (EHR), also known as electronic medical records (EMR), are real-time digital versions of patient medical information. EHR software allows medical professionals across multiple healthcare organizations to access, input, and adjust patient data. It also allows patients to log on to their profiles so they can stay up to date on their medical records. Since EHR software is designed to share information with multiple healthcare providers, like pharmacies and laboratories, a patient’s profile can have information from all of the professionals involved in the patient’s care. When medical professionals use an EHR, they have a more holistic view of the patient’s health and will be able to more effectively serve their patients. [Patient engagement software](https://www.g2.com/categories/patient-engagement) **:** Patient engagement software facilitates the encouragement of a patient’s active participation in the maintenance of their health, the building of a collaborative patient-doctor relationship, and the improvement of the overall patient experience. Hospitals, medical practices, and other healthcare organizations are increasingly becoming subject to the same kinds of expectations that retail and hospitality industries deal with; as a result, patients expect compassion, acknowledgment, immediate communication, and easy access to information from their healthcare providers. [Patient scheduling software](https://www.g2.com/categories/patient-scheduling) **:** Hospitals and health centers require patient scheduling software to manage patient appointments, automate administrative workflows, and allocate medical staff accordingly. This type of software includes scheduling algorithms that are meant to reduce patient wait time. It also handles the communication between patients and the medical personnel to confirm scheduled examination and treatment sessions. [Patient intake software](https://www.g2.com/categories/patient-intake) **:** A patient intake software facilitates efficient and proactive capturing of patient data before a patient's medical appointment. Patient intake solutions minimize the time patients spend on registration, reduces any mistakes due to handwritten data, protects patient privacy, and simplifies the integration of patient data into the EHR. Both medical staff and patients, established and new, benefit from the software. With patient intake software, process bottlenecks are eased, satisfaction is raised, workload is reduced, and productivity is increased. [Interactive patient care software](https://www.g2.com/categories/interactive-patient-care-systems-ipc) **:** Interactive patient care (IPC) systems allow healthcare providers to engage, entertain, and educate patients across the care via tablets, multimedia devices, in-room TVs, and online patient portals. IPC solutions initially referred to the caregiver communications and resources provided to the patient at the physical bedside, but the solutions have evolved to include educational resources that the patient and their family could access even after discharge from the hospital. Patients benefit from IPC systems’ ability to diminish their isolation, loneliness, and confusion. In turn, IPC systems help hospitals and healthcare organizations improve patient outcomes and care quality, as well as diminish readmission rates. [Patient case management software](https://www.g2.com/categories/patient-case-management) **:** Patient case management software improves quality of care and, ultimately, patient experience by optimizing the coordination of care across a hospital, practice, or ancillary care clinic. Patient case management software centralizes aspects of patient care such as scheduling, charting, treatment planning, and medical billing to accurately determine the health status of a patient. Case managers can utilize patient case management software to facilitate clinical communication and collaboration, as well as deliver better post-discharge care. Therefore, patients too benefit from effective patient case management software, which can offer them personalized services tools similar to an IPC system that they would have had access to during treatment. ### Challenges with Patient Relationship Management (PRM) Software **Integrations:** Patient relationship management solutions often have integrations with a variety of other external applications. This option will save administrators time on manually transferring data back and forth through third-party applications. Vendors may also charge for additional integrations. **Data migration:** It can be difficult to move data from one product to another due to the exclusivity of the vendor’s hosted platform. Users may face difficulty in migrating their data successfully. Questions about data migration should be addressed in vendor demos and discussions.  **Security:** Healthcare organizations need to have a proactive approach to security because cybersecurity threats are real. People can be the greatest asset to preventing cybercrime. Leaders need to train all employees on security issues. Data breaches can cause serious issues for the reputation of an organization and result in fines due to HIPAA compliance failure.  **Training and onboarding:** Like any piece of technology, effective training courses and onboarding will speed up the adoption of the patient relationship management software. The quicker practitioners and administrators become comfortable with the software, the more empowered they will feel when utilizing and communicating about the solution. Regular training will also reduce any wrong use, insufficient documentation, or miscommunication. Training will benefit staff when it comes to professional development training courses, competency building, and maintaining compliance.  ### How to buy Patient Relationship Management (PRM) Software #### Requirements Gathering (RFI/RFP) for Patient Relationship Management (PRM) Software There are many issues to consider when choosing a patient relationship management software. There are unique needs to be considered when assessing software to purchase—size and team member count, onboarding process, software cost, vendor customer support options, mobile compatibility, and customization are some of them. Buyers must determine what set of features will help the users be more efficient and meet the needs of the claims management process.  #### Compare Patient Relationship Management (PRM) Products **Create a long list** An initial list of potential patient relationship management solutions should include any products that meet the basic feature requirements. At this point, buyers should be aiming to get a sense of the options that meet their essential needs. **Create a short list** After a long list has been created, it’s time to look at each product in more detail to determine if it will meet the needs of the healthcare providers interested in purchasing this software. This should include evaluating additional features of each product beyond the ones identified as essential to determine if additional functionality would provide more value, efficiencies, and compliance requirements. Scalability is particularly important and determining if new features can be added in the future, such as more users or more courses.  **Conduct demos** Demos are a great opportunity for buyers to see how the software works. Only the shortlisted vendors should be invited to demonstrate their solutions. Demos should be performed live, using the system, and not through slide decks and screenshots. All vendors should follow a predetermined scenario that simulates the business processes of the buyer. Buyers should request to see a walkthrough from the perspective of all users to understand how the interface looks for both sides and ensure it is user friendly for everyone.  When narrowing down the list of vendors, buyers should consider questions such as: - How does the pricing model for this product work? Are there capital and recurring costs? What are the annual licensing and maintenance costs?  - How well known is the vendor? Do they have a sizable amount of clientele in the healthcare industry? - Can specific user restrictions be assigned depending on user type? - How well does the patient relationship management software work on mobile devices? - How easily can the patient relationship management software be grown to support a larger number of users and content? - Is the software compliant with healthcare security and privacy protocols and regulations?  - Is there a disaster recovery plan? Where are the servers hosted? #### Selection of Patient Relationship Management (PRM) Software **Choose a selection team** To choose a selection team, decision makers need to involve subject matter experts from all teams that will use the system. For any organization, this will likely involve healthcare practitioners, office staff, claims management employees, and decision makers. An IT administrator should also be present to weigh in on technical concerns with the products. The selection team should be a representation of the people who will use the system.  **Negotiation** After narrowing in on the preferred product, it’s time to negotiate a pricing package. Buyers must consider the pricing model of the software such as, whether the seller charges a flat monthly fee or, more commonly, charges a fee based on how many user seats the buyer needs. Buyers should also note if they can negotiate to add more user seats to a package that would otherwise meet their needs. They might also consider negotiating a discount in exchange for signing a multi-year contract.  **Final decision** The final decision should rest with the primary users of the software, such as managers and their employees. All parties should consider whether the software is easy to use, easy to implement, improves operational efficiency, and allows for a better patient experience.