# Best Patient Intake Software *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)* Patient intake software facilitates efficient and proactive capturing of patient data prior to a patient's medical appointment. Patient intake software minimizes 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. To qualify for inclusion in the Patient Intake category, a product must: - Offer a digital or electronic method of filling out patient forms prior to appointments - Ensure security, encryption, and compliance with health care industry requirements - Integrate with EHRs and other patient health information databases ## Top Patient Intake Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [NexHealth](https://www.g2.com/products/nexhealth/reviews) | 4.8/5.0 (116 reviews) | PMS-synced digital intake and form automation | "[Left & Happily Came Back](https://www.g2.com/survey_responses/nexhealth-review-13108173)" | | 2 | [Weave](https://www.g2.com/products/weave-weave/reviews) | 4.6/5.0 (416 reviews) | Paperless patient intake with text-to-pay | "[Real-Time Texting Transforms Office Communication](https://www.g2.com/survey_responses/weave-review-12181652)" | | 3 | [EHRYourWay](https://www.g2.com/products/ehryourway/reviews) | 4.7/5.0 (332 reviews) | Customizable behavioral health intake workflows | "[Extremely Helpful and Time-Saving EHR with Minimal Issues](https://www.g2.com/survey_responses/ehryourway-review-12210651)" | | 4 | [Klara](https://www.g2.com/products/klara/reviews) | 4.6/5.0 (105 reviews) | HIPAA-compliant text-based patient intake workflows | "[Enhanced Patient Communication, Easy Setup](https://www.g2.com/survey_responses/klara-review-12000889)" | | 5 | [SPRY](https://www.g2.com/products/spry-spry/reviews) | 4.6/5.0 (78 reviews) | Fax-to-chart intake with AI auto-population | "[Spry’s Intuitive Design and Hands-On Support Transformed Our Clinic Workflow](https://www.g2.com/survey_responses/spry-review-12543807)" | | 6 | [Tebra (previously Kareo + PatientPop)](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews) | 4.1/5.0 (255 reviews) | Pre-visit patient intake with integrated EHR billing | "[Easy Charge Capture for Accurate Coding](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-12731619)" | | 7 | [Solutionreach](https://www.g2.com/products/solutionreach/reviews) | 4.3/5.0 (167 reviews) | Pre-visit digital intake with automated recall | "[Easy Texting for Payments, Reviews, and Paperwork](https://www.g2.com/survey_responses/solutionreach-review-12625716)" | | 8 | [RevenueWell](https://www.g2.com/products/revenuewell/reviews) | 4.7/5.0 (134 reviews) | Eaglesoft-integrated digital patient intake automation | "[Helpful Insights and Great Communication](https://www.g2.com/survey_responses/revenuewell-review-13068805)" | | 9 | [Phreesia](https://www.g2.com/products/phreesia/reviews) | 3.9/5.0 (44 reviews) | Pre-visit digital intake with EHR-integrated eligibility verification | "[Empowers Remote Work with Ease](https://www.g2.com/survey_responses/phreesia-review-12113577)" | | 10 | [Luma Health](https://www.g2.com/products/luma-health/reviews) | 4.8/5.0 (81 reviews) | Pre-visit intake with automated patient engagement | "[Luma Leads The Way](https://www.g2.com/survey_responses/luma-health-review-9733505)" | ## G2 Grid® for Patient Intake Software ![G2 Grid® for Patient Intake Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-intake/grids.png?focus%5B%5D=87629&focus%5B%5D=48097&focus%5B%5D=44719&focus%5B%5D=46458&focus%5B%5D=166670&focus%5B%5D=4252&focus%5B%5D=42689&focus%5B%5D=43910) Highlighted products: NexHealth, Weave, EHRYourWay, Klara, SPRY, Tebra (previously Kareo + PatientPop), Solutionreach, and RevenueWell. Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-intake/grids.json?focus%5B%5D=nexhealth&focus%5B%5D=weave-weave&focus%5B%5D=ehryourway&focus%5B%5D=klara&focus%5B%5D=spry-spry&focus%5B%5D=tebra-previously-kareo-patientpop&focus%5B%5D=solutionreach&focus%5B%5D=revenuewell) ## How Many Patient Intake Software Products Does G2 Track? **Total Products under this Category:** 96 ### Category Stats (Jul 2026) - **Average Rating**: 4.51/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: InteliChart (+0.53%) - Among all products in this category, InteliChart recorded the largest rating increase compared to last month *Last updated: July 18, 2026* ## How Does G2 Rank Patient Intake Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,900+ Authentic Reviews - 96+ 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 Intake Software Is Best for Your Use Case? - **Leader:** [NexHealth](https://www.g2.com/products/nexhealth/reviews) - **Highest Performer:** [Hyro](https://www.g2.com/products/hyro/reviews) - **Easiest to Use:** [NexHealth](https://www.g2.com/products/nexhealth/reviews) - **Top Trending:** [WaitWell](https://www.g2.com/products/waitwell/reviews) - **Best Free Software:** [Phreesia](https://www.g2.com/products/phreesia/reviews) --- **Sponsored** ### Aligned Aligned is the buyer-facing AI Deal Workspace where revenue teams run deals in one shared link. Aligned brings structure to the messy space between your CRM and your buyer, where most deals actually win or stall: stakeholder complexity, unclear next steps, champions selling internally, and decisions happening asynchronously across emails, decks, threads, and scattered tools. CRMs record what happened. Aligned is the system of action that helps teams execute what needs to happen next, together with the buyer. Used by Account Executives, Sales Leaders, Enablement, RevOps, and Customer Success teams, Aligned combines a Digital Sales Room and Client Portal into a single workspace that supports the full revenue lifecycle, from pipeline creation to onboarding and expansion. Teams consolidate all buyer and customer materials, plans, and communications in one place, with visibility and control over the deal narrative. With the AI Deal Workspace, Aligned goes beyond organizing content. AI works inside the workflow with full deal context to keep execution moving forward: \* Auto-builds deal resources after every call, including an executive summary, requested content, and action items, with no prompts or setup \* Reads signals across calls, email, CRM, and workspace engagement to flag risk, surface what changed, and recommend the next best move \* Maps stakeholders automatically to uncover hidden influencers, track buying signals, and guide multithreading \* Generates and maintains key deal assets like business cases, mutual action plans, recap pages, and follow-up emails for review and send \* Gives buyers AI inside the workspace to summarize content, answer security and compliance questions, and progress decisions asynchronously, all in one link with no login under the seller’s control By replacing traditional workflows like email threads, spreadsheets, attachments, and disconnected links, Aligned reduces buyer friction, improves alignment across the buying committee, equips champions, and creates more predictable execution for complex B2B deals. Key capabilities include: \* Digital Sales Rooms for proposals, decks, demo recordings, stakeholder content, and mutual action plans \* Buyer engagement signals across stakeholders to guide follow-up and prioritize execution \* Shared onboarding and customer workspaces to streamline implementation and reduce time-to-value \* Client Portal-style collaboration for ongoing customer management, expansions, and renewals Aligned is used by 50,000+ sales and customer success teams, with 1M+ buyers collaborating in workspaces every month, and is recognized by G2 as a category leader. [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=2054&secure%5Bchosen_at%5D=2026-07-18T10%3A20%3A11Z&secure%5Bdisplayable_resource_id%5D=2699&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1202953&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1202953&secure%5Bresource_id%5D=2054&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-intake&secure%5Btoken%5D=950b01902e36608c0d6abcd3ea53315f67a3e2678ca9121bb96da075eb54850a&secure%5Burl%5D=https%3A%2F%2Falignedup.com%2Faligned-vs-dock%2F%3Favk%3Dmvk_g2_paid%26utm_campaign%3Dg2_competitor_dock%26utm_medium%3Dcpc%26utm_source%3Dg2&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Patient Intake Software Products in 2026? ### 1. [NexHealth](https://www.g2.com/products/nexhealth/reviews) NexHealth is the patient experience platform that provides true practice automation. We help you eliminate the tedious tasks that slows your team down and keeps them tied to the front desk. Our proprietary Synchronizer technology syncs directly with your health record system in real-time, with updates appearing in seconds, not minutes or hours. This unique, reliable sync means you can actually automate every step of the patient journey from booking to payment without the errors and delays common on other platforms. Our patient booking software helps you fill the calendar without endless phone calls. Real-time online booking lets patients schedule 24/7 while our automated Waitlist fills last-minute cancellations in minutes. Bring patients back for the care they need with automated patient recall messages. Our unique 1-Click Booking links makes it easy for patients to schedule follow-ups via SMS or email without a patient portal, saving your team from hours of manual outreach and delighting patients with fewer steps to make an appointment. Handle your entire patient intake process with our HIPAA compliant digital forms software that eliminates the need for paperwork and manual data entry. We digitize your existing forms for you or you can easily create your own with the powerful form builder. Capture all the data you need - from consent, history, payments, and more. Patient information syncs automatically to their record in your EHR, saving you hours of time and reducing data mistakes. Stay on schedule with patients that show up with their intake forms already completed by sending the right forms automatically before each appointment. Next, NexHealth helps you eliminate phone tag with a comprehensive patient communication suite. Automate everything from customizable appointment reminder sequences that reduce no-shows to review requests after appointments that boost your online reputation using feedback from your happiest patients. Our HIPAA-compliant two-way messaging lets your team text directly with patients, ending the game of phone tag for good. Finally, get paid faster with in-office terminals and digital payment requests that sync with your EHR ledger. You can collect outstanding balances with simple text and email payment requests that make it convenient for patients to pay. Ledger Sync instantly shows who has a balance and automatically posts payments back to the patient record with correct provider and procedure attribution, saving hours valuable admin time every week. Free your team from repetitive tasks so they can focus on what matters most: the patients. Get started with flexible, month-to-month billing and no long-term contracts. **Average Rating:** 4.8/5.0 **Total Reviews:** 116 **How Do G2 Users Rate NexHealth?** - **Form Workflow:** 9.3/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 9.5/10 (Category avg: 8.7/10) - **Patient Check-in:** 9.6/10 (Category avg: 8.8/10) **Who Is the Company Behind NexHealth?** - **Seller:** [Nex Health](https://www.g2.com/sellers/nex-health) - **Company Website:** https://nexhealth.com - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @nexhealthHQ (2,139 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5366106/ (190 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Dentist - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 89% Small-Business, 10% Mid-Market #### What Are NexHealth's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Customer Support (14 reviews) - Communication (10 reviews) - Online Forms (10 reviews) - Patient Communication (10 reviews) **Cons:** - Messaging Issues (4 reviews) - Technical Issues (4 reviews) - Limited Features (3 reviews) - Appointment Management (2 reviews) - Calendar Syncing Issues (2 reviews) ### What Do G2 Reviewers Say About NexHealth? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of NexHealth, facilitating seamless communication and efficient payment processing. - Users commend the **responsive customer support** of NexHealth, appreciating quick assistance and effective communication solutions. - Users value the **effective communication tools** of NexHealth, significantly enhancing efficiency and patient interaction in practices. - Users appreciate the **convenience of online forms** with NexHealth, enhancing efficiency in managing patient interactions. - Users value the **ease of patient communication** with NexHealth, enhancing relationships and facilitating effective interactions. **Cons:** - Users face **messaging issues** with NexHealth, experiencing inconvenience and inefficiencies due to lack of automation and complex navigation. - Users often face **technical issues** like lagging and syncing problems, impacting checkout efficiency and user experience. - Users find **limited features** in NexHealth, making tasks cumbersome and requiring multiple workarounds for efficiency. - Users find the **appointment management difficult** due to cumbersome navigation and lack of automated message generation. - Users often face **calendar syncing issues** that result in missing information and technical difficulties. #### What Are Recent G2 Reviews of NexHealth? **"[Flexible Insurance, Credit Card, and Messaging Options in Nexhealth](https://www.g2.com/survey_responses/nexhealth-review-12954504)"** **Rating:** 4.0/5.0 stars *— Shawn M.* [Read full review](https://www.g2.com/survey_responses/nexhealth-review-12954504) --- **"[Left & Happily Came Back](https://www.g2.com/survey_responses/nexhealth-review-13108173)"** **Rating:** 5.0/5.0 stars *— Matthew U.* [Read full review](https://www.g2.com/survey_responses/nexhealth-review-13108173) --- #### What Are G2 Users Discussing About NexHealth? - [How do you use Nexhealth?](https://www.g2.com/discussions/how-do-you-use-nexhealth) - [How many employees does NexHealth have?](https://www.g2.com/discussions/how-many-employees-does-nexhealth-have) - [Is NexHealth secure?](https://www.g2.com/discussions/is-nexhealth-secure) - [What does NexHealth do?](https://www.g2.com/discussions/what-does-nexhealth-do) ### 2. [Weave](https://www.g2.com/products/weave-weave/reviews) Weave is the all-in-one experience platform for small- and medium-sized healthcare businesses. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local healthcare providers attract, communicate with and engage patients to grow their practice. To learn more, visit getweave.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 416 **How Do G2 Users Rate Weave?** - **Form Workflow:** 8.9/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 8.8/10 (Category avg: 8.7/10) - **Patient Check-in:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Weave?** - **Seller:** [Weave](https://www.g2.com/sellers/weave) - **Company Website:** https://www.getweave.com - **Year Founded:** 2008 - **HQ Location:** Lehi, Utah - **Twitter:** @getweave (2,008 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1271877/ (1,173 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Owner - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 91% Small-Business, 7% Mid-Market #### What Are Weave's Pros and Cons? **Pros:** - Ease of Use (87 reviews) - Communication (71 reviews) - Text Messaging (67 reviews) - Patient Communication (66 reviews) - Texting Communication (53 reviews) **Cons:** - Technical Issues (40 reviews) - Messaging Issues (22 reviews) - Communication Issues (21 reviews) - Connectivity Issues (21 reviews) - Limited Features (21 reviews) ### What Do G2 Reviewers Say About Weave? *AI-generated summary from verified user reviews* **Pros:** - Users find Weave's **ease of use** exceptional, making setup and daily operations intuitive and efficient. - Users find Weave's **communication features** invaluable, enabling seamless interaction and updates with patients and team members. - Users love the **convenience of text messaging** with Weave, enhancing communication with patients effortlessly. - Users value the **convenient communication** tools of Weave, enhancing patient interaction and streamlining workflow effectively. - Users find Weave’s **texting communication** incredibly convenient, allowing seamless patient interactions and efficient information sharing. **Cons:** - Users often face **technical issues** with Weave, particularly with message delivery and phone tree setup difficulties. - Users experience **glitchy notifications** for team messaging, leading to issues with functionality and ease of use. - Users experience **communication issues** with Weave, leading to patient frustration and marketing inefficiencies. - Users report **connectivity issues** with Weave, including lags and syncing problems that hinder seamless operation. - Users feel the **limited features** restrict functionality, particularly in scheduling and package capabilities. #### What Are Recent G2 Reviews of Weave? **"[Real-Time Texting Transforms Office Communication](https://www.g2.com/survey_responses/weave-review-12181652)"** **Rating:** 5.0/5.0 stars *— Kelly .* [Read full review](https://www.g2.com/survey_responses/weave-review-12181652) --- **"[Excellent feature development; very useful and integral to our operations.](https://www.g2.com/survey_responses/weave-review-9471547)"** **Rating:** 4.0/5.0 stars *— Craig E.* [Read full review](https://www.g2.com/survey_responses/weave-review-9471547) --- #### What Are G2 Users Discussing About Weave? - [Is weave Hipaa compliant?](https://www.g2.com/discussions/is-weave-hipaa-compliant) - 2 comments - [How much is weave dental?](https://www.g2.com/discussions/how-much-is-weave-dental) - 2 comments - [What does the company weave do?](https://www.g2.com/discussions/weave-what-does-the-company-weave-do) - 2 comments - [What is weave dental?](https://www.g2.com/discussions/what-is-weave-dental) - 2 comments ### 3. [EHRYourWay](https://www.g2.com/products/ehryourway/reviews) EHRYourWay is an end-to-end, ONC-certified electronic health record (EHR) solution specifically designed for the unique needs of behavioral health organizations. This comprehensive platform caters to outpatient and inpatient mental health clinics, addiction treatment centers, psychiatric hospitals, and Certified Community Behavioral Health Clinics (CCBHCs). By integrating all necessary functionalities—from patient intake and admissions to scheduling, clinical documentation, billing, and reporting—EHRYourWay eliminates the need for multiple vendors and disjointed systems, providing a seamless experience for users. Targeted primarily at healthcare providers in the behavioral health sector, EHRYourWay addresses the complexities of clinical workflows, compliance, and billing associated with mental health care. The platform is particularly beneficial for organizations that require a high degree of customization in their documentation and operational processes. Unlike rigid EHR systems that impose predefined workflows, EHRYourWay allows organizations to configure the platform according to their specific needs, ensuring that forms, workflows, and rules align with existing practices. This flexibility is essential for maintaining efficiency and minimizing disruption in clinical settings. One of the standout features of EHRYourWay is its robust clinical documentation capabilities. The platform enables users to create fully customized electronic replicas of their existing paper forms, allowing clinical staff to document care in a familiar format. It supports a wide range of behavioral health documentation, including psychiatric evaluations, therapy progress notes, and treatment plans. Additionally, built-in validated assessments, such as the PHQ-9 and GAD-7, automate scoring, while the integrated treatment planning module ensures continuity across patient records, linking assessments, diagnoses, and treatment goals in a comprehensive, audit-ready manner. In terms of billing and revenue cycle management, EHRYourWay streamlines the entire process from eligibility verification to claims submission. Its advanced fee schedule rules engine automates the determination of CPT codes and charge amounts, reducing manual entry and minimizing errors. The platform accommodates complex billing requirements, supporting various payers, including Medicaid, Medicare, and commercial insurers. Furthermore, EHRYourWay is equipped with compliance features, such as SOC 2 and ONC certifications, ensuring that organizations remain audit-ready while adhering to regulatory standards. EHRYourWay also excels in practice management, offering integrated solutions for scheduling, telehealth, patient portals, and intake management without the need for third-party add-ons. With a dedicated team of over 150 developers focused exclusively on behavioral health, EHRYourWay provides specialized support seven days a week, ensuring that users receive assistance tailored to their operational needs. This commitment to understanding the intricacies of behavioral health operations sets EHRYourWay apart as a comprehensive solution for organizations striving to enhance their clinical and administrative workflows. **Average Rating:** 4.7/5.0 **Total Reviews:** 332 **How Do G2 Users Rate EHRYourWay?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.8/10) **Who Is the Company Behind EHRYourWay?** - **Seller:** [EHR Your Way](https://www.g2.com/sellers/ehr-your-way) - **Company Website:** https://ehryourway.com/ - **Year Founded:** 2008 - **HQ Location:** San Diego, California - **Twitter:** @ehryourway (168 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ehr-your-way/ (33 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Therapist, Office Manager - **Top Industries:** Mental Health Care, Hospital & Health Care - **Company Size:** 55% Small-Business, 43% Mid-Market #### What Are EHRYourWay's Pros and Cons? **Pros:** - Ease of Use (68 reviews) - Customer Support (29 reviews) - Efficiency (27 reviews) - Document Management (22 reviews) - Navigation Ease (21 reviews) **Cons:** - Technical Issues (12 reviews) - Limited Customization (11 reviews) - Poor Navigation (9 reviews) - Not User-Friendly (8 reviews) - Learning Curve (7 reviews) ### What Do G2 Reviewers Say About EHRYourWay? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of EHR Your Way, simplifying navigation and streamlining daily tasks effectively. - Users find EHRYourWay’s **customer support exceptional** , promptly assisting with issues and enhancing overall user experience. - Users value the **efficiency** of EHRYourWay, enjoying streamlined workflows and quick access to necessary information. - Users appreciate the **streamlined documentation workflow** of EHRYourWay, which enhances efficiency and reduces administrative tasks. - Users praise the **user-friendly navigation** of EHRYourWay, making it convenient for staff and improving their experience. **Cons:** - Users often face **technical issues** , including bugs and slow performance, which hinder daily workflow and productivity. - Users find the **limited customization** in EHRYourWay restricting for their clinical documentation needs. - Users find **poor navigation** in EHRYourWay frustrating, impacting usability and slowing down their workflow significantly. - Users find EHRYourWay to be **not user-friendly** , especially for older coworkers and during busy workflow times. - Users notice a **significant learning curve** with EHRYourWay, making initial navigation challenging for new users. #### What Are Recent G2 Reviews of EHRYourWay? **"[Extremely Helpful and Time-Saving EHR with Minimal Issues](https://www.g2.com/survey_responses/ehryourway-review-12210651)"** **Rating:** 5.0/5.0 stars *— Amanda J.* [Read full review](https://www.g2.com/survey_responses/ehryourway-review-12210651) --- **"[Consistently Excellent Support and a Smooth EHRYW Implementation](https://www.g2.com/survey_responses/ehryourway-review-12678542)"** **Rating:** 4.0/5.0 stars *— Kate T.* [Read full review](https://www.g2.com/survey_responses/ehryourway-review-12678542) --- #### What Are G2 Users Discussing About EHRYourWay? - [What are the EHR functions?](https://www.g2.com/discussions/what-are-the-ehr-functions) - 1 comment - [What are the key components of an EHR?](https://www.g2.com/discussions/what-are-the-key-components-of-an-ehr) - [What are the unique features of electronic health record software?](https://www.g2.com/discussions/what-are-the-unique-features-of-electronic-health-record-software) - 1 comment - [What are the features of an EHR system?](https://www.g2.com/discussions/ehr-your-way-what-are-the-features-of-an-ehr-system) ### 4. [Klara](https://www.g2.com/products/klara/reviews) Constant phone calls lead to long wait times, fragmented communication, endless phone tag, unhappy patients, and staff burnout. With Klara, medical practices are able to improve their operational efficiency and centralize patient communication channels with a true system of engagement, integrated with the leading EHRs, and used throughout the entire practice. Every touchpoint throughout the patient journey can be automated with Klara, from appointment reminders to post-visit instructions and beyond. Practices can also communicate with third-party healthcare providers, such as pharmacies, to reduce the time it takes for things like prior authorizations to get approved. Improving patient care and collaboration is as easy as texting. Klara is a leader in patient communication and collaboration whose platform empowers patients to take more control of their healthcare experience and practices to increase efficiency. We help HIPAA-compliant healthcare providers effectively communicate with their patients by transforming high phone volume into two-way messaging. Medical practices across specialties such as dermatology, plastic surgery, OBGYN, family and internal medicine, otolaryngology, pediatrics, primary care, and many more use Klara to improve their patient experience while streamlining their internal administrative workflows. **Average Rating:** 4.6/5.0 **Total Reviews:** 105 **How Do G2 Users Rate Klara?** - **Form Workflow:** 9.6/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 9.3/10 (Category avg: 8.7/10) - **Patient Check-in:** 9.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Klara?** - **Seller:** [Klara](https://www.g2.com/sellers/klara) - **Company Website:** https://www.klara.com/ - **Year Founded:** 2013 - **HQ Location:** New York, NY - **LinkedIn® Page:** https://www.linkedin.com/company/getklara/ (89 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 72% Small-Business, 21% Mid-Market #### What Are Klara's Pros and Cons? **Pros:** - Communication (23 reviews) - Ease of Use (21 reviews) - Patient Communication (18 reviews) - Texting Communication (12 reviews) - User Interface (11 reviews) **Cons:** - Limited Features (6 reviews) - Communication Issues (5 reviews) - Messaging Issues (5 reviews) - Search Issues (5 reviews) - Limited Messaging Features (3 reviews) ### What Do G2 Reviewers Say About Klara? *AI-generated summary from verified user reviews* **Pros:** - Users love Klara for its **user-friendly communication** , providing quick and safe interaction with their doctors' offices. - Users love the **ease of use** of Klara, enjoying seamless communication and customization options for patient interactions. - Users appreciate the **simplicity of patient communication** with Klara, enjoying easy access and outreach capabilities. - Users recognize the **efficient texting communication** of Klara, enhancing patient interaction and streamlining operations effectively. - Users praise the **easy and intuitive interface** of Klara, enhancing productivity and communication with patients. **Cons:** - Users find Klara's **limited features** frustrating, as it hampers easy use and lacks necessary customization options. - Users experience significant **communication issues** with Klara, facing difficulties in accessing past conversations and receiving timely support. - Users face **messaging issues** in Klara, including glitches, unclear messages, and difficulties in managing communications effectively. - Users struggle with **search issues** in Klara, often unable to find closed conversations or locate patients efficiently. - Users express frustration with **limited messaging features** , including small texts and lack of customization options. #### What Are Recent G2 Reviews of Klara? **"[Enhanced Patient Communication, Easy Setup](https://www.g2.com/survey_responses/klara-review-12000889)"** **Rating:** 5.0/5.0 stars *— Abigail S.* [Read full review](https://www.g2.com/survey_responses/klara-review-12000889) --- **"[Effortless Patient Communication with Klara](https://www.g2.com/survey_responses/klara-review-12657112)"** **Rating:** 4.5/5.0 stars *— KRUNAL P.* [Read full review](https://www.g2.com/survey_responses/klara-review-12657112) --- #### What Are G2 Users Discussing About Klara? - [What is Klara used for?](https://www.g2.com/discussions/what-is-klara-used-for) - [What does Klara do?](https://www.g2.com/discussions/what-does-klara-do) - 1 comment - [What is Klara app?](https://www.g2.com/discussions/what-is-klara-app) - 1 comment - [How much does Klara cost?](https://www.g2.com/discussions/how-much-does-klara-cost) - 1 comment ### 5. [SPRY](https://www.g2.com/products/spry-spry/reviews) SPRY: The Fastest-Growing AI-Powered EMR & Billing Platform for Rehab Therapy SPRY isn’t just an EMR—it’s your practice partner. Built specifically for physical therapy clinics, SPRY helps reduce admin costs, increase patient visits, and maximize reimbursements. Its AI-powered, fully integrated platform is designed to enhance efficiency, minimize administrative burdens, improve patient care, and support future-proofing your practice. Why SPRY? Whether you're a clinic owner, physical therapist, clinic manager, billing specialist, or front desk staff, SPRY provides an end-to-end solution that simplifies everything from patient scheduling to automated billing. Our customizable workflows, intuitive interface, and real-time automation empower clinics to operate with confidence and efficiency. Most PT platforms claim to be end-to-end but lack seamless module integration, leaving clinics to deal with inefficiencies and workarounds. With the vision to eliminate these gaps, SPRY provides a truly all-in-one solution that streamlines workflows and ensures everything works effortlessly together. Key Features ✔ AI-Powered Documentation – AI Scribe enables real-time note-taking and seamlessly converts notes into structured SOAP templates. ✔ Automated Billing & Claim Management – Pre-authorization, eligibility verification, claim scrubbing, & Medicare compliance ✔ Real-Time Business Intelligence (BI) Dashboard – Data-driven insights for revenue and performance tracking, with the ability to ask queries in simple language ✔ Seamless Patient Engagement – Online scheduling, digital onboarding, Kiosk check-in & HIPAA-compliant patient portal ✔ Operational Efficiency – AI Fax, automated alerts & co-sign functionality for compliance Powering the Future of Physical Therapy SPRY is backed by industry experts, innovative technology, and deep clinical insights, making it the go-to platform for rehab therapy clinics looking to grow, optimize operations, and improve patient outcomes. **Average Rating:** 4.6/5.0 **Total Reviews:** 78 **How Do G2 Users Rate SPRY?** - **Form Workflow:** 10.0/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 10.0/10 (Category avg: 8.7/10) - **Patient Check-in:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind SPRY?** - **Seller:** [SPRY](https://www.g2.com/sellers/spry) - **Year Founded:** 2021 - **HQ Location:** Wilmington, US - **LinkedIn® Page:** https://www.linkedin.com/company/sprypt/ (240 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Physical Therapist, Owner - **Top Industries:** Health, Wellness and Fitness, Medical Practice - **Company Size:** 84% Small-Business, 16% Mid-Market #### What Are SPRY's Pros and Cons? **Pros:** - Ease of Use (45 reviews) - Customer Support (28 reviews) - Efficiency (27 reviews) - Helpful (25 reviews) - Billing (19 reviews) **Cons:** - Technical Issues (10 reviews) - Slow Performance (9 reviews) - Data Management Issues (7 reviews) - Limited Features (7 reviews) - Software Bugs (7 reviews) ### What Do G2 Reviewers Say About SPRY? *AI-generated summary from verified user reviews* **Pros:** - Users find SPRY incredibly **easy to use** , appreciating its customization and seamless navigation across devices. - Users commend the **exceptional customer support** from Spry, enhancing their overall experience and platform customization. - Users value the **enhanced efficiency** of Spry, allowing for quicker documentation and improved workflow across teams. - Users appreciate the **exceptional customer support** of Spry, ensuring a smooth and efficient experience across their practice. - Users value the **ease and automation in billing** , significantly improving their practice efficiency and customer service experience. **Cons:** - Users report frequent **technical issues** like glitches and slow note-generation, impacting their overall experience with SPRY. - Users experience **slow performance** with SPRY, particularly during AI note generation and page loading, affecting efficiency. - Users struggle with **data management issues** like inconsistent chart population and lack of follow-up workflow for claims. - Users highlight the **limited features** of SPRY, particularly lacking follow-up workflows and tracking for authorizations. - Users experience **occasional software bugs** with Spry but appreciate the support in resolving these issues promptly. #### What Are Recent G2 Reviews of SPRY? **"[Clean UI and Fast, Efficient Billing That Helps Close Claims Faster](https://www.g2.com/survey_responses/spry-review-12647308)"** **Rating:** 4.5/5.0 stars *— Brady J.* [Read full review](https://www.g2.com/survey_responses/spry-review-12647308) --- **"[Spry’s Intuitive Design and Hands-On Support Transformed Our Clinic Workflow](https://www.g2.com/survey_responses/spry-review-12543807)"** **Rating:** 5.0/5.0 stars *— Trina S.* [Read full review](https://www.g2.com/survey_responses/spry-review-12543807) --- ### 6. [Tebra (previously Kareo + PatientPop)](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews) Tebra is an all-in-one EHR and practice management platform designed for independent healthcare practices. The platform includes certified electronic health records, clinical charting, electronic prescribing, lab ordering, scheduling, billing, and claims management, telehealth, and patient engagement tools within a single, integrated system. Rather than relying on disconnected add-ons, Tebra provides native workflows that support care delivery, operations, and patient experience in one platform. The solution is purpose-built to help small and mid-sized practices improve efficiency, reduce administrative complexity, and manage day-to-day operations within one system. **Average Rating:** 4.1/5.0 **Total Reviews:** 255 **How Do G2 Users Rate Tebra (previously Kareo + PatientPop)?** - **Form Workflow:** 7.4/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 7.4/10 (Category avg: 8.7/10) - **Patient Check-in:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Tebra (previously Kareo + PatientPop)?** - **Seller:** [Tebra](https://www.g2.com/sellers/tebra) - **Company Website:** https://www.tebra.com/ - **HQ Location:** Corona del Mar, US - **Twitter:** @TebraOfficial (11,001 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/tebra/ (1,054 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Office Manager - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 86% Small-Business, 11% Mid-Market #### What Are Tebra (previously Kareo + PatientPop)'s Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Customer Support (4 reviews) - Efficiency (4 reviews) - Features (4 reviews) - Customizability (3 reviews) **Cons:** - Limited Features (5 reviews) - Inadequate Reporting (4 reviews) - Inefficiency (4 reviews) - Billing Issues (3 reviews) - Inefficient Reporting (3 reviews) ### What Do G2 Reviewers Say About Tebra (previously Kareo + PatientPop)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Tebra, highlighting ease of use and simple setup. - Users praise the **responsive customer support** of Tebra, appreciating quick resolutions and personal assistance via video chat. - Users value Tebra's **efficiency** in managing tasks and claims seamlessly, enhancing productivity and user experience significantly. - Users appreciate the **user-friendly app and AI note feature** , enhancing convenience and efficiency in healthcare management. - Users appreciate the **customizability** of Tebra, benefiting from multiple templates and easy report generation. **Cons:** - Users find the **limited features** of Tebra hinder their efficiency, especially regarding sorting and billing capabilities. - Users face **inadequate reporting** issues, requiring manual data manipulation and experiencing duplicate reports and refresh problems. - Users find the **inefficiency** of Tebra due to excessive clicking and lengthy report generation processes frustrating. - Users experience **billing issues** that hinder workflow, including slow claims, limited changes post-billing, and incorrect patient coupons. - Users find Tebra's reporting to be **inefficient** , often requiring manual data exports to meet their needs. #### What Are Recent G2 Reviews of Tebra (previously Kareo + PatientPop)? **"[Easy Charge Capture for Accurate Coding](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-12731619)"** **Rating:** 5.0/5.0 stars *— Belinda C.* [Read full review](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-12731619) --- **"[Easy to use!](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-7710720)"** **Rating:** 5.0/5.0 stars *— Dawn P.* [Read full review](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-7710720) --- #### What Are G2 Users Discussing About Tebra (previously Kareo + PatientPop)? - [How much is PatientPop monthly?](https://www.g2.com/discussions/how-much-is-patientpop-monthly) - [Is kareo a clearinghouse?](https://www.g2.com/discussions/is-kareo-a-clearinghouse) - 1 comment - [Is PatientPop a CRM?](https://www.g2.com/discussions/is-patientpop-a-crm) - [How much does kareo cost?](https://www.g2.com/discussions/how-much-does-kareo-cost) - 1 comment - [How is PatientPop different?](https://www.g2.com/discussions/how-is-patientpop-different) ### 7. [Solutionreach](https://www.g2.com/products/solutionreach/reviews) Accelerate your revenue cycle with a unified, customizable patient messaging solution that streamlines the patient journey from first appointment to final payment. Solutionreach is the easy-to-use communications solution that helps build personalized patient relationships, improves care outcomes, optimizes staff time, and drives revenue We transform your patient communications while integrating seamlessly into existing operations. For 24 years, Solutionreach has kept offices running smoothly daily by growing revenue, and reducing no-shows for healthcare customers of all sizes with our industry-leading platform and service reliability. To learn how to get happier patients and staff with Solutionreach, visit www.solutionreach.com. **Average Rating:** 4.3/5.0 **Total Reviews:** 167 **How Do G2 Users Rate Solutionreach?** - **Form Workflow:** 6.7/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 6.9/10 (Category avg: 8.7/10) - **Patient Check-in:** 7.8/10 (Category avg: 8.8/10) **Who Is the Company Behind Solutionreach?** - **Seller:** [Solutionreach](https://www.g2.com/sellers/solutionreach) - **Year Founded:** 2000 - **HQ Location:** Lehi, UT - **Twitter:** @solutionreach (1,828 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2326749/ (309 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 88% Small-Business, 9% Mid-Market #### What Are Solutionreach's Pros and Cons? **Pros:** - Appointment Scheduling (1 reviews) - Client Management (1 reviews) - Communication (1 reviews) - Communication Ease (1 reviews) - Communication Efficiency (1 reviews) **Cons:** - Frequent Updates (1 reviews) - Inconvenience (1 reviews) - Inefficient Updates (1 reviews) - Payment Issues (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Solutionreach? *AI-generated summary from verified user reviews* **Pros:** - Users value the **streamlined appointment scheduling** with Solutionreach, enhancing communication and user satisfaction for staff and patients. - Users value the **streamlined patient communication** with Solutionreach, making scheduling effortless for both staff and patients. - Users value the **efficient communication** capabilities of Solutionreach, ensuring quick and easy updates for all customers. - Users find **communication easy** with Solutionreach, allowing quick updates to reach customers efficiently. - Users value the **communication efficiency** of Solutionreach, finding it quick to send updates to customers. **Cons:** - Users are frustrated by **frequent updates** that change the functionality of Conversations, leading to a less seamless experience. - Users find the **browser dependency inconvenient** , as it complicates usage and leads to accidental closures. - Users find the **inefficient updates** frustrating, as it complicates the user experience with unnecessary browser requirements. - Users desire a **pay per use payments option** for greater flexibility with Solutionreach billing. - Users are frustrated with the **update issues** in Solutionreach, particularly the unintended browser opening of Conversations. #### What Are Recent G2 Reviews of Solutionreach? **"[Easy Texting for Payments, Reviews, and Paperwork](https://www.g2.com/survey_responses/solutionreach-review-12625716)"** **Rating:** 5.0/5.0 stars *— Kelsey H.* [Read full review](https://www.g2.com/survey_responses/solutionreach-review-12625716) --- **"[Great Partner!](https://www.g2.com/survey_responses/solutionreach-review-12439031)"** **Rating:** 5.0/5.0 stars *— Betsy C.* [Read full review](https://www.g2.com/survey_responses/solutionreach-review-12439031) --- #### What Are G2 Users Discussing About Solutionreach? - [What is Solutionreach used for?](https://www.g2.com/discussions/solutionreach-what-is-solutionreach-used-for) - [What is Solutionreach used for?](https://www.g2.com/discussions/what-is-solutionreach-used-for) ### 8. [RevenueWell](https://www.g2.com/products/revenuewell/reviews) RevenueWell is a dental practice management and patient communication platform that helps dental practices attract new patients, automate administrative workflows, and strengthen relationships with existing patients throughout the care journey. Designed for solo practices, group practices, and dental specialists, the platform integrates marketing, communication, and front-office tools into a single solution built specifically for the dental industry. RevenueWell was founded in 2010 by dental professionals to address the operational and communication challenges unique to dental practices. The platform reduces manual front-desk work by automating outreach, appointment management, and patient follow-up — allowing staff to spend less time on administrative tasks and more time on patient care. Core platform capabilities include: Automated appointment reminders, post-op instructions, and treatment plan follow-ups via email, text, and phone Two-way texting and integrated phone (RevenueWell Phone) for flexible, real-time patient communication Online scheduling and digital patient intake forms (RevenueWell Forms) to reduce paperwork and streamline check-in Social media management and online reputation management tools to support patient acquisition Teledentistry support for remote patient consultations RevenueWell also offers add-on products for practices that want to extend their capabilities: AI Receptionist — An AI-powered virtual receptionist that handles inbound patient calls, answers common questions, and captures appointment requests around the clock, reducing missed calls and front-desk phone volume AI Insurance Verification — An automated insurance verification tool that checks patient eligibility in real time, reducing manual verification time and helping prevent claim errors before appointments For practices that prefer a fully managed approach to patient acquisition, RevenueWell offers digital marketing services, including website design, paid search advertising, and SEO — handled by a team with dental-specific marketing expertise. This allows practices to outsource their online marketing without managing agencies or building in-house capabilities. RevenueWell integrates with major dental practice management systems, making it compatible with existing clinical workflows without requiring practices to replace their current software infrastructure. **Average Rating:** 4.7/5.0 **Total Reviews:** 134 **How Do G2 Users Rate RevenueWell?** - **Form Workflow:** 9.6/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 9.6/10 (Category avg: 8.7/10) - **Patient Check-in:** 9.5/10 (Category avg: 8.8/10) **Who Is the Company Behind RevenueWell?** - **Seller:** [RevenueWell](https://www.g2.com/sellers/revenuewell) - **Company Website:** https://www.revenuewell.com - **Year Founded:** 2010 - **HQ Location:** Chicago, Illinois - **Twitter:** @RevenueWell (1,154 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1183856/ (156 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 93% Small-Business, 6% Mid-Market #### What Are RevenueWell's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Patient Communication (8 reviews) - Reminders (8 reviews) - Confirmation Automation (7 reviews) - Efficiency (7 reviews) **Cons:** - Billing Issues (4 reviews) - Technical Issues (4 reviews) - Messaging Issues (3 reviews) - Connectivity Issues (2 reviews) - Customer Service Issues (2 reviews) ### What Do G2 Reviewers Say About RevenueWell? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** with RevenueWell, enhancing patient connections and simplifying practice management. - Users appreciate the **effective patient communication** features of RevenueWell, enhancing their connection and engagement with patients. - Users appreciate the **automatic reminders** in RevenueWell, which streamline appointment confirmations and save valuable time. - Users appreciate the **confirmation automation** of RevenueWell, simplifying patient communication and saving valuable staff time. - Users love the **efficiency** of RevenueWell, appreciating time savings in confirmations, reminders, and real-time notifications. **Cons:** - Users report frustrating **billing issues** with RevenueWell, including delays in cancellation and excessive password changes. - Users report frequent **technical issues** with RevenueWell, including glitches and difficulties with campaign alerts and reminders. - Users experience **messaging issues** with RevenueWell, reporting instability and lack of timely notifications in the mobile app. - Users face **connectivity issues** with RevenueWell, impacting timely patient communications and overall app stability. - Users report **poor customer service** , citing long billing issues and difficult transitions to RevenueWell phones. #### What Are Recent G2 Reviews of RevenueWell? **"[Helpful Insights and Great Communication](https://www.g2.com/survey_responses/revenuewell-review-13068805)"** **Rating:** 4.5/5.0 stars *— Karen D.* [Read full review](https://www.g2.com/survey_responses/revenuewell-review-13068805) --- **"[RevenueWell is like having an extra person working for you.](https://www.g2.com/survey_responses/revenuewell-review-879108)"** **Rating:** 5.0/5.0 stars *— Lesley R.* [Read full review](https://www.g2.com/survey_responses/revenuewell-review-879108) --- #### What Are G2 Users Discussing About RevenueWell? - [What does RevenueWell do?](https://www.g2.com/discussions/what-does-revenuewell-do) - [Who owns RevenueWell?](https://www.g2.com/discussions/who-owns-revenuewell) - [How much does RevenueWell cost?](https://www.g2.com/discussions/how-much-does-revenuewell-cost) - [What is RevenueWell?](https://www.g2.com/discussions/what-is-revenuewell) ### 9. [Phreesia](https://www.g2.com/products/phreesia/reviews) Phreesia’s award-winning, AI-powered platform helps practices and health systems expand capacity, streamline workflows, accelerate collections and deliver modern patient experiences—without adding staff. Trusted by 4,700 healthcare organizations: With 20+ years of experience, Phreesia powers 1 in 6 U.S. patient visits (180M+ annually) and is proven to drive measurable operational and financial improvements. Highly recommended: 9 in 10 clients would recommend Phreesia. With Phreesia, you can: • Let AI handle inbound and outbound calls so your staff doesn’t have to. Automate scheduling, prescription refills, recalls, payment outreach, referrals and more with Phreesia VoiceAI—your 24/7 AI agent. • Expand your capacity and streamline patient intake: Across our network, 85% of patients check themselves in, saving 5+ minutes of staff time per visit. Maximize front-office efficiency by digitally collecting patient information, consents and medical history and more before the visit. • Get paid more, faster with flexible payment options, including Apple Pay® and Google Pay™, online payments, payment plans, card on file and more. 80%+ of patients pay their copay at point of service with Phreesia. • Eliminate paper statements—Phreesia automatically sends patients itemized digital statements as soon as their EOB is ready, helping practices get paid 4x faster. • Make scheduling effortless by letting patients self-schedule appointments on their own time. Phreesia VoiceAI handles scheduling calls and outreach, while automated reminders reduce no-shows and Appointment Accelerator® automatically fills open slots. • Reduce denials and save staff time with automated, AI-enabled eligibility and benefits verification. Phreesia confirms coverage instantly, selects the correct copay, flags out-of-network status and gives patients visibility into their benefits—helping you prevent errors, collect sooner and improve the patient experience. Let’s face it, registration = revenue. • Acquire new patients at no added cost with MediFind—our free clinician finder helps your practice get discovered and enables patients to seamlessly book appointments through embedded self-scheduling. • Close gaps in care with our robust library of clinical screening tools and customizable patient outreach messaging options. Double the number of clinical screenings you conduct by administering them automatically with Phreesia. • Engage patients in their care and provide the modern, convenient experience they expect. Across our network, 96% of patients are satisfied with their Phreesia experience. You’ll also benefit from: Actionable analytics: Gain deeper insights into intake patterns, revenue cycle metrics, appointment workflows, clinical performance and more. Privacy and security: We’re honored to have our efforts recognized with many of the industry’s most well-known certifications, including: • HITRUST CSF Certification • Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider • Security Organization Control (SOC) 2 Type 2 • PCI Point-to-Point Encryption (P2PE) “Every Phreesia product helps the business do better and generate more revenue—it’s such a beautiful rhythm. Our patient population has grown tremendously, our staff is fully utilized, and we’re able to fully engage with our patients and meet them where they want to be met. We really couldn’t do it all without Phreesia.” -Liz Galvan, Practice Manager, MyOBGYN **Average Rating:** 3.9/5.0 **Total Reviews:** 44 **How Do G2 Users Rate Phreesia?** - **Form Workflow:** 8.5/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 9.3/10 (Category avg: 8.7/10) - **Patient Check-in:** 7.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Phreesia?** - **Seller:** [Phreesia](https://www.g2.com/sellers/phreesia) - **Year Founded:** 2005 - **HQ Location:** Wilmington, DE - **Twitter:** @phreesia (1,542 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/64726/ (1,519 employees on LinkedIn®) - **Ownership:** NYSE: PHR **Who Uses This Product?** - **Who Uses This:** Office Manager - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 56% Small-Business, 38% Mid-Market #### What Are Phreesia's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Time-saving (6 reviews) - Customer Support (4 reviews) - Features (4 reviews) - Efficiency (3 reviews) **Cons:** - Learning Curve (3 reviews) - Technical Issues (3 reviews) - Training Deficiency (3 reviews) - Difficult Setup (2 reviews) - Insufficient Guidance (2 reviews) ### What Do G2 Reviewers Say About Phreesia? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Phreesia, enjoying its user-friendly interface and efficient scheduling features. - Users appreciate the **time-saving features** of Phreesia, significantly reducing check-in durations and streamlining scheduling processes. - Users praise the **exceptional customer support** of Phreesia, noting responsiveness and proactive assistance throughout implementation and beyond. - Users value the **intuitive and customizable features** of Phreesia, enhancing patient intake and communication efficiency. - Users appreciate the **efficiency** of Phreesia, significantly reducing check-in times and enhancing overall productivity. **Cons:** - Users note a **steep learning curve** for new features and training that could be more structured and cohesive. - Users often face **technical issues** with integration and system usability, impacting efficiency and functionality negatively. - Users report a **training deficiency** with Phreesia, finding the onboarding process and materials disorganized and challenging. - Users find the **difficult setup** of Phreesia challenging, often leading to overwhelming experiences and persistent issues. - Users face **insufficient guidance** in navigating Phreesia University, making it difficult to piece together training effectively. #### What Are Recent G2 Reviews of Phreesia? **"[Empowers Remote Work with Ease](https://www.g2.com/survey_responses/phreesia-review-12113577)"** **Rating:** 5.0/5.0 stars *— Maripat E.* [Read full review](https://www.g2.com/survey_responses/phreesia-review-12113577) --- **"[Streamlined Patient Process with Ease of Use](https://www.g2.com/survey_responses/phreesia-review-11700601)"** **Rating:** 5.0/5.0 stars *— Karen H.* [Read full review](https://www.g2.com/survey_responses/phreesia-review-11700601) --- #### What Are G2 Users Discussing About Phreesia? - [What is phreesia check-in system?](https://www.g2.com/discussions/what-is-phreesia-check-in-system) - [What is AR management phreesia?](https://www.g2.com/discussions/what-is-ar-management-phreesia) - [What is phreesia?](https://www.g2.com/discussions/what-is-phreesia) - [What is patient intake software?](https://www.g2.com/discussions/what-is-patient-intake-software) - 1 comment ### 10. [Luma Health](https://www.g2.com/products/luma-health/reviews) Luma was founded on the idea that healthcare should work better for all. Our solutions eliminate bottlenecks in the patient journey to make health systems more efficient – from scheduling and care coordination to AI fax processing. Headquartered in San Francisco, Luma serves more than 1,000 healthcare organizations in the United States, Canada, and the United Kingdom. Luma supports the care journeys of more than 100 million patients. **Average Rating:** 4.8/5.0 **Total Reviews:** 81 **How Do G2 Users Rate Luma Health?** - **Form Workflow:** 9.5/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 9.4/10 (Category avg: 8.7/10) - **Patient Check-in:** 9.8/10 (Category avg: 8.8/10) **Who Is the Company Behind Luma Health?** - **Seller:** [Luma Health](https://www.g2.com/sellers/luma-health) - **Year Founded:** 2015 - **HQ Location:** San Mateo, California - **Twitter:** @lumahealthhq (686 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6403362/ (198 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 57% Mid-Market, 38% Small-Business #### What Are Luma Health's Pros and Cons? **Pros:** - Automation (1 reviews) - Communication (1 reviews) - Comprehensive Features (1 reviews) - Customer Communication (1 reviews) - Customer Support (1 reviews) **Cons:** - Complex Interface (1 reviews) - Data Management (1 reviews) - Incomplete Data (1 reviews) - Not User-Friendly (1 reviews) - System Complexity (1 reviews) ### What Do G2 Reviewers Say About Luma Health? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation features** of Luma Health, enhancing patient engagement while minimizing the need for human intervention. - Users value the **easy communication** with patients, facilitating quick and effective replies. - Users appreciate the **comprehensive features** of Luma Health, enhancing patient engagement and streamlining operational efficiency. - Users appreciate the **easy communication** with patients, enabling seamless text exchanges and quick responses. - Users value the **outstanding customer support** of Luma Health, appreciating the team's brilliance and compassion in problem-solving. **Cons:** - Users find the **complex interface** of Luma Health challenging, needing prior knowledge of products for effective use. - Users face challenges with **data management** in Luma, often stemming from inaccurate or incomplete system-level data. - Users report that **incomplete data** often leads to issues with Luma's functionality, affecting overall user experience. - Users find Luma Health **not user-friendly** due to its complexity and the need for product familiarity to navigate successfully. - Users find Luma Health's **system complexity** challenging, needing prior knowledge for effective use and data management. #### What Are Recent G2 Reviews of Luma Health? **"[Luma Leads The Way](https://www.g2.com/survey_responses/luma-health-review-9733505)"** **Rating:** 4.5/5.0 stars *— Vonda M.* [Read full review](https://www.g2.com/survey_responses/luma-health-review-9733505) --- **"[Effortless Patient Communication Made Easy](https://www.g2.com/survey_responses/luma-health-review-11980167)"** **Rating:** 5.0/5.0 stars *— Stephanie S.* [Read full review](https://www.g2.com/survey_responses/luma-health-review-11980167) --- #### What Are G2 Users Discussing About Luma Health? - [What is patient engagement platform?](https://www.g2.com/discussions/what-is-patient-engagement-platform) - 1 comment - [How do you use Luma health?](https://www.g2.com/discussions/how-do-you-use-luma-health) - 1 comment - [Is Luma Health legitimate?](https://www.g2.com/discussions/is-luma-health-legitimate) - [What does Luma Health do?](https://www.g2.com/discussions/what-does-luma-health-do) ### 11. [Hyro](https://www.g2.com/products/hyro/reviews) Say goodbye to rigid chatbots and poor IVRs that constantly break: Meet Hyro - the world’s first adaptive communications platform, powered by AI virtual assistants which drive superior engagement with customers and efficiency within organizations. Featuring plug & play conversational AI and natural language automation, Hyro empowers enterprises to flex their processes and messaging across their most valuable platforms, services, and channels — including call centers, website chat solutions, SMS, and more. With the adaptive advantage for enterprise, Hyro is ushering in a new age of conversational technologies that are quick to deploy, easy to maintain, and simple to scale — conserving vital resources while generating better conversations, more conversions, and revenue-driving intelligence. **Average Rating:** 4.9/5.0 **Total Reviews:** 20 **How Do G2 Users Rate Hyro?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Hyro?** - **Seller:** [Hyro](https://www.g2.com/sellers/hyro) - **Year Founded:** 2018 - **HQ Location:** New York, NY - **Twitter:** @hyro_ai (424 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/hyroai/ (183 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 60% Mid-Market, 25% Small-Business #### What Are Recent G2 Reviews of Hyro? **"[Hyro is superior to any chatbot solution](https://www.g2.com/survey_responses/hyro-review-7078311)"** **Rating:** 5.0/5.0 stars *— Jillian G.* [Read full review](https://www.g2.com/survey_responses/hyro-review-7078311) --- **"[27% increase in lead coverage](https://www.g2.com/survey_responses/hyro-review-7449259)"** **Rating:** 5.0/5.0 stars *— Oded O.* [Read full review](https://www.g2.com/survey_responses/hyro-review-7449259) --- ### 12. [InteliChart](https://www.g2.com/products/intelichart/reviews) InteliChart offers an AI-powered patient engagement platform that makes healthcare easier for patients, families, and the care teams who support them. The platform unifies the entire patient journey within a single system, helping practices coordinate engagement, reduce administrative burden, and support patients and families throughout their care experience. InteliChart integrates with more than 45 EHR systems and supports over 94 million patient records across ambulatory practices, health systems, long-term care organizations, and EHR partners. The platform is also recognized as the #1 patient engagement platform by Black Book for three consecutive years and as a top-rated Patient Portal by KLAS. Healthy Outcomes includes Patient Portal, Patient Intake, Patient Schedule, Patient Notify, Patient Survey, Patient Activate, Patient eHealth, and our Family Portal giving organizations a connected set of tools for communication, digital forms, scheduling, follow-up, and virtual care. Because every product is developed in-house, the platform functions as a unified ecosystem rather than a collection of separate solutions. InteliChart also brings intelligence to every corner of the platform with InteliSense, a suite of AI agents that automate administrative, operational, and clinical tasks such as scheduling, appointment recalls, check-ins, revenue workflows, and answering/handling common patient questions. Because InteliSense is built directly into the patient engagement tools patients and care teams use every day, every interaction feels consistent and connected while significantly reducing the manual workload that contributes to staff burnout. Healthcare organizations choose InteliChart because it helps them: 1. Simplify patient engagement using one platform for the entire journey 2. Reduce manual tasks and lighten staff workload 3. Improve patient satisfaction, communication, and follow-through 4. Strengthen revenue by reducing missed steps and improving adherence 5. Consolidate vendors and create a more predictable, connected experience 6. Deliver modern digital tools that patients want to use InteliChart's patient engagement platform is HITRUST r2 Certified, SOC 2 Type 2 Certified, HITRUST Practitioner Certified, HIPAA Security Certified, and NIST Certified, supporting secure and reliable experiences across the healthcare ecosystem. For organizations evaluating patient engagement software or AI-enabled healthcare tools, InteliChart provides a complete, unified platform that supports workflow efficiency, patient communication, and long-term digital engagement. **Average Rating:** 4.4/5.0 **Total Reviews:** 67 **How Do G2 Users Rate InteliChart?** - **Form Workflow:** 7.5/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 7.9/10 (Category avg: 8.7/10) - **Patient Check-in:** 7.7/10 (Category avg: 8.8/10) **Who Is the Company Behind InteliChart?** - **Seller:** [InteliChart](https://www.g2.com/sellers/intelichart) - **Company Website:** https://intelichart.com - **Year Founded:** 2006 - **HQ Location:** Charlotte, North Carolina - **Twitter:** @InteliChart (929 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/intelichart/ (80 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 57% Mid-Market, 33% Small-Business #### What Are InteliChart's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Patient Communication (11 reviews) - Communication (6 reviews) - Efficiency (6 reviews) - Easy Integrations (5 reviews) **Cons:** - Limited Features (5 reviews) - Not User-Friendly (5 reviews) - Difficult Setup (4 reviews) - Missing Features (4 reviews) - EMR Integration Issues (3 reviews) ### What Do G2 Reviewers Say About InteliChart? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of InteliChart, streamlining patient registration and communication effectively. - Users value the **efficient patient communication** features of InteliChart, enhancing both patient experience and staff workflow. - Users appreciate the **easy patient communication** facilitated by InteliChart, enhancing efficiency for both staff and patients. - Users value the **efficiency** of InteliChart, enhancing communication and streamlining workflow for healthcare providers. - Users find **easy integrations** with InteliChart enhance functionality and improve patient experience significantly. **Cons:** - Users find the **limited features** of InteliChart frustrating, particularly regarding patient reminders and population filters. - Users find InteliChart **not user-friendly** , struggling with its complex layout and time-consuming setup process. - Users find the **difficult setup** of InteliChart frustrating, especially for accessing multiple accounts or features. - Users are frustrated by the **missing features** in InteliChart, impacting usability and desired functionalities. - Users report **EMR integration issues** with InteliChart, impacting access to essential patient information and requiring IT intervention. #### What Are Recent G2 Reviews of InteliChart? **"[Intelichart has been an amazing product for our Clinic](https://www.g2.com/survey_responses/intelichart-review-10237753)"** **Rating:** 4.5/5.0 stars *— Adriana S.* [Read full review](https://www.g2.com/survey_responses/intelichart-review-10237753) --- **"[Creating a positive patient portal experience, boosting engagement](https://www.g2.com/survey_responses/intelichart-review-13056501)"** **Rating:** 4.5/5.0 stars *— Stacie E.* [Read full review](https://www.g2.com/survey_responses/intelichart-review-13056501) --- #### What Are G2 Users Discussing About InteliChart? - [What is InteliChart used for?](https://www.g2.com/discussions/what-is-intelichart-used-for) - 1 upvote ### 13. [OhMD](https://www.g2.com/products/ohmd/reviews) OhMD is a HIPAA-compliant omni-channel patient communication platform designed to reduce high inbound call volume for physician practices. OhMD brings AI-driven and human-led conversations together across phone, text, and web in a single unified inbox, allowing practices to deflect routine calls with AI while keeping staff in control when expertise is needed. Practices use OhMD to: • Deflect inbound patient calls into text and AI-assisted conversations • Answer calls, texts, and web chats from one unified inbox • Automate scheduling and routine requests without removing staff from the loop • Reduce front desk interruptions and staff burnout • Improve patient access without hiring or outsourcing Practices using OhMD report: • Fewer staff-handled calls • Lower communication costs • Improved patient access and growth Core capabilities include: • AI-assisted call answering and scheduling • Secure texting and call-to-text deflection • Unified inbox for calls, texts, and web chat • Smart routing and assignments based on patient intent • Human takeover of AI conversations when needed **Average Rating:** 4.8/5.0 **Total Reviews:** 170 **How Do G2 Users Rate OhMD?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10) **Who Is the Company Behind OhMD?** - **Seller:** [OhMD](https://www.g2.com/sellers/ohmd) - **Company Website:** https://www.ohmd.com/ - **Year Founded:** 2016 - **HQ Location:** Burlington, Vermont - **LinkedIn® Page:** https://www.linkedin.com/company/3265568/ (47 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Medical Assistant - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 54% Small-Business, 45% Mid-Market #### What Are OhMD's Pros and Cons? **Pros:** - Communication (23 reviews) - Patient Communication (20 reviews) - Ease of Use (16 reviews) - Texting Feature (16 reviews) - Customer Communication (11 reviews) **Cons:** - Messaging Issues (8 reviews) - Limited Features (6 reviews) - Limited Messaging Features (6 reviews) - Missing Features (5 reviews) - Technical Issues (4 reviews) ### What Do G2 Reviewers Say About OhMD? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy communication** with patients via OhMD, eliminating phone tag and ensuring timely responses. - Users value the **easy patient communication** with OhMD, enhancing connections without sharing personal phone numbers. - Users love the **user-friendly experience** of OhMD, facilitating quick, bidirectional communication with patients. - Users love the **texting feature** of OhMD for seamless communication with patients, enhancing convenience and accessibility. - Users value the **efficient patient communication** through OhMD, enhancing convenience and minimizing missed connections. **Cons:** - Users experience **messaging issues** with OhMD, including lack of privacy and the need to refresh for new messages. - Users highlight the **limited features** of OhMD, expressing a desire for more functionality and improvements. - Users find the **limited messaging features** of OhMD hinder their ability to communicate efficiently and manage patient interactions. - Users feel there's a lack of **missing features** in OhMD, limiting its full potential and functionality. - Users experience occasional **technical issues** with OhMD, including slow performance and temporary login problems. #### What Are Recent G2 Reviews of OhMD? **"[Love OHMD](https://www.g2.com/survey_responses/ohmd-review-11664821)"** **Rating:** 5.0/5.0 stars *— Lisa S.* [Read full review](https://www.g2.com/survey_responses/ohmd-review-11664821) --- **"[OhMD easy to integrate](https://www.g2.com/survey_responses/ohmd-review-11680721)"** **Rating:** 5.0/5.0 stars *— Verified User in Medical Practice* [Read full review](https://www.g2.com/survey_responses/ohmd-review-11680721) --- #### What Are G2 Users Discussing About OhMD? - [What is OhMD used for?](https://www.g2.com/discussions/what-is-ohmd-used-for) ### 14. [WaitWell](https://www.g2.com/products/waitwell/reviews) WaitWell is a secure, scalable platform for queue management and appointment scheduling that helps organizations improve customer flow and service delivery across single or multi-location operations. Customers can book appointments or join virtual queues through QR codes, web, SMS, or kiosks, receiving real-time updates and turn notifications for a smoother experience. Staff have access to real-time dashboards and AI-powered insights, including an AI chatbot that can assist customers. These tools help teams quickly spot bottlenecks, optimize staffing, and improve overall operational efficiency. With secure payment processing, open API integrations (CRM, EHR, and more), and HIPAA/SOC 2 compliance, WaitWell simplifies operations while delivering smarter, more responsive service experiences. **Average Rating:** 4.7/5.0 **Total Reviews:** 98 **How Do G2 Users Rate WaitWell?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Patient Check-in:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind WaitWell?** - **Seller:** [WaitWell Inc.](https://www.g2.com/sellers/waitwell-inc) - **Company Website:** https://waitwellsoftware.com - **Year Founded:** 2020 - **HQ Location:** Calgary, Canada - **Twitter:** @WaitWell2 (90 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/waitwell (16 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Triage Specialist - **Top Industries:** Higher Education, Education Management - **Company Size:** 50% Small-Business, 28% Mid-Market #### What Are WaitWell's Pros and Cons? **Pros:** - Ease of Use (33 reviews) - Customer Support (18 reviews) - User-Friendly (17 reviews) - Easy Setup (16 reviews) - Positive Experiences (12 reviews) **Cons:** - Data Inaccuracy (5 reviews) - Limited Customization (5 reviews) - Missing Features (5 reviews) - Customization Difficulty (4 reviews) - Difficult Navigation (3 reviews) ### What Do G2 Reviewers Say About WaitWell? *AI-generated summary from verified user reviews* **Pros:** - Users find WaitWell to be **highly intuitive and easy to navigate** , enhancing engagement and self-learning for staff. - Users commend the **fantastic customer support** of WaitWell, noting quick responses and effective assistance when needed. - Users find WaitWell to be **very user-friendly** , enabling efficient service for guests and staff alike. - Users find WaitWell's **easy setup** process efficient, enabling quick adoption and effective daily use. - Users appreciate the **exceptional queue management** of WaitWell, significantly reducing wait times and enhancing customer satisfaction. **Cons:** - Users have expressed concerns about **data inaccuracy** , particularly with tracking and reporting service interactions effectively. - Users express frustration over **limited report customization** in WaitWell, hindering tailored assessments for diverse service points. - Users note **missing features** that complicate managing queues and events, leading to a need for a more streamlined process. - Users find the **customization difficulty** in WaitWell limits their ability to tailor reports and settings effectively. - Users find **difficult navigation** challenging, especially older individuals struggling with technology and queue management. #### What Are Recent G2 Reviews of WaitWell? **"[Smooth transition with a short learning curve and strong day-to-day usability](https://www.g2.com/survey_responses/waitwell-review-12549682)"** **Rating:** 4.0/5.0 stars *— Diana B.* [Read full review](https://www.g2.com/survey_responses/waitwell-review-12549682) --- **"[Feature Rich, Affordable Solution to QMS](https://www.g2.com/survey_responses/waitwell-review-8868854)"** **Rating:** 5.0/5.0 stars *— Matthew C.* [Read full review](https://www.g2.com/survey_responses/waitwell-review-8868854) --- ### 15. [Mend](https://www.g2.com/products/mend/reviews) Patients rarely use portals, and EHRs were not designed to support the full patient journey. Mend solves both challenges by giving outpatient mental and behavioral healthcare organizations a fully integrated patient engagement platform that makes it easier for people to enter care, stay connected, and follow through with treatment. Mend is used by CCBHCs, Community Mental Health organizations, Substance Use and Alcohol Use treatment programs, group practices, and many other outpatient behavioral health providers with 25 or more caregivers. Our platform connects every major touchpoint in the outpatient experience so patients and staff can move seamlessly from scheduling to intake to ongoing communication without switching systems or navigating unnecessary steps. Organizations rely on Mend for self scheduling, digital intake, automated forms, two way patient messaging, reminders, Smart Waitlist matching, online payments, and video visits. Patients can complete everything from any device through a single integrated workflow, which significantly increases participation and reduces confusion and missed appointments. Mend works alongside leading EHR systems, which allows teams to enhance their operations without replacing their system of record. Staff reduce manual work, lower phone volume, and gain clearer insight into daily performance. Mend also provides AI attendance prediction, measurement based care automation, and real time operational dashboards that support higher provider utilization and stronger organizational outcomes. Patients gain a streamlined and accessible experience that supports timely treatment. Organizations gain higher show rates, increased revenue capture, and more time for mission centered work. Mend exists to make access to mental and behavioral healthcare more convenient for all and to help outpatient organizations deliver effective and compassionate care at scale. **Average Rating:** 4.7/5.0 **Total Reviews:** 105 **How Do G2 Users Rate Mend?** - **Form Workflow:** 9.7/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 9.5/10 (Category avg: 8.7/10) - **Patient Check-in:** 9.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Mend?** - **Seller:** [Mendfamily](https://www.g2.com/sellers/mendfamily) - **Year Founded:** 2014 - **HQ Location:** Orlando, Florida - **LinkedIn® Page:** https://www.linkedin.com/company/mendfamily (75 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Mental Health Care - **Company Size:** 50% Small-Business, 33% Mid-Market #### What Are Mend's Pros and Cons? **Pros:** - Communication (2 reviews) - Telehealth Services (2 reviews) - Appointment Scheduling (1 reviews) - Communication Efficiency (1 reviews) - Ease of Use (1 reviews) ### What Do G2 Reviewers Say About Mend? *AI-generated summary from verified user reviews* **Pros:** - Users value the **convenient video chat communication** for appointments, enhancing comfort and relatability during discussions. - Users value the **convenience of remote appointments** , feeling comfortable discussing personal issues during video consultations. - Users love the **convenience of scheduling appointments from home** with Mend, enhancing their overall experience. - Users value the **communication efficiency** of Mend, finding video chats convenient and enhancing their comfort in sharing personal issues. - Users find the **ease of use** in Mend's video chat feature enhances comfort and accessibility during interviews. #### What Are Recent G2 Reviews of Mend? **"[Elevates Virtual Healthcare Appointments a great secure platform](https://www.g2.com/survey_responses/mend-review-12635255)"** **Rating:** 5.0/5.0 stars *— Ivan S.* [Read full review](https://www.g2.com/survey_responses/mend-review-12635255) --- **"[Convenient, High-Quality Telehealth That Expands Access to Care](https://www.g2.com/survey_responses/mend-review-12629036)"** **Rating:** 4.5/5.0 stars *— Verified User in Mental Health Care* [Read full review](https://www.g2.com/survey_responses/mend-review-12629036) --- #### What Are G2 Users Discussing About Mend? - [What is your primary use case for Mend, and how has it improved your patient engagement?](https://www.g2.com/discussions/what-is-your-primary-use-case-for-mend-and-how-has-it-improved-your-patient-engagement) - [Is mend HIPAA compliant?](https://www.g2.com/discussions/is-mend-hipaa-compliant) - 1 comment - [What company is MEND?](https://www.g2.com/discussions/what-company-is-mend) - [How much does mend cost?](https://www.g2.com/discussions/how-much-does-mend-cost) - [How does mend telemedicine work?](https://www.g2.com/discussions/how-does-mend-telemedicine-work) ### 16. [Rectangle Health](https://www.g2.com/products/rectangle-health/reviews) A leader in innovative healthcare technology for over 30 years, Rectangle Health is a trusted partner to more than 40,000 healthcare providers. The company’s comprehensive platform, Practice Management Bridge®, streamlines daily business operations including communications and engagement, payments and reimbursements, and office compliance. Customers of all sizes, in all sectors of healthcare, rely on Rectangle Health’s easy-to-use, scalable software to deliver a measurable increase in productivity and profitability, while improving patient experience. **Average Rating:** 4.6/5.0 **Total Reviews:** 115 **How Do G2 Users Rate Rectangle Health?** - **Form Workflow:** 10.0/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 10.0/10 (Category avg: 8.7/10) - **Patient Check-in:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Rectangle Health?** - **Seller:** [Rectangle Health](https://www.g2.com/sellers/rectangle-health) - **Company Website:** https://www.rectanglehealth.com/ - **Year Founded:** 1993 - **HQ Location:** Valhalla, NY - **Twitter:** @rectanglehealth (313 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/rectanglehealth (314 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Executive Director - **Top Industries:** Medical Practice, Health, Wellness and Fitness - **Company Size:** 94% Small-Business, 7% Mid-Market #### What Are Rectangle Health's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Payment Processing (3 reviews) - Customer Engagement (2 reviews) - Customer Support (2 reviews) - Easy Setup (2 reviews) **Cons:** - Payment Issues (3 reviews) - Connectivity Issues (2 reviews) - Expensive (2 reviews) - Technical Issues (2 reviews) - Cost Increase (1 reviews) ### What Do G2 Reviewers Say About Rectangle Health? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Rectangle Health, simplifying payment processes and onboarding without hassle. - Users appreciate the **efficiency of payment processing** with Rectangle Health, enhancing engagement and compliance seamlessly. - Users value the **excellent customer engagement** of Rectangle Health, enhancing healthcare payment processes with ease and efficiency. - Users praise Rectangle Health for its **excellent customer support** , facilitating smooth patient interactions and payment processes. - Users praise the **easy setup** of Rectangle Health, finding onboarding straightforward and payment collection efficient. **Cons:** - Users experience **payment issues** with Rectangle Health, including connectivity problems and manual posting challenges. - Users report frequent **connectivity issues** with Rectangle Health, causing disruptions during payment transactions and affecting usability. - Users find the **expensive nature** of Rectangle Health challenging due to long-term commitments and cost fluctuations. - Users report **technical connectivity problems** with Rectangle Health, disrupting payments and complicating financial management. - Users face **cost fluctuations** that complicate financial management and budgeting with Rectangle Health services. #### What Are Recent G2 Reviews of Rectangle Health? **"[Convenient, Fast Processing That Delivers](https://www.g2.com/survey_responses/rectangle-health-review-13105630)"** **Rating:** 4.5/5.0 stars *— Shelbi B.* [Read full review](https://www.g2.com/survey_responses/rectangle-health-review-13105630) --- **"[So easy to use!](https://www.g2.com/survey_responses/rectangle-health-review-11715422)"** **Rating:** 5.0/5.0 stars *— megan r.* [Read full review](https://www.g2.com/survey_responses/rectangle-health-review-11715422) --- #### What Are G2 Users Discussing About Rectangle Health? - [What is ReminderCall used for?](https://www.g2.com/discussions/what-is-remindercall-used-for) - 1 comment - [What is Rectangle Health used for?](https://www.g2.com/discussions/what-is-rectangle-health-used-for) - 1 comment ### 17. [Clearwave](https://www.g2.com/products/clearwave/reviews) Clearwave is the AI Patient Engagement Platform for healthcare organizations that automates the patient journey from the first call to the final payment. Clearwave's agentic workforce takes on the manual work behind phone calls, scheduling, check-in, eligibility, collections and communications—delivering operational efficiency at every step alongside the effortless experience today's patients expect. By freeing front-office staff from the work that traditionally falls on them, Clearwave agents help practices reclaim staff time, capture more revenue and reduce no-shows, while delivering the fast, convenient experience patients now expect. Trusted by 5,000+ specialty practices and top-ranked health systems nationwide, see five-star patient reviews every day. Learn more at www.clearwaveinc.com. **Average Rating:** 4.7/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Clearwave?** - **Form Workflow:** 9.4/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 8.8/10 (Category avg: 8.7/10) - **Patient Check-in:** 9.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Clearwave?** - **Seller:** [Clearwave](https://www.g2.com/sellers/clearwave) - **Year Founded:** 2004 - **HQ Location:** Atlanta, GA - **Twitter:** @Clearwaveinc (228 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/136280/ (116 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care - **Company Size:** 93% Mid-Market, 7% Small-Business #### What Are Recent G2 Reviews of Clearwave? **"[Technology that actually improves workflow efficiency](https://www.g2.com/survey_responses/clearwave-review-4362249)"** **Rating:** 4.0/5.0 stars *— Cordero C.* [Read full review](https://www.g2.com/survey_responses/clearwave-review-4362249) --- **"["Review Clearwave"](https://www.g2.com/survey_responses/clearwave-review-9227366)"** **Rating:** 4.5/5.0 stars *— Verified User in Banking* [Read full review](https://www.g2.com/survey_responses/clearwave-review-9227366) --- ### 18. [Intiveo](https://www.g2.com/products/intiveo/reviews) Intiveo's patient engagement software is designed to empower dental practices to enhance the patient experience. We facilitate open communication, reduce no-shows and cancellations, boost staff productivity, and increase revenue growth. Our platform improves patient engagement and loyalty through two-way chat, recall reminders, quality improvement surveys, and online review management tools. With comprehensive integrations across major PMS systems, Intiveo streamlines front-office workflows, centralizing patient engagement and communication management. Our dedicated team of experts offers personalized onboarding and ongoing support for seamless launch and scalability as your practice grows. Intiveo serves over 15,000 dental practices across North America, helping them improve their patients’ experience, streamline operations, and drive revenue growth while improving staff morale. Experience the Intiveo advantage – where dental practices flourish, and patients look forward to their visits with confidence and clarity. **Average Rating:** 4.8/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Intiveo?** - **Form Workflow:** 9.4/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 10.0/10 (Category avg: 8.7/10) - **Patient Check-in:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Intiveo?** - **Seller:** [Intiveo](https://www.g2.com/sellers/intiveo) - **Year Founded:** 2010 - **HQ Location:** Vancouver, CA - **Twitter:** @Intiveo (183 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2642067/ (60 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 84% Small-Business, 13% Mid-Market #### What Are Intiveo's Pros and Cons? **Pros:** - Ease of Use (1 reviews) **Cons:** - Long Waiting Time (1 reviews) - Poor Call Functionality (1 reviews) - Unreliable Communication (1 reviews) ### What Do G2 Reviewers Say About Intiveo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Intiveo, allowing them to achieve quick and precise results effortlessly. **Cons:** - Users find the **long waiting time** until 7am to access voicemails frustrating and inconvenient. - Users are frustrated with the **poor call functionality** , making it difficult to check voice mails promptly. - Users express frustration over **unreliable communication** due to delayed access to voicemails until 7am. #### What Are Recent G2 Reviews of Intiveo? **"[Streamlined Patient Management, Exceptional Experience](https://www.g2.com/survey_responses/intiveo-review-9922852)"** **Rating:** 4.0/5.0 stars *— Dr. Hamza T.* [Read full review](https://www.g2.com/survey_responses/intiveo-review-9922852) --- **"[Very reliable and 100 %accurate when it come to verify cancel apts. love it.](https://www.g2.com/survey_responses/intiveo-review-7448524)"** **Rating:** 5.0/5.0 stars *— Verified User in Alternative Dispute Resolution* [Read full review](https://www.g2.com/survey_responses/intiveo-review-7448524) --- ### 19. [IntakeQ](https://www.g2.com/products/intakeq/reviews) IntakeQ is a web-based online intake form management software that enables healthcare professionals and clinicians to electronically share HIPAA compliant forms with their patients, and receive them back completed & signed electronically before their next appointment. IntakeQ eliminates paperwork and tedious administrative tasks through our digital platform. The product automates the form intake process thereby improving record keeping and customer/patient onboarding. IntakeQ is well suited for the needs of any size practice from individual practitioners to clinics and big hospitals. **Average Rating:** 4.2/5.0 **Total Reviews:** 16 **How Do G2 Users Rate IntakeQ?** - **Form Workflow:** 9.3/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 9.3/10 (Category avg: 8.7/10) - **Patient Check-in:** 9.4/10 (Category avg: 8.8/10) **Who Is the Company Behind IntakeQ?** - **Seller:** [IntakeQ](https://www.g2.com/sellers/intakeq) - **Year Founded:** 2014 - **HQ Location:** Hamilton, Ontario - **Twitter:** @intakeQ (146 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9499150 (7 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 81% Small-Business, 13% Mid-Market #### What Are Recent G2 Reviews of IntakeQ? **"[IntakeQ, Patient Intake Extraordinaire](https://www.g2.com/survey_responses/intakeq-review-11397878)"** **Rating:** 5.0/5.0 stars *— Celeste A.* [Read full review](https://www.g2.com/survey_responses/intakeq-review-11397878) --- **"[Simple Note-Taking and Forms That Fit My Practice](https://www.g2.com/survey_responses/intakeq-review-12631008)"** **Rating:** 5.0/5.0 stars *— Andrew W.* [Read full review](https://www.g2.com/survey_responses/intakeq-review-12631008) --- #### What Are G2 Users Discussing About IntakeQ? - [Is IntakeQ secure?](https://www.g2.com/discussions/is-intakeq-secure) - [Is IntakeQ com legit?](https://www.g2.com/discussions/is-intakeq-com-legit) - [Is IntakeQ an EMR?](https://www.g2.com/discussions/is-intakeq-an-emr) ### 20. [FormDr](https://www.g2.com/products/formdr/reviews) FormDr gives your business everything needed to easily send and receive HIPAA-compliant forms online. Send patients your forms to fill out on their phone, tablet, or computer. Patients securely sign and submit completed forms directly to your account. Track your patients progress, send automated reminders, and receive completed forms online, before the appointment. **Average Rating:** 3.9/5.0 **Total Reviews:** 17 **How Do G2 Users Rate FormDr?** - **Form Workflow:** 9.0/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 8.9/10 (Category avg: 8.7/10) - **Patient Check-in:** 8.5/10 (Category avg: 8.8/10) **Who Is the Company Behind FormDr?** - **Seller:** [FormDr](https://www.g2.com/sellers/formdr) - **HQ Location:** San Francisco, California - **LinkedIn® Page:** https://www.linkedin.com/company/formdr/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Medical Practice - **Company Size:** 59% Small-Business, 29% Mid-Market #### What Are Recent G2 Reviews of FormDr? **"[Wonderful Platform](https://www.g2.com/survey_responses/formdr-review-9656740)"** **Rating:** 5.0/5.0 stars *— MEGAN M.* [Read full review](https://www.g2.com/survey_responses/formdr-review-9656740) --- **"[Great product, profession and helpful staff!!](https://www.g2.com/survey_responses/formdr-review-9782108)"** **Rating:** 5.0/5.0 stars *— Annette F.* [Read full review](https://www.g2.com/survey_responses/formdr-review-9782108) --- ### 21. [Finger-Ink](https://www.g2.com/products/finger-ink/reviews) Finger-Ink is your clinic's digital receptionist. It runs patient intake and check-in for allied health clinics on Cliniko and Nookal, so your team gets their time back and every patient gets a branded, considered experience — not a generic form. Connect your PMS via API key in minutes. Build fully branded forms with visibility logic, calculation fields, body charts, consent/GDPR fields, video, and signatures - all syncing into your patient records within seconds. Then extend to a native iPad kiosk for in-clinic check-in: patients arrive, check themselves in, complete any outstanding forms, and your practitioner is notified through Cliniko's calendar automatically. Unlike web-based alternatives, Finger-Ink's iPad app is native and offline-capable, with true kiosk lockdown, no accidental refreshes, no data loss. Deep brand theming means your forms and kiosk look like an extension of your clinic, not generic software. Use custom colours, logo, and animated backgrounds that no competitor matches. Trusted by thousands of allied health professionals across Australia, New Zealand, UK, and USA. Over 1.5 million forms filled and 1 million patients checked in. 7-day free trial, no credit card required. Features: • Native iPad check-in kiosk (offline-capable, true kiosk lockdown) • Branded patient intake forms, both web delivery and in-clinic iPad • Cliniko and Nookal integration via API key (real-time sync) • Visibility logic, calculation fields, and outcome measures • Body chart fields for pain location mapping • Policy consent and data privacy compliance fields • Electronic signatures • Video embed fields for instructional content • Deep brand theming with custom colours, logo, animated backgrounds • Auto-theme generation from clinic website URL • Practitioner arrival notification via Cliniko calendar • Kiosk appointment booking and walk-in handling • Multi-form-session support with progress saves across visits Best for: • Solo practitioner replacing front-desk reception cover with an iPad kiosk • Multi-practitioner clinic automating patient intake and check-in to reduce admin load • Brand-conscious clinic upgrading from plain Cliniko forms to a fully themed patient experience • Satellite or secondary clinic location running without permanent reception staff • Clinics capturing explicit data privacy consent through policy consent fields **Average Rating:** 4.5/5.0 **Total Reviews:** 19 **How Do G2 Users Rate Finger-Ink?** - **Form Workflow:** 9.4/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 5.0/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 9.4/10 (Category avg: 8.7/10) - **Patient Check-in:** 9.4/10 (Category avg: 8.8/10) **Who Is the Company Behind Finger-Ink?** - **Seller:** [Finger-Ink](https://www.g2.com/sellers/finger-ink) - **HQ Location:** Tauranga, New Zealand - **Twitter:** @finger_ink (21 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 68% Small-Business, 21% Mid-Market #### What Are Recent G2 Reviews of Finger-Ink? **"["Seamless Time Saver check-in platform ".](https://www.g2.com/survey_responses/finger-ink-review-8581585)"** **Rating:** 5.0/5.0 stars *— Muthoni C.* [Read full review](https://www.g2.com/survey_responses/finger-ink-review-8581585) --- **"[Finger-Ink - Best Electronic Signature Solution](https://www.g2.com/survey_responses/finger-ink-review-8235864)"** **Rating:** 4.5/5.0 stars *— Cumi M.* [Read full review](https://www.g2.com/survey_responses/finger-ink-review-8235864) --- ### 22. [OneMD](https://www.g2.com/products/onemd/reviews) Clear your waiting room and give patients the peace-of-mind they deserve. OneMD is a zero-contact patient check-in and parking lot notification system to streamline your patient check-in process. Use OneMD to avoid unnecessary contact, saving time and protecting families in the process. Using OneMD and a smartphone, patients can securely upload their insurance cards, fill out health history or new-patient forms, and directly ask any pre-appointment questions they may have. **Average Rating:** 4.4/5.0 **Total Reviews:** 8 **How Do G2 Users Rate OneMD?** - **Form Workflow:** 9.3/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 8.8/10 (Category avg: 8.7/10) - **Patient Check-in:** 7.1/10 (Category avg: 8.8/10) **Who Is the Company Behind OneMD?** - **Seller:** [OneMD](https://www.g2.com/sellers/onemd) - **HQ Location:** Atlanta, US - **Twitter:** @onemdapp (7 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/66633160 (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 38% Mid-Market, 38% Small-Business #### What Are Recent G2 Reviews of OneMD? **"[OneMD Creative Review](https://www.g2.com/survey_responses/onemd-review-7634229)"** **Rating:** 5.0/5.0 stars *— Rupesh S.* [Read full review](https://www.g2.com/survey_responses/onemd-review-7634229) --- **"[1md](https://www.g2.com/survey_responses/onemd-review-7299357)"** **Rating:** 5.0/5.0 stars *— Paramesha H.* [Read full review](https://www.g2.com/survey_responses/onemd-review-7299357) --- ### 23. [Prompt Health](https://www.g2.com/products/prompt-health/reviews) More than an EMR. Prompt is the AI-powered Electronic Medical Record (EMR) and practice management platform for physical therapy, occupational therapy, speech-language pathology, pediatric, and chiropractic practices. Most EMRs store your data. Prompt acts on it. Before the visit, in the room, and after the visit, Prompt handles the work between your decisions and pauses when your judgment matters. You stay in control. AI handles everything between. Thousands of practices have switched to Prompt and the results are proven. 15-20 more visits per provider per month. $32K in annual revenue per clinician. 35% lower provider attrition. AI built on 9 years of clean, rehab-specific data across 100M+ visits and proven in real PT, OT, SLP, and chiropractic practices. Prompt unifies documentation, scheduling, billing, patient engagement, and analytics into one platform. No disconnected systems. No duplicate data entry. A clearer picture of how your practice is performing and a team invested in helping you grow. Core capabilities: • EMR + practice management: Documentation, scheduling, billing, and compliance in one platform, built for PT, OT, SLP, pediatrics, and chiropractic practices. • AI documentation assistance: 92% of notes completed during work hours. Clinicians finish faster and leave on time. • Coding intelligence: Real-time coding support that increases functional CPT usage and recaptures revenue practices are currently leaving behind. • Patient engagement: Digital intake, automated reminders, and outcomes tracking keep schedules full and patients coming back. • Analytics: Real-time reporting across productivity, revenue, and documentation compliance for single-location clinics and multi-site organizations. Proven results driving thousands of practices to Prompt: • 15-20 more visits per provider per month after switching from legacy systems. • +18-20 point improvement in CPT coding accuracy. • $32K in additional annual revenue per clinician. • 92% of documentation completed during work hours. 1 full day cut from note sign-off time. • 35% lower provider attrition. 45% fewer notes completed after hours. We are more than an EMR. We are the team behind your team: a clinician, a biller, an analyst, and a success rep assigned to your practice. Career Connection. 75+ university partnerships. Capitol Hill advocacy. Free business reviews. Because your success is how we grow. Other practices are getting squeezed by falling reimbursements and tightening compliance. Prompt practices are growing. That’s the difference. **Average Rating:** 4.9/5.0 **Total Reviews:** 80 **How Do G2 Users Rate Prompt Health?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Prompt Health?** - **Seller:** [Prompt Therapy Solutions](https://www.g2.com/sellers/prompt-therapy-solutions) - **Company Website:** https://www.prompthealth.com/ - **Year Founded:** 2017 - **HQ Location:** Hoboken, New Jersey - **LinkedIn® Page:** https://www.linkedin.com/company/promptemr/ (344 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Owner - **Top Industries:** Health, Wellness and Fitness, Hospital & Health Care - **Company Size:** 64% Small-Business, 36% Mid-Market #### What Are Recent G2 Reviews of Prompt Health? **"[Revolutionizes Clinic Efficiency for Therapists, Patients, Administrators, Billing, and Owners](https://www.g2.com/survey_responses/prompt-health-review-12002452)"** **Rating:** 5.0/5.0 stars *— Whitney T.* [Read full review](https://www.g2.com/survey_responses/prompt-health-review-12002452) --- **"[All-in-One Clinic Management with Reliable Performance](https://www.g2.com/survey_responses/prompt-health-review-12052003)"** **Rating:** 5.0/5.0 stars *— Kathy D.* [Read full review](https://www.g2.com/survey_responses/prompt-health-review-12052003) --- ### 24. [Artera](https://www.g2.com/products/artera/reviews) Artera is a patient communication and engagement platform designed to assist healthcare providers in managing and automating interactions with patients through various channels, including text, email, phone, and voice AI agents. This innovative solution caters to a diverse range of healthcare entities, such as specialty practices, Federally Qualified Health Centers (FQHCs), health systems, and federal agencies, all of which require efficient coordination of patient communication across multiple workflows. The platform's unique structure combines its core offering, Artera Harmony, with dedicated AI Service Squads. These teams work closely with healthcare organizations to develop tailored solutions that seamlessly integrate into existing workflows and Electronic Health Record (EHR) environments. This collaborative approach ensures that each organization can optimize its patient engagement strategies while maintaining the integrity of its operational processes. Artera's key capabilities significantly enhance patient communication efficiency. The voice AI agents are particularly noteworthy, as they can manage routine patient interactions such as appointment scheduling, intake processes, referrals, payments, and care gap outreach. This automation not only reduces the administrative burden on healthcare staff but also improves the overall patient experience by providing timely and accurate responses. Additionally, the Smart Inbox feature consolidates all patient communications in one accessible location, allowing providers to maintain a complete log of conversation history and context across different practices. Automated workflows further streamline routine tasks and complex care journeys, including appointment reminders and proactive patient outreach. These workflows are designed to operate without requiring staff intervention, thanks to deep EHR integrations that facilitate seamless communication. The AI Service Squads play a critical role in this process, collaborating directly with provider teams to design, implement, and support customized AI solutions tailored to the specific needs of each practice. Artera's platform supports over 200 million patients and processes more than 2 billion communications annually, showcasing its robust capabilities in the healthcare communication landscape. With integrations into major EHR systems and a commitment to security, as evidenced by its SOC 2 Type 2, HITRUST, HIPAA compliance, and FedRAMP Class D Certification, Artera prioritizes patient data protection. Importantly, patient data is not utilized to train AI models, ensuring privacy and compliance. With over 11 years of experience in healthcare communication and recognition as the top-ranked solution in KLAS for Patient Communications in 2026, Artera stands out as a comprehensive solution for healthcare organizations seeking to enhance patient engagement and streamline communication processes. **Average Rating:** 4.8/5.0 **Total Reviews:** 89 **How Do G2 Users Rate Artera?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10) **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 (762 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9405895/ (294 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 63% Mid-Market, 19% Enterprise #### What Are Artera's Pros and Cons? **Pros:** - Communication (8 reviews) - Ease of Use (8 reviews) - Patient Communication (8 reviews) - Texting Communication (5 reviews) - Texting Feature (5 reviews) **Cons:** - Messaging Issues (6 reviews) - Limited Features (3 reviews) - Limited Messaging Features (3 reviews) - Communication Issues (2 reviews) - Difficult Navigation (2 reviews) ### What Do G2 Reviewers Say About Artera? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficient communication tools** of Artera, enabling quick outreach to patients via various methods. - Users highlight Artera's **user-friendly design** , making patient communication and appointment management seamless and efficient. - Users appreciate the **quick and effective patient communication** via text, voicemail, and email, enhancing outreach efficiency. - Users value the **quick messaging capabilities** of Artera for easy and effective patient communication. - Users value the **mass texting feature** for its ease and efficiency in communicating quickly with patients. **Cons:** - Users struggle with **messaging issues** , particularly in managing multiple team messages and appointment cancellations affecting workflow. - Users find Artera has **limited features** for larger organizations, impacting efficiency in managing high patient volumes. - Users find the **limited messaging features** hinder efficient communication, especially for managing large patient volumes. - Users experience **communication issues** with Artera, relying on staff for replies and lacking timely notifications. - Users find the **difficult navigation** in Artera frustrating, especially for larger organizations with numerous practices. #### What Are Recent G2 Reviews of Artera? **"[Artera: Simple, Fast Campaigns with Easy Message Duplication](https://www.g2.com/survey_responses/artera-review-13051576)"** **Rating:** 5.0/5.0 stars *— Daniel A.* [Read full review](https://www.g2.com/survey_responses/artera-review-13051576) --- **"[Powerful Campaigns for Mass Outreach and Appointment Reminders](https://www.g2.com/survey_responses/artera-review-13106574)"** **Rating:** 4.5/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/artera-review-13106574) --- #### What Are G2 Users Discussing About Artera? - [How does well health make money?](https://www.g2.com/discussions/how-does-well-health-make-money) - 1 comment - [Is Well Health Technologies a buy?](https://www.g2.com/discussions/is-well-health-technologies-a-buy) - [What is well company?](https://www.g2.com/discussions/what-is-well-company) - [What does well app do?](https://www.g2.com/discussions/what-does-well-app-do) - 1 comment ### 25. [Veerchual](https://www.g2.com/products/veerchual/reviews) Veerchual automates the process of collecting patient demographics. It uses a state of the art HIPAA-certified technological solution that uses patient-owned smart devices to automate the process of filling out patient forms in medical practices. This eliminates the possibility of human error. Veerchual follows HL7 standards, integrating to EMR platforms like: EPIC, Cerner, MEDITECH, Allscripts, Athenahealth, and eClinicalworks. (HIPAA Verified & ISO Certified) **Average Rating:** 4.9/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Veerchual?** - **Form Workflow:** 10.0/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.8/10) - **Patient Data Transfer:** 10.0/10 (Category avg: 8.7/10) - **Patient Check-in:** 9.4/10 (Category avg: 8.8/10) **Who Is the Company Behind Veerchual?** - **Seller:** [Veerchual](https://www.g2.com/sellers/veerchual) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/veerchual/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Medical Practice - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Veerchual? **"[Excellent and top-notch](https://www.g2.com/survey_responses/veerchual-review-7570807)"** **Rating:** 5.0/5.0 stars *— Winston S.* [Read full review](https://www.g2.com/survey_responses/veerchual-review-7570807) --- **"[Streamline Medical Office Operations with Veerchual](https://www.g2.com/survey_responses/veerchual-review-7958999)"** **Rating:** 5.0/5.0 stars *— Kayden P.* [Read full review](https://www.g2.com/survey_responses/veerchual-review-7958999) --- ## What Is Patient Intake Software? [Patient Experience Software](https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675) ## What Software Categories Are Similar to Patient Intake Software? - [Patient Scheduling Software](https://www.g2.com/categories/patient-scheduling) - [Patient Relationship Management (PRM) Software](https://www.g2.com/categories/patient-relationship-management-prm) - [Patient Engagement Software](https://www.g2.com/categories/patient-engagement)