Best Patient Intake Software

How Many Patient Intake Software Products Does G2 Track?

Total Products under this Category: 116

Category Stats (Nov 2026)

  • Average Rating: 4.52/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: mConsent (+2.03%) - Among all products in this category, mConsent recorded the largest rating increase compared to last month

Last updated: November 02, 2026

How Does G2 Rank Patient Intake Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 3,700+ Authentic Reviews
  • 116+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Patient Intake Software

G2 Grid® for Patient Intake Software plotting products by satisfaction and market presence

Highlighted products: ModMed, Weave, NexHealth, Prompt Health, SPRY, Solutionreach, Athelas Air, and ModMed Patient Engagement.

Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-intake/grids.json?focus%5B%5D=modmed&focus%5B%5D=weave-weave&focus%5B%5D=nexhealth&focus%5B%5D=prompt-health&focus%5B%5D=spry-spry&focus%5B%5D=solutionreach&focus%5B%5D=athelas-air&focus%5B%5D=modmed-patient-engagement)

ModMed

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

Average Rating: 4.5/5.0

Total Reviews: 447

How Do G2 Users Rate ModMed?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Patient Check-in: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind ModMed?

  • Seller: ModMed
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Boca Raton, Florida
  • LinkedIn® Page: www.linkedin.com
    2,477 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Practice Manager, Office Manager
  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 44% Small, 35% Medium

What Do G2 Reviewers Say About ModMed?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of ModMed, making it intuitive for both experienced and new users alike.
  • Users highlight the efficiency of ModMed, praising its ability to streamline workflows and improve productivity significantly.
  • Users commend ModMed for its enhanced workflow efficiency, enabling swift documentation and seamless practice management integration.
  • Users praise ModMed for its innovative and user-friendly solutions that enhance productivity and streamline medical workflows.
  • Users highlight the impressive setup ease of ModMed, making transitions quick and smooth for healthcare practices.
Cons
  • Users feel the missing features in ModMed hinder effective communication and thorough insurance verification processes.
  • Users report poor customer support, citing unhelpful service, misleading sales, and inefficiencies in resolving issues.
  • Users find limited features in ModMed hinder efficiency, making tasks cumbersome and complicating the overall user experience.
  • Users report poor system functionality in ModMed, with slow analytics and inconvenient manual processes affecting efficiency.
  • Users often face difficult setup challenges with ModMed, compounded by limited training and complex workflows during implementation.

What Are Recent G2 Reviews of ModMed?

What Are G2 Users Discussing About ModMed?

Weave

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: 520

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?: 9.3/10 (Category avg: 8.9/10)
  • Patient Data Transfer: 8.8/10 (Category avg: 8.6/10)
  • Patient Check-in: 8.6/10 (Category avg: 8.9/10)

Who Is the Company Behind Weave?

  • Seller: Weave
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Lehi, Utah
  • LinkedIn® Page: www.linkedin.com
    1,200 employees on LinkedIn®
  • Ownership: NYSE: WEAV

Who Uses This Product?

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

What Do G2 Reviewers Say About Weave?

AI-generated summary from verified user reviews

Pros
  • Users find Weave to be very easy to use, enhancing efficiency with intuitive designs and smooth integration.
  • Users love how Weave enhances communication, making patient engagement smooth and efficient with reliable, intuitive features.
  • Users love the real-time texting capabilities of Weave, enhancing communication and improving patient engagement effortlessly.
  • Users value the enhanced patient communication Weave provides, greatly improving engagement and operational efficiency.
  • Users find Weave’s texting communication incredibly convenient, allowing seamless patient interactions and efficient information sharing.
Cons
  • Users report occasional technical issues like slow performance and missed notifications, affecting the overall experience.
  • Users experience messaging issues with delays and glitches that hinder effective communication and workflow.
  • Users experience communication issues with Weave, leading to patient frustration and marketing inefficiencies.
  • Users experience connectivity issues with Weave, leading to disruptions in communication and operational efficiency.
  • Users feel the limited features restrict functionality, particularly in scheduling and package capabilities.

What Are Recent G2 Reviews of Weave?

What Are G2 Users Discussing About Weave?

NexHealth

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: 131

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: 8.9/10)
  • Patient Data Transfer: 9.5/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.6/10 (Category avg: 8.9/10)

Who Is the Company Behind NexHealth?

  • Seller: NexHealth
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    189 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Office Manager, Dentist
  • Top Industries: Hospital & Health Care, Medical Practice
  • Company Size: 90% Small, 9% Medium

What Do G2 Reviewers Say About NexHealth?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of NexHealth, enhancing efficiency and creating a smooth experience for patients.
  • Users praise the responsive and professional customer support of NexHealth, ensuring smooth operation for dental practices.
  • Users praise the effective communication and quick support from NexHealth, enhancing their practice's efficiency and success.
  • Users appreciate the convenience of online forms, enhancing patient experience and streamlining workplace efficiency.
  • Users value the efficient patient communication and outstanding support from NexHealth's team, enhancing their practice's operations.
Cons
  • Users experience messaging issues with NexHealth, finding it cumbersome and leading to unnecessary extra work.
  • Users report experiencing occasional technical issues like lag and syncing challenges, impacting patient checkout efficiency.
  • Users find limited features in NexHealth, leading to cumbersome workflows and necessary workarounds for basic tasks.
  • Users find the appointment management cumbersome, as it requires multiple steps and lacks efficient rescheduling features.
  • Users often face calendar syncing issues that hinder the completeness and timeliness of their information.

What Are Recent G2 Reviews of NexHealth?

What Are G2 Users Discussing About NexHealth?

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Prompt Health

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: 4.8/5.0

Total Reviews: 136

How Do G2 Users Rate Prompt Health?

  • Form Workflow: 10.0/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 8.9/10)
  • Patient Data Transfer: 8.3/10 (Category avg: 8.6/10)
  • Patient Check-in: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Prompt Health?

Who Uses This Product?

  • Who Uses This: Physical Therapist, Office Manager
  • Top Industries: Health, Wellness and Fitness, Hospital & Health Care
  • Company Size: 56% Medium, 41% Small

What Are Recent G2 Reviews of Prompt Health?

SPRY

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: 94

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?: 9.7/10 (Category avg: 8.9/10)
  • Patient Data Transfer: 10.0/10 (Category avg: 8.6/10)
  • Patient Check-in: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind SPRY?

  • Seller: SPRY
  • Year Founded: 2021
  • HQ Location: Wilmington, US
  • LinkedIn® Page: www.linkedin.com
    247 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Physical Therapist, Owner
  • Top Industries: Health, Wellness and Fitness, Hospital & Health Care
  • Company Size: 87% Small, 13% Medium

What Do G2 Reviewers Say About SPRY?

AI-generated summary from verified user reviews

Pros
  • Users value the responsive, helpful support team for quickly answering questions and resolving technical issues.
  • Users find the intuitive interface easy to learn and use in their daily work.
  • Users find clinical documentation faster and easier, with less time spent writing and completing notes.
  • Users value AI-assisted documentation for creating and managing clinical notes and evaluations while reducing documentation time.
  • Users value the customizable workflows and documentation that can be tailored to fit their practice’s specific needs.
Cons
  • Users find billing workflows challenging and slow, with setup, charge submission, denials, and follow-up needing attention.
  • Users find onboarding and initial setup difficult, and say training needs improvement.
  • Users find AI documentation unreliable, with slow or failed note generation and difficulty organizing or capturing details like exercise plans.
  • Users report occasional communication problems, including messaging that sometimes fails.
  • Users experience delayed insurance follow-up and slow billing responses, impacting reimbursements and patient care.

What Are Recent G2 Reviews of SPRY?

Solutionreach

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: 168

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?: 8.5/10 (Category avg: 8.9/10)
  • Patient Data Transfer: 6.9/10 (Category avg: 8.6/10)
  • Patient Check-in: 7.9/10 (Category avg: 8.9/10)

Who Is the Company Behind Solutionreach?

Who Uses This Product?

  • Who Uses This: Office Manager
  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 88% Small, 9% Medium

What Do G2 Reviewers Say About Solutionreach?

AI-generated summary from verified user reviews

Pros
  • Users value the streamlined appointment scheduling in Solutionreach, making it easy and efficient for patients and staff.
  • Users commend the streamlined patient communication of Solutionreach, enhancing scheduling ease for both staff and patients.
  • Users value the efficient communication capabilities of Solutionreach, enabling quick updates to all customers.
  • Users value the communication ease of Solutionreach, finding it quick and efficient for sending updates to customers.
  • Users value the communication efficiency of Solutionreach, enabling fast and easy updates to all customers.
Cons
  • Users are frustrated with frequent updates that disrupt usability and complicate their workflow, particularly with browser issues.
  • Users find the latest update of Solutionreach to be annoying due to browser reliance, leading to frequent accidental closures.
  • Users are frustrated with the inefficient updates of Solutionreach, as they complicate daily interactions and usability.
  • Users express the need for a pay per use payment option to enhance their financial flexibility with Solutionreach.
  • Users find the browser dependency of Conversations frustrating since the latest update, leading to accidental closures.

What Are Recent G2 Reviews of Solutionreach?

What Are G2 Users Discussing About Solutionreach?

Athelas Air

The AI-native EHR, front desk and billing platform for physical therapy, orthopedic and podiatry practices. Athelas Air is the AI-native EHR and practice management platform for outpatient physical, occupational and speech therapy, orthopedic surgery and podiatry practices. Air Scribe drafts the whole note while you treat or operate, including measurements, procedures and goals. The front desk runs on automated intake and eligibility, and claims go out clean. Scheduling, documentation, billing and reporting share one patient record, one login and one contract. Try it free on your own patients. The Athelas Air pilot runs 3 days of real visits in your own clinic, with no card, no contract and no commitment. We migrate your patients and prior notes read-only in 5 business days, and your current EHR stays live the whole time. Results from practices on Athelas: - Dr. Arthur Ting's orthopedic surgery practice grew revenue 80% year over year and saves 15 minutes per patient appointment on Air, Air Scribe and Athelas RCM. Dr. Ting uses Air Scribe in the OR. - Raleigh Orthopaedic runs more than 140 providers on Air and Athelas RCM. Weekly revenue posted rose 15.3% within weeks. - Hillside Foot & Ankle, a podiatry group on Athelas RCM, cut denials 80% and collects $300K more a month. - The Physio Shop's clinicians save 1–2 hours a day on documentation, with evaluations done in 10 minutes and daily notes in one. - Cape Cod Rehab got 6–7 staff hours a week back, runs a 0.1% denial rate and collects 97% of patient responsibility. - Oxford Physical Therapy books 14.3% more evaluations with Voice Agents, our add-on AI phone agent that answers every call, nights and weekends included. - Lattimore Physical Therapy (35 locations) cut denials in half, reached a 95% first-pass rate and cut its claim cycle from 35 days to 10–14. For orthopedic surgeons and podiatrists: Air Scribe captures consults, procedures and surgeries and suggests codes for each visit. E&M, procedure and injection codes are sorted automatically in the note's Services section. Procedure and injection orders carry NDC, lot number and units. Smart Charge Capture bills a procedure documented once, so it isn't entered three times. E-prescribing covers controlled substances with a built-in PDMP check, and labs and referrals are ordered from the note. Signed notes go automatically to referring providers, surgery centers and workers' comp adjusters. For therapists: record in Air or on the Air Scribe mobile app, in 60+ languages. Scribe fills the narrative and measurements, and suggests CPT codes. Each note gets a compliance score out of 100 before you sign. Goals and the plan of care are drafted from the eval, and plan-of-care visits count down every session. Athelas Assistant answers reference questions and drafts letters of medical necessity beside the open chart. For the front desk: eligibility is checked 7 days before every appointment for most payers and shows as Active, Inactive or Inconclusive on the calendar. Prior authorizations and visit limits sit on the appointment. Patients self-schedule, waitlist offers go out by text and email, and kiosk check-in is available. Every clinic's fax line lands in one inbox. For billing: plain-English billing rules hold a claim before it goes out. Each denial is explained on the claim, with a corrected claim drafted for you to confirm. Resubmit in bulk, post paper remits with EOB Copilot, and collect with text-to-pay (Apple Pay), statements and payment plans. For owners: Financial Health and Clinical Operations dashboards by provider, location and payer, Self-Pay included. They cover revenue per visit, A/R aging and no-shows. A bank deposit reconciliation report handles month-end close, and the revenue report can be emailed on a schedule. Switching EHRs? We pull demographics, insurance, referring providers, diagnoses, prior authorizations, appointments, cases and clinical notes read-only. We migrate from 20+ systems, including WebPT, Prompt, Raintree, SPRY, TheraOffice, TherapySource, HENO, NetHealth, Clinicient, eClinicalWorks, ModMed and Tebra. We match record counts and walk through your data with you before go-live, and full migrations typically take 30–60 days. A named team trains your staff and is on site for go-live. Security: HIPAA- and HITECH-aligned infrastructure, AES-256 encryption at rest, TLS 1.2+ in transit, US data centers and annual third-party penetration testing. Air is ONC-certified, with DEA-certified e-prescribing that includes controlled substances.

Average Rating: 4.7/5.0

Total Reviews: 34

How Do G2 Users Rate Athelas Air?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 8.9/10)

Who Is the Company Behind Athelas Air?

  • Seller: Commure
  • Company Website:
  • HQ Location: Mountain View, US
  • LinkedIn® Page: www.linkedin.com
    1,443 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Health, Wellness and Fitness, Medical Practice
  • Company Size: 53% Small, 47% Medium

What Are Recent G2 Reviews of Athelas Air?

ModMed Patient Engagement

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 ModMed Patient Engagement?

  • 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: 8.9/10)
  • Patient Data Transfer: 9.3/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.6/10 (Category avg: 8.9/10)

Who Is the Company Behind ModMed Patient Engagement?

  • Seller: Klara
  • Year Founded: 2013
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About ModMed Patient Engagement?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the fast and efficient communication with Klara, enhancing patient interactions and overall convenience.
  • Users appreciate the ease of use of Klara, highlighting its smooth setup and convenient communication features.
  • Users value the secure and efficient patient communication offered by Klara, enhancing interaction and information sharing.
  • Users appreciate the fast and efficient texting communication that enhances interactions with patients through Klara.
  • Users appreciate the easy and intuitive interface of Klara, streamlining communication and information access effortlessly.
Cons
  • Users find the limited features of Klara frustrating, hindering customization and causing scheduling issues.
  • Users experience communication issues with Klara due to glitches, sluggish updates, and lack of conversation search functionality.
  • Users face messaging issues with Klara, citing glitches and difficulties in communication and editing messages effectively.
  • Users struggle with search issues, finding it hard to track closed conversations and access important patient information.
  • Users find Klara's limited messaging features frustrating, hindering communication with patients and complicating usability.

What Are Recent G2 Reviews of ModMed Patient Engagement?

What Are G2 Users Discussing About ModMed Patient Engagement?

EHRYourWay

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: 8.9/10)

Who Is the Company Behind EHRYourWay?

  • Seller: EHR Your Way
  • Company Website:
  • Year Founded: 2008
  • HQ Location: San Diego, California
  • LinkedIn® Page: www.linkedin.com
    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, 43% Medium

What Do G2 Reviewers Say About EHRYourWay?

AI-generated summary from verified user reviews

Pros
  • Users find EHRYourWay to be extremely user-friendly, simplifying patient scheduling and enhancing overall efficiency.
  • Users value the outstanding customer support of EHRYourWay, providing quick and effective assistance tailored to their needs.
  • Users highlight the efficiency of EHRYourWay, emphasizing its time-saving features and intuitive organization for seamless workflow.
  • Users value the efficient document management in EHRYourWay, simplifying tasks and enhancing organization for providers.
  • Users appreciate the navigation ease of EHRYourWay, making tasks like scheduling and paperwork simple and approachable.
Cons
  • Users often face technical issues with EHRYourWay, including bugs, slow performance, and limited patient portal functionality.
  • Users express frustration over limited customization options, hindering their ability to tailor the system to their needs.
  • Users face a poor navigation experience with EHRYourWay, finding the interface overwhelming and not intuitive.
  • Users find EHRYourWay not user-friendly, particularly for those who are less tech-savvy and struggle with navigation.
  • Users experience a steep learning curve with EHRYourWay, making navigation challenging for those less tech-savvy.

What Are Recent G2 Reviews of EHRYourWay?

What Are G2 Users Discussing About EHRYourWay?

RevenueWell

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: 138

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: 8.9/10)
  • Patient Data Transfer: 9.6/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.5/10 (Category avg: 8.9/10)

Who Is the Company Behind RevenueWell?

  • Seller: RevenueWell
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Chicago, Illinois
  • LinkedIn® Page: www.linkedin.com
    158 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Office Manager
  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 94% Small, 6% Medium

What Do G2 Reviewers Say About RevenueWell?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of RevenueWell, finding it intuitive and simple to train employees effectively.
  • Users value the effective patient communication features of RevenueWell, enhancing engagement and tracking campaign success.
  • Users appreciate the appointment reminders from RevenueWell, significantly enhancing patient communication and saving valuable time.
  • Users value the efficient confirmation automation of RevenueWell, enhancing communication and ensuring no appointments are missed.
  • Users praise RevenueWell's efficiency and smart support team, making training and daily use seamless and effective.
Cons
  • Users report billing issues and poor customer support, affecting their satisfaction with RevenueWell.
  • Users experience significant technical issues with the mobile app, including instability and glitches affecting usability.
  • Users face messaging issues with RevenueWell, including glitchy performance and lack of timely notifications for errors.
  • Users report frequent connectivity issues with the app, causing delays in sending patient communications and loading messages.
  • Users report customer service issues with RevenueWell, including slow billing and poor transition support.

What Are Recent G2 Reviews of RevenueWell?

What Are G2 Users Discussing About RevenueWell?

mConsent

The era of digitizing your practice is here! mConsent is the ultimate digital intake solution to make your office paperless. We save you hours of front desk labor, integrate with major PMS, and create a stress free office environment! Some of our features include, Appointment Reminders with 2-way Texting, Zaha Ai, mpyr, Insurance Concierge. Insurance Verification, Online Patient Scheduling, and more. Join over 5,000 Practices in creating a better, more profitable, work environment.

Average Rating: 4.7/5.0

Total Reviews: 17

How Do G2 Users Rate mConsent?

  • 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: 8.9/10)
  • Patient Data Transfer: 9.6/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.7/10 (Category avg: 8.9/10)

Who Is the Company Behind mConsent?

Who Uses This Product?

  • Top Industries: Health, Wellness and Fitness, Hospital & Health Care
  • Company Size: 82% Small, 18% Large

What Are Recent G2 Reviews of mConsent?

Tebra (previously Kareo + PatientPop)

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: 259

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: 8.9/10)
  • Patient Data Transfer: 7.4/10 (Category avg: 8.6/10)
  • Patient Check-in: 8.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Tebra (previously Kareo + PatientPop)?

  • Seller: Tebra
  • Company Website:
  • HQ Location: Corona del Mar, US
  • LinkedIn® Page: www.linkedin.com
    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, 12% Medium

What Do G2 Reviewers Say About Tebra (previously Kareo + PatientPop)?

AI-generated summary from verified user reviews

Pros
  • Users praise Tebra for its user-friendly interface, enabling efficient task completion and customizable reporting.
  • Users appreciate the user-friendly interface of Tebra, enjoying seamless integration and comprehensive features like notes AI.
  • Users praise Tebra's responsive customer support, highlighting quick resolutions and helpful video chat assistance.
  • Users commend Tebra for its efficiency, enhancing the ease of managing tasks and claims across multiple practices.
  • Users find the user-friendly interface of Tebra helpful, especially with clear documentation and customizable templates.
Cons
  • Users experience inadequate reporting with Tebra, often needing to manually compile data and encountering refresh issues.
  • Users find the inefficiency in navigating tabs and lack of timely reports frustrating, slowing down their workflow.
  • Users find limited features in Tebra, especially in reporting and customization options, impacting their experience negatively.
  • Users experience billing issues with Tebra, citing frustrations with workflow, slow claims, and patient coupon discrepancies.
  • Users find the reporting inefficient, often requiring manual data stitching and lacking necessary customizations for their needs.

What Are Recent G2 Reviews of Tebra (previously Kareo + PatientPop)?

What Are G2 Users Discussing About Tebra (previously Kareo + PatientPop)?

Hyro

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: 8.9/10)

Who Is the Company Behind Hyro?

  • Seller: Hyro
  • Year Founded: 2018
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    190 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 60% Medium, 25% Small

What Are Recent G2 Reviews of Hyro?

Phreesia

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: 4.0/5.0

Total Reviews: 45

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?: 8.2/10 (Category avg: 8.9/10)
  • Patient Data Transfer: 9.3/10 (Category avg: 8.6/10)
  • Patient Check-in: 7.9/10 (Category avg: 8.9/10)

Who Is the Company Behind Phreesia?

  • Seller: Phreesia
  • Year Founded: 2005
  • HQ Location: Wilmington, DE
  • LinkedIn® Page: www.linkedin.com
    1,442 employees on LinkedIn®
  • Ownership: NYSE: PHR

Who Uses This Product?

  • Who Uses This: Office Manager
  • Top Industries: Hospital & Health Care, Medical Practice
  • Company Size: 54% Small, 39% Medium

What Do G2 Reviewers Say About Phreesia?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Phreesia, simplifying medical paperwork and enhancing patient communication effectively.
  • Users value the time-saving capabilities of Phreesia, significantly reducing check-in and enhancing overall efficiency.
  • Users commend Phreesia's exceptional customer support, appreciating their responsiveness and expertise in optimizing the platform.
  • Users appreciate the efficiency of Phreesia, which enhances patient flow and simplifies communication for healthcare professionals.
  • Users appreciate the efficient improvement in patient flow and overall productivity, enhancing communication and reducing check-in times.
Cons
  • Users experience a challenging learning curve with Phreesia, especially with advanced features and training organization.
  • Users often face technical issues with Phreesia, including integration problems and complicated functionalities that hinder efficiency.
  • Users face a training deficiency with scattered resources, complicating the learning curve and workflow adjustments.
  • Users find difficult navigation overwhelming initially, with constant issues impacting the user experience and functionality.
  • Users find the difficult setup of Phreesia overwhelming, with a challenging learning curve and frustrating issues.

What Are Recent G2 Reviews of Phreesia?

What Are G2 Users Discussing About Phreesia?

Luma Health

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: 8.9/10)
  • Patient Data Transfer: 9.4/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Luma Health?

  • Seller: Luma Health
  • Year Founded: 2015
  • HQ Location: San Mateo, California
  • LinkedIn® Page: www.linkedin.com
    197 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 57% Medium, 38% Small

What Do G2 Reviewers Say About Luma Health?

AI-generated summary from verified user reviews

Pros
  • Users praise Luma Health's automation features, enhancing patient engagement while easing staff workload and improving system efficiency.
  • Users appreciate the ease of communication with patients through texting, enhancing responsiveness and interaction.
  • Users value the comprehensive features of Luma Health, enhancing patient engagement and improving overall system performance.
  • Users value the easy communication with patients through texting, enhancing engagement and responsiveness.
  • Users highlight the brilliant and compassionate customer support of Luma Health, enhancing their overall experience and problem-solving capability.
Cons
  • Users find Luma's complex interface challenging, needing familiarity with products for successful operation.
  • Users face challenges with data management issues that hinder effective use of Luma Health's features.
  • Users experience challenges due to incomplete data, impacting the overall effectiveness of Luma Health.
  • Users find Luma Health to be not user-friendly, struggling with its complexity and requiring prior knowledge for effective use.
  • Users find Luma Health's system complexity challenging, requiring familiarity with products for effective operation.

What Are Recent G2 Reviews of Luma Health?

What Are G2 Users Discussing About Luma Health?

Emma Stein
ES
Researched and written by Emma Stein
Updated October 3, 2024