# Best Patient Case Management Software

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


Patient case management software improves quality of care and, ultimately, patient experience by optimizing the coordination of care across a hospital, practice, or ancillary care clinic. Patient case management software centralizes aspects of patient care such as scheduling, charting, treatment planning, and medical billing to accurately determine the health status of a patient. Case managers can utilize patient case management software to facilitate clinical communication and collaboration, as well as deliver better post-discharge care. Therefore, patients, too, benefit from effective patient case management software, which can offer them personalized services tools similar to an [interactive patient care system (IPC)](https://www.g2.com/categories/interactive-patient-care-systems-ipc) that they would have had access to during treatment.

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

- Provide doctors, physicians, and other health care professionals quick and efficient access to patients’ health data
- Track and monitor patient data throughout the entire patient care delivery cycle
- Assist in routine practice management tasks such as clinical documentation and medical staff scheduling 
- Facilitate and support clinical communication and collaboration across the health care org






## G2 Grid® for Patient Case Management Software
![G2 Grid® for Patient Case Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-case-management/grids.png?focus%5B%5D=154579&focus%5B%5D=47612&focus%5B%5D=71280&focus%5B%5D=53002&focus%5B%5D=42689&focus%5B%5D=160563&focus%5B%5D=69219&focus%5B%5D=133041)
Highlighted products: Carepatron, Pabau Practice Management, athenaOne, StoriiCare, Solutionreach, Foothold, CharityTracker, and ExpertBox.
Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-case-management/grids.json?focus%5B%5D=carepatron&focus%5B%5D=pabau-practice-management&focus%5B%5D=athenaone&focus%5B%5D=storiicare&focus%5B%5D=solutionreach&focus%5B%5D=radicle-health-foothold&focus%5B%5D=charitytracker&focus%5B%5D=expertbox)


## How Many Patient Case Management Software Products Does G2 Track?
**Total Products under this Category:** 83

### Category Stats (Jul 2026)
- **Average Rating**: 4.42/5 The average rating of products in this category, based on all submitted ratings

*Last updated: July 09, 2026*


## How Does G2 Rank Patient Case Management Software Products?

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

- 30 Analysts and Data Experts
- 1,600+ Authentic Reviews
- 83+ 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 Case Management Software Is Best for Your Use Case?

- **Leader:** [Carepatron](https://www.g2.com/products/carepatron/reviews)
- **Highest Performer:** [StoriiCare](https://www.g2.com/products/storiicare/reviews)
- **Easiest to Use:** [Carepatron](https://www.g2.com/products/carepatron/reviews)
- **Top Trending:** [Carepatron](https://www.g2.com/products/carepatron/reviews)
- **Best Free Software:** [Carepatron](https://www.g2.com/products/carepatron/reviews)


---

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---

## What Are the Top-Rated Patient Case Management Software Products in 2026?
### 1. [Carepatron](https://www.g2.com/products/carepatron/reviews)
Carepatron is a comprehensive practice management software solution designed to assist healthcare teams in effectively managing their operations and enhancing patient care. This platform caters to a wide range of healthcare professionals, including solo practitioners and larger teams, by providing an integrated suite of tools that streamline various aspects of practice management. Targeted at healthcare providers who seek to optimize their workflows, Carepatron offers functionalities such as online booking, electronic health records, task management, note-taking, secure messaging, video consultations, and artificial intelligence features. This all-in-one solution is particularly beneficial for practitioners looking to reduce administrative burdens and focus more on patient care. By centralizing these essential functions, Carepatron allows healthcare teams to operate more efficiently, regardless of their size or specialization. One of the standout features of Carepatron is its user-friendly interface, which allows for easy customization. Healthcare providers can tailor the software to meet their specific needs with just a few clicks, ensuring that the system aligns with their practice's unique workflows. This flexibility is crucial for practices that may have varying requirements based on their patient demographics or service offerings. Additionally, the platform's design promotes seamless communication among team members, enhancing collaboration and improving overall service delivery. Carepatron also prioritizes patient engagement by facilitating online booking and secure messaging, which can lead to increased patient satisfaction and retention. The inclusion of video consultation capabilities further expands access to care, allowing practitioners to reach patients who may have difficulty attending in-person appointments. By integrating these features, Carepatron not only enhances operational efficiency but also contributes to better health outcomes for patients. In summary, Carepatron stands out in the practice management software category by combining a robust set of features with an emphasis on ease of use and customization. Its ability to serve a diverse range of healthcare providers while promoting efficient practice management and improved patient care makes it a valuable tool for any healthcare team looking to enhance their operational effectiveness.


**Average Rating:** 4.5/5.0
**Total Reviews:** 547
**How Do G2 Users Rate Carepatron?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind Carepatron?**

- **Seller:** [Carepatron](https://www.g2.com/sellers/carepatron)
- **Company Website:** https://www.carepatron.com
- **Year Founded:** 2018
- **HQ Location:** 408 W 14th Street New York, NY 10014
- **Twitter:** @CarepatronHQ (292 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/carepatron (51 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Therapist, Owner
- **Top Industries:** Mental Health Care, Health, Wellness and Fitness
- **Company Size:** 91% Small-Business, 3% Mid-Market


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

**Pros:**

- Ease of Use (139 reviews)
- Affordable (68 reviews)
- Helpful (58 reviews)
- Templates (53 reviews)
- User Interface (53 reviews)

**Cons:**

- Limited Features (48 reviews)
- Missing Features (42 reviews)
- Limited Customization (27 reviews)
- Billing Issues (26 reviews)
- Limited Templates (25 reviews)


### What Do G2 Reviewers Say About Carepatron?
*AI-generated summary from verified user reviews*

**Pros:**

- Users praise the **ease of use** of Carepatron, highlighting its intuitive interface and customizable templates.
- Users commend Carepatron for its **affordable pricing** , enjoying a user-friendly interface that enhances efficiency in practice management.
- Users appreciate the **24-hour office support** and seamless features of Carepatron that enhance their practice efficiency.
- Users love the **customizable templates** in Carepatron, which greatly enhance their therapy and coaching practices.
- Users love the **intuitive design** of CarePatron, finding it easy to set up and enhancing client booking experiences.

**Cons:**

- Users find the **limited features** of Carepatron frustrating, particularly regarding payment processor limitations and customization options.
- Users find the **missing features** in Carepatron detrimental, particularly the lack of integrations and payment processing options.
- Users note the **limited customization** options in Carepatron, which restrict their ability to tailor the platform to their needs.
- Users often face **billing issues** , finding it confusing to track invoiced amounts and manage their financial reporting.
- Users feel the **limited templates** in Carepatron hinder ease of use and disrupt workflow efficiency.

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

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

**Rating:** 4.0/5.0 stars
*— Belle K.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Rashad G.*

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

---



### 2. [Pabau Practice Management](https://www.g2.com/products/pabau-practice-management/reviews)
Pabau is the all-in-one practice management platform built to help healthcare clinics and med spas run smarter, grow faster, and deliver outstanding client care. Trusted by over 3500 practices worldwide, Pabau acts as your mission control – combining powerful revenue-driving tools with smart automations that save time and reduce admin. From integrated payments and card-on-file charging to EMRs, charting, calendars, online bookings, inventory tracking, and before-and-after photo storage – everything you need is in one place. Automate pre-care and after-care emails, send appointment reminders via SMS or email, manage your reputation, and run multi-location operations effortlessly. With Pabau, you’ll spend less time on admin and more time doing what you do best – while your marketing runs in the background.


**Average Rating:** 4.7/5.0
**Total Reviews:** 311
**How Do G2 Users Rate Pabau Practice Management?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.3/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.6/10 (Category avg: 8.8/10)

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

- **Seller:** [Pabau](https://www.g2.com/sellers/pabau)
- **Year Founded:** 2012
- **HQ Location:** London, England
- **Twitter:** @PabauCRM (653 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/pabau-ltd/ (167 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Director, Doctor
- **Top Industries:** Medical Practice, Health, Wellness and Fitness
- **Company Size:** 100% Small-Business, 1% Mid-Market


#### What Are Pabau Practice Management's Pros and Cons?

**Pros:**

- Customer Support (72 reviews)
- Ease of Use (60 reviews)
- Helpful (57 reviews)
- Staff Support (43 reviews)
- Features (41 reviews)

**Cons:**

- Technical Issues (17 reviews)
- Complex Setup (15 reviews)
- Difficult Learning (14 reviews)
- Limited Features (12 reviews)
- Difficult Setup (11 reviews)


### What Do G2 Reviewers Say About Pabau Practice Management?
*AI-generated summary from verified user reviews*

**Pros:**

- Users praise the **exceptional customer support** from Pabau Practice Management, highlighting its professionalism and responsiveness.
- Users find Pabau Practice Management remarkably **easy to use** , benefiting from its all-in-one approach and excellent support.
- Users appreciate the **helpful support** from Pabau's team, ensuring a smooth and straightforward onboarding experience.
- Users praise the **outstanding staff support** at Pabau, noting their dedication and thoroughness in resolving issues.
- Users appreciate the **user-friendly interface and extensive options** in Pabau for efficiently managing client data.

**Cons:**

- Users experience occasional **technical issues** like system errors and freezing, which can disrupt their workflow.
- Users find the setup process to be **slightly confusing** , though helpful staff and guidance are available.
- Users find the **difficult learning curve** of Pabau challenging, particularly those transitioning from simpler systems.
- Users find the **limited features** of Pabau Practice Management hinder usability and efficiency in practice management.
- Users find the setup process **difficult** , though customer support assists in navigating the complexities involved.

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

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

**Rating:** 5.0/5.0 stars
*— Verified User in Cosmetics*

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

---

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

**Rating:** 5.0/5.0 stars
*— Nicole F.*

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

---


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

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

### 3. [athenaOne](https://www.g2.com/products/athenaone/reviews)
athenahealth is providing cloud-based services for electronic health records (EHR), revenue cycle management & medical billing, patient engagement, care coordination, and population health management, as well as Epocrates and other point-of-care mobile apps. Our suite of integrated, network-enabled services works to deliver measurable financial and clinical results for providers. The athenahealth EHR offers a homepage that allows users to review the daily schedule and patient information, manage orders, and view incoming lab results. The billing module can be used in tandem with the EHR or on its own, and features a patented and continuously updated rules engine. Medical practice management tools include visibility into daily responsibilities, custom benchmarking, proactive trends analysis, and more. Patients can utilize a patient portal to review history, pay bills, sign forms, and schedule appointments. Reminders can be delivered via phone, email, or text message; patients can even be alerted when test results are waiting in the patient portal.


**Average Rating:** 3.4/5.0
**Total Reviews:** 111
**How Do G2 Users Rate athenaOne?**

- **Has the product been a good partner in doing business?:** 7.3/10 (Category avg: 9.3/10)
- **Ease of Use:** 7.5/10 (Category avg: 8.7/10)
- **Quality of Support:** 7.2/10 (Category avg: 8.7/10)
- **Ease of Admin:** 7.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind athenaOne?**

- **Seller:** [athenahealth](https://www.g2.com/sellers/athenahealth)
- **Year Founded:** 1997
- **HQ Location:** Watertown, MA
- **Twitter:** @athenahealth (24,384 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/athenahealth (8,948 employees on LinkedIn®)
- **Ownership:** NASDAQ: ATHN

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 46% Small-Business, 36% Mid-Market


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

**Pros:**

- Features (6 reviews)
- Ease of Use (5 reviews)
- Integrations (4 reviews)
- Helpful (3 reviews)
- Templates (3 reviews)

**Cons:**

- Inadequate Reporting (3 reviews)
- Learning Curve (3 reviews)
- Poor Customer Support (3 reviews)
- Billing Issues (2 reviews)
- Inefficient Reporting (2 reviews)


### What Do G2 Reviewers Say About athenaOne?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **constant feature updates** and **deep customization** of athenaOne, enhancing their overall experience.
- Users find **athenaOne incredibly user-friendly** , with intuitive templates and seamless calendar integration enhancing their workflow.
- Users value the **top-notch API integration** of athenaOne, enabling seamless connections and efficient practice management.
- Users find AthenaOne to be a **tech-savvy sidekick** that enhances efficiency and supports busy mental health practices.
- Users value **user-friendly templates** in athenaOne, enhancing workflow efficiency and collaboration with seamless scheduling features.

**Cons:**

- Users find **inadequate reporting** features in athenaOne, causing significant frustration and inefficiencies in their workflow.
- Users find the **high learning curve** of athenaOne frustrating, as it complicates basic tasks and slows down workflow.
- Users experience **poor customer support** with athenaOne, often facing slow responses from the help desk.
- Users report significant **billing issues** , including complex processes and frustrating delays in the athenaOne experience.
- Users find the **reporting process inefficient** as it is overly complex and not tailored to their specific needs.

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

**"[Easy-to-Navigate EHR with Quick Access to Key Information](https://www.g2.com/survey_responses/athenaone-review-12619892)"**

**Rating:** 5.0/5.0 stars
*— kelly b.*

[Read full review](https://www.g2.com/survey_responses/athenaone-review-12619892)

---

**"[User-Friendly EMR with Excellent Scheduling Tools](https://www.g2.com/survey_responses/athenaone-review-1482555)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Research*

[Read full review](https://www.g2.com/survey_responses/athenaone-review-1482555)

---


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

- [What are the benefits and challenges of using athenaOne for healthcare practice management?](https://www.g2.com/discussions/what-are-the-benefits-and-challenges-of-using-athenaone-for-healthcare-practice-management)
- [What is Athena health system?](https://www.g2.com/discussions/what-is-athena-health-system)
- [What is Athena EHR?](https://www.g2.com/discussions/what-is-athena-ehr)
- [What is Athena electronic medical records?](https://www.g2.com/discussions/what-is-athena-electronic-medical-records)
- [What are the benefits of using athenahealth?](https://www.g2.com/discussions/what-are-the-benefits-of-using-athenahealth)

### 4. [StoriiCare](https://www.g2.com/products/storiicare/reviews)
StoriiCare is an AI-powered EHR and care management platform for adult day care centers, assisted living providers, and care homes. Trusted by over 300 care providers across 11 countries, it combines clinical documentation, private pay and Medicaid billing, and family engagement in one easy-to-use system. Care staff use StoriiCare to document care digitally, replacing paper records and reducing administrative time. Administrators gain real-time oversight across their organization. Families stay informed and connected to their loved ones through activity updates and shared care profiles. StoriiCare includes Skye, a built-in AI agent designed for care environments. Skye helps staff draft progress notes, identifies patterns in care data, and guides teams through documentation workflows. No technical expertise is required. On the clinical side, StoriiCare covers the full care lifecycle. Teams can complete care assessments, manage individualized care plans, record medication administration, log ADLs, write progress notes, and report incidents and falls. Every record is stored securely and accessible in real time. For billing, StoriiCare supports both private pay and Medicaid reimbursement. Providers can generate invoices, track attendance, manage authorization limits, and produce documentation needed for claims, all within the same platform used for care delivery. StoriiCare is used by adult day programs, memory care communities, residential care homes, and other community-based providers. It is recognized by Software Advice as Most Recommended and Best Customer Support, and is known for its ease of use, 50-plus features, and responsive support team.


**Average Rating:** 4.8/5.0
**Total Reviews:** 22
**How Do G2 Users Rate StoriiCare?**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.5/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.8/10)

**Who Is the Company Behind StoriiCare?**

- **Seller:** [StoriiCare](https://www.g2.com/sellers/storiicare)
- **Company Website:** https://www.storiicare.com/
- **Year Founded:** 2014
- **HQ Location:** San Mateo, US
- **Twitter:** @StoriiCare (7,617 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/storii/ (60 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness
- **Company Size:** 82% Small-Business, 9% Mid-Market


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

**Pros:**

- Ease of Use (13 reviews)
- Customer Support (12 reviews)
- Efficiency (10 reviews)
- Customizability (8 reviews)
- Customization (8 reviews)

**Cons:**

- Technical Issues (6 reviews)
- Limited Features (4 reviews)
- Software Bugs (4 reviews)
- Poor Usability (3 reviews)
- Billing Issues (2 reviews)


### What Do G2 Reviewers Say About StoriiCare?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of StoriiCare, enabling better focus on care rather than paperwork.
- Users value the **excellent customer support** provided by StoriiCare, appreciating the responsive assistance and feature improvements.
- Users value the **efficiency** of StoriiCare, appreciating instant support and seamless integration into various workflows.
- Users appreciate the **customizability** of StoriiCare, enhancing their ability to tailor solutions for participant needs.
- Users appreciate the **customization** options of StoriiCare, enabling tailored reporting and better participant understanding.

**Cons:**

- Users report **technical issues** with StoriiCare, including glitches and problems with client profile management and notifications.
- Users note the **limited features** of StoriiCare, particularly lacking quick-select options for efficient documentation during real-time tasks.
- Users report frequent **software bugs** that disrupt tasks, impacting the overall efficiency of StoriiCare's platform.
- Users find **poor usability** due to the lack of quick-select options, hindering efficient real-time documentation.
- Users express frustration over **billing issues** that hinder compatibility with regional billing systems and cause workflow disruptions.

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

**"[One stop shop for everything Adult Day Services- Making Administration Easy](https://www.g2.com/survey_responses/storiicare-review-12816660)"**

**Rating:** 5.0/5.0 stars
*— Stephanie O.*

[Read full review](https://www.g2.com/survey_responses/storiicare-review-12816660)

---

**"[Inclusion Community Center](https://www.g2.com/survey_responses/storiicare-review-12838606)"**

**Rating:** 4.5/5.0 stars
*— Inclusion C.*

[Read full review](https://www.g2.com/survey_responses/storiicare-review-12838606)

---



### 5. [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?**

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.4/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.6/10 (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 appreciate the **streamlined appointment scheduling** of Solutionreach, making it easy for patients to book appointments.
- Users love **streamlined patient communication** with Solutionreach, making scheduling easy and enhancing staff satisfaction.
- Users value the **efficient communication** capabilities of Solutionreach, enabling swift newsletters and updates to customers.
- Users value the **communication ease** of Solutionreach, allowing for quick and effective outreach to customers.
- Users value the **communication efficiency** of Solutionreach, enabling quick updates and fast customer outreach.

**Cons:**

- Users find the **frequent updates** to Solutionreach frustrating, particularly with browser use becoming mandatory.
- Users find the **inconvenience of browser access** annoying after the latest update, causing frequent accidental closures.
- Users are frustrated with **inefficient updates** that force browser use, leading to accidental closures and inconvenience.
- Users desire a **pay per use payments option** , indicating dissatisfaction with the current payment structure.
- Users are frustrated with the **update issues** causing Conversations to open in the browser instead of automatically.

#### 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)

### 6. [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews)
Electronic documentation software for I/DD and behavioral health service providers. Our software offers case management, client tracking, and an Electronic Health Record (EHR) all under one roof. Visit our website to speak with one of our specialists. We are HIPAA-compliant, federally certified as an EHR for Meaningful Use, and offer full interoperability as you navigate the new landscape of care coordination and value-based care. Our software is ideal for human services and I/DD agencies, particularly those that offer multiple programs such as mental health, substance use disorder, housing and employment.


**Average Rating:** 4.8/5.0
**Total Reviews:** 30
**How Do G2 Users Rate Foothold?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.8/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.4/10 (Category avg: 8.8/10)

**Who Is the Company Behind Foothold?**

- **Seller:** [Radicle Health](https://www.g2.com/sellers/radicle-health)
- **Year Founded:** 2021
- **HQ Location:** Walnut Creek, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/radiclehealth/ (114 employees on LinkedIn®)
- **Ownership:** Privately Held

**Who Uses This Product?**
- **Top Industries:** Mental Health Care, Non-Profit Organization Management
- **Company Size:** 63% Mid-Market, 33% Small-Business



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

**"[The best HMIS software](https://www.g2.com/survey_responses/foothold-review-8903040)"**

**Rating:** 5.0/5.0 stars
*— Joan F.*

[Read full review](https://www.g2.com/survey_responses/foothold-review-8903040)

---

**"[Foothold Customization and features](https://www.g2.com/survey_responses/foothold-review-8753881)"**

**Rating:** 5.0/5.0 stars
*— Nicolash S.*

[Read full review](https://www.g2.com/survey_responses/foothold-review-8753881)

---



### 7. [CharityTracker](https://www.g2.com/products/charitytracker/reviews)
CharityTracker is a case management CRM solution specifically designed for nonprofits, social workers, healthcare providers, and various other organizations focused on community service. This platform enables users to prioritize client engagement and measure tangible outcomes rather than merely collecting data. By facilitating meaningful interactions and fostering collaborative partnerships, CharityTracker empowers organizations to address complex community challenges effectively. The target audience for CharityTracker includes a diverse range of professionals and organizations dedicated to serving vulnerable populations. Nonprofits, social workers, and healthcare providers can leverage this tool to streamline their case management processes, enhance communication, and improve service delivery. Specific use cases include tracking client progress, managing service referrals, and analyzing data to identify trends and areas for improvement. By utilizing CharityTracker, organizations can focus on what truly matters: making a positive impact in their communities. Key features of CharityTracker include its HIPAA-compliant database, which ensures that sensitive client information is securely managed. The platform supports over 20,000 users worldwide, providing a robust infrastructure for organizations to collaborate and share insights. Additionally, CharityTracker offers customizable reporting tools that allow users to generate meaningful data that can inform decision-making and strategy development. The system's user-friendly interface simplifies the onboarding process, making it accessible for organizations of all sizes. One of the standout benefits of CharityTracker is its commitment to ongoing support. Unlike many other CRM solutions that may disengage after the initial implementation, CharityTracker partners with users throughout their journey. This collaborative approach ensures that organizations can adapt and grow their capabilities as they increase their community impact. By focusing on transformational processes, CharityTracker not only enhances operational efficiency but also helps organizations build stronger relationships with their clients and stakeholders. In essence, CharityTracker serves as a vital tool for organizations aiming to improve their case management practices while fostering a culture of care and collaboration. Its unique combination of affordability, user support, and comprehensive features positions it as a valuable resource for those dedicated to making a difference in their communities.


**Average Rating:** 4.6/5.0
**Total Reviews:** 331
**How Do G2 Users Rate CharityTracker?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.1/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.9/10 (Category avg: 8.8/10)

**Who Is the Company Behind CharityTracker?**

- **Seller:** [Simon Solutions](https://www.g2.com/sellers/simon-solutions)
- **Year Founded:** 2006
- **HQ Location:** Florence, AL
- **Twitter:** @SimonSolutions (101 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/simon-solutions-inc/ (18 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Executive Director, Case Manager
- **Top Industries:** Non-Profit Organization Management, Religious Institutions
- **Company Size:** 90% Small-Business, 8% Mid-Market


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

**Pros:**

- Ease of Setup (1 reviews)



### What Do G2 Reviewers Say About CharityTracker?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find CharityTracker's **ease of setup** invaluable for organizing client information and improving team communication.


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

**"[Charity Tracker Offers the Best Software and Customer Service for Our Needs!](https://www.g2.com/survey_responses/charitytracker-review-8766876)"**

**Rating:** 5.0/5.0 stars
*— Jennifer G.*

[Read full review](https://www.g2.com/survey_responses/charitytracker-review-8766876)

---

**"[CharityTracker](https://www.g2.com/survey_responses/charitytracker-review-8761123)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Non-Profit Organization Management*

[Read full review](https://www.g2.com/survey_responses/charitytracker-review-8761123)

---


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

- [What is CharityTracker used for?](https://www.g2.com/discussions/what-is-charitytracker-used-for) - 1 comment

### 8. [ExpertBox](https://www.g2.com/products/expertbox/reviews)
ExpertBox is end-to-end HIPAA-compliant telemedicine software that allows you to provide top-notch telemedicine services, automate your workflow, reduce administrative tasks, go paperless, manage your practice seamlessly and build long-lasting relationships with your patients. With ExpertBox you can: -Manage your availability -Let patients book appointments with you online 24/7 -Get patient details upfront -Deliver virtual care via HD video calls -Tackle critical issues on the go via chat -Manage patient-related data and documents -Take control of your staff -Send automated appointment reminders to patients -Send customizable automated invoices -Let your patients sign service agreements before appointments -Get online payments -Access your financial history -Collect feedback from your patients


**Average Rating:** 4.2/5.0
**Total Reviews:** 11
**How Do G2 Users Rate ExpertBox?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind ExpertBox?**

- **Seller:** [GO CONSULTED](https://www.g2.com/sellers/go-consulted)
- **Year Founded:** 2007
- **HQ Location:** Newark, Delaware
- **LinkedIn® Page:** https://www.linkedin.com/company/go-consulting-services/ (15 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 73% Mid-Market, 27% Small-Business


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

**Pros:**

- Ease of Use (1 reviews)
- Easy Integration (1 reviews)
- Scheduling Ease (1 reviews)

**Cons:**

- Glitches (1 reviews)
- Poor Call Quality (1 reviews)


### What Do G2 Reviewers Say About ExpertBox?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of ExpertBox, making client consultations and bookings straightforward and efficient.
- Users appreciate the **easy integration** of ExpertBox, enabling a seamless booking process for online consultations.
- Users value the **seamless booking process** of ExpertBox, enhancing their online consultation experience effortlessly.

**Cons:**

- Users experience **video conferencing lags** that disrupt calls and hinder overall ease of use with ExpertBox.
- Users experience **poor call quality** with lag during video conferences, disrupting communication and overall usability.

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

**"[Video conferencing at its best](https://www.g2.com/survey_responses/expertbox-review-5021517)"**

**Rating:** 4.5/5.0 stars
*— Fraz A.*

[Read full review](https://www.g2.com/survey_responses/expertbox-review-5021517)

---

**"[Decent Video Conferencing Software](https://www.g2.com/survey_responses/expertbox-review-6627104)"**

**Rating:** 4.5/5.0 stars
*— Bhavya M.*

[Read full review](https://www.g2.com/survey_responses/expertbox-review-6627104)

---


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

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

### 9. [Meddbase](https://www.g2.com/products/meddbase/reviews)
Healthcare teams shouldn't have to piece together five different tools to run one practice. Meddbase brings booking, clinical records, billing, communications, and analytics into a single platform, so clinical and operational teams can spend less time on admin and more time with patients. Built over two decades alongside the healthcare professionals who use it, Meddbase scales from single-site practices to large, multi-site enterprises with complex workflows and thousands of users. The Pathways system lets teams run their unique processes directly through the platform, supported by strong out-of-the-box workflow capabilities and role-based access that keeps collaboration clean and secure across departments. Where Meddbase stands out is flexibility. The Enterprise API supports a wide range of integrations, ranging from external booking tools to self check-in terminals. A dedicated Data Warehouse gives teams direct, ongoing access to their data across reporting and day-to-day workflows. With over 50 integrations completed to date, including Xero, Healthcode, Pathology Labs, and Telemedicine, connecting your existing systems is straightforward. Migrating from another platform? Meddbase has moved data from a wide range of systems, including DGL Practice Manager, Crosscare, and TM2/TM3, with a dedicated team keeping operations uninterrupted throughout. Security is independently verified: HIPAA compliant, EU GDPR compliant, ISO 27001 certified, and SOC 2 certified. The platform works from any web-enabled device, giving your team the flexibility to work wherever they need.


**Average Rating:** 4.4/5.0
**Total Reviews:** 10
**How Do G2 Users Rate Meddbase?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.9/10 (Category avg: 8.8/10)

**Who Is the Company Behind Meddbase?**

- **Seller:** [Cority](https://www.g2.com/sellers/cority)
- **Year Founded:** 1985
- **HQ Location:** Toronto, Ontario
- **Twitter:** @CoritySoftware (2,291 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cority/ (860 employees on LinkedIn®)
- **Phone:** 1-416-863-6800

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care
- **Company Size:** 40% Small-Business, 30% Mid-Market


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

**Pros:**

- Comprehensive Platform (2 reviews)
- Customization (2 reviews)
- Document Security (2 reviews)
- Efficiency (2 reviews)
- Features (2 reviews)

**Cons:**

- Complex Setup (3 reviews)
- Learning Curve (2 reviews)
- Customization Limitations (1 reviews)
- Difficult Learning (1 reviews)
- Navigation Difficulty (1 reviews)


### What Do G2 Reviewers Say About Meddbase?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **comprehensive platform** of Meddbase, which seamlessly integrates EHR, practice management, and billing.
- Users value the **flexible and customizable workflows** in Meddbase, allowing for tailored solutions in healthcare management.
- Users value the **centralized document management** of Meddbase, streamlining the clinical workflow and improving efficiency.
- Users praise Meddbase for its **efficiency** in centralized document management and improved clinical workflow.
- Users praise the **integrated system** of Meddbase, benefiting from streamlined workflows and centralized document management.

**Cons:**

- Users find the **complex setup** of Meddbase challenging, especially without prior experience in electronic health records.
- Users find the **learning curve steep** , making it difficult for newcomers to effectively navigate Meddbase.
- Users find **complexity in custom clinical drafts** with Meddbase limiting their customization options and efficiency.
- Users find **difficult learning** to be a barrier, especially without prior experience in electronic health records systems.
- Users find **navigation difficulty** in Meddbase, especially those lacking prior experience with health record systems.

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

**"[A Comprehensive Healthcare Management Solution](https://www.g2.com/survey_responses/meddbase-review-10873533)"**

**Rating:** 4.5/5.0 stars
*— Suman S.*

[Read full review](https://www.g2.com/survey_responses/meddbase-review-10873533)

---

**"[Clinical documentation tool that works](https://www.g2.com/survey_responses/meddbase-review-10744491)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Hospital & Health Care*

[Read full review](https://www.g2.com/survey_responses/meddbase-review-10744491)

---



### 10. [HealtheIntent](https://www.g2.com/products/healtheintent/reviews)
HealtheIntentSM, aggregates and normalizes data from various sources to create a longitudinal record for each member.


**Average Rating:** 4.0/5.0
**Total Reviews:** 6
**How Do G2 Users Rate HealtheIntent?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10)
- **Ease of Use:** 7.7/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.8/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.8/10)

**Who Is the Company Behind HealtheIntent?**

- **Seller:** [Cerner](https://www.g2.com/sellers/cerner)
- **Year Founded:** 1979
- **HQ Location:** Kansas City, MO
- **LinkedIn® Page:** https://www.linkedin.com/company/2812/ (11,348 employees on LinkedIn®)
- **Ownership:** VIE - Vienna Stock Exchange
- **Total Revenue (USD mm):** $5,505

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care
- **Company Size:** 33% Small-Business, 33% Enterprise



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

**"[Excellent tool for Healthcare](https://www.g2.com/survey_responses/healtheintent-review-3462524)"**

**Rating:** 4.0/5.0 stars
*— Ashel D.*

[Read full review](https://www.g2.com/survey_responses/healtheintent-review-3462524)

---

**"[Very nice](https://www.g2.com/survey_responses/healtheintent-review-3065683)"**

**Rating:** 5.0/5.0 stars
*— Nate A.*

[Read full review](https://www.g2.com/survey_responses/healtheintent-review-3065683)

---



### 11. [myAvatar](https://www.g2.com/products/myavatar/reviews)
myAvatar is an ONC-certified electronic health record (EHR) designed to empower organizations providing behavioral health care and addiction treatment in community-based, residential and inpatient programs. This integrated platform offers a recovery-focused suite of solutions leveraging real-time analytics and clinical decision support to drive value-based care. myAvatar aims to streamline workflows, rapidly inform clinical decision-making and provide user-friendly dashboards.


**Average Rating:** 3.6/5.0
**Total Reviews:** 5
**How Do G2 Users Rate myAvatar?**

- **Ease of Use:** 5.8/10 (Category avg: 8.7/10)
- **Quality of Support:** 2.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind myAvatar?**

- **Seller:** [Netsmart](https://www.g2.com/sellers/netsmart-2fb67523-112f-41ce-bd3f-d4063c635f18)
- **Year Founded:** 1968
- **HQ Location:** Overland Park, KS
- **Twitter:** @netsmarttech (4,424 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9223/ (2,727 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 60% Mid-Market, 40% Enterprise



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

**"[Great Program, User Friendly with Simple Navigation](https://www.g2.com/survey_responses/myavatar-review-9738402)"**

**Rating:** 4.5/5.0 stars
*— Amber A.*

[Read full review](https://www.g2.com/survey_responses/myavatar-review-9738402)

---

**"[The GUI is cumbersome](https://www.g2.com/survey_responses/myavatar-review-7548966)"**

**Rating:** 5.0/5.0 stars
*— Scott H.*

[Read full review](https://www.g2.com/survey_responses/myavatar-review-7548966)

---


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

- [What is Netsmart myAvatar used for?](https://www.g2.com/discussions/what-is-netsmart-myavatar-used-for)

### 12. [Access Care Planning (formerly Mobizio)](https://www.g2.com/products/access-care-planning-formerly-mobizio/reviews)
Access Mobizio is a software that digitises and automates processes to maximise efficiency to connect office and staff in the field with mobile app to eliminate duplication and achieve complete visibility.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Access Care Planning (formerly Mobizio)?**

- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 5.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Access Care Planning (formerly Mobizio)?**

- **Seller:** [The Access Group](https://www.g2.com/sellers/the-access-group-c8efff47-00e5-4546-a552-82de6e4cb43b)
- **Year Founded:** 1991
- **HQ Location:** Loughborough, Leicestershire
- **Twitter:** @theaccessgroup (4,212 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/403139/ (7,362 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Access Care Planning (formerly Mobizio)?

**"[Simple Interface](https://www.g2.com/survey_responses/access-care-planning-formerly-mobizio-review-467307)"**

**Rating:** 5.0/5.0 stars
*— Cassandra M.*

[Read full review](https://www.g2.com/survey_responses/access-care-planning-formerly-mobizio-review-467307)

---


#### What Are G2 Users Discussing About Access Care Planning (formerly Mobizio)?

- [What is Access Care Planning (formerly Mobizio) used for?](https://www.g2.com/discussions/access-care-planning-formerly-mobizio-what-is-access-care-planning-formerly-mobizio-used-for)
- [What is Access Care Planning (formerly Mobizio) used for?](https://www.g2.com/discussions/what-is-access-care-planning-formerly-mobizio-used-for)

### 13. [Clarify Atlas](https://www.g2.com/products/clarify-atlas/reviews)
Clarify Health unlocks valuable insights making complex care decisions easier for providers, payers, tech and services organizations, and life science companies. The Clarify Atlas Platform® forms the foundation to stack the building blocks necessary to grow topline, contain costs, guide care, and more. Powered by the industry’s largest and most robust dataset of over 300 million lives and more than 20 billion AI-powered predictions, Clarify’s offerings deliver actionable insights with unparalleled speed and actionability. Clarify’s excellence has been recognized by industry analysts and watchers, including a Best in KLAS award naming Clarify Health #1 for Data Analytics Platform (Payers) by KLAS Research. Newsweek also named Clarify one of the world’s best Digital Health companies. To learn more about Clarify Health and its high-performance healthcare insights, please visit www.clarifyhealth.com.


**Average Rating:** 4.7/5.0
**Total Reviews:** 15
**How Do G2 Users Rate Clarify Atlas?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 8.6/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.7/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.3/10 (Category avg: 8.8/10)

**Who Is the Company Behind Clarify Atlas?**

- **Seller:** [Clarify Health Solutions](https://www.g2.com/sellers/clarify-health-solutions)
- **Year Founded:** 2015
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/clarify-health-solutions/ (114 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Hospital & Health Care
- **Company Size:** 93% Enterprise, 7% Mid-Market


#### What Are Clarify Atlas's Pros and Cons?

**Pros:**

- Customer Support (1 reviews)
- Data Management (1 reviews)
- Helpful (1 reviews)



### What Do G2 Reviewers Say About Clarify Atlas?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **responsive customer support** from Clarify Health, constantly enhancing their experience and collaboration.
- Users appreciate the **quick data download and utilization** capabilities of Clarify Atlas for various use cases.
- Users value the **responsive support** from Clarify Atlas, highlighting their commitment to improving user experience and collaboration.


#### What Are Recent G2 Reviews of Clarify Atlas?

**"[Clarify provides great data and customer service.](https://www.g2.com/survey_responses/clarify-atlas-review-7800977)"**

**Rating:** 5.0/5.0 stars
*— Ryan D.*

[Read full review](https://www.g2.com/survey_responses/clarify-atlas-review-7800977)

---

**"[Trusted Analytics Partner Committed to Problem-Solving](https://www.g2.com/survey_responses/clarify-atlas-review-9923637)"**

**Rating:** 5.0/5.0 stars
*— Brandon R.*

[Read full review](https://www.g2.com/survey_responses/clarify-atlas-review-9923637)

---


#### What Are G2 Users Discussing About Clarify Atlas?

- [What is Clarify Health used for?](https://www.g2.com/discussions/what-is-clarify-health-used-for)

### 14. [Foothold Care Management](https://www.g2.com/products/foothold-care-management/reviews)
Foothold Care Management is a comprehensive, cloud-based software solution designed to enhance care coordination and streamline administrative processes for health homes and care management agencies. By integrating case management, client tracking, treatment planning, and billing functionalities, FCM empowers organizations to deliver efficient and effective care to their communities. Key Features and Functionality: - User-Friendly Interface: Provides an intuitive platform for managing client encounters, core service interactions, and billing statuses, enabling care managers to monitor and address gaps in member care effectively. - Integrated Billing System: Facilitates seamless billing processes by automatically handling health home billing requirements, including claim generation and submission to the Medicaid Analytics Performance Portal Health Home Tracking System . - Comprehensive Reporting and Analytics: Offers robust tools for tracking outcomes, generating reports, and analyzing data to support informed decision-making and demonstrate population health outcomes. - Interoperability: Ensures compatibility with other essential tools, such as referral management systems, to foster effective data sharing and coordination across networks. - Security and Compliance: Maintains high standards of data security, adhering to HIPAA regulations and achieving notable scores in security assessments. Primary Value and Solutions Provided: FCM addresses the complexities of care coordination by offering a centralized platform that simplifies administrative tasks, enhances data accuracy, and improves service delivery. By automating billing processes and providing insightful analytics, FCM enables care management agencies to focus more on client engagement and outcomes, ultimately leading to better health results and operational efficiency. Its interoperability and compliance features ensure that organizations can adapt to evolving healthcare regulations and integrate seamlessly with other systems, positioning them for success in a dynamic healthcare environment.


**Average Rating:** 3.5/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Foothold Care Management?**

- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)
- **Quality of Support:** 6.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind Foothold Care Management?**

- **Seller:** [Radicle Health](https://www.g2.com/sellers/radicle-health)
- **Year Founded:** 2021
- **HQ Location:** Walnut Creek, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/radiclehealth/ (114 employees on LinkedIn®)
- **Ownership:** Privately Held

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market




#### What Are G2 Users Discussing About Foothold Care Management?

- [What is Foothold Care Management used for?](https://www.g2.com/discussions/what-is-foothold-care-management-used-for)

### 15. [Halo Case Management System](https://www.g2.com/products/halo-case-management-system/reviews)
Halo is a case management system designed to support a wide range of client-centered services across the health and social care sectors.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Halo Case Management System?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 6.7/10 (Category avg: 8.8/10)

**Who Is the Company Behind Halo Case Management System?**

- **Seller:** [Footwork Solutions](https://www.g2.com/sellers/footwork-solutions)
- **Year Founded:** 1996
- **HQ Location:** Plymouth, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/10277325 (9 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Enterprise



#### What Are Recent G2 Reviews of Halo Case Management System?

**"[Easy to use one-stop case management system](https://www.g2.com/survey_responses/halo-case-management-system-review-3138532)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Banking*

[Read full review](https://www.g2.com/survey_responses/halo-case-management-system-review-3138532)

---


#### What Are G2 Users Discussing About Halo Case Management System?

- [What is Halo Case Management System used for?](https://www.g2.com/discussions/what-is-halo-case-management-system-used-for)

### 16. [NeoData](https://www.g2.com/products/neodata/reviews)
NeoData is a multi-user data system for Neonatology designed to assist in daily patient management from admission through discharge and to produce major NICU patient documentation.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate NeoData?**

- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind NeoData?**

- **Seller:** [Isoprime](https://www.g2.com/sellers/isoprime)
- **HQ Location:** United States
- **LinkedIn® Page:** https://www.linkedin.com/company/isoprime/ (2 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



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

**"[Great tool to make your budgets on time and in an accurate manner](https://www.g2.com/survey_responses/neodata-review-7066433)"**

**Rating:** 5.0/5.0 stars
*— Germán M.*

[Read full review](https://www.g2.com/survey_responses/neodata-review-7066433)

---



### 17. [OpenPatientOS](https://www.g2.com/products/openpatientos/reviews)
It can support a small clinic or hospital in managing patient personal, medical, and billing records through an easy to use Swing user interface.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1
**How Do G2 Users Rate OpenPatientOS?**

- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind OpenPatientOS?**

- **Seller:** [sourceforge](https://www.g2.com/sellers/sourceforge)
- **Year Founded:** 1999
- **HQ Location:** San Diego, CA
- **Twitter:** @sourceforge (46,720 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/638555/ (64 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market


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

**Pros:**

- Data Management (1 reviews)
- Ease of Use (1 reviews)

**Cons:**

- Slow Loading (1 reviews)


### What Do G2 Reviewers Say About OpenPatientOS?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find it beneficial that OpenPatientOS offers **easy data management** for collecting and utilizing patient medical records.
- Users find the **ease of use** of OpenPatientOS invaluable for efficiently collecting and managing patient medical records.

**Cons:**

- Users experience **slow loading** times when accessing large volumes of patient data, impacting their overall efficiency.

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

**"[good platform for patient medical history and billing data management](https://www.g2.com/survey_responses/openpatientos-review-10555786)"**

**Rating:** 4.5/5.0 stars
*— Rajat M.*

[Read full review](https://www.g2.com/survey_responses/openpatientos-review-10555786)

---



### 18. [Petal Orchestrator Platform](https://www.g2.com/products/petal-orchestrator-platform/reviews)
Petal Health — Real-Time Healthcare Orchestration Platform Petal Health provides a comprehensive real-time orchestration platform designed for health authorities, clinicians, hospitals and clinics, and integrated care organizations. Our solution seamlessly integrates with your existing clinical, operational, and administrative systems to deliver live visibility and coordination across scheduling, capacity management, patient flow, secure communication, staffing, and resource optimization. Key capabilities: - Unified dashboards that show workforce availability, bed and resource capacity, patient demand in real time - Smart routing and scheduling logic that ensures the right provider, in the right place, at the right time - Automation of care pathways and workflows to reduce bottlenecks, delays, and administrative overhead - Analytics and decision-support tools that empower executives and operations teams to act proactively rather than reactively - Designed for multi-site hospitals, regional health authorities, and large networks, offering scalability and adaptability across care continuum settings With Petal Health, healthcare organizations deliver improved access to care, reduce inefficiencies, optimize utilization, and support better clinical outcomes—all while leveraging their existing technologies.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Petal Orchestrator Platform?**

- **Ease of Use:** 6.7/10 (Category avg: 8.7/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Petal Orchestrator Platform?**

- **Seller:** [Petal](https://www.g2.com/sellers/petal)
- **Year Founded:** 2010
- **HQ Location:** Québec, Quebec, Canada
- **LinkedIn® Page:** https://linkedin.com/company/petalhealth (306 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market


#### What Are Petal Orchestrator Platform's Pros and Cons?

**Pros:**

- Communication Ease (1 reviews)
- Ease of Use (1 reviews)
- Efficiency (1 reviews)
- Patient Communication (1 reviews)
- Scheduling (1 reviews)

**Cons:**

- Navigation Difficulty (1 reviews)
- Poor Interface Design (1 reviews)
- Poor Usability (1 reviews)
- Search Functionality (1 reviews)
- Search Issues (1 reviews)


### What Do G2 Reviewers Say About Petal Orchestrator Platform?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **communication ease** of Petal Orchestrator Platform, enhancing collaboration with hospital administrators for quicker decision-making.
- Users value the **ease of use** of Petal Orchestrator Platform, enhancing communication and streamlining workforce management.
- Users value the **efficiency** of Petal Orchestrator Platform, enhancing communication and streamlining management tasks effortlessly.
- Users value the **secure messaging system** of Petal Orchestrator Platform, enhancing communication with hospital administrators for quicker decisions.
- Users appreciate the **efficient scheduling tool** of Petal Orchestrator Platform, enhancing communication and decision-making with hospital administrators.

**Cons:**

- Users find the **navigation difficult** due to inefficiencies in searching and sorting specific information on the platform.
- Users find the **poor interface design** makes it challenging to locate information, hindering usability and effectiveness.
- Users find the **poor usability** of Petal Orchestrator frustrating, especially when searching for specific information among many services.
- Users find the **search functionality tiresome** , struggling to locate specific information amidst numerous medical services.
- Users find it **tiresome to search for specific information** , especially with unsorted parameters affecting dashboard effectiveness.

#### What Are Recent G2 Reviews of Petal Orchestrator Platform?

**"[Measuring sufficient clinical workforce](https://www.g2.com/survey_responses/petal-orchestrator-platform-review-10580482)"**

**Rating:** 4.5/5.0 stars
*— Simona M.*

[Read full review](https://www.g2.com/survey_responses/petal-orchestrator-platform-review-10580482)

---



### 19. [PiMS (Patient Information Management Solutions)](https://www.g2.com/products/pims-patient-information-management-solutions/reviews)
PiMS , Patient Information Management Solutions is a fully integrated software suite designed with physicians and clinics in mind. This user-friendly software is designed to save time, increase efficiency and speed up the flow of patients in a variety of healthcare settings.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate PiMS (Patient Information Management Solutions)?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind PiMS (Patient Information Management Solutions)?**

- **Seller:** [PDM Productive Data Management](https://www.g2.com/sellers/pdm-productive-data-management)
- **Year Founded:** 1981
- **HQ Location:** Rowland Heights, US
- **LinkedIn® Page:** https://www.linkedin.com/company/3857472 (6 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



#### What Are Recent G2 Reviews of PiMS (Patient Information Management Solutions)?

**"[PIMS](https://www.g2.com/survey_responses/pims-patient-information-management-solutions-review-6815345)"**

**Rating:** 5.0/5.0 stars
*— Kunal S.*

[Read full review](https://www.g2.com/survey_responses/pims-patient-information-management-solutions-review-6815345)

---



### 20. [Rescribe - Clinic Management Software](https://www.g2.com/products/rescribe-clinic-management-software/reviews)
Cloud based clinic management software to digitize your clinic your way. Appointments, registration, billing, mobile app & more. Boost your practice efficiency with fully customisable software that adapts to your practice style. With Rescribe Clinic Management Software you can work Online as well as Offline. Get customisable templates, a vast library of clinical summaries designed for every specialty, and the power of machine learning [ML] that identifies meaningful patterns in your consultation and enables the system to adapt & optimise auto-suggestions.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Rescribe - Clinic Management Software?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.8/10)

**Who Is the Company Behind Rescribe - Clinic Management Software?**

- **Seller:** [Scorg Technologies](https://www.g2.com/sellers/scorg-technologies)
- **Year Founded:** 2018
- **HQ Location:** Pune, IN
- **LinkedIn® Page:** http://www.linkedin.com/company/rescribe-scorg (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market


#### What Are Rescribe - Clinic Management Software's Pros and Cons?

**Pros:**

- Billing (1 reviews)
- Client Management (1 reviews)
- Features (1 reviews)
- Management Efficiency (1 reviews)
- Resources Management (1 reviews)

**Cons:**

- UX Improvement (1 reviews)


### What Do G2 Reviewers Say About Rescribe - Clinic Management Software?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **efficient billing system** in Rescribe, enhancing management across polyclinics seamlessly.
- Users appreciate the **efficiency in client management** that Rescribe offers for polyclinic billing and administrative tasks.
- Users find Rescribe to be a **feature-rich solution** for polyclinic management and billing processes.
- Users appreciate the **management efficiency** of Rescribe, finding it helpful for billing and polyclinic operations.
- Users appreciate the **extensive features** of Rescribe for effective resource management in polyclinics and billing.

**Cons:**

- Users request a **more user-friendly interface** to enhance their experience with Rescribe - Clinic Management Software.

#### What Are Recent G2 Reviews of Rescribe - Clinic Management Software?

**"[Nice software for medical billing and clinic management and workflow](https://www.g2.com/survey_responses/rescribe-clinic-management-software-review-10643547)"**

**Rating:** 5.0/5.0 stars
*— Naveen S.*

[Read full review](https://www.g2.com/survey_responses/rescribe-clinic-management-software-review-10643547)

---



### 21. [TeleVox](https://www.g2.com/products/televox/reviews)
Televox is a human-first, AI-powered patient engagement platform that empowers healthcare organizations to create clear, connected experiences across every step of care. Supporting both multi-modal and multi-lingual communication, patients can engage in their preferred channels and languages. The platform delivers human-centered communication through automated reminders, two-way outreach, and intelligent virtual agents, reducing no-shows, lightening staff workload, and improving patient follow-through. Care teams and patients experience smoother interactions with fewer bottlenecks as routine outreach, reminders, and follow-up happen automatically and reliably through seamless EHR integration and time-saving workflows. The platform orchestrates communication across voice, SMS, RCS, email, and chat, reaching patients on the right channel at the right moment with clear, compliant messaging. Multi-lingual support across channels ensures every patient receives clear, culturally sensitive communication they can understand and act on. Teams can automate high-volume needs such as appointment reminders and confirmations, balance notifications, visit instructions, and post-visit follow-up, reducing call volume, closing care gaps, and keeping schedules full without manual outreach. This flexible, EHR-agnostic approach is built for healthcare environments that require scalability along with strict regulatory and security standards. Televox gives organizations visibility into how patient communications perform, making it easier to track metrics like no-show reduction, engagement, adherence, and operational efficiency and to continuously refine outreach strategies. A focus on effortless communication, flexible solutions, human-first experiences, and measurable outcomes keeps the platform centered on time savings, staff relief, and ROI that can be repeated and scaled. Healthcare organizations see where communication works well and where it can improve, strengthening care coordination with confidence. Televox is a trusted patient engagement brand under the WestCX organization, which specializes in secure, scalable, and compliant communication journeys. Delivered as a modern, cloud-based solution, Televox automates routine outreach, supports care teams, and creates clearer, more connected patient experiences at every step of care through accessible, multi-channel, multi-lingual communication.


**Average Rating:** 3.9/5.0
**Total Reviews:** 4
**How Do G2 Users Rate TeleVox?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10)
- **Ease of Use:** 7.9/10 (Category avg: 8.7/10)
- **Quality of Support:** 7.5/10 (Category avg: 8.7/10)
- **Ease of Admin:** 7.5/10 (Category avg: 8.8/10)

**Who Is the Company Behind TeleVox?**

- **Seller:** [West Technology Group](https://www.g2.com/sellers/west-technology-group)
- **Year Founded:** 1986
- **HQ Location:** N/A
- **Twitter:** @Mosaicx_ (1,747 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/west-tg/ (57 employees on LinkedIn®)
- **Phone:** 1-920-954-2900

**Who Uses This Product?**
- **Company Size:** 67% Small-Business, 17% Enterprise



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

**"[Patient service coordinator](https://www.g2.com/survey_responses/televox-review-4168757)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Hospital & Health Care*

[Read full review](https://www.g2.com/survey_responses/televox-review-4168757)

---

**"[Effective and easy to use!](https://www.g2.com/survey_responses/televox-review-8195869)"**

**Rating:** 4.0/5.0 stars
*— Jacob W.*

[Read full review](https://www.g2.com/survey_responses/televox-review-8195869)

---



### 22. [Welkin](https://www.g2.com/products/welkin/reviews)
Welkin is patient management software, which guides your team to better care. They configure your patient program into workflows that tell health workers when to do what, ensuring patients get care exactly when they need it.


**Average Rating:** 4.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Welkin?**

- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Welkin?**

- **Seller:** [Welkin Health](https://www.g2.com/sellers/welkin-health)
- **Year Founded:** 2013
- **HQ Location:** San Francisco, US
- **Twitter:** @WelkinHealth (550 Twitter followers)
- **LinkedIn® Page:** http://linkedin.com/company/welkin-health (32 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



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

**"[Serviceable online charting](https://www.g2.com/survey_responses/welkin-review-7961571)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Mental Health Care*

[Read full review](https://www.g2.com/survey_responses/welkin-review-7961571)

---



### 23. [WellWink](https://www.g2.com/products/wellwink/reviews)
WellWink is a leading healthcare technology company that empowers medical practices with innovative solutions for patient engagement, care management, and practice growth. Our advanced platform seamlessly integrates technology and services to create a comprehensive ecosystem for healthcare providers. With features such as real-time scheduling, telehealth, patient communication, eNotes, clinical templates, chronic care management, and remote patient monitoring, WellWink revolutionizes the way medical offices deliver care. Backed by digital marketing expertise, website development, and resource augmentation services, WellWink enables healthcare stakeholders to enhance their online presence, attract new patients, and streamline operations. Our mission is to connect healthcare with technology and services, ensuring optimal patient outcomes and practice success.


**Average Rating:** 4.8/5.0
**Total Reviews:** 2
**How Do G2 Users Rate WellWink?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind WellWink?**

- **Seller:** [WellWInk](https://www.g2.com/sellers/wellwink)
- **Year Founded:** 2018
- **HQ Location:** Hackensack , US
- **LinkedIn® Page:** https://www.linkedin.com/company/wellwink (11 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Small-Business, 50% Mid-Market



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

**"[Empowering Healthcare Excellence: A Game-Changer for Patient Engagement](https://www.g2.com/survey_responses/wellwink-review-8437222)"**

**Rating:** 5.0/5.0 stars
*— Arya H.*

[Read full review](https://www.g2.com/survey_responses/wellwink-review-8437222)

---

**"[WellWink is best for Patient Engagement and Care Coordination](https://www.g2.com/survey_responses/wellwink-review-8422113)"**

**Rating:** 4.5/5.0 stars
*— Andy M.*

[Read full review](https://www.g2.com/survey_responses/wellwink-review-8422113)

---



### 24. [3PHealth Choice](https://www.g2.com/products/3phealth-choice/reviews)
Consumerization and digital technologies are transforming healthcare. You can’t stop the change, but you can shape it to your strategic advantage. Unify and personalizing access to digital health services supports improved outcomes and sustainable margins.



**Who Is the Company Behind 3PHealth Choice?**

- **Seller:** [3PHealth](https://www.g2.com/sellers/3phealth)
- **HQ Location:** Boulder, CO
- **LinkedIn® Page:** https://www.linkedin.com/company/3phealth/ (2 employees on LinkedIn®)






### 25. [AccuCare](https://www.g2.com/products/accucare/reviews)
AccuCare allows clinicians in substance abuse treatment and behavioral health to quickly and easily enter client information and track outcomes. The web-based system allows the database to be accessed from any computer with internet access, giving clinicians a centralized and integrated workflow.



**Who Is the Company Behind AccuCare?**

- **Seller:** [Orion Healthcare TechNology](https://www.g2.com/sellers/orion-healthcare-technology)
- **HQ Location:** Lincolnwood, us
- **LinkedIn® Page:** http://www.linkedin.com/company/accu-care-inc (1 employees on LinkedIn®)







## What Is Patient Case Management Software?

[Patient Experience Software](https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675)

## What Software Categories Are Similar to Patient Case Management Software?

- [EHR Software](https://www.g2.com/categories/ehr)
- [Clinical Documentation Software](https://www.g2.com/categories/clinical-documentation)
- [Patient Engagement Software](https://www.g2.com/categories/patient-engagement)