# Best Patient Engagement Software

## How Many Patient Engagement Software Products Does G2 Track?

**Total Products under this Category:** 404

### Category Stats (Aug 2026)

- **Average Rating:** 4.34/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** AbbaDox (+2.48%) - Among all products in this category, AbbaDox recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Patient Engagement Software Products?

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

- 30 Analysts and Data Experts
- 12,700+ Authentic Reviews
- 404+ 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 Engagement Software
 ![G2 Grid® for Patient Engagement Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-engagement/grids.png?focus%5B%5D=19432&focus%5B%5D=48097&focus%5B%5D=140008&focus%5B%5D=1824&focus%5B%5D=155274&focus%5B%5D=87629&focus%5B%5D=27950&focus%5B%5D=47612)

Highlighted products: Birdeye, Weave, ModMed, eClinicalWorks, Curogram, NexHealth, Adit, and Pabau Practice Management.

Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-engagement/grids.json?focus%5B%5D=birdeye&focus%5B%5D=weave-weave&focus%5B%5D=modmed&focus%5B%5D=eclinicalworks&focus%5B%5D=curogram&focus%5B%5D=nexhealth&focus%5B%5D=adit&focus%5B%5D=pabau-practice-management)

**Sponsored**

### 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.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1651&secure%5Bchosen_at%5D=2026-08-03T23%3A50%3A52Z&secure%5Bdisplayable_resource_id%5D=1651&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1651&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=87629&secure%5Bresource_id%5D=1651&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-engagement&secure%5Btoken%5D=2789bc1e7ac98f1016c8e1287322b058572744f3d89588edfc3cffee14f9bbae&secure%5Burl%5D=https%3A%2F%2Fwww.nexhealth.com&secure%5Burl_type%5D=custom_url)

### [Birdeye](https://www.g2.com/products/birdeye/reviews)

Birdeye builds AI agents for multi-location brands — trusted by the largest enterprise brands globally, including Sutter Health, Aspen Dental, Sun Auto and Caesars Entertainment. We give you AI coworkers at every location — for marketing, operations, and customer experience — that do the jobs your business needs done by employing multiple agents that work together to win AI visibility, convert demand, and deliver a consistent customer experience. AI Coworkers → Do the Jobs Jay (marketing), Robin (operations), and Myna (customer experience) own the work across your locations — from AI search visibility, reviews, listings, and social, to front desk and appointment booking, to surveys, ticketing, and insights. You're not buying features. You're adding AI staff to every location. So the work gets done at every location — without stretching your team thinner. Agents → Do the Work Each coworker employs multiple agents that work together to complete a job. The way those agents work is what makes us different. Most software tells you what's happening; our agents decide what to do — and do it, with your approval. They consolidate every signal across every location, whether it lives in Birdeye or one of your 3,000+ integrations; reason with your brand voice and industry context; and act — together — to drive the outcome. So one review, one campaign, one missed call becomes a finished outcome, not a task sitting in a dashboard. Enterprise-Ready → Built for Scale SSO, audit logging, HIPAA, SOC 2, and GDPR. Role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. So you stay in control while AI handles execution across hundreds of locations. With teams across the U.S., U.K., Australia, and India, Birdeye is redefining how enterprises win locally at scale.

**Average Rating:** 4.7/5.0

**Total Reviews:** 4,069

#### How Do G2 Users Rate Birdeye?

- **Workflow Management:** 8.8/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.0/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Birdeye?

- **Seller:** [Birdeye](https://www.g2.com/sellers/birdeye)
- **Company Website:** www.birdeye.com
- **Year Founded:** 2012
- **HQ Location:** Palo Alto, CA
- **Twitter:** @BirdEye\_  
5,232 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97d4071e3de7fd002a6d125d6f043e9a3aa1186c59d8ddbd5983a7913f96581e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2837064%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,442 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Marketing Manager
- **Top Industries:** Hospital & Health Care, Real Estate
- **Company Size:** 47% Small, 34% Medium

#### What Do G2 Reviewers Say About Birdeye?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Birdeye incredibly **easy to use** , appreciating the intuitive setup and seamless navigation for managing reviews.
- Users value the **ease of use** of Birdeye, finding navigation and review management straightforward and efficient.
- Users value the **user-friendly review management** features of Birdeye, enhancing communication and reputation effortlessly.
- Users commend the **excellent customer support** from Birdeye, ensuring smooth integration and great success in implementation.
- Users appreciate the **ease of use and convenience** of Birdeye, especially for managing reviews and patient communication.

##### Cons

- Users note the **missing features** in Birdeye, wishing for integration with TikTok and other enhancements.
- Users note that Birdeye's **slow UI and AI improvements needed** impact efficiency and customer service experience.
- Users find it **confusing to manage reviews** effectively due to integration and dashboard usability issues.
- Users note a **learning curve** with Birdeye's interface that may challenge those less familiar with technology.
- Users find the **limited features** of Birdeye lack comprehensive tools and integrations needed for a better experience.

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

**["We Came Back to Birdeye for a Reason"](https://www.g2.com/survey_responses/birdeye-review-13192521)**

**Rating:** 5.0/5.0 stars

_— Terry Lind S._

[Read full review](https://www.g2.com/survey_responses/birdeye-review-13192521)

**["Reputation Management Life Saver!"](https://www.g2.com/survey_responses/birdeye-review-8930451)**

**Rating:** 5.0/5.0 stars

_— Lisbeth M._

[Read full review](https://www.g2.com/survey_responses/birdeye-review-8930451)

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

- [What makes Birdeye a preferred tool for businesses looking to improve their online reputation and customer feedback management?](https://www.g2.com/discussions/what-makes-birdeye-a-preferred-tool-for-businesses-looking-to-improve-their-online-reputation-and-customer-feedback-management) - 1 comment
- [What is Birdeye used for?](https://www.g2.com/discussions/what-is-birdeye-used-for) - 1 comment
- [Are BirdEye reviews fake?](https://www.g2.com/discussions/are-birdeye-reviews-fake) - 3 comments
- [How much is BirdEye monthly?](https://www.g2.com/discussions/how-much-is-birdeye-monthly) - 1 comment
- [What does BirdEye cost?](https://www.g2.com/discussions/what-does-birdeye-cost) - 1 comment

### [Weave](https://www.g2.com/products/weave-weave/reviews)

Weave is the all-in-one experience platform for small- and medium-sized healthcare businesses. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local healthcare providers attract, communicate with and engage patients to grow their practice. To learn more, visit getweave.com.

**Average Rating:** 4.6/5.0

**Total Reviews:** 416

#### How Do G2 Users Rate Weave?

- **Workflow Management:** 9.4/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.2/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Weave?

- **Seller:** [Weave](https://www.g2.com/sellers/weave)
- **Company Website:** www.getweave.com
- **Year Founded:** 2008
- **HQ Location:** Lehi, Utah
- **Twitter:** @getweave  
2,008 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea2a371b80dc4fd1e4ae27c8a4302d1cd659f95b6534780b38a609f2bbb4b387&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1271877%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,173 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Weave?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Weave's **ease of use** exceptional, making setup and daily operations intuitive and efficient.
- Users find Weave's **communication features** invaluable, enabling seamless interaction and updates with patients and team members.
- Users love the **convenience of text messaging** with Weave, enhancing communication with patients effortlessly.
- Users value the **convenient communication** tools of Weave, enhancing patient interaction and streamlining workflow effectively.
- Users find Weave’s **texting communication** incredibly convenient, allowing seamless patient interactions and efficient information sharing.

##### Cons

- Users often face **technical issues** with Weave, particularly with message delivery and phone tree setup difficulties.
- Users experience **glitchy notifications** for team messaging, leading to issues with functionality and ease of use.
- Users experience **communication issues** with Weave, leading to patient frustration and marketing inefficiencies.
- Users report **connectivity issues** with Weave, including lags and syncing problems that hinder seamless operation.
- Users feel the **limited features** restrict functionality, particularly in scheduling and package capabilities.

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

**["Real-Time Texting Transforms Office Communication"](https://www.g2.com/survey_responses/weave-review-12181652)**

**Rating:** 5.0/5.0 stars

_— Kelly ._

[Read full review](https://www.g2.com/survey_responses/weave-review-12181652)

**["Excellent feature development; very useful and integral to our operations."](https://www.g2.com/survey_responses/weave-review-9471547)**

**Rating:** 4.0/5.0 stars

_— Craig E._

[Read full review](https://www.g2.com/survey_responses/weave-review-9471547)

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

- [Is weave Hipaa compliant?](https://www.g2.com/discussions/is-weave-hipaa-compliant) - 2 comments
- [How much is weave dental?](https://www.g2.com/discussions/how-much-is-weave-dental) - 2 comments
- [What does the company weave do?](https://www.g2.com/discussions/weave-what-does-the-company-weave-do) - 2 comments
- [What is weave dental?](https://www.g2.com/discussions/what-is-weave-dental) - 2 comments

### [ModMed](https://www.g2.com/es/products/modmed/reviews)

En ModMed®, empoderamos a nuestros clientes con un conjunto integrado de software y servicios impulsados por IA, diseñados para apoyar los aspectos clínicos, operativos y financieros de su práctica. Nuestros médicos en plantilla colaboran estrechamente con nuestros ingenieros de software para desarrollar soluciones inteligentes y específicas para especialidades como alergia, dermatología, gastroenterología, ginecología, oftalmología, ortopedia, otorrinolaringología, manejo del dolor, cirugía plástica, podología y urología, así como centros de cirugía ambulatoria para oftalmología y gastroenterología. Este enfoque liderado por médicos nos permite incorporar una profunda experiencia en el dominio médico en nuestra tecnología, ayudando a abordar los desafíos específicos que enfrentan las prácticas en una amplia gama de especialidades. Nuestro producto estrella EMA®, un sistema de registros de salud electrónicos basado en la nube, se adapta al estilo de práctica de cada médico, recordando preferencias y sugiriendo automáticamente notas de examen y códigos de facturación sugeridos. Cuando se utiliza en una tableta, EMA ofrece gestos especiales de toque y deslizamiento para construir rápidamente perfiles de pacientes, diagnósticos, programas de tratamiento y facturación. EMA se integra perfectamente con nuestra gama completa de productos y servicios, incluyendo Gestión de Prácticas, Gestión del Ciclo de Ingresos, Telemedicina, Gestión de Inventarios y herramientas de participación del paciente como pagos y programación en línea. Juntas, estas soluciones forman un sistema inteligente y todo en uno que ayuda a eliminar los silos departamentales, mejora la colaboración del equipo y mejora la visibilidad en toda la práctica. El Resultado Con nuestra plataforma basada en la nube impulsada por IA y capacidades móviles de pantalla táctil, el sistema intuitivo de extremo a extremo de ModMed ayuda a los médicos a ahorrar tiempo en tareas administrativas y a centrarse más en lo que más importa: ofrecer mejores resultados para los pacientes.

**Average Rating:** 4.5/5.0

**Total Reviews:** 362

#### How Do G2 Users Rate ModMed?

- **Gestión del flujo de trabajo:** 8.3/10 (Category avg: 8.9/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 8.8/10 (Category avg: 8.7/10)
- **Gestión de la satisfacción del paciente:** 7.9/10 (Category avg: 8.5/10)
- **Comunicaciones con el paciente:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ModMed?

- **Vendedor:** [ModMed](https://www.g2.com/es/sellers/modmed)
- **Sitio web de la empresa:** www.modmed.com
- **Año de fundación:** 2010
- **Ubicación de la sede:** Boca Raton, Florida
- **Twitter:** @modmed  
4,166 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e243b7154fd8c8c56a1d3b89fd30a8903023e9c3856a2d8785e5a643d15fd848&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1133049%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,323 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Gerente de Práctica, Asistente Médico
- **Top Industries:** Práctica médica, Atención hospitalaria y sanitaria
- **Company Size:** 46% Small, 28% Medium

#### What Do G2 Reviewers Say About ModMed?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios encuentran que ModMed es **excepcionalmente fácil de usar** , agilizando los flujos de trabajo y mejorando la documentación de los pacientes en las prácticas de dermatología.
- Los usuarios valoran la **eficiencia de ModMed** , destacando flujos de trabajo simplificados, programación sin problemas y operaciones mejoradas en las prácticas de dermatología.
- Los usuarios valoran la **eficiencia del flujo de trabajo** con ModMed, disfrutando de una integración perfecta para EMR, facturación y programación en prácticas de dermatología.
- Los usuarios elogian a ModMed por su **enfoque especializado en dermatología** , mejorando significativamente la eficiencia y la satisfacción del usuario en la práctica.
- Los usuarios valoran la **fácil configuración inicial** de ModMed, apreciando el tiempo ahorrado para una transición fluida en el flujo de trabajo.

##### Cons

- Los usuarios enfrentan desafíos con **la mala funcionalidad del sistema** , lo que lleva a complicaciones en el seguimiento y la precisión de los datos.
- Los usuarios encuentran **características faltantes** en ModMed, incluyendo una personalización inadecuada y funcionalidades esenciales que no satisfacen sus necesidades.
- Los usuarios encuentran la **configuración difícil** de ModMed exigente, especialmente para los nuevos usuarios que navegan por flujos de trabajo complejos.
- Los usuarios encuentran las características de ModMed **limitadas y poco desarrolladas** , a menudo requiriendo complementos para funcionalidades esenciales y personalización.
- Los usuarios encuentran frustrantes las **características de informes inadecuados** , ya que la coincidencia de datos y las actualizaciones oportunas a menudo son problemáticas.

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

**["Plataforma Todo-en-Uno de ModMed que Optimiza el Registro y Ahorra Tiempo"](https://www.g2.com/es/survey_responses/modmed-review-12914418)**

**Rating:** 5.0/5.0 stars

_— Berenice A._

[Read full review](https://www.g2.com/es/survey_responses/modmed-review-12914418)

**["EHR fácil de usar y confiable que mantiene la documentación eficiente"](https://www.g2.com/es/survey_responses/modmed-review-12939506)**

**Rating:** 4.5/5.0 stars

_— Alisha J._

[Read full review](https://www.g2.com/es/survey_responses/modmed-review-12939506)

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

- [What do you like most about ModMed for healthcare management, and what would you suggest improving?](https://www.g2.com/es/discussions/what-do-you-like-most-about-modmed-for-healthcare-management-and-what-would-you-suggest-improving)
- [¿Para qué se utiliza ModMed?](https://www.g2.com/es/discussions/what-is-modmed-used-for) - 1 comment
- [What is Modmed boost?](https://www.g2.com/es/discussions/what-is-modmed-boost) - 1 comment
- [What is EMA software?](https://www.g2.com/es/discussions/what-is-ema-software)
- [What is EMA modernizing medicine?](https://www.g2.com/es/discussions/what-is-ema-modernizing-medicine)

### [eClinicalWorks](https://www.g2.com/products/eclinicalworks/reviews)

eClinicalWorks® (eCW), a leading healthcare IT company, provides innovative software solutions to healthcare providers of all types, including health centers, ASCs, urgent care, and more. eCW has been a trusted partner in the healthcare industry since 1999, with over 180,000 physicians and more than one million medical professionals using their solutions. eCW EMR is a comprehensive, secure, scalable, intelligent cloud solution that allows providers to access their data from anywhere at any time. It features cutting-edge technology that help you develop processes and strategies to improve office efficiencies. These “AI assistants” include PRISMA, a health information search engine that brings together patient records from a variety of healthcare systems; Scribe, an automated documentation tool that saves time and enhances accuracy; and Eva, a virtual assistant that gives providers access to patient histories, health records, and scheduling at the point of care. These features streamline workflows and automate administrative tasks so providers can focus more on patient care. eCW RCM and billing services allow healthcare providers to streamline billing processes and improve their bottom line. Whether providers manage their billing in-house or outsource it to eCW, they can be assured of high-quality services and achieve up to a 98% or higher first-pass acceptance rate. The in-office billing solutions provide increased control over the billing process, improved accuracy and efficiency, and reduced costs associated with outsourcing. Providers can also automate their billing solutions using bots, which can help reduce administrative burdens and improve accuracy. For providers who prefer to outsource their billing, eCW services provide experienced billing professionals who use the latest technology and best practices to ensure timely and accurate billing while providing comprehensive reporting and analytics to help providers manage their revenue cycle. eCW offers patient engagement tools that benefit front office staff and healthcare providers. For front office staff, online check-in and online appointment booking tools can significantly reduce administrative burdens and improve patient satisfaction. For healthcare providers, tools such as Patient Portal, Messenger, healow Pay, and telehealth can improve care coordination, enhance the patient experience, and provide virtual care options. With the rise of Value-Based Care, the healthcare industry has shifted its focus from quantity to quality of care. Providers are now incentivized to deliver high-quality care that produces positive patient outcomes rather than focusing on more services. This shift has also created new challenges, particularly in care coordination, coding, and population health management. eCW bridges these gaps by offering tools including HEDIS, Chronic Care Management, Transition Care Management, Care Plan Oversight, and Remote Patient Monitoring, enabling providers to better manage patient populations, and improve care coordination. These tools help providers deliver high-quality care that meets the needs of both patients, providers, and payers, positioning them for success in the Value-Based Care landscape. eCW offers a comprehensive suite of healthcare IT solutions that help providers deliver high-quality care while improving practice efficiency and revenue cycle management.

**Average Rating:** 3.7/5.0

**Total Reviews:** 158

#### How Do G2 Users Rate eClinicalWorks?

- **Workflow Management:** 8.2/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.9/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind eClinicalWorks?

- **Seller:** [eClinicalWorks](https://www.g2.com/sellers/eclinicalworks)
- **Year Founded:** 1999
- **HQ Location:** Westborough, MA
- **Twitter:** @eClinicalWorks  
21,008 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8b70da2e0cc30cf0df789afc18ebf61eb6be06aa100e36c0f242ea5068897db&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F21867%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,417 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Medical Assistant
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 52% Small, 32% Medium

#### What Do G2 Reviewers Say About eClinicalWorks?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of eClinicalWorks, finding it user-friendly and efficient for their needs.
- Users appreciate the **easy-to-use interface** of eClinicalWorks, enhancing workflow and focus with helpful features.
- Users appreciate the **easy accessibility** of eClinicalWorks, enhancing focus and efficiency in small businesses.
- Users value the **efficient appointment scheduling** with eClinicalWorks, keeping all medical documents updated and accessible.
- Users appreciate the **booking ease** of eClinicalWorks, ensuring seamless appointment scheduling and up-to-date documents.

##### Cons

- Users find the **slow loading times** of eClinicalWorks frustrating, impacting productivity and overall experience during multitasking.
- Users experience **slow performance** with eClinicalWorks, often facing lags and frequent automatic logouts while multitasking.
- Users experience **system instability** with eClinicalWorks, facing lag and automatic logouts that hinder multitasking efficiency.
- Users often face **technical issues** with eClinicalWorks, experiencing lagging, automatic logouts, and inefficient updates.
- Users often face **login issues** , including automatic logouts and frustrating lag times affecting their workflow.

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

**["Versatile EHR for Clinical Operations, Care Coordination, and Population Health"](https://www.g2.com/survey_responses/eclinicalworks-review-12750469)**

**Rating:** 4.5/5.0 stars

_— Reneisha H._

[Read full review](https://www.g2.com/survey_responses/eclinicalworks-review-12750469)

**["Comprehensive EHR Solution, Streamlines Workflows Efficiently"](https://www.g2.com/survey_responses/eclinicalworks-review-13094240)**

**Rating:** 4.5/5.0 stars

_— Akash C._

[Read full review](https://www.g2.com/survey_responses/eclinicalworks-review-13094240)

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

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

### [Curogram](https://www.g2.com/es/products/curogram/reviews)

Curogram es una plataforma integral de comunicación y compromiso con el paciente que cumple con HIPAA y se integra perfectamente con prácticamente cualquier Registro Médico Electrónico (EMR). Diseñada para consultorios médicos, simplifica las operaciones de recepción, aumenta los ingresos y mejora significativamente la experiencia del paciente.

**Average Rating:** 4.8/5.0

**Total Reviews:** 99

#### How Do G2 Users Rate Curogram?

- **Gestión del flujo de trabajo:** 9.6/10 (Category avg: 8.9/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 9.8/10 (Category avg: 8.7/10)
- **Gestión de la satisfacción del paciente:** 9.6/10 (Category avg: 8.5/10)
- **Comunicaciones con el paciente:** 9.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Curogram?

- **Vendedor:** [Curogram](https://www.g2.com/es/sellers/curogram)
- **Sitio web de la empresa:** curogram.com
- **Año de fundación:** 2016
- **Ubicación de la sede:** Newport Beach, US
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d09b4a4a7f04f42a3deeb85c95960cfa03a885a7345453c7a57b3c4219456cc4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcurogram%2F&secure%5Burl_type%5D=linkedin_company_website)  
97 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Gerente de Oficina
- **Top Industries:** Práctica médica, Atención hospitalaria y sanitaria
- **Company Size:** 73% Small, 11% Medium

#### What Do G2 Reviewers Say About Curogram?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian la **facilidad de uso** de Curogram, mejorando la comunicación con los pacientes y agilizando las operaciones diarias de manera efectiva.
- Los usuarios aprecian la **comunicación eficiente con los pacientes** de Curogram, que agiliza los flujos de trabajo y mejora el compromiso.
- Los usuarios valoran Curogram por su **comunicación con los pacientes simple y efectiva** , mejorando el compromiso y agilizando los flujos de trabajo sin esfuerzo.
- Los usuarios aprecian la **comunicación eficiente** facilitada por Curogram, mejorando los flujos de trabajo y reduciendo la dependencia de las llamadas telefónicas.
- Los usuarios valoran el **soporte al cliente receptivo** de Curogram, lo que mejora su experiencia y simplifica las comunicaciones.

##### Cons

- Los usuarios enfrentan **problemas de mensajería** con Curogram, incluidos errores de enrutamiento de mensajes y la falta de capacidades de llamadas telefónicas que dificultan la comunicación.
- Los usuarios expresan preocupación por la **información inadecuada** , citando una personalización e integración limitadas que afectan la utilidad general.
- Los usuarios enfrentan **problemas de mensajería** con Curogram, incluyendo retrasos y mensajes mal dirigidos que interrumpen el flujo de trabajo y la comunicación.
- Los usuarios destacan la **pobre integración** , señalando dificultades con la compatibilidad de EMR y la necesidad de mejorar los flujos de trabajo entre plataformas.
- Los usuarios señalan **capacidades de informes deficientes** , ya que muchas funciones requieren soporte, lo que limita el autoservicio eficiente y la integración.

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

**["Comunicación sin esfuerzo con el paciente, necesita mejor fusión"](https://www.g2.com/es/survey_responses/curogram-review-12793642)**

**Rating:** 5.0/5.0 stars

_— Kevin M._

[Read full review](https://www.g2.com/es/survey_responses/curogram-review-12793642)

**["Comunicación fluida con los pacientes e integración sin fisuras, así como resolución rápida de problemas."](https://www.g2.com/es/survey_responses/curogram-review-12667095)**

**Rating:** 5.0/5.0 stars

_— Michelle M._

[Read full review](https://www.g2.com/es/survey_responses/curogram-review-12667095)

### [NexHealth](https://www.g2.com/products/nexhealth/reviews)

NexHealth is the patient experience platform that provides true practice automation. We help you eliminate the tedious tasks that slows your team down and keeps them tied to the front desk. Our proprietary Synchronizer technology syncs directly with your health record system in real-time, with updates appearing in seconds, not minutes or hours. This unique, reliable sync means you can actually automate every step of the patient journey from booking to payment without the errors and delays common on other platforms. Our patient booking software helps you fill the calendar without endless phone calls. Real-time online booking lets patients schedule 24/7 while our automated Waitlist fills last-minute cancellations in minutes. Bring patients back for the care they need with automated patient recall messages. Our unique 1-Click Booking links makes it easy for patients to schedule follow-ups via SMS or email without a patient portal, saving your team from hours of manual outreach and delighting patients with fewer steps to make an appointment. Handle your entire patient intake process with our HIPAA compliant digital forms software that eliminates the need for paperwork and manual data entry. We digitize your existing forms for you or you can easily create your own with the powerful form builder. Capture all the data you need - from consent, history, payments, and more. Patient information syncs automatically to their record in your EHR, saving you hours of time and reducing data mistakes. Stay on schedule with patients that show up with their intake forms already completed by sending the right forms automatically before each appointment. Next, NexHealth helps you eliminate phone tag with a comprehensive patient communication suite. Automate everything from customizable appointment reminder sequences that reduce no-shows to review requests after appointments that boost your online reputation using feedback from your happiest patients. Our HIPAA-compliant two-way messaging lets your team text directly with patients, ending the game of phone tag for good. Finally, get paid faster with in-office terminals and digital payment requests that sync with your EHR ledger. You can collect outstanding balances with simple text and email payment requests that make it convenient for patients to pay. Ledger Sync instantly shows who has a balance and automatically posts payments back to the patient record with correct provider and procedure attribution, saving hours valuable admin time every week. Free your team from repetitive tasks so they can focus on what matters most: the patients. Get started with flexible, month-to-month billing and no long-term contracts.

**Average Rating:** 4.8/5.0

**Total Reviews:** 128

#### How Do G2 Users Rate NexHealth?

- **Workflow Management:** 9.3/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.5/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind NexHealth?

- **Seller:** [Nex Health](https://www.g2.com/sellers/nex-health)
- **Company Website:** nexhealth.com
- **Year Founded:** 2017
- **HQ Location:** San Francisco, California
- **Twitter:** @nexhealthHQ  
2,139 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dfaa14535ea9887ca2b7523601d44f57d67684c29ffabf3887e8c9fb4fb14ba2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5366106%2F&secure%5Burl_type%5D=linkedin_company_website)  
190 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 appreciate the **ease of use** of NexHealth, facilitating seamless communication and efficient payment processing.
- Users commend the **responsive customer support** of NexHealth, appreciating quick assistance and effective communication solutions.
- Users value the **effective communication tools** of NexHealth, significantly enhancing efficiency and patient interaction in practices.
- Users appreciate the **convenience of online forms** with NexHealth, enhancing efficiency in managing patient interactions.
- Users value the **ease of patient communication** with NexHealth, enhancing relationships and facilitating effective interactions.

##### Cons

- Users face **messaging issues** with NexHealth, experiencing inconvenience and inefficiencies due to lack of automation and complex navigation.
- Users often face **technical issues** like lagging and syncing problems, impacting checkout efficiency and user experience.
- Users find **limited features** in NexHealth, making tasks cumbersome and requiring multiple workarounds for efficiency.
- Users find the **appointment management difficult** due to cumbersome navigation and lack of automated message generation.
- Users often face **calendar syncing issues** that result in missing information and technical difficulties.

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

**["Flexible Insurance, Credit Card, and Messaging Options in Nexhealth"](https://www.g2.com/survey_responses/nexhealth-review-12954504)**

**Rating:** 4.0/5.0 stars

_— Shawn M._

[Read full review](https://www.g2.com/survey_responses/nexhealth-review-12954504)

**["User-Friendly and Time-Saving Dental Practice Solution"](https://www.g2.com/survey_responses/nexhealth-review-13187028)**

**Rating:** 5.0/5.0 stars

_— Kelsie H._

[Read full review](https://www.g2.com/survey_responses/nexhealth-review-13187028)

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

- [How do you use Nexhealth?](https://www.g2.com/discussions/how-do-you-use-nexhealth)
- [How many employees does NexHealth have?](https://www.g2.com/discussions/how-many-employees-does-nexhealth-have)
- [Is NexHealth secure?](https://www.g2.com/discussions/is-nexhealth-secure)
- [What does NexHealth do?](https://www.g2.com/discussions/what-does-nexhealth-do)

### [Adit](https://www.g2.com/products/adit/reviews)

Adit is a fully integrated practice management platform that simplifies operations, communication, and patient engagement across healthcare. With advanced VoIP features like Patient Caller ID, Mobile Access, Missed Call Texts, and One-Number Communication, teams stay connected. Adit’s smart Digital Forms sync with EHRs, auto-assign based on appointment type, and trigger medical history reminders. Payments are seamless with flexible plans, Text-to-Pay, and auto ledger posting. Patient recall is optimized with auto-reminders, mass texting, and email campaigns. Analytics reveal no-show trends, recall gaps, and revenue insights. Insurance verifications are automated, Adit pulls schedules, collects missing patient info, and syncs data into the patient file. With customizable workflows, call flows, and treatment acceptance tracking, Adit brings clarity to complexity and helps practices grow with confidence. It’s time to trade in all your practice management tools for one.

**Average Rating:** 4.8/5.0

**Total Reviews:** 94

#### How Do G2 Users Rate Adit?

- **Workflow Management:** 9.4/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.4/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Adit?

- **Seller:** [Adit](https://www.g2.com/sellers/adit)
- **Year Founded:** 2013
- **HQ Location:** Remote, US
- **Twitter:** @aditadv  
100 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7f2cf42076586352a6ec09a6af8fe929841a040ebdd44c19c388074fdbae376&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9319466&secure%5Burl_type%5D=linkedin_company_website)  
562 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Office Manager, Dentist
- **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness
- **Company Size:** 82% Small, 4% Medium

#### What Do G2 Reviewers Say About Adit?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Adit for its **ease of use** , enhancing patient communication and streamlining appointment scheduling seamlessly.
- Users value Adit for its **effective patient communication** , enhancing connections and streamlining office workflows significantly.
- Users appreciate Adit for its **fantastic communication tools** , enhancing patient engagement and streamlining appointment management.
- Users value Adit for its **enhanced patient communication** , improving appointment confirmations and reducing no-shows effectively.
- Users highly value the **effective texting communication** of Adit, significantly enhancing patient engagement and appointment scheduling.

##### Cons

- Users faced **technical issues** with Adit, including integration problems and limitations in payment processing that hinder productivity.
- Users find Adit has **limited features** , lacking essential functionalities they previously enjoyed, causing inconvenience and additional costs.
- Users report **messaging issues** with Adit, leading to accidental texts and occasional glitches disrupting communication.
- Users find the **system usability inconsistent** and suggest improvements for a more intuitive experience and better support.
- Users face **call issues** with Adit, including glitches and static that disrupt daily operations and communication.

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

**["Adit is awesome!"](https://www.g2.com/survey_responses/adit-review-12921822)**

**Rating:** 5.0/5.0 stars

_— Courtney L._

[Read full review](https://www.g2.com/survey_responses/adit-review-12921822)

**["Adit: Exceptional Customer Service and Seamless Communication"](https://www.g2.com/survey_responses/adit-review-13148044)**

**Rating:** 5.0/5.0 stars

_— Jennifer H._

[Read full review](https://www.g2.com/survey_responses/adit-review-13148044)

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

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

### [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:** 313

#### How Do G2 Users Rate Pabau Practice Management?

- **Workflow Management:** 9.3/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.2/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.4/10 (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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a1e62291661305829baabe76291111dfe0d0442e9aff3494b1e26cb6ab61abac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpabau-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
167 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, Doctor
- **Top Industries:** Medical Practice, Health, Wellness and Fitness
- **Company Size:** 99% Small, 1% Medium

#### What Do G2 Reviewers Say About Pabau Practice Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **amazing customer support** of Pabau, highlighting their genuine investment in user success and assistance.
- Users find Pabau Practice Management to be **incredibly easy to use** , integrating multiple functionalities effortlessly for convenience.
- Users find the team at Pabau to be **very helpful** , ensuring a smooth onboarding experience with extensive support.
- Users commend the **exceptional staff support** at Pabau, noting their dedication and thorough assistance in meeting business needs.
- Users value the **wide range of easy-to-use features** in Pabau Practice Management that enhance clinic operations.

##### Cons

- Users face occasional **technical issues** , including system errors and glitches, which can disrupt their experience with Pabau.
- Users find the setup **slightly confusing** , yet appreciate the helpful staff and regular guidance through the process.
- Users find the **difficult setup** of Pabau Practice Management frustrating, despite helpful staff and ongoing support.
- Users find the **difficult learning process** with Pabau challenging, especially with non-intuitive features that need training.
- Users find the **limited features** on Pabau Practice Management hinder intuitive use and require additional training for efficiency.

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

**["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)

**["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)

#### 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)

### [Phreesia](https://www.g2.com/products/phreesia/reviews)

Phreesia’s award-winning, AI-powered platform helps practices and health systems expand capacity, streamline workflows, accelerate collections and deliver modern patient experiences—without adding staff. Trusted by 4,700 healthcare organizations: With 20+ years of experience, Phreesia powers 1 in 6 U.S. patient visits (180M+ annually) and is proven to drive measurable operational and financial improvements. Highly recommended: 9 in 10 clients would recommend Phreesia. With Phreesia, you can: • Let AI handle inbound and outbound calls so your staff doesn’t have to. Automate scheduling, prescription refills, recalls, payment outreach, referrals and more with Phreesia VoiceAI—your 24/7 AI agent. • Expand your capacity and streamline patient intake: Across our network, 85% of patients check themselves in, saving 5+ minutes of staff time per visit. Maximize front-office efficiency by digitally collecting patient information, consents and medical history and more before the visit. • Get paid more, faster with flexible payment options, including Apple Pay® and Google Pay™, online payments, payment plans, card on file and more. 80%+ of patients pay their copay at point of service with Phreesia. • Eliminate paper statements—Phreesia automatically sends patients itemized digital statements as soon as their EOB is ready, helping practices get paid 4x faster. • Make scheduling effortless by letting patients self-schedule appointments on their own time. Phreesia VoiceAI handles scheduling calls and outreach, while automated reminders reduce no-shows and Appointment Accelerator® automatically fills open slots. • Reduce denials and save staff time with automated, AI-enabled eligibility and benefits verification. Phreesia confirms coverage instantly, selects the correct copay, flags out-of-network status and gives patients visibility into their benefits—helping you prevent errors, collect sooner and improve the patient experience. Let’s face it, registration = revenue. • Acquire new patients at no added cost with MediFind—our free clinician finder helps your practice get discovered and enables patients to seamlessly book appointments through embedded self-scheduling. • Close gaps in care with our robust library of clinical screening tools and customizable patient outreach messaging options. Double the number of clinical screenings you conduct by administering them automatically with Phreesia. • Engage patients in their care and provide the modern, convenient experience they expect. Across our network, 96% of patients are satisfied with their Phreesia experience. You’ll also benefit from: Actionable analytics: Gain deeper insights into intake patterns, revenue cycle metrics, appointment workflows, clinical performance and more. Privacy and security: We’re honored to have our efforts recognized with many of the industry’s most well-known certifications, including: • HITRUST CSF Certification • Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider • Security Organization Control (SOC) 2 Type 2 • PCI Point-to-Point Encryption (P2PE) “Every Phreesia product helps the business do better and generate more revenue—it’s such a beautiful rhythm. Our patient population has grown tremendously, our staff is fully utilized, and we’re able to fully engage with our patients and meet them where they want to be met. We really couldn’t do it all without Phreesia.” -Liz Galvan, Practice Manager, MyOBGYN

**Average Rating:** 3.9/5.0

**Total Reviews:** 44

#### How Do G2 Users Rate Phreesia?

- **Workflow Management:** 9.7/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.8/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Phreesia?

- **Seller:** [Phreesia](https://www.g2.com/sellers/phreesia)
- **Year Founded:** 2005
- **HQ Location:** Wilmington, DE
- **Twitter:** @phreesia  
1,542 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8a7f3916ebc8e908dadb36fcd3bec30d507f110c78ad975b0a5bb1d98ba5492&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64726%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,519 employees on LinkedIn®
- **Ownership:** NYSE: PHR

#### Who Uses This Product?

- **Who Uses This:** Office Manager
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 56% Small, 38% Medium

#### What Do G2 Reviewers Say About Phreesia?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Phreesia, enjoying its user-friendly interface and efficient scheduling features.
- Users appreciate the **time-saving features** of Phreesia, significantly reducing check-in durations and streamlining scheduling processes.
- Users praise the **exceptional customer support** of Phreesia, noting responsiveness and proactive assistance throughout implementation and beyond.
- Users value the **intuitive and customizable features** of Phreesia, enhancing patient intake and communication efficiency.
- Users appreciate the **efficiency** of Phreesia, significantly reducing check-in times and enhancing overall productivity.

##### Cons

- Users note a **steep learning curve** for new features and training that could be more structured and cohesive.
- Users often face **technical issues** with integration and system usability, impacting efficiency and functionality negatively.
- Users report a **training deficiency** with Phreesia, finding the onboarding process and materials disorganized and challenging.
- Users find the **difficult setup** of Phreesia challenging, often leading to overwhelming experiences and persistent issues.
- Users face **insufficient guidance** in navigating Phreesia University, making it difficult to piece together training effectively.

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

**["Empowers Remote Work with Ease"](https://www.g2.com/survey_responses/phreesia-review-12113577)**

**Rating:** 5.0/5.0 stars

_— Maripat E._

[Read full review](https://www.g2.com/survey_responses/phreesia-review-12113577)

**["Streamlined Patient Process with Ease of Use"](https://www.g2.com/survey_responses/phreesia-review-11700601)**

**Rating:** 5.0/5.0 stars

_— Karen H._

[Read full review](https://www.g2.com/survey_responses/phreesia-review-11700601)

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

- [What is phreesia check-in system?](https://www.g2.com/discussions/what-is-phreesia-check-in-system)
- [What is AR management phreesia?](https://www.g2.com/discussions/what-is-ar-management-phreesia)
- [What is phreesia?](https://www.g2.com/discussions/what-is-phreesia)
- [What is patient intake software?](https://www.g2.com/discussions/what-is-patient-intake-software) - 1 comment

### [Zanda (formerly Power Diary)](https://www.g2.com/es/products/zanda-formerly-power-diary/reviews)

Zanda es un sistema de gestión de prácticas todo en uno, diseñado para ahorrar tiempo, reducir el estrés y mantenerte en control. - Gestión de calendario: programación, lista de espera, recordatorios automáticos de citas y confirmaciones. - Documentación: plantillas personalizables de notas clínicas, transcripción y refinamiento de sesiones impulsados por IA, y formularios en línea. - Portal del cliente con reservas en línea, opciones para reprogramar y cancelar, además de pagos en línea, acceso a facturas, formularios en línea y Telehealth. Aceptación de solicitudes de lista de espera. - Automatizaciones: facturación, seguimientos de citas, recordatorios, comunicación con nuevos clientes y más. - Notificaciones de práctica y Centro de Comunicación del Equipo, y Manual de Operaciones de Práctica en la plataforma. Diseñado tanto para profesionales independientes como para grandes clínicas, Zanda apoya a una amplia gama de profesionales, incluidos psicólogos, fisioterapeutas, logopedas, quiroprácticos, consejeros y otros proveedores de salud aliados. Para darte tranquilidad, Zanda ofrece una Garantía de Devolución de Dinero de 12 meses y brinda soporte de primer nivel, incluyendo importación de datos gratuita. Nuevos lanzamientos: - Formularios Calificados (mejora de Formularios en Línea) - Esto facilita el seguimiento del progreso del cliente a lo largo del tiempo utilizando medidas de resultados estándar o evaluaciones personalizadas, sin cálculos manuales ni herramientas externas. - Informes de Progreso del Cliente - Los usuarios obtienen una visión rápida del progreso junto con la capacidad de explorar el contexto completo detrás de cada resultado, ayudándoles a mantenerse informados y tomar decisiones clínicas más seguras. - Informe de Utilización del Profesional - Proporciona a los gerentes y propietarios de prácticas una visibilidad inmediata sobre cómo se utiliza el tiempo del profesional, ayudándoles a identificar al personal infrautilizado, cuantificar el impacto de las cancelaciones y tomar mejores decisiones de programación e ingresos.

**Average Rating:** 4.7/5.0

**Total Reviews:** 294

#### How Do G2 Users Rate Zanda (formerly Power Diary)?

- **Gestión del flujo de trabajo:** 10.0/10 (Category avg: 8.9/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 9.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Zanda (formerly Power Diary)?

- **Vendedor:** [Zanda](https://www.g2.com/es/sellers/zanda)
- **Sitio web de la empresa:** zandahealth.com
- **Año de fundación:** 2010
- **Ubicación de la sede:** Ballarat, AU
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7338f0bde833c2293f96a15090d4ecfe5cc95a8a2e623f85ae220ae6b3e22b78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpower-diary%2F&secure%5Burl_type%5D=linkedin_company_website)  
70 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Psicólogo, Director
- **Top Industries:** Atención de la salud mental, Salud, bienestar y fitness
- **Company Size:** 94% Small, 1% Medium

#### What Do G2 Reviewers Say About Zanda (formerly Power Diary)?

_AI-generated summary from verified user reviews_

##### Pros

- A los usuarios les encanta la **facilidad de uso** de Zanda, disfrutando de su configuración sencilla y su integración todo en uno sin problemas.
- Los usuarios valoran el **servicio de atención al cliente receptivo y servicial** en Zanda, mejorando su experiencia y satisfacción general.
- Los usuarios encuentran la **facilidad de configuración** de Zanda increíblemente valiosa, simplificando la incorporación y mejorando la experiencia general del usuario.
- Los usuarios valoran la **programación clara e integración** de Zanda, mejorando la gestión de citas y el seguimiento financiero sin esfuerzo.
- Los usuarios encuentran el **servicio de atención al cliente útil** de Zanda y las características fáciles de usar invaluables para una gestión de práctica eficiente.

##### Cons

- Los usuarios encuentran la **configuración de automatización poco clara** , lo que lleva a ineficiencias y a la necesidad de gestionar múltiples plataformas para la facturación.
- Los usuarios experimentan **características limitadas** en Zanda, particularmente con las reservas de habitaciones y las opciones de integración, lo que afecta la eficiencia del flujo de trabajo.
- Los usuarios expresan frustración por la **falta de funcionalidad para las reservas de habitaciones** , lo que dificulta la programación y gestión sin problemas.
- Los usuarios a menudo enfrentan desafíos de **configuración compleja** con Zanda, lo que lleva a la frustración y una curva de aprendizaje pronunciada.
- Los usuarios enfrentan **problemas de pago** con Zanda, incluyendo la falta de automatización y el acceso limitado para el personal administrativo.

#### What Are Recent G2 Reviews of Zanda (formerly Power Diary)?

**["Powerdiary es como tener un asistente"](https://www.g2.com/es/survey_responses/zanda-formerly-power-diary-review-5314178)**

**Rating:** 4.5/5.0 stars

_— Karen M._

[Read full review](https://www.g2.com/es/survey_responses/zanda-formerly-power-diary-review-5314178)

**["Gestión de Prácticas Personalizable y Rentable"](https://www.g2.com/es/survey_responses/zanda-formerly-power-diary-review-12258829)**

**Rating:** 5.0/5.0 stars

_— Vernon K._

[Read full review](https://www.g2.com/es/survey_responses/zanda-formerly-power-diary-review-12258829)

#### What Are G2 Users Discussing About Zanda (formerly Power Diary)?

- [What does Power Diary do?](https://www.g2.com/es/discussions/what-does-power-diary-do) - 1 comment
- [¿Hay una aplicación para Power Diary?](https://www.g2.com/es/discussions/is-there-an-app-for-power-diary) - 3 comments
- [What is the purpose of practice management software?](https://www.g2.com/es/discussions/what-is-the-purpose-of-practice-management-software)
- [¿Qué es el diario de poder?](https://www.g2.com/es/discussions/what-is-power-dairy) - 1 comment

### [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:** 593

#### How Do G2 Users Rate Carepatron?

- **Workflow Management:** 8.5/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.5/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Carepatron?

- **Seller:** [Carepatron](https://www.g2.com/sellers/carepatron)
- **Company Website:** www.carepatron.com
- **Year Founded:** 2018
- **HQ Location:** 408 W 14th Street New York, NY 10014
- **Twitter:** @CarepatronHQ  
292 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8b9d1d011c1e85433bd1a53e905381b744bf1d525fd417b7bd04599b7505856&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcarepatron&secure%5Burl_type%5D=linkedin_company_website)  
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, 4% Medium

#### What Do G2 Reviewers Say About Carepatron?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Carepatron, finding it intuitive and convenient for managing client bookings seamlessly.
- Users appreciate the **affordable pricing** of Carepatron, making it a budget-friendly choice for professionals.
- Users appreciate the **aesthetic and easy-to-use interface** of Carepatron, enhancing their work experience and productivity.
- Users find the **staff extremely helpful** , enhancing their experience with quick and effective customer support.
- Users appreciate the **efficiency** of Carepatron, noting its seamless booking and automated features that enhance productivity.

##### Cons

- Users express frustration with the **limited features** of Carepatron, affecting efficiency and integration with their professional workflows.
- Users express a desire for **missing features** like customizable emails, improved AI, and additional billing options.
- Users express frustration over the **limited payment processing options** in Carepatron, wishing for more flexibility.
- Users experience various **technical issues** with Carepatron, affecting integration, AI functionality, and overall user-friendliness.
- Users experience **limited customization** options in Carepatron, affecting flexibility in tailoring the system to specific needs.

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

**["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)

**["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)

### [Agentforce Health (formerly Salesforce Health Cloud)](https://www.g2.com/products/agentforce-health-formerly-salesforce-health-cloud/reviews)

Agentforce Health (formerly known as Health Cloud) is the trusted, connected, AI-first platform for healthcare, built on our deeply unified platform with healthcare-specific data models, workflows, interoperability, and compliance. It connects clinical and non-clinical data to fuel pre-built and configurable AI agents - helping you reduce employee burnout, scale personalized patient engagement and accelerate time to care. Put Patients and Members First \*Unify clinical and nonclinical data into a single, comprehensive patient or member profile with purpose-built data models for providers and payers \*Deliver seamless self-service experiences with user-friendly apps for Patient Services, Behavioral Health, Disease Surveillance, and Crisis Management \*Drive member engagement and close care gaps with data-driven segmentation, whole-person care, intelligent referrals, and proactive outreach Contain Costs and Drive Operational Efficiency. \*Get started faster with Salesforce Go. Discover features you already own, turn them on in a single click, and configure them in a streamlined interface to reduce time to value \*Navigate with confidence using the latest Salesforce UI, designed to minimize friction for clinical and administrative teams \*Automate scheduling, assessments, benefits, and care outreach with HIPAA-ready inbound and outbound voice agents \*Eliminate manual entry with Document AI to extract and digitize clinical data from forms \*Lower costs and speed time to care with guided utilization management workflows for prior authorizations, provider network management, and care coordination Deploy Pre-built Agentforce Skills Out-of-the-Box \*Provider: Patient Data EHR Retrieval, Eligibility & Benefits Verification, Provider Match, Medication Refill Requests, and more \*Payer: Claims Service & Member Coverage Assistance, Benefits Verification, Provider Network Summary, and more \*Home Health: Patient Summary & Recommendations, Quote, Benefit & Budget Creation Configure and extend tools with low-code/no-code tools on the Agentforce platform Deliver Intelligent Insights at the Point of Care \*Move beyond static reporting to predictive insights with Health Intelligence, powered by Tableau \*Enable care teams with actionable, AI-powered insights at the point of service \*Support 24/7 patient and member engagement with always-on Agentforce agents Compliance at Every Step \*Deploy AI with confidence using the Agentforce Trust Layer — built-in guardrails mask sensitive PII/PHI ensuring HIPAA adherence \*Set user-based permissions to govern patient and member data visibility Open Ecosystem for Interoperability \*Extend health systems with HL7 FHIR-aligned APIs and Agentforce MuleSoft integrations with EHR, CMS, and more \*Ingest structured and unstructured data from EHRs and claims systems using Data 360 with Zero Copy integration \*Seamlessly integrate with Agentforce 360 products like Slack, Agentforce Marketing, and Tableau

**Average Rating:** 3.9/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate Agentforce Health (formerly Salesforce Health Cloud)?

- **Workflow Management:** 10.0/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.3/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Agentforce Health (formerly Salesforce Health Cloud)?

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** www.salesforce.com
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care
- **Company Size:** 43% Large, 32% Medium

#### What Do G2 Reviewers Say About Agentforce Health (formerly Salesforce Health Cloud)?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Agentforce Health, allowing seamless tracking of patient data without switching systems.
- Users value the **Patient 360 view** , streamlining patient progress tracking within a unified interface.
- Users value the **Patient 360 view** for its seamless integration, enhancing clinician workflow and improving patient monitoring.
- Users value the **Patient 360 view** , streamlining patient data tracking and improving clinician efficiency in care delivery.
- Users value the **Patient 360 view** for its seamless tracking of patient data, enhancing clinical efficiency.

##### Cons

- Users find the **complex interface** challenging, requiring significant effort for initial configuration and data mapping.
- Users experience **slow loading** times, especially with the "Patient Timeline" for patients with extensive historical data.
- Users face **slow performance** with the Patient Timeline, especially with extensive patient history impacting efficiency.
- Users face **complex software limitations** , especially with initial configuration and slow loading of patient data.
- Users find the **initial configuration overly complex** , requiring substantial effort and middleware for effective data mapping.

#### What Are Recent G2 Reviews of Agentforce Health (formerly Salesforce Health Cloud)?

**["A Robust Platform for Patient Data, but Implementation is Heavy"](https://www.g2.com/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-12128060)**

**Rating:** 4.5/5.0 stars

_— Chintan S._

[Read full review](https://www.g2.com/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-12128060)

**["Salesforce Health Cloud Review"](https://www.g2.com/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-9793294)**

**Rating:** 4.5/5.0 stars

_— Vikas S._

[Read full review](https://www.g2.com/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-9793294)

#### What Are G2 Users Discussing About Agentforce Health (formerly Salesforce Health Cloud)?

- [Who uses Salesforce health Cloud?](https://www.g2.com/discussions/who-uses-salesforce-health-cloud)
- [What is included in a health Cloud license?](https://www.g2.com/discussions/what-is-included-in-a-health-cloud-license)
- [How is Salesforce used in healthcare?](https://www.g2.com/discussions/how-is-salesforce-used-in-healthcare)
- [What does Salesforce health Cloud do?](https://www.g2.com/discussions/what-does-salesforce-health-cloud-do)

### [Spruce Health](https://www.g2.com/es/products/spruce-health/reviews)

Spruce Health es una plataforma integral compatible con HIPAA diseñada para el cuidado de la salud que reúne llamadas, mensajes de voz, textos, mensajes seguros, fax, video y telemedicina en un solo lugar. Spruce puede impulsar el sistema telefónico de toda la práctica con teléfonos VoIP y árboles telefónicos. Para prácticas avanzadas, Spruce ofrece una solución telefónica fuera de horario, mensajería masiva, automatización de flujos de trabajo, pagos, programación y mensajes guardados, e integraciones con EHR.

**Average Rating:** 4.7/5.0

**Total Reviews:** 343

#### How Do G2 Users Rate Spruce Health?

- **Gestión del flujo de trabajo:** 8.9/10 (Category avg: 8.9/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 9.1/10 (Category avg: 8.7/10)
- **Gestión de la satisfacción del paciente:** 8.2/10 (Category avg: 8.5/10)
- **Comunicaciones con el paciente:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Spruce Health?

- **Vendedor:** [Spruce](https://www.g2.com/es/sellers/spruce)
- **Sitio web de la empresa:** www.sprucehealth.com
- **Año de fundación:** 2013
- **Ubicación de la sede:** San Francisco, CA
- **Twitter:** @SpruceHealth  
642 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51a8c1780d3b4798d20b83d7762b3faaba3114a821c58d4356aef9c3742ec1c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fspruce-health%2F&secure%5Burl_type%5D=linkedin_company_website)  
55 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Propietario, Terapeuta
- **Top Industries:** Atención de la salud mental, Salud, bienestar y fitness
- **Company Size:** 98% Small, 1% Medium

#### What Do G2 Reviewers Say About Spruce Health?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian la **facilidad de uso** de Spruce Health, mejorando la comunicación tanto para los proveedores como para los clientes.
- Los usuarios valoran la **eficiencia** de Spruce Health para una comunicación fluida con los clientes y un manejo seguro de la información.
- Los usuarios aprecian la **facilidad de comunicación** con los clientes a través de Spruce Health, disfrutando de sus características fáciles de usar y seguras.
- Los usuarios valoran el **soporte al cliente receptivo y útil** de Spruce Health, asegurando resoluciones rápidas y comunicación fluida.
- Los usuarios elogian las **eficientes características de comunicación con los pacientes** de Spruce Health, mejorando la conectividad y la seguridad en su práctica.

##### Cons

- Los usuarios encuentran las **características limitadas** de Spruce Health restrictivas, especialmente en lo que respecta a los requisitos de cuenta de cliente para el cumplimiento de HIPAA.
- Los usuarios encuentran frustrante que algunas funciones, como las respuestas automáticas, requieran un nivel superior, limitando la **funcionalidad** general.
- Los usuarios encuentran que Spruce Health es **caro** , especialmente en lo que respecta a las tarifas de usuario y las opciones adicionales de personalización.
- Los usuarios enfrentan **problemas de mensajería** debido a que los clientes necesitan cuentas para cumplir con HIPAA, lo que complica la comunicación y el archivo.
- Los usuarios expresan un deseo de mejorar las **capacidades de integración** , particularmente con formularios personalizados y mejoras en el flujo de trabajo sin interrupciones.

#### What Are Recent G2 Reviews of Spruce Health?

**["Mensajería Flexible para Pacientes con Clara Propiedad del Proveedor"](https://www.g2.com/es/survey_responses/spruce-health-review-13181715)**

**Rating:** 5.0/5.0 stars

_— Katelyn S._

[Read full review](https://www.g2.com/es/survey_responses/spruce-health-review-13181715)

**["La integración de la API de Spruce Health (con Keragon) me ahorró horas cada mes"](https://www.g2.com/es/survey_responses/spruce-health-review-12876074)**

**Rating:** 5.0/5.0 stars

_— Christoffer L._

[Read full review](https://www.g2.com/es/survey_responses/spruce-health-review-12876074)

#### What Are G2 Users Discussing About Spruce Health?

- [¿Para qué se utiliza Spruce Health?](https://www.g2.com/es/discussions/what-is-spruce-health-used-for)
- [What does Spruce do?](https://www.g2.com/es/discussions/spruce-health-what-does-spruce-do)
- [¿Qué hace Spruce?](https://www.g2.com/es/discussions/what-does-spruce-do) - 1 comment
- [¿Qué es el software de abeto?](https://www.g2.com/es/discussions/what-is-spruce-software) - 1 comment
- [¿Es Spruce un sistema ERP?](https://www.g2.com/es/discussions/is-spruce-a-erp-system) - 10 comments

### [Klara](https://www.g2.com/products/klara/reviews)

Constant phone calls lead to long wait times, fragmented communication, endless phone tag, unhappy patients, and staff burnout. With Klara, medical practices are able to improve their operational efficiency and centralize patient communication channels with a true system of engagement, integrated with the leading EHRs, and used throughout the entire practice. Every touchpoint throughout the patient journey can be automated with Klara, from appointment reminders to post-visit instructions and beyond. Practices can also communicate with third-party healthcare providers, such as pharmacies, to reduce the time it takes for things like prior authorizations to get approved. Improving patient care and collaboration is as easy as texting. Klara is a leader in patient communication and collaboration whose platform empowers patients to take more control of their healthcare experience and practices to increase efficiency. We help HIPAA-compliant healthcare providers effectively communicate with their patients by transforming high phone volume into two-way messaging. Medical practices across specialties such as dermatology, plastic surgery, OBGYN, family and internal medicine, otolaryngology, pediatrics, primary care, and many more use Klara to improve their patient experience while streamlining their internal administrative workflows.

**Average Rating:** 4.6/5.0

**Total Reviews:** 105

#### How Do G2 Users Rate Klara?

- **Workflow Management:** 9.2/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.0/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Klara?

- **Seller:** [Klara](https://www.g2.com/sellers/klara)
- **Company Website:** www.klara.com
- **Year Founded:** 2013
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a136dfcaab706c805cb4c3fc325040525850012ad38737d8ff40f5700f062501&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetklara%2F&secure%5Burl_type%5D=linkedin_company_website)  
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 Klara?

_AI-generated summary from verified user reviews_

##### Pros

- Users love Klara for its **user-friendly communication** , providing quick and safe interaction with their doctors' offices.
- Users love the **ease of use** of Klara, enjoying seamless communication and customization options for patient interactions.
- Users appreciate the **simplicity of patient communication** with Klara, enjoying easy access and outreach capabilities.
- Users recognize the **efficient texting communication** of Klara, enhancing patient interaction and streamlining operations effectively.
- Users praise the **easy and intuitive interface** of Klara, enhancing productivity and communication with patients.

##### Cons

- Users find Klara's **limited features** frustrating, as it hampers easy use and lacks necessary customization options.
- Users experience significant **communication issues** with Klara, facing difficulties in accessing past conversations and receiving timely support.
- Users face **messaging issues** in Klara, including glitches, unclear messages, and difficulties in managing communications effectively.
- Users struggle with **search issues** in Klara, often unable to find closed conversations or locate patients efficiently.
- Users express frustration with **limited messaging features** , including small texts and lack of customization options.

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

**["Effortless Patient Communication with Klara"](https://www.g2.com/survey_responses/klara-review-12657112)**

**Rating:** 4.5/5.0 stars

_— KRUNAL P._

[Read full review](https://www.g2.com/survey_responses/klara-review-12657112)

**["Enhanced Patient Communication, Easy Setup"](https://www.g2.com/survey_responses/klara-review-12000889)**

**Rating:** 5.0/5.0 stars

_— Abigail S._

[Read full review](https://www.g2.com/survey_responses/klara-review-12000889)

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

- [What is Klara used for?](https://www.g2.com/discussions/what-is-klara-used-for)
- [What does Klara do?](https://www.g2.com/discussions/what-does-klara-do) - 1 comment
- [What is Klara app?](https://www.g2.com/discussions/what-is-klara-app) - 1 comment
- [How much does Klara cost?](https://www.g2.com/discussions/how-much-does-klara-cost) - 1 comment

### [Artera](https://www.g2.com/products/artera/reviews)

Artera is a patient communication and engagement platform designed to assist healthcare providers in managing and automating interactions with patients through various channels, including text, email, phone, and voice AI agents. This innovative solution caters to a diverse range of healthcare entities, such as specialty practices, Federally Qualified Health Centers (FQHCs), health systems, and federal agencies, all of which require efficient coordination of patient communication across multiple workflows. The platform's unique structure combines its core offering, Artera Harmony, with dedicated AI Service Squads. These teams work closely with healthcare organizations to develop tailored solutions that seamlessly integrate into existing workflows and Electronic Health Record (EHR) environments. This collaborative approach ensures that each organization can optimize its patient engagement strategies while maintaining the integrity of its operational processes. Artera's key capabilities significantly enhance patient communication efficiency. The voice AI agents are particularly noteworthy, as they can manage routine patient interactions such as appointment scheduling, intake processes, referrals, payments, and care gap outreach. This automation not only reduces the administrative burden on healthcare staff but also improves the overall patient experience by providing timely and accurate responses. Additionally, the Smart Inbox feature consolidates all patient communications in one accessible location, allowing providers to maintain a complete log of conversation history and context across different practices. Automated workflows further streamline routine tasks and complex care journeys, including appointment reminders and proactive patient outreach. These workflows are designed to operate without requiring staff intervention, thanks to deep EHR integrations that facilitate seamless communication. The AI Service Squads play a critical role in this process, collaborating directly with provider teams to design, implement, and support customized AI solutions tailored to the specific needs of each practice. Artera's platform supports over 200 million patients and processes more than 2 billion communications annually, showcasing its robust capabilities in the healthcare communication landscape. With integrations into major EHR systems and a commitment to security, as evidenced by its SOC 2 Type 2, HITRUST, HIPAA compliance, and FedRAMP Class D Certification, Artera prioritizes patient data protection. Importantly, patient data is not utilized to train AI models, ensuring privacy and compliance. With over 11 years of experience in healthcare communication and recognition as the top-ranked solution in KLAS for Patient Communications in 2026, Artera stands out as a comprehensive solution for healthcare organizations seeking to enhance patient engagement and streamline communication processes.

**Average Rating:** 4.8/5.0

**Total Reviews:** 93

#### How Do G2 Users Rate Artera?

- **Workflow Management:** 9.7/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 10.0/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Artera?

- **Seller:** [Artera](https://www.g2.com/sellers/artera)
- **Company Website:** artera.io
- **Year Founded:** 2015
- **HQ Location:** Santa Barbara, US
- **Twitter:** @Artera\_io  
762 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=976736bd41c5a021848013732114a03579b63ad72296d312b2e9f055af6ecca0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9405895%2F&secure%5Burl_type%5D=linkedin_company_website)  
294 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 65% Medium, 18% Large

#### What Do G2 Reviewers Say About Artera?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficient communication tools** of Artera, enabling quick outreach to patients via various methods.
- Users highlight Artera's **user-friendly design** , making patient communication and appointment management seamless and efficient.
- Users appreciate the **quick and effective patient communication** via text, voicemail, and email, enhancing outreach efficiency.
- Users value the **quick messaging capabilities** of Artera for easy and effective patient communication.
- Users value the **mass texting feature** for its ease and efficiency in communicating quickly with patients.

##### Cons

- Users struggle with **messaging issues** , particularly in managing multiple team messages and appointment cancellations affecting workflow.
- Users find Artera has **limited features** for larger organizations, impacting efficiency in managing high patient volumes.
- Users find the **limited messaging features** hinder efficient communication, especially for managing large patient volumes.
- Users experience **communication issues** with Artera, relying on staff for replies and lacking timely notifications.
- Users find the **difficult navigation** in Artera frustrating, especially for larger organizations with numerous practices.

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

**["Powerful Campaigns for Mass Outreach and Appointment Reminders"](https://www.g2.com/survey_responses/artera-review-13106574)**

**Rating:** 4.5/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/artera-review-13106574)

**["Artera: Simple, Fast Campaigns with Easy Message Duplication"](https://www.g2.com/survey_responses/artera-review-13051576)**

**Rating:** 5.0/5.0 stars

_— Daniel A._

[Read full review](https://www.g2.com/survey_responses/artera-review-13051576)

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

- [How does well health make money?](https://www.g2.com/discussions/how-does-well-health-make-money) - 1 comment
- [Is Well Health Technologies a buy?](https://www.g2.com/discussions/is-well-health-technologies-a-buy)
- [What is well company?](https://www.g2.com/discussions/what-is-well-company)
- [What does well app do?](https://www.g2.com/discussions/what-does-well-app-do) - 1 comment

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Similar Categories

- [Interactive Patient Care Systems (IPC)](/categories/interactive-patient-care-systems-ipc)
- [Other Patient Experience](/categories/other-patient-experience)
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- [Patient Intake](/categories/patient-intake)
- [Patient Relationship Management (PRM)](/categories/patient-relationship-management-prm)
- [Patient Scheduling](/categories/patient-scheduling)

- [Remote Patient Monitoring (RPM)](/categories/remote-patient-monitoring-rpm)

[Browse Patient Engagement Themes](/categories/patient-engagement/themes)

 ![Emma Stein](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emma Stein")
ES

Researched and written by [Emma Stein](https://research.g2.com/insights/author/emma-stein)

Updated October 3, 2024

Patient engagement software facilitates the encouragement of a patient’s active participation in the maintenance of their health, the building of a collaborative patient-doctor relationship, and the improvement of the overall patient experience. Hospitals, medical practices, and other healthcare organizations are increasingly becoming subject to the same kinds of expectations that retail and hospitality industries deal with; as a result, patients expect compassion, acknowledgment, immediate communication, and easy access to information from their healthcare providers.

Products in the patient engagement category must offer one or more of the following functions: patient portal or patient communication, reputation management, outreach and marketing, surveys and feedback, patient education, self care management, or appointment reminder. Providing a patient portal to facilitate communication between provider and patient as well as enable active participation of the patient in regards to their own health is a major benefit of patient engagement solutions. Patient engagement software enables hospitals and clinics to practice reputation management and feedback generation, triggering a cycle of post-appointment reviews, reputation boosting, practice and provider adjustments, and overall improved patient experience. Patient engagement tools can also simplify the process of reaching out or marketing to new or referred patients, which can include the dissemination of health education information and literature. Patients with chronic care, as well as their physicians, can leverage patient engagement software to maintain their at-home or self-administered medication or therapy regimens. Some patient engagement solutions can also serve as appointment reminders, either via the patient portal or [HIPAA compliant messaging software](https://www.g2.com/categories/hipaa-compliant-messaging).

Patient engagement software can either be patient facing or physician facing, and take myriad forms—anything from a patient portal to medical online reputation management tools to patient-experience survey management capabilities. Patient engagement software equips healthcare organizations with tools to improve methods and levels of engagement. Patient engagement software can integrate with relevant technologies such as [interactive patient care systems (IPC)](https://www.g2.com/categories/interactive-patient-care-systems-ipc), [telemedicine software](https://www.g2.com/categories/telemedicine), [patient intake software](https://www.g2.com/categories/patient-intake), [EHR software](https://www.g2.com/categories/ehr), and [clinical communication and collaboration software](https://www.g2.com/categories/clinical-communication-and-collaboration).

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

- Provide a method of active patient engagement such as patient portal, patient surveys, digital intake forms
- Improve or provide insight to healthcare organizations on ways to improve patient satisfaction
- Track and measure improvement of patient experience

Top Tools at a Glance

| 

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Automated patient review solicitation with PM integration

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User Review

"Reputation Management Life Saver!"

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| 

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Two-way patient texting with EHR integration

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User Review

"Real-Time Texting Transforms Office Communication"

 |
| 

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Specialty EHR-integrated patient communication and recall

 | 

User Review

"Easy-to-Use, Dependable EHR That Keeps Documentation Efficient"

 |
| 

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All-in-one clinical documentation with patient portal

 | 

User Review

"Versatile EHR for Clinical Operations, Care Coordination, and Population Health"

 |
| 

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Two-way texting with EMR-integrated appointment workflows

 | 

User Review

"Effortless Patient Communication, Needs Better Merging"

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| 

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EMR-integrated appointment filling and digital intake

 | 

User Review

"User-Friendly and Time-Saving Dental Practice Solution"

 |
| 

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Two-way texting and automated appointment confirmations

 | 

User Review

"Adit is awesome!"

 |
| 

 | 

Automated patient journeys with digital consents

 | 

User Review

"An All-in-One Platform That Continues to Improve Our Practice"

 |
| 

 | 

Pre-visit intake with EHR-integrated insurance verification

 | 

User Review

"Empowers Remote Work with Ease"

 |

* * *

Show More

### Patient Engagement Topics

- [What is Patient Engagement Software?](#what-is-patient-engagement-software)
- [What are the Common Features of Patient Engagement Software?](#what-are-the-common-features-of-patient-engagement-software)
- [What are the Benefits of Patient Engagement Software?](#what-are-the-benefits-of-patient-engagement-software)
- [Who Uses Patient Engagement Software?](#who-uses-patient-engagement-software)
- [Challenges with Patient Engagement Software](#challenges-with-patient-engagement-software)
- [Which Companies Should Buy Patient Engagement Software?](#which-companies-should-buy-patient-engagement-software)
- [How to Buy Patient Engagement Software](#how-to-buy-patient-engagement-software)

[
### Patient Engagement Topics
Expand/Collapse ](#)
- [What is Patient Engagement Software?](#what-is-patient-engagement-software)
- [What are the Common Features of Patient Engagement Software?](#what-are-the-common-features-of-patient-engagement-software)
- [What are the Benefits of Patient Engagement Software?](#what-are-the-benefits-of-patient-engagement-software)
- [Who Uses Patient Engagement Software?](#who-uses-patient-engagement-software)
- [Challenges with Patient Engagement Software](#challenges-with-patient-engagement-software)
- [Which Companies Should Buy Patient Engagement Software?](#which-companies-should-buy-patient-engagement-software)
- [How to Buy Patient Engagement Software](#how-to-buy-patient-engagement-software)

## Learn More About Patient Engagement Software

### What is Patient Engagement Software?

Patient engagement software facilitates communication between health care providers and the patients they serve. These solutions are designed to improve patient satisfaction and patient experience. The software provides users with a patient portal, the ability to distribute patient surveys, and handle patient intake. Solutions in the patient engagement category offer a wide array of features, which include but are not limited to: reputation management, marketing and referral capabilities, appointment reminders, patient messaging, surveys, patient education tools, and self-care management.&nbsp;

Hospitals or medical practices looking to boost their patient satisfaction, cut down on unnecessary readmissions, and streamline communication with patients should be using patient engagement tools. Patient engagement solutions provide communication channels compliant with Health Insurance Portability and Accountability Act (HIPAA) to providers and patients to boost engagement between the two parties. Patient engagement software often integrates directly with health care providers’ electronic health record (EHR).

### What are the Common Features of Patient Engagement Software?

The following are some core features within patient engagement software that can help users build better patient relationships and improve patient satisfaction:

[**Patient portal**](https://www.g2.com/categories/patient-engagement/f/patient-portal-patient-communication) **:** Patient portals allow patients to log in to see and update their health information. Implementing a patient portal can give patients a more active role in their health care. They can access their records, see past visit history, look at lab results, and more.&nbsp;

[**Patient surveys**](https://www.g2.com/categories/patient-engagement/f/surveys-feedback) **:** Providers send out patient surveys to gather feedback. Direct patient feedback can give health care providers actionable steps to improve. Most solutions offer the ability to customize patient surveys, allowing providers to gather feedback relevant to their practice or hospital. Surveys can be sent automatically after a visit to ensure that every targeted patient is asked for their feedback.

[**Digital patient intake**](https://www.g2.com/categories/patient-engagement/f/digital-intake-forms) **:** Patient engagement solutions give providers the ability to handle patient intake digitally before they even step foot in the office. Patients can provide necessary information, such as health insurance information and health history. Health care providers can customize intake forms to collect all necessary information.&nbsp;

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

Other Features of Patient Engagement Software: [Appointment Reminder Capabilities](https://www.g2.com/categories/patient-engagement/f/appointment-reminder), [Engagement Measuring Capabilities](https://www.g2.com/categories/patient-engagement/f/engagement-measuring), [Integration with Wearables Capabilities](https://www.g2.com/categories/patient-engagement/f/integration-with-wearables), [IPC Systems Integration Capabilities](https://www.g2.com/categories/patient-engagement/f/ipc-systems-integration), [Online Presence Management Capabilities](https://www.g2.com/categories/patient-engagement/f/online-presence-management), [Outreach / Marketing Capabilities](https://www.g2.com/categories/patient-engagement/f/outreach-marketing), [Patient Education Capabilities](https://www.g2.com/categories/patient-engagement/f/patient-education), [Patient Feedback Management Capabilities](https://www.g2.com/categories/patient-engagement/f/patient-feedback-management), [Patient Satisfaction Management Capabilities](https://www.g2.com/categories/patient-engagement/f/patient-satisfaction-management), [Reputation Management Capabilities](https://www.g2.com/categories/patient-engagement/f/reputation-management), [Self Care Management Capabilities](https://www.g2.com/categories/patient-engagement/f/self-care-management)

### What are the Benefits of Patient Engagement Software?

**Improved patient satisfaction:** Patient satisfaction is an increasingly important metric for health care providers. Patient engagement tools help solve pain points for patients and increase the ease and efficiency with which they can interact with their health care providers. These solutions phone tag and consolidate patient interactions within a single system. Features like digital patient intake and in-app follow-up improve the patient experience making them potentially stick with the provider that gave them that experience. Health care organizations can boost patient retention by improving their patients’ satisfaction.&nbsp;

**Better quality of care:** Patients can leverage patient engagement software to take a more active role in their own health, and providers can have more consistent check-ins with their patients. The increased ease of communication is particularly important in the case of patients requiring chronic care. Health care organizations can automate check-ins with these patients, sending automated appointment reminders and educational material designed to give these patients more tools to help manage their conditions.&nbsp;

**Streamlined communication:** Patient engagement solutions give health care providers HIPAA compliant ways to talk directly to their patients. This communication, depending on the system, can be via email or text, and some solutions have built-in telehealth capabilities so medical professionals can conduct fully virtual visits. Certain solutions may provide the ability to automate communications, and features like automated appointment reminders may reduce no-shows.

### Who Uses Patient Engagement Software?

**Administrators:** Health care administrators use patient engagement software to schedule appointments, handle patient intake, and collect patient feedback. Some solutions may provide medical billing features or integrate with medical billing software, which administrators leverage to handle patient invoices and payments.

**Medical professionals:** Doctors, nurses, NPs, PAs, and other medical professionals use patient engagement solutions to directly message their patients. They may also use the solution to upload and share lab results or send educational material relevant to their patients. Medical professionals can use these solutions to engage with patients holistically, leveraging increased access to provide a deeper level of informed care.

**Patients:** Patients use these solutions to interact with their care providers, send required documentation, book appointments, and review historical health data. The goal of patient engagement software is to get patients more involved in their health care, so the solutions are designed with patient interaction in mind.&nbsp;

#### Software Related to Patient Engagement Software

Related solutions that can be used together with patient engagement software include:

[Telemedicine software](https://www.g2.com/categories/telemedicine) **:** Patient engagement solutions often integrate with, or include the features of, telemedicine software. The combination of these two types of software can provide a near-comprehensive solution for health care providers looking to improve patient engagement.

[Patient intake software](https://www.g2.com/categories/patient-intake) **:** Patient intake functionality is a common feature of patient engagement solutions, which allows patients to fill out intake forms and provide necessary previsit information digitally.

[EHR software](https://www.g2.com/categories/ehr) **:** The EHR is the backbone of any health care providers’ tech stack. It’s because of its importance and the fact that patient engagement solutions need to access and deliver health records, the latter will offer integrations with the former.&nbsp;

[HIPAA compliant messaging software](https://www.g2.com/categories/hipaa-compliant-messaging) **:** Secure messaging, or HIPAA compliant messaging in the case of health care, is a core feature of patient engagement solutions. Communication between patient and provider must be secure, and patient engagement tools provide a secure two-way, real-time communication method.&nbsp;

### Challenges with Patient Engagement Software

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

**Adoption:** Product adoption is key to ensuring successful implementation. If no one uses the system, there’s no point in having it. Health care providers must be diligent about educating their employees on the patient engagement solution to drive meaningful use. In addition, organizations that purchase patient engagement solutions should build the solutions’ use into their workflows to drive adoption. As patient engagement solutions are designed to boost patient interaction, it is important to educate patients on the new system. There may be robust functionality that patients either do not know or use because of a lack of knowledge. Both problems can be addressed by educating patients on the full breadth of features a patient engagement solution offers. A large part of adoption may be whether or not the solution has a mobile app.&nbsp;

**Integrations:** Proper integrations with providers’ existing health systems are necessary for patient engagement solutions to work as intended. EHR integration is the most common, but it may be valuable to ensure that the patient engagement system integrates with other parts of the tech stack. If the organization is running on a medical practice management system, the patient engagement software should integrate with it.

**Compliance:** Patient engagement software must be compliant with relevant health care regulations to be safe and effective. HIPAA compliance, which demands the protection of personal health information (PHI), is first and foremost among regulatory compliance in patient engagement systems.&nbsp;

### Which Companies Should Buy Patient Engagement Software?

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

**Hospitals:** Hospitals deal with high volumes of patients. Patient engagement systems streamline intake and communication with those patients, automating interactions wherever possible consequently reducing the staff’s burden. Automation of standard interactions, like appointment reminders, can help hospitals deal with high patient volume.&nbsp;

**Independent practices:** For independent practices, patient engagement is vital. Patient engagement solutions can help these providers build solid relationships with their patients.

**Multi location practices:** Building relationships and standardizing a streamlined approach to patient communication across multiple locations is much easier with patient engagement software. Multi location practices can leverage the software to drive consistent patient engagement.&nbsp;

### How to Buy Patient Engagement Software

#### Requirements Gathering (RFI/RFP) for Patient Engagement Software

During the requirement gathering process, the selection team should put together the core functionality they’re looking for. The team should have an estimate of how many users they’ll have, as well as the tech literacy of those users. Patient engagement solutions offer a wide range of features, so narrowing down what is necessary and what may be a bonus is key. The health care provider may want an omnichannel solution with a mobile app to boost adoption in heavy mobile device users. Integration with existing systems should be considered at this point.

#### Compare Patient Engagement Software Products

**Create a long list**

Prospective buyers should put together a list of vendors that meet their core requirements to form their long list. They should start with a comprehensive list of features they’re looking for, from must-haves to wish list functionality.&nbsp;

**Create a short list**

At this point, prospective buyers should send out RFIs and use the responses to narrow their long list down to a short list of viable solutions. The selection team should conduct in-depth research at this point and start to form informed opinions on the available options.

**Conduct demos**

At this point, the prospective buyer will demo products from the short list. During the demo stage, the buyer should ask questions about specific scenarios common to their practice or hospital. Certain solutions may be geared towards a specific type of practice, and have features for that practice type. Initial pricing conversions should take place if they haven’t already, or if the vendor’s pricing isn’t clearly outlined.&nbsp;

#### Selection of Patient Engagement Software

**Choose a selection team**

Administrators, medical professionals, and systems administrators should all be involved in the selection process. Administrators and medical professionals, the users of the software, should have a say in choosing the solution that they’ll spend the most time using. Systems administrators, or tech support professionals involved in the implementation and integration of the software into the existing tech stack, should also be involved.

**Negotiation**

The selection team will have to negotiate with the vendor, weighing the price against the potential benefit of purchasing and implementing the solution.&nbsp;