Best Patient Engagement Software
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.
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), telemedicine software, patient intake software, EHR software, and clinical communication and collaboration software.
To qualify for inclusion in the Patient Engagement category, a product must:
Featured Patient Engagement Software At A Glance
G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
Birdeye is the #1 agentic marketing platform for multi-location brands, trusted by the biggest multi-location brands globally including H&R Block, Aspen Dental, and Caesars Entertainment. One P
Birdeye is a platform that manages online reputation, customer engagement, and reviews across multiple locations from a centralized dashboard. Users frequently mention the ease of use, the ability to consolidate reviews in one place, and the efficient management of online reputation as key benefits of Birdeye. Users experienced a learning curve when first implementing all features across multiple locations and found some features overwhelming due to the multitude of tools packed into the platform.
5,239 Twitter followers
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
2,019 Twitter followers
At ModMed® (Modernizing Medicine), we empower our customers with an integrated, AI-powered suite of software and services designed to support the clinical, operational, and financial aspects of their
4,168 Twitter followers
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 sta
1,547 Twitter followers
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
21,051 Twitter followers
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 worl
Pabau is an all-in-one platform for bookings, EMR, billing, stock, marketing, and reporting, designed to reduce the need for multiple tools and streamline business management. Users like the ease of use, professional aspects of the software, the accessibility for clients, the strong automation features, and the helpful and responsive customer support. Users experienced complexity and overwhelming features when first using Pabau, requiring time and training to fully understand, along with occasional glitches, delayed payments, and issues with some integrations.
668 Twitter followers
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
99 Twitter followers
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 propri
2,147 Twitter followers
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, in
580,771 Twitter followers
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 effi
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 w
Carepatron is an Electronic Health Records (EHR) software designed to aid in organization, scheduling, and client management. Reviewers frequently mention the software's user-friendly interface, affordability, and the convenience of having an integrated mobile and desktop app for managing client work. Reviewers noted challenges with initial setup, limited storage space, and issues with the video call feature and the billing section.
304 Twitter followers
Spruce Health is an all-in-one HIPAA-compliant platform built for healthcare that puts calls, voicemails, texts, secure messages, fax, video, and telemedicine all in one place. Spruce can power your e
643 Twitter followers
Practice Better is the leading all-in-one practice management software solution designed to help health and wellness professionals streamline their operations and enhance client support. Our comprehen
Practice Better is a platform that allows users to manage client care, conduct video calls, manage documentation, create invoices, and chat securely in one place. Reviewers like the platform's ease of use, its ability to integrate with other programs, the automation of various tasks, and the ability to customize it to their brand. Users experienced difficulties in navigating the platform, found the cost and rising prices to be a concern, and expressed a desire for more features and better aesthetics.
4,790 Twitter followers
Curogram is an all-in-one, HIPAA-compliant patient engagement and communication platform that seamlessly integrates with virtually any Electronic Medical Record (EMR) . Designed for medical offices, i
Accelerate your revenue cycle with a unified, customizable patient messaging solution that streamlines the patient journey from first appointment to final payment. Solutionreach is the easy-to-use
1,830 Twitter followers
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.
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: 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.
Patient surveys: 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: 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.
Secure messaging: These tools give health care providers the ability to message their patients directly while maintaining HIPAA compliance.
Other Features of Patient Engagement Software: Appointment Reminder Capabilities, Engagement Measuring Capabilities, Integration with Wearables Capabilities, IPC Systems Integration Capabilities, Online Presence Management Capabilities, Outreach / Marketing Capabilities, Patient Education Capabilities, Patient Feedback Management Capabilities, Patient Satisfaction Management Capabilities, Reputation Management Capabilities, Self Care Management Capabilities
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.
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.
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.
Software Related to Patient Engagement Software
Related solutions that can be used together with patient engagement software include:
Telemedicine software: 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: 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: 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.
HIPAA compliant messaging software: 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.
Challenges with Patient Engagement Software
Software solutions can come with their own set of challenges.
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.
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.
Which Companies Should Buy Patient Engagement Software?
All health care providers interacting with patients should invest in a patient engagement solution.
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.
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.
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.
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.
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.
