# Best Patient Engagement Software

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

**Total Products under this Category:** 441

### Category Stats (Sep 2026)

- **Average Rating:** 4.34/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** DearDoc (+11.06%) - Among all products in this category, DearDoc recorded the largest rating increase compared to last month

_Last updated: September 01, 2026_

## How Does G2 Rank Patient Engagement Software Products?

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

- 30 Analysts and Data Experts
- 12,900+ Authentic Reviews
- 441+ 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=87629&focus%5B%5D=47612&focus%5B%5D=27950&focus%5B%5D=154579&focus%5B%5D=155274)

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

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=nexhealth&focus%5B%5D=pabau-practice-management&focus%5B%5D=adit&focus%5B%5D=carepatron&focus%5B%5D=curogram)

**Sponsored**

### Zanda (formerly Power Diary)

Zanda is an all-in-one practice management system, built to save time, reduce stress, and keep you in control. - Calendar management: scheduling, waitlist, automated appointment reminders, and confirmations. - Documentation: customizable clinical note templates, AI-powered session transcription and refinement, and online forms. - Client portal with online booking, reschedule and cancellation options, plus online payments, access to invoices, online forms, and Telehealth. Accepting waitlist requests. - Automations: invoicing, appointment follow-ups, recalls, new client communication, and more. - Practice Notifications and Team Communication Hub, and in-platform Practice Operations Manual Built for solo practitioners and large clinics alike, Zanda supports a wide range of professionals, including psychologists, physiotherapists, speech therapists, chiropractors, counselors, and other allied health providers. To give you peace of mind, Zanda offers a 12-month Money-Back Guarantee and delivers top-tier support, including free data import. New releases: - Scored Forms (Online Forms enhancement) - This makes it easier to track client progress over time using standard outcome measures or custom assessments, without manual calculations or external tools. - Client Progress Reports - Users get a quick overview of progress alongside the ability to explore the full context behind each result, helping them stay informed and make more confident clinical decisions. - Practitioner Utilisation Report - It gives practice managers and owners immediate visibility into how practitioner time is used, helping them identify underutilized staff, quantify the impact of cancellations, and make better scheduling and revenue decisions.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1651&secure%5Bchosen_at%5D=2026-09-03T16%3A59%3A32Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=108963&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=147dc60cd7466e969e42fc52707149de9993c174bb4dc60253c180d87d0008e3&secure%5Burl%5D=https%3A%2F%2Fzandahealth.com%2Fpricing%2F&secure%5Burl_type%5D=paid_promos)

### [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:** 4,097

#### 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 value the **ease of use** of Birdeye, appreciating its intuitive navigation and efficient support team.
- Users appreciate the **efficiency in managing reviews** with Birdeye, making feedback response quick and streamlined.
- Users appreciate the **efficiency in review management** offered by Birdeye, streamlining customer feedback in one platform.
- Users appreciate the **fast and responsive customer support** provided by Birdeye, enhancing their overall experience.
- Users appreciate the **centralized platform** of Birdeye, simplifying patient engagement and reputation management efficiently.

##### Cons

- Users feel the lack of **missing features** limits Birdeye's potential, wishing for more reports and integrations.
- Users notice the **need for improvement in the AI chatbot** , as it struggles with complex queries and implementation issues.
- Users find the **dashboard challenging to navigate** , especially when managing multiple locations and utilizing the search function.
- Users experience a noticeable **learning curve** with Birdeye, especially when navigating its features initially.
- Users note that Birdeye has **limited features** for review management, impacting the effectiveness of customer interactions.

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

**["Connect with customers, grow reviews, and manage feedback with Birdeye."](https://www.g2.com/survey_responses/birdeye-review-11214173)**

**Rating:** 5.0/5.0 stars

_— Melissa F._

[Read full review](https://www.g2.com/survey_responses/birdeye-review-11214173)

**["Perfect for Multi-Location Social Management"](https://www.g2.com/survey_responses/birdeye-review-13393528)**

**Rating:** 4.5/5.0 stars

_— Jonathan W._

[Read full review](https://www.g2.com/survey_responses/birdeye-review-13393528)

#### 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)  
1,185 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 **extremely easy to use** , enhancing communication efficiency and simplifying their overall workflow.
- Users praise Weave for its **efficient communication tools** , enabling seamless interactions and enhanced patient management in one platform.
- Users love the **convenient text messaging** feature of Weave, enhancing patient communication and saving time for offices.
- Users value the **convenience of patient communication** with Weave, streamlining interactions through various messaging options.
- Users find Weave’s **texting communication** incredibly convenient, allowing seamless patient interactions and efficient information sharing.

##### Cons

- Users report encountering **technical issues** that disrupt services like text messaging and phone tree setups, causing frustration.
- Users face **messaging issues** with notifications and bulk messages, leading to occasional frustration but overall satisfaction.
- Users experience **communication issues** with Weave, leading to patient frustration and marketing inefficiencies.
- Users report significant **connectivity issues** with Weave, including outages impacting the entire phone system.
- Users feel the **limited features** restrict functionality, particularly in scheduling and package capabilities.

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

**["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)

**["Intuitive Design and Effortless Navigation"](https://www.g2.com/survey_responses/weave-review-11928619)**

**Rating:** 4.5/5.0 stars

_— Clark C._

[Read full review](https://www.g2.com/survey_responses/weave-review-11928619)

#### 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/products/modmed/reviews)

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 362

#### How Do G2 Users Rate ModMed?

- **Workflow Management:** 8.3/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 7.9/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ModMed?

- **Seller:** [ModMed](https://www.g2.com/sellers/modmed)
- **Company Website:** www.modmed.com
- **Year Founded:** 2010
- **HQ Location:** Boca Raton, Florida
- **Twitter:** @modmed  
4,166 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Practice Manager, Medical Assistant
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 46% Small, 28% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of ModMed, facilitating efficient documentation and streamlined workflows in dermatology practices.
- Users value ModMed for its **efficiency** , simplifying tasks and enhancing workflow across dermatology practices.
- Users commend ModMed for its **workflow efficiency** , thanks to seamless integration of EMR, billing, and patient engagement.
- Users value ModMed for its **tailored solutions for dermatology** , enhancing workflow and overall satisfaction in clinical practice.
- Users appreciate the **easy setup** of ModMed, enabling a seamless transition and minimal disruption to workflows.

##### Cons

- Users report **poor system functionality** in ModMed, encountering issues with accessioning and delayed data analytics.
- Users highlight the **missing features** in ModMed, such as limited customization and absence of essential functionalities.
- Users find the **difficult setup** of ModMed to be overwhelming, especially for new users navigating complex workflows.
- Users find the **limited features** of ModMed restrict functionality and customization options for specific needs.
- Users find the **inadequate reporting** in ModMed frustrating due to inconsistencies and inefficiencies in data presentation.

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

**["All-in-One ModMed Platform That Streamlines Check-In and Saves Time"](https://www.g2.com/survey_responses/modmed-review-12914418)**

**Rating:** 5.0/5.0 stars

_— Berenice A._

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

**["Easy-to-Use, Dependable EHR That Keeps Documentation Efficient"](https://www.g2.com/survey_responses/modmed-review-12939506)**

**Rating:** 4.5/5.0 stars

_— Alisha J._

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

### [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:** 667

#### 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?:** 9.1/10 (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 praise Carepatron for its **simplicity and ease of use** , making client management efficient and intuitive.
- Users value the **affordable pricing** of Carepatron, making it a practical choice for budget-conscious practitioners.
- Users appreciate the **aesthetic and user-friendly interface** of Carepatron, enhancing their work efficiency and enjoyment.
- Users appreciate the **helpfulness of the staff** at Carepatron, enhancing their overall experience and satisfaction.
- Users appreciate the **efficiency** of Carepatron, making operations seamless and saving valuable time in managing appointments.

##### Cons

- Users find **limited features** in Carepatron, affecting usability and integration with existing workflows and tools.
- Users note the **lack of crucial features** in Carepatron, wishing for enhancements like customizable emails and billing options.
- Users express frustration over **limited payment processing options** , wishing for more flexibility beyond Stripe.
- Users experience frequent **technical issues** with Carepatron's features, affecting usability and overall functionality.
- Users find the **limited customization** options in Carepatron restrict their ability to tailor the system effectively.

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

**["Affordable, Easy Scheduling with Fast AI Support and a Great Client Portal"](https://www.g2.com/survey_responses/carepatron-review-13358277)**

**Rating:** 4.0/5.0 stars

_— Vivian E._

[Read full review](https://www.g2.com/survey_responses/carepatron-review-13358277)

**["Perfect for Beginners, Organized and Affordable"](https://www.g2.com/survey_responses/carepatron-review-13358854)**

**Rating:** 5.0/5.0 stars

_— Cheryl D._

[Read full review](https://www.g2.com/survey_responses/carepatron-review-13358854)

### [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:** 98

#### 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?:** 9.4/10 (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, 5% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Adit, appreciating its seamless integration and comprehensive support for operations.
- Users commend Adit for its **effective customer communication** , enhancing patient interactions and internal office messaging greatly.
- Users appreciate the **easy communication** tools of Adit, making patient engagement and staff collaboration seamless and efficient.
- Users appreciate the **easy patient communication** features of Adit, enhancing efficiency in scheduling and appointment management.
- Users love the **easy and efficient texting communication** Adit offers for patient interactions and operations.

##### Cons

- Users experience **technical issues** with Adit, facing inconsistencies, glitches, and delays that disrupt operations and communication.
- Users are disappointed by the **limited features** of Adit, missing functionalities like bulk texting and appointment reminders.
- Users face **messaging issues** with Adit, experiencing frustrating disruptions and limitations in communication during work hours.
- Users find the **system usability inconsistent** , with a complicated interface and delayed support impacting their experience.
- Users report **call issues** that occasionally disrupt operations and communication, causing frustration during work hours.

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

**["Streamlined Scheduling with Outstanding Patient Communication"](https://www.g2.com/survey_responses/adit-review-13348463)**

**Rating:** 5.0/5.0 stars

_— Angela R._

[Read full review](https://www.g2.com/survey_responses/adit-review-13348463)

**["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)

#### 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:** 324

#### 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 highly value the **first-class customer support** from Pabau Practice Management, enhancing their overall positive experience.
- Users find Pabau Practice Management's **ease of use** remarkable, appreciating its intuitive interface and comprehensive functionality.
- Users find the **helpful support** from Pabau essential, ensuring a smooth onboarding and client management experience.
- Users commend the **outstanding staff support** from Pabau, highlighting their dedication and helpfulness in resolving issues.
- Users appreciate the **ease of use and comprehensive options** in Pabau, making client management seamless and efficient.

##### Cons

- Users report occasional **technical issues** with Pabau, including system errors and connection problems that hinder functionality.
- Users find the **complex setup** of Pabau Practice Management slightly confusing, though helpful staff provide support.
- Users note that the **difficult learning curve** of Pabau can be overwhelming for newcomers transitioning from simpler systems.
- Users find the **limited features** of Pabau Practice Management hinder usability and overall effectiveness in practice management.
- Users find the **difficult setup** challenging but appreciate the helpful staff and regular guidance provided.

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

**["Powerful Automation That Cuts Admin—Great Onboarding and Ongoing Support"](https://www.g2.com/survey_responses/pabau-practice-management-review-13279627)**

**Rating:** 4.5/5.0 stars

_— Sandi A._

[Read full review](https://www.g2.com/survey_responses/pabau-practice-management-review-13279627)

**["Pabau Keeps Everything Organized in One Place"](https://www.g2.com/survey_responses/pabau-practice-management-review-13376404)**

**Rating:** 5.0/5.0 stars

_— Hill B._

[Read full review](https://www.g2.com/survey_responses/pabau-practice-management-review-13376404)

#### 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)

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

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, it simplifies front-office operations, boosts revenue, and significantly enhances the patient experience

**Average Rating:** 4.8/5.0

**Total Reviews:** 100

#### How Do G2 Users Rate Curogram?

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

#### Who Is the Company Behind Curogram?

- **Seller:** [Curogram](https://www.g2.com/sellers/curogram)
- **Company Website:** curogram.com
- **Year Founded:** 2016
- **HQ Location:** Newport Beach, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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)  
94 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Office Manager
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 71% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Curogram, enhancing patient communication and streamlining workflow effectively.
- Users value the **effective patient communication** facilitated by Curogram, enhancing engagement while simplifying workflows.
- Users appreciate how **Curogram simplifies patient communication** , enhancing efficiency and engagement while reducing phone volume.
- Users appreciate the **efficiency of patient communication** with Curogram, streamlining workflows and enhancing engagement effortlessly.
- Users value Curogram's **responsive customer support** , ensuring quick assistance whenever needed for seamless clinic operations.

##### Cons

- Users face **texting issues** with Curogram, such as message routing errors and difficulties during sibling communications.
- Users note **inadequate reporting** , citing limited customization and dependency on support for configurations and metrics tracking.
- Users express a need for improved **messaging flexibility** , as issues like lag and misrouted messages disrupt workflows.
- Users find that **poor integration** hinders efficiency, complicating workflows and limiting the effectiveness of the platform.
- Users find the **poor reporting** capabilities frustrating, as they hinder effective tracking and require more support involvement.

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

**["Effortless Patient Communication, Needs Better Merging"](https://www.g2.com/survey_responses/curogram-review-12793642)**

**Rating:** 5.0/5.0 stars

_— Kevin M._

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

**["Streamlined Patient Communication and Seamless Integration as well as Speedy Resolution of Issues"](https://www.g2.com/survey_responses/curogram-review-12667095)**

**Rating:** 5.0/5.0 stars

_— Michelle M._

[Read full review](https://www.g2.com/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:** 130

#### 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:** [NexHealth](https://www.g2.com/sellers/nexhealth)
- **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)  
189 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find NexHealth to be **easy to use and navigate** , enhancing patient communication and revenue management efficiency.
- Users praise the **excellent customer support** of NexHealth, always ready to assist with any queries or issues.
- Users laud the **responsive communication** from NexHealth, enhancing efficiency and success in dental practice operations.
- Users love the **convenience of online forms** , enabling easy patient communication and efficient management in the office.
- Users find the **ease of communication with patients** through NexHealth to be extremely beneficial for their practices.

##### Cons

- Users face **messaging issues** with NexHealth, finding it complicated and inconvenient for communication tasks.
- Users often face **technical issues** like lagging and syncing, impacting the efficiency of patient check-outs.
- Users find **limited features** in NexHealth, leading to inconvenience and the need for multiple work-arounds.
- Users find the **appointment management process cumbersome** , requiring multiple steps and work-arounds for effective use.
- Users experience **calendar syncing issues** , leading to missing information and occasional technical glitches during use.

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

**["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)

**["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)

#### 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)

### [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, finding it user-friendly and efficient for scheduling and analytics.
- Users value the **time-saving features** of Phreesia, achieving significantly reduced check-in times and streamlined processes.
- Users praise Phreesia's **exceptional customer support** for its responsiveness, knowledge, and commitment to successful implementation.
- Users appreciate the **intuitive and customizable features** of Phreesia, enhancing patient intake and overall workflow efficiency.
- Users appreciate the **efficiency** of Phreesia, significantly reducing check-in times and enhancing overall productivity.

##### Cons

- Users note a **challenging learning curve** for Phreesia, particularly with scattered training and advanced configurations.
- Users experience **technical issues** with Phreesia, including incomplete form integration and problems with online bill pay functionality.
- Users note a **training deficiency** with Phreesia, particularly for new users navigating advanced features and training flow.
- Users find the **difficult setup** of Phreesia overwhelming, with challenges in workflows and making changes to intake forms.
- Users find **insufficient guidance** in Phreesia's training, complicating the learning process for new and advanced features.

#### 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/products/zanda-formerly-power-diary/reviews)

Zanda is an all-in-one practice management system, built to save time, reduce stress, and keep you in control. - Calendar management: scheduling, waitlist, automated appointment reminders, and confirmations. - Documentation: customizable clinical note templates, AI-powered session transcription and refinement, and online forms. - Client portal with online booking, reschedule and cancellation options, plus online payments, access to invoices, online forms, and Telehealth. Accepting waitlist requests. - Automations: invoicing, appointment follow-ups, recalls, new client communication, and more. - Practice Notifications and Team Communication Hub, and in-platform Practice Operations Manual Built for solo practitioners and large clinics alike, Zanda supports a wide range of professionals, including psychologists, physiotherapists, speech therapists, chiropractors, counselors, and other allied health providers. To give you peace of mind, Zanda offers a 12-month Money-Back Guarantee and delivers top-tier support, including free data import. New releases: - Scored Forms (Online Forms enhancement) - This makes it easier to track client progress over time using standard outcome measures or custom assessments, without manual calculations or external tools. - Client Progress Reports - Users get a quick overview of progress alongside the ability to explore the full context behind each result, helping them stay informed and make more confident clinical decisions. - Practitioner Utilisation Report - It gives practice managers and owners immediate visibility into how practitioner time is used, helping them identify underutilized staff, quantify the impact of cancellations, and make better scheduling and revenue decisions.

**Average Rating:** 4.7/5.0

**Total Reviews:** 297

#### G2 Deal: 500 SMS Credits

Receive 500 SMS Credits after subscribing This is in addition to the typical: 50% off the subscription price for 6 months after a 14-day free trial Everything is tracked using cookies and an affiliate link

**Price:** ~~Varies based on Currency~~ → Varies based on Currency

[View this exclusive G2 deal](https://www.g2.com/deals/offers/79857250-b9c3-4007-9062-27bbd6212078?source=categories)

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

- **Workflow Management:** 10.0/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.7/10)

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

- **Seller:** [Zanda](https://www.g2.com/sellers/zanda)
- **Company Website:** zandahealth.com
- **Year Founded:** 2010
- **HQ Location:** Ballarat, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Psychologist, Director
- **Top Industries:** Mental Health Care, Health, Wellness and 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

- Users commend the **ease of use** of Zanda, appreciating its straightforward setup and seamless integration for practice management.
- Users praise the **responsive and helpful customer support** of Zanda, making troubleshooting a breeze.
- Users find Zanda's **setup ease** invaluable, making it beginner-friendly and accessible for solo practitioners.
- Users value Zanda's **clear scheduling interface** , allowing efficient management of appointments and essential information at a glance.
- Users find Zanda's **user-friendly interface** and responsive support crucial for efficient practice management.

##### Cons

- Users find the **automation setup unclear** and wish for seamless integration for billing and referrer information.
- Users find the **limited features** of Zanda frustrating, lacking essential functionality for managing room bookings and scheduling.
- Users are frustrated by the **lack of functionality for room bookings** , complicating scheduling and resource management.
- Users experience a **complex setup** process in Zanda, often finding it difficult to configure features effectively.
- Users face **payment issues** with Zanda, including manual scoring and limited admin calendar access, affecting overall satisfaction.

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

**["Powerdiary is like having an assistant"](https://www.g2.com/survey_responses/zanda-formerly-power-diary-review-5314178)**

**Rating:** 4.5/5.0 stars

_— Karen M._

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

**["Customizable and Cost-Effective Practice Management"](https://www.g2.com/survey_responses/zanda-formerly-power-diary-review-12258829)**

**Rating:** 5.0/5.0 stars

_— Vernon K._

[Read full review](https://www.g2.com/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/discussions/what-does-power-diary-do) - 1 comment
- [Is there an app for power diary?](https://www.g2.com/discussions/is-there-an-app-for-power-diary) - 3 comments
- [What is the purpose of practice management software?](https://www.g2.com/discussions/what-is-the-purpose-of-practice-management-software)
- [What is power dairy?](https://www.g2.com/discussions/what-is-power-dairy) - 1 comment

### [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 find eClinicalWorks to be very **easy to use** , enhancing their workflow and overall efficiency.
- Users value the **user-friendly interface** of eClinicalWorks, appreciating its ease of use and effective color segregation.
- Users value the **easy accessibility** of eClinicalWorks, which simplifies tasks and enhances focus in their workflow.
- Users value the **efficient appointment scheduling** of eClinicalWorks, ensuring timely access to updated documents and records.
- Users highlight the **booking ease** of eClinicalWorks, simplifying appointment scheduling and keeping documents current.

##### Cons

- Users experience **slow loading** , often facing lag and automatic logouts that hinder their productivity and efficiency.
- Users experience **slow performance** with eClinicalWorks, facing lags and frequent automatic logouts during multitasking.
- Users experience significant **system instability** with eClinicalWorks, facing lagging, automatic logouts, and frustrating wait times.
- Users often experience **technical issues** such as lagging, automatic logouts, and inefficient updates affecting productivity.
- Users often face **login issues** , including automatic logouts and frustrating lag times during access.

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

**["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)

**["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)

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

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

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

Spruce Health is the leading platform for HIPAA-compliant healthcare communication. With Spruce, every patient call, text, voicemail, and fax lives in one place, and with powerful AI tools, intelligent automation and team collaboration, your practice stays responsive and communicates seamlessly as you grow. Spruce is trusted by more than 50,000 healthcare professionals who deserve a phone system designed just for them. One place. Every patient conversation. Built for compliant care. Learn more at sprucehealth.com.

**Average Rating:** 4.7/5.0

**Total Reviews:** 345

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

- **Workflow Management:** 8.9/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.2/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.6/10 (Category avg: 8.8/10)

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

- **Seller:** [Spruce Health](https://www.g2.com/sellers/spruce-health)
- **Company Website:** www.sprucehealth.com
- **Year Founded:** 2013
- **HQ Location:** San Diego, CA
- **Twitter:** @SpruceHealth  
642 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Therapist
- **Top Industries:** Mental Health Care, Medical Practice
- **Company Size:** 98% Small, 1% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Spruce Health's platform to be **easy to use** , greatly enhancing client communication and overall workflow.
- Users value the **efficiency** of Spruce Health, enhancing communication and simplifying practice management seamlessly.
- Users value the **effective communication features** of Spruce Health, facilitating seamless client interactions and secure messaging.
- Users commend the **exceptional customer support** of Spruce Health, noting quick response times and helpful assistance.
- Users value the **effective patient communication** tools of Spruce, enabling seamless interaction with clients across multiple channels.

##### Cons

- Users feel frustrated by **limited features** that hinder communication, especially with required client accounts for HIPAA compliance.
- Users face **messaging issues** due to mandatory account creation, limiting client communication and archiving efficiency.
- Users highlight the **missing features** like account requirements for HIPAA compliance, limiting communication effectiveness.
- Users find the **pricing for Spruce Health** to be high, especially for individual users and limited features.
- Users face **poor integration** issues as clients must create accounts for HIPAA compliance, complicating communication and accessibility.

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

**["Spruce Health API Integration (with Keragon) Saved Me Hours Every Month"](https://www.g2.com/survey_responses/spruce-health-review-12876074)**

**Rating:** 5.0/5.0 stars

_— Christoffer L._

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

**["Flexible Patient Messaging with Clear Provider Ownership"](https://www.g2.com/survey_responses/spruce-health-review-13181715)**

**Rating:** 5.0/5.0 stars

_— Katelyn S._

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

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

- [What is Spruce Health used for?](https://www.g2.com/discussions/what-is-spruce-health-used-for)
- [What does Spruce do?](https://www.g2.com/discussions/spruce-health-what-does-spruce-do)
- [What does Spruce do?](https://www.g2.com/discussions/what-does-spruce-do) - 1 comment
- [What is spruce software?](https://www.g2.com/discussions/what-is-spruce-software) - 1 comment
- [Is Spruce a ERP system?](https://www.g2.com/discussions/is-spruce-a-erp-system) - 10 comments

### [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, simplifying patient tracking with seamless integration of data.
- Users value the **Patient 360 view** , which seamlessly integrates Care Observations for efficient patient tracking.
- Users value the **Patient 360 view** , enhancing clinician efficiency by integrating vital tracking within the platform.
- Users value the **Patient 360 view** for its seamless integration of Care Observations, enhancing patient tracking and clinician workflow.
- Users value the **Patient 360 view** , facilitating seamless access to vital patient data without switching systems.

##### Cons

- Users find the **initial configuration overly complex** , hindering efficient integration and performance within Agentforce Health.
- Users experience **slow loading** times, especially with the "Patient Timeline," causing frustration during critical moments.
- Users find the **slow performance** of the Patient Timeline frustrating, especially with numerous historical records involved.
- Users struggle with **complex initial configuration** and slow performance, impacting the overall usability of Health Cloud.
- Users find the **initial system complexity** overwhelming, especially with data mapping and slow loading times for patient records.

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

**["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)

**["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)

#### 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)

### [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 value the **easy communication** with patients through Klara, ensuring a safe and accessible experience for all.
- Users appreciate the **ease of use** of Klara, highlighting its user-friendly features and seamless patient communication.
- Users value the **ease of patient communication** , noting its accessibility and convenience for reaching out to patients.
- Users appreciate the **efficiency of texting communication** with Klara, significantly enhancing patient interactions and reducing phone calls.
- Users find Klara's **user interface easy and intuitive** , enhancing productivity and streamlining patient interactions effortlessly.

##### Cons

- Users are frustrated with Klara's **limited features** , as they face glitches and lack of editing capabilities.
- Users struggle with **communication issues** on Klara, facing difficulties in accessing past conversations and receiving timely support.
- Users report **messaging issues** in Klara, finding the setup glitchy and communication inefficient, requiring too many manual steps.
- Users struggle with **search issues** , unable to find closed conversations, complicating follow-ups and patient communications.
- Users find the **limited messaging features** of Klara frustrating, impacting communication with patients, especially older individuals.

#### 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

### [Solutionreach](https://www.g2.com/products/solutionreach/reviews)

Accelerate your revenue cycle with a unified, customizable patient messaging solution that streamlines the patient journey from first appointment to final payment. Solutionreach is the easy-to-use communications solution that helps build personalized patient relationships, improves care outcomes, optimizes staff time, and drives revenue We transform your patient communications while integrating seamlessly into existing operations. For 24 years, Solutionreach has kept offices running smoothly daily by growing revenue, and reducing no-shows for healthcare customers of all sizes with our industry-leading platform and service reliability. To learn how to get happier patients and staff with Solutionreach, visit www.solutionreach.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 167

#### How Do G2 Users Rate Solutionreach?

- **Workflow Management:** 8.3/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 8.4/10 (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 Solutionreach?

- **Seller:** [Solutionreach](https://www.g2.com/sellers/solutionreach)
- **Year Founded:** 2000
- **HQ Location:** Lehi, UT
- **Twitter:** @solutionreach  
1,828 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2b9e2f8996e493377ecc86b037a572fe70d926607780d97d148bdef799392e8a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2326749%2F&secure%5Burl_type%5D=linkedin_company_website)  
309 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **easy appointment scheduling** with Solutionreach, enhancing communication and staff satisfaction.
- Users love Solutionreach for its **streamlined patient communication** and effortless scheduling experience for both staff and patients.
- Users value the **efficient communication** of Solutionreach, facilitating quick updates and reaching customers effectively.
- Users value the **communication ease** of Solutionreach, finding it quick to send newsletters and updates efficiently.
- Users value the **communication efficiency** of Solutionreach, enabling quick outreach to all customers effortlessly.

##### Cons

- Users find the **frequent updates** of Solutionreach frustrating, especially with changes that disrupt workflow and usability.
- Users find the **browser requirement inconvenient** , causing frustration and accidental closures after the latest update.
- Users find the **inefficient updates** frustrating as it requires manual browser access, leading to frequent accidental closures.
- Users find the lack of a **pay per use payments option** to be a significant drawback of Solutionreach.
- Users are frustrated with the **update issues** that require manual browser access, complicating the user experience.

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

**["Great Partner!"](https://www.g2.com/survey_responses/solutionreach-review-12439031)**

**Rating:** 5.0/5.0 stars

_— Betsy C._

[Read full review](https://www.g2.com/survey_responses/solutionreach-review-12439031)

**["Easy Texting for Payments, Reviews, and Paperwork"](https://www.g2.com/survey_responses/solutionreach-review-12625716)**

**Rating:** 5.0/5.0 stars

_— Kelsey H._

[Read full review](https://www.g2.com/survey_responses/solutionreach-review-12625716)

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

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

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[Project Management Software](https://www.g2.com/categories/project-management)

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Similar Categories

- [Healthcare CRM](/categories/healthcare-crm)
- [Interactive Patient Care Systems (IPC)](/categories/interactive-patient-care-systems-ipc)
- [Other Patient Experience](/categories/other-patient-experience)

- [Patient Case Management](/categories/patient-case-management)
- [Patient Intake](/categories/patient-intake)
- [Patient Portal](/categories/patient-portal)

- [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

| Product | Best for | User Review |
| --- | --- | --- |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0fb8a8049f2928461a8a7f3d7b881f77/birdeye.jpg "Product Avatar Image")](https://www.g2.com/products/birdeye/reviews)[Birdeye](https://www.g2.com/products/birdeye/reviews)[4.7/5(4,227)](https://www.g2.com/products/birdeye/reviews) | Automated patient review solicitation with PM integration | "Connect with customers, grow reviews, and manage feedback with Birdeye." |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_59f781932c12f2cbe314502e6312471a/weave-weave.png "Product Avatar Image")](https://www.g2.com/products/weave-weave/reviews)[Weave](https://www.g2.com/products/weave-weave/reviews)[4.6/5(433)](https://www.g2.com/products/weave-weave/reviews) | Two-way patient texting with EHR integration | "Excellent feature development; very useful and integral to our operations." |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f5ec38819ec63e0300ec332389d402e5/modmed.png "Product Avatar Image")](https://www.g2.com/products/modmed/reviews)[ModMed](https://www.g2.com/products/modmed/reviews)[4.5/5(362)](https://www.g2.com/products/modmed/reviews) | Specialty EHR-integrated patient communication and recall | "Easy-to-Use, Dependable EHR That Keeps Documentation Efficient" |
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* * *

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### 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)

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### 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;