# Best AI Patient Engagement & Operations Software

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

   AI patient engagement & operations software uses artificial intelligence (AI) to improve patient communications while improving administrative and operational workflows across healthcare organizations. These solutions connect providers and patients while also automating operational capability through intelligent scheduling, intake automation, documentation support, and staff coordination. Many of these solutions automatically schedule waitlisted patients, identify the probability of a no-show, or optimize providers’ schedules to reduce gaps and overbooking.

Healthcare providers, health systems, outpatient clinics, call centers, digital health platforms, and payers use this software to reduce administrative burdens, improve the patient experience, and streamline care delivery. Typical users include healthcare operations leaders, patient experience and access teams, clinical administrators, digital transformation teams, and chief information officers (CIO). These tools typically leverage machine learning (ML), natural language processing (NLP), and predictive analytics, and integrate with [electronic health records (EHRs)](https://www.g2.com/categories/ehr), [practice management systems](https://www.g2.com/categories/medical-practice-management), and [patient relationship management (PRM) platforms](https://www.g2.com/categories/patient-relationship-management-prm) to connect patient engagement with operational implementation.

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

- Use AI or ML for self-service patient scheduling, patient reminders, schedule optimization, or care pathways
- Send automated personalized or conversational digital communications to patients
- Streamline healthcare administrative workflows, such as scheduling, intake, documentation, or staff and resource coordination
- Be designed specifically for healthcare environments and workflows
- Integrate with or complement existing healthcare platforms such as EHRs, practice management, or CRM platforms




  
## How Many AI Patient Engagement & Operations Software Products Does G2 Track?
**Total Products under this Category:** 86

### Category Stats (Jun 2026)
- **Average Rating**: 4.56/5 (↑0.04 vs May 2026) The average rating of products in this category, based on all submitted ratings
- **New Reviews This Quarter**: 7
- **Buyer Segments**: Small-Business 82% │ Mid-Market 9% │ Enterprise 9% Represents the distribution of reviewers across all products in this category.
- **Top Trending Product**: Steer Health (+0.014) - Among all products in this category, Steer Health recorded the largest rating increase compared to last month
*Last updated: June 01, 2026*

  
## How Does G2 Rank AI Patient Engagement & Operations Software Products?

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

- 30 Analysts and Data Experts
- 1,900+ Authentic Reviews
- 86+ Products
- Unbiased Rankings

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

  
## Which AI Patient Engagement & Operations Software Is Best for Your Use Case?

- **Easiest to Use:** [Weave](https://www.g2.com/products/weave-weave/reviews)
- **Best Free Software:** [Demandforce](https://www.g2.com/products/demandforce/reviews)

  
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---

  ## What Are the Top-Rated AI Patient Engagement & Operations Software Products in 2026?
### 1. [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

**Who Is the Company Behind Weave?**

- **Seller:** [Weave](https://www.g2.com/sellers/weave)
- **Company Website:** https://www.getweave.com
- **Year Founded:** 2008
- **HQ Location:** Lehi, Utah
- **Twitter:** @getweave (2,013 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1271877/ (1,144 employees on LinkedIn®)

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


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

**Pros:**

- Communication (148 reviews)
- Patient Communication (136 reviews)
- Texting Communication (109 reviews)
- Texting Feature (109 reviews)
- Ease of Use (87 reviews)

**Cons:**

- Messaging Issues (57 reviews)
- Technical Issues (40 reviews)
- Connectivity Issues (39 reviews)
- Software Bugs (36 reviews)
- Call Issues (31 reviews)

### 2. [Demandforce](https://www.g2.com/products/demandforce/reviews)
  Attract. Retain. Grow. Demandforce helps businesses automate front office tasks and streamline communications with an all-in-one solution. From automated appointment reminders to robust reputation management, only Demandforce uniquely combines all the features and functionality a business needs to grow, in one place. For more information, or to see a demo, visit www.demandforce.com.


  **Average Rating:** 3.4/5.0
  **Total Reviews:** 27

**Who Is the Company Behind Demandforce?**

- **Seller:** [Internet Brands](https://www.g2.com/sellers/internet-brands)
- **Year Founded:** 1998
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/internet-brands/ (6,918 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Medical Practice
  - **Company Size:** 62% Small-Business, 34% Mid-Market


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

**Pros:**

- Communication (2 reviews)
- Communication Efficiency (2 reviews)
- Appointment Scheduling (1 reviews)
- Booking Efficiency (1 reviews)
- Feedback Management (1 reviews)

**Cons:**

- Messaging Issues (2 reviews)
- Poor Customer Support (2 reviews)
- Scheduling Issues (2 reviews)
- Slow Speed (2 reviews)
- App Instability (1 reviews)

### 3. [InteliChart](https://www.g2.com/products/intelichart/reviews)
  InteliChart offers an AI-powered patient engagement platform that makes healthcare easier for patients, families, and the care teams who support them. The platform unifies the entire patient journey within a single system, helping practices coordinate engagement, reduce administrative burden, and support patients and families throughout their care experience. InteliChart integrates with more than 45 EHR systems and supports over 94 million patient records across ambulatory practices, health systems, long-term care organizations, and EHR partners. The platform is also recognized as the #1 patient engagement platform by Black Book for three consecutive years and as a top-rated Patient Portal by KLAS. Healthy Outcomes includes Patient Portal, Patient Intake, Patient Schedule, Patient Notify, Patient Survey, Patient Activate, Patient eHealth, and our Family Portal giving organizations a connected set of tools for communication, digital forms, scheduling, follow-up, and virtual care. Because every product is developed in-house, the platform functions as a unified ecosystem rather than a collection of separate solutions. InteliChart also brings intelligence to every corner of the platform with InteliSense, a suite of AI agents that automate administrative, operational, and clinical tasks such as scheduling, appointment recalls, check-ins, revenue workflows, and answering/handling common patient questions. Because InteliSense is built directly into the patient engagement tools patients and care teams use every day, every interaction feels consistent and connected while significantly reducing the manual workload that contributes to staff burnout. Healthcare organizations choose InteliChart because it helps them: 1. Simplify patient engagement using one platform for the entire journey 2. Reduce manual tasks and lighten staff workload 3. Improve patient satisfaction, communication, and follow-through 4. Strengthen revenue by reducing missed steps and improving adherence 5. Consolidate vendors and create a more predictable, connected experience 6. Deliver modern digital tools that patients want to use InteliChart's patient engagement platform is HITRUST r2 Certified, SOC 2 Type 2 Certified, HITRUST Practitioner Certified, HIPAA Security Certified, and NIST Certified, supporting secure and reliable experiences across the healthcare ecosystem. For organizations evaluating patient engagement software or AI-enabled healthcare tools, InteliChart provides a complete, unified platform that supports workflow efficiency, patient communication, and long-term digital engagement.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 61

**Who Is the Company Behind InteliChart?**

- **Seller:** [InteliChart](https://www.g2.com/sellers/intelichart)
- **Company Website:** https://intelichart.com
- **Year Founded:** 2006
- **HQ Location:** Charlotte, North Carolina
- **Twitter:** @InteliChart (929 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/intelichart/ (77 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 59% Mid-Market, 30% Small-Business


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

**Pros:**

- Ease of Use (19 reviews)
- Patient Communication (14 reviews)
- Communication (7 reviews)
- Efficiency (7 reviews)
- Easy Integrations (6 reviews)

**Cons:**

- Limited Features (6 reviews)
- Difficult Setup (5 reviews)
- Not User-Friendly (5 reviews)
- Missing Features (4 reviews)
- Technical Issues (4 reviews)

### 4. [Epic](https://www.g2.com/products/epic/reviews)
  Founded in a basement in 1979, Epic develops software to help people get well, help people stay well, and help future generations be healthier.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 895

**Who Is the Company Behind Epic?**

- **Seller:** [Epic Systems](https://www.g2.com/sellers/epic-systems-750cb0d2-609a-45fe-a972-9ac8cf80bc1a)
- **Year Founded:** 1979
- **HQ Location:** Verona, WI
- **LinkedIn® Page:** https://www.linkedin.com/company/163658/ (16,995 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Registered Nurse, RN
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 77% Enterprise, 17% Mid-Market


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

**Pros:**

- Data Security (3 reviews)
- Ease of Use (3 reviews)
- Patient Care (3 reviews)
- Easy Access (2 reviews)
- Communication (1 reviews)

**Cons:**

- Interface Issues (2 reviews)
- Learning Curve (2 reviews)
- Not User-Friendly (2 reviews)
- Slow Performance (2 reviews)
- Confusing Features (1 reviews)

### 5. [Walaw](https://www.g2.com/products/walaw/reviews)
  Walaw is an AI-native OS platform built for healthcare clinics. Our AI assistants handle patient calls, SMS conversations, appointment booking, reminders, intake, and follow-ups - helping clinics save time, reduce missed opportunities, and deliver a better patient experience. Designed for modern healthcare practices, Walaw automates front-desk workflows while integrating seamlessly into daily clinic operations. Clinics can provide fast, reliable, and multilingual patient support 24/7 without increasing administrative workload.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 3

**Who Is the Company Behind Walaw?**

- **Seller:** [Walaw](https://www.g2.com/sellers/walaw)
- **HQ Location:** Montreal, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/getwalaw/ (7 employees on LinkedIn®)

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


### 6. [SPRY](https://www.g2.com/products/spry-spry/reviews)
  SPRY: The Fastest-Growing AI-Powered EMR & Billing Platform for Rehab Therapy SPRY isn’t just an EMR—it’s your practice partner. Built specifically for physical therapy clinics, SPRY helps reduce admin costs, increase patient visits, and maximize reimbursements. Its AI-powered, fully integrated platform is designed to enhance efficiency, minimize administrative burdens, improve patient care, and support future-proofing your practice. Why SPRY? Whether you're a clinic owner, physical therapist, clinic manager, billing specialist, or front desk staff, SPRY provides an end-to-end solution that simplifies everything from patient scheduling to automated billing. Our customizable workflows, intuitive interface, and real-time automation empower clinics to operate with confidence and efficiency. Most PT platforms claim to be end-to-end but lack seamless module integration, leaving clinics to deal with inefficiencies and workarounds. With the vision to eliminate these gaps, SPRY provides a truly all-in-one solution that streamlines workflows and ensures everything works effortlessly together. Key Features ✔ AI-Powered Documentation – AI Scribe enables real-time note-taking and seamlessly converts notes into structured SOAP templates. ✔ Automated Billing & Claim Management – Pre-authorization, eligibility verification, claim scrubbing, & Medicare compliance ✔ Real-Time Business Intelligence (BI) Dashboard – Data-driven insights for revenue and performance tracking, with the ability to ask queries in simple language ✔ Seamless Patient Engagement – Online scheduling, digital onboarding, Kiosk check-in & HIPAA-compliant patient portal ✔ Operational Efficiency – AI Fax, automated alerts & co-sign functionality for compliance Powering the Future of Physical Therapy SPRY is backed by industry experts, innovative technology, and deep clinical insights, making it the go-to platform for rehab therapy clinics looking to grow, optimize operations, and improve patient outcomes.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 76

**Who Is the Company Behind SPRY?**

- **Seller:** [SPRY](https://www.g2.com/sellers/spry)
- **Year Founded:** 2021
- **HQ Location:** Wilmington, US
- **LinkedIn® Page:** https://www.linkedin.com/company/sprypt/ (221 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Physical Therapist, Owner
  - **Top Industries:** Health, Wellness and Fitness, Medical Practice
  - **Company Size:** 83% Small-Business, 17% Mid-Market


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

**Pros:**

- Ease of Use (47 reviews)
- Customer Support (28 reviews)
- Efficiency (28 reviews)
- Helpful (25 reviews)
- Customizability (20 reviews)

**Cons:**

- Technical Issues (12 reviews)
- Slow Performance (9 reviews)
- Software Bugs (8 reviews)
- Data Management Issues (7 reviews)
- Limited Features (7 reviews)

### 7. [easy doc forms](https://www.g2.com/products/ai-documentation-llc-easy-doc-forms/reviews)
  EasyDocForms helps healthcare providers deliver the most seamless patient onboarding possible. We transform your existing PDF intake forms into mobile-optimized smart forms in minutes—no rebuilding from scratch. With custom development support, world-class UX design, and AI-generated intake summaries, we help practices dramatically improve form completion rates while giving clinicians the structured data they need for faster chart review. Founded by a physician who understood the frustrations of clunky, overpriced form solutions, EasyDocForms is headquartered in the United States and serves hundreds of independent healthcare practices nationwide. Our dedicated support team ensures smooth implementation and ongoing success for every client. Start your free trial today with no credit card required. We are here to provide white glove onboarding—describe your needs or send us a PDF and we will take care of the rest. Our team handles custom form development, integration setup, and ongoing support so you can focus on patient care. Built specifically for specialty practices including chiropractic offices, physical therapy clinics, orthopedic practices, pain management centers, and personal injury/workers compensation practices. Our form templates and body diagram tools are designed for the documentation these specialties actually need. Patients complete forms on any device before their appointment, reducing wait times and administrative burden while ensuring complete, accurate intake data every time.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2

**Who Is the Company Behind easy doc forms?**

- **Seller:** [EasyDocForms](https://www.g2.com/sellers/easydocforms-d2f66663-42f8-40c6-89d2-86b092d160a1)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

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


### 8. [Holly by Nimblr.ai](https://www.g2.com/products/holly-by-nimblr-ai/reviews)
  Holly AI Operator: AI Receptionist & Patient Scheduling Platform Built for Healthcare Providers Holly is an AI Operator that works as a patient scheduling platform and AI receptionist, using conversational AI to automate patient communication and front-desk workflows by managing your EHR, CRM, and payment platforms based on your know-how and specialty best practices. The result is a better patient experience, happier staff, and measurable revenue growth. ● 30+ Patient Journey Workflows × 350+ Operational Rules = Thousands of Configurations Tailored to Your Specialty ● 92M+ Patient Interactions ● 1,500+ Practices Served ● 9+ Years Pioneering AI for Healthcare ● HIPAA-Compliant | SOC 2 Certified Incremental revenue: Capture new patients and keep schedules full. ● Convert phone calls and web visits into appointments 24/7 ● Capture new appointments from Google patient searches ● Automate no-show and cancellation recovery ● Fill last-minute cancellations from your patient waitlist ● Recall patients when they’re due for their next visit Front desk efficiency: Reduce manual work and prevent staff burnout. ● Automate calls for patient common questions & inquiries ● Handle appointment changes automatically ● Capture refill requests without manual intake ● Keep patient records up to date Patient engagement: Improve treatment adherence, care outcomes and loyalty. ● Ensure patients complete forms and pre-visit information ● Send timely confirmations and reminders ● Ensure patients get the right instructions before their visit ● Gather patient feedback & strengthen your online reputation Cash flow optimization: Improve claim accuracy and payment collection. ● Validate insurance acceptance before the visit ● Capture accurate and complete patient information upfront ● Capture payment method information early ● Release unpaid appointments automatically Guaranteed minimum 600% return on investment. No additional software costs required. Holly AI fits within your existing budget and costs around 3% of the average annual operational cost per provider. Free Pilot Available: Go Live in Days ● No apps to manage ● No staff training ● Seamless patient adoption Frequently Asked Questions About Holly AI: 1. How long does it take to implement Holly AI? Most practices go live in under one week, with implementation taking 2 to 5 hours. With no apps to install, adoption for both patients and staff is seamless and requires no training. 2. Is Holly AI HIPAA and SOC 2 compliant? Yes. Holly AI is HIPAA-compliant and meets SOC 2 standards. Both Holly AI and our integration partners follow strict federal requirements to protect patient data. 3. Do my patients need to download an app or log in to use Holly AI? No. Patients never need to download an app or log into a portal. Holly AI communicates through the channels they already use: phone, SMS, and web, driving patient reach rates averaging 99%. 4. How is Holly AI’s performance tracked and reported? You can track basic metrics in your Holly AI Dashboard. You will also receive regular performance reports by email from our Customer Success Team, with insights into Holly AI’s impact and return on investment. 5. How does Holly AI’s pricing model work? Pricing is based on your monthly appointment and call volume. This ensures your investment stays proportional to the value Holly AI delivers. 6. Is there a way to try Holly AI for free? Yes, we offer a free pilot. Our team provides a custom return on investment and impact analysis, connects Holly AI to your EHR and phone tree, and configures workflows for live patient testing. Afterward, you can measure results, gather feedback, and decide confidently. 7. Does Holly AI support my specific EHR system? Holly AI integrates with the vast majority of EHRs, including Athenahealth, DrChrono, AdvancedMD, and ModMed. We expand our native integrations every month. If your specific EHR is not listed, reach out to our team for a custom integration tailored to your needs.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 7

**Who Is the Company Behind Holly by Nimblr.ai?**

- **Seller:** [Nimblr.ai](https://www.g2.com/sellers/nimblr-ai)
- **Year Founded:** 2016
- **HQ Location:** Santa Monica, US
- **Twitter:** @nimblr_ai (147 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/nimblr.ai/ (19 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 86% Small-Business, 14% Mid-Market


#### What Are Holly by Nimblr.ai's Pros and Cons?

**Pros:**

- Ease of Use (3 reviews)
- Appointment Scheduling (2 reviews)
- Customer Support (2 reviews)
- Efficiency (2 reviews)
- Scheduling (2 reviews)

**Cons:**

- Scheduling Issues (2 reviews)
- Scheduling Problems (2 reviews)
- Access Limitations (1 reviews)
- Appointment Management (1 reviews)
- Limited Features (1 reviews)

### 9. [Luma Health](https://www.g2.com/products/luma-health/reviews)
  Luma was founded on the idea that healthcare should work better for all. Our solutions eliminate bottlenecks in the patient journey to make health systems more efficient – from scheduling and care coordination to AI fax processing. Headquartered in San Francisco, Luma serves more than 1,000 healthcare organizations in the United States, Canada, and the United Kingdom. Luma supports the care journeys of more than 100 million patients.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 81

**Who Is the Company Behind Luma Health?**

- **Seller:** [Luma Health](https://www.g2.com/sellers/luma-health)
- **Year Founded:** 2015
- **HQ Location:** San Mateo, California
- **Twitter:** @lumahealthhq (685 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6403362/ (201 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Medical Practice, Hospital & Health Care
  - **Company Size:** 57% Mid-Market, 38% Small-Business


#### What Are Luma Health's Pros and Cons?

**Pros:**

- Automation (1 reviews)
- Communication (1 reviews)
- Comprehensive Features (1 reviews)
- Customer Communication (1 reviews)
- Customer Support (1 reviews)

**Cons:**

- Complex Interface (1 reviews)
- Data Management (1 reviews)
- Incomplete Data (1 reviews)
- Not User-Friendly (1 reviews)
- System Complexity (1 reviews)

### 10. [Solv](https://www.g2.com/products/solv/reviews)
  Solv is the AI company for on-demand care. We build AI agents that take on the work nobody wants to do, so your team can focus on the patient in front of them. Solv is used by thousands of provider sites across 48 states and has powered over 100 million patient visits. What makes Solv different: our agents don't sit outside your operation and hand work back to your front desk. They're powered by the Solv Experience OS, which powers a modern, end-to-end patient experience. We're EHR-agnostic and purpose-built for on-demand care, designed for the walk-in, high-volume, labor-constrained reality of the category. Solv Experience becomes the operating system for the front desk. Online scheduling and waitlist, digital registration and paperwork, insurance card capture (OCR), kiosk / QR / mobile check-in, AI-managed queue, 2-way patient messaging, NPS surveys, Google review generation, post-visit rebooking, and new-patient acquisition across the Solv consumer marketplace, Google Business Profile "Book Online," Apple Maps, and an embeddable website widget. Solv AI Agents reason and take action inside the Solv Experience OS, each purpose-built for a specific workflow to eliminate the admin work that nobody wants to do: Maya — Inbound voice agent. Answers every call 24/7, books visits, takes payments, and resolves the call. 650K+ patient calls handled, ~50% resolution rate without human transfer. ClearPay — Insurance and cost agent. AI OCR, AI payer selection, AI real-time eligibility, AI cost estimation against the clinic's own fee schedules. InboxAI — Patient comms triage. Reads every inbound message, tags it, and routes it to the right team member.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2

**Who Is the Company Behind Solv?**

- **Seller:** [Solv](https://www.g2.com/sellers/solv)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/solvhealth (124 employees on LinkedIn®)

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


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


**Cons:**

- EMR Integration Issues (1 reviews)
- Integration Issues (1 reviews)
- Poor Integration (1 reviews)

### 11. [Steer Health](https://www.g2.com/products/steer-health/reviews)
  Steer Health is the AI-powered digital workforce for healthcare. We deploy intelligent AI agents that automate the most labor-intensive, high-cost operational workflows across hospitals, medical groups, and functional medicine practices — replacing fragmented point solutions with a unified, voice-first digital workforce. Our platform handles the full patient journey — from the first inbound call to post-discharge follow-up — covering scheduling, referral management, pre-visit prep, insurance verification, patient communication, and revenue cycle tasks. All delivered through autonomous AI agents that work 24/7, integrate directly into your existing EHR, and require no additional staff. Founded in 2021 and headquartered in Irving, Texas, Steer Health serves 19 million patients across 360+ health organizations nationwide. Our mission is to eliminate administrative burden in healthcare by deploying intelligent digital workers that let clinicians focus on what they do best - caring for patients.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 20

**Who Is the Company Behind Steer Health?**

- **Seller:** [Steer Health](https://www.g2.com/sellers/steer-health)
- **Year Founded:** 2021
- **HQ Location:** Irving, US
- **Twitter:** @Steer_Health (59 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/steerhealth/ (59 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital & Health Care
  - **Company Size:** 38% Small-Business, 33% Mid-Market


#### What Are Steer Health's Pros and Cons?

**Pros:**

- Communication (1 reviews)
- Customer Support (1 reviews)
- Easy Integrations (1 reviews)
- Helpful (1 reviews)
- Integrations (1 reviews)


### 12. [Stride EMR](https://www.g2.com/products/stride-emr/reviews)
  StrideEMR is a modern, AI-powered electronic medical record (EMR) and practice management platform specifically designed for outpatient therapy clinics. This innovative solution addresses the unique needs of therapy practices by integrating essential functions such as digital patient intake, clinical documentation, online marketing, and comprehensive revenue cycle management (RCM) into a single, cohesive system. Unlike traditional EMR systems that often rely on disparate tools and manual processes, StrideEMR provides a unified experience that enhances operational efficiency and patient care. Our AI model is native to Stride, not just bolted on as an afterthought. This intelligence powers automation across the entire clinic lifecycle—eliminating redundant tasks, increasing efficiency, and helping teams make smarter, faster decisions. By structuring the system in this way, Stride is not only addressing your current needs but also creating a foundation for future advancements. This architecture allows us to seamlessly integrate AI and automation capabilities as they evolve, ensuring that your platform stays at the forefront of innovation. From AI assisted documentation and automated plan-of-care adherence to intelligent wait list and benefits verification, Stride streamlines front office, clinical, and billing operations. On the RCM side, Stride automates claim creation, coding assistance, and payment tracking—reducing denials and improving time to reimbursement. The AI Assistant can understand when a claim needs to be appealed and does the work for you ensuring the more complete payer collections and more revenue to your bottom line. The result? Personalized patient care, fewer manual steps for your team, and a platform that scales with your growth—delivering measurable ROI from day one.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 8

**Who Is the Company Behind Stride EMR?**

- **Seller:** [Stride EMR](https://www.g2.com/sellers/stride-emr)
- **Company Website:** https://strideemr.ai
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Health, Wellness and Fitness
  - **Company Size:** 63% Small-Business, 38% Mid-Market


#### What Are Stride EMR's Pros and Cons?

**Pros:**

- Ease of Use (8 reviews)
- Customer Support (6 reviews)
- Affordable (4 reviews)
- Efficiency (4 reviews)
- Features (4 reviews)

**Cons:**

- Data Management Issues (3 reviews)
- Scheduling Issues (3 reviews)
- Technical Issues (3 reviews)
- Limited Features (2 reviews)
- Appointment Management (1 reviews)

### 13. [Actium Health](https://www.g2.com/products/actium-health/reviews)
  With over 50 million calls automated, ActiumHealth is the largest AI Agent Patient Communication Platform, deployed across 250+ hospital and independent practice locations since 2017. We deliver healthcare's only complete conversational AI platform, uniquely integrating Inbound, Outbound, and Insights capabilities where competitors offer only partial solutions. Our voice-first platform operates seamlessly across all modalities—voice, SMS, chat, and email—retaining the same conversational intelligence with each. Unlike fragmented solutions requiring multiple vendors, ActiumHealth provides unified patient engagement with a consistent brand voice and consolidated analytics, enabling healthcare organizations to manage their entire patient communications through a single, integrated platform. Our battle-tested infrastructure includes automatic failover to secondary providers and graceful degradation capabilities. ActiumHealth’s scalable fleet management enables centralized control, allowing updates and improvements to be deployed across all locations simultaneously. Changes to workflows, scripts, or capabilities can be rolled out seamlessly across your entire health system, ensuring consistent patient experience and operational efficiency at scale. --Inbound delivers always-on, multilingual conversational AI that answers 100% of calls with zero wait time, automating up to 70% of routine interactions including appointment management, prescription refills, and intelligent routing while maintaining empathetic, brand-aligned communication. -- Outbound proactively engages patients at scale using voice-first AI agents to schedule open orders, reduce no-shows, and follow up on care gaps, generating up to $40M+ in additional appointment revenue while enabling staff to focus on more complex tasks. -- Insights transforms patient interaction data into actionable intelligence using LLM-powered analytics that provide human-level understanding, moving from \<1% to 100% of calls quality-assured against existing rubrics. This comprehensive analysis enables data-driven coaching and continuous operational improvement across your organization.



**Who Is the Company Behind Actium Health?**

- **Seller:** [Actium Health](https://www.g2.com/sellers/actium-health-7d0cd021-c877-46e6-8309-0599199bc520)
- **Year Founded:** 2014
- **HQ Location:** Mountain View, US
- **LinkedIn® Page:** https://www.linkedin.com/company/actiumhealth (43 employees on LinkedIn®)



### 14. [Adherenza](https://www.g2.com/products/adherenza/reviews)
  Adherenza: GLP-1 Retention Intelligence Dropout is not random. It is an operational failure. Between 40 and 60 percent of GLP-1 patients quit within their first year, and most clinics discover they have left only after the revenue is gone. Patients do not disappear without warning. They send signals weeks in advance. The problem is that no clinic has the bandwidth to see them coming across an entire patient panel, every day, before it is too late. Adherenza solves that. DRIFT, our retention intelligence engine, monitors every active patient continuously and surfaces a prioritized list each morning. Your staff opens one view and knows exactly who needs attention today and what to do about it. No dashboard to interpret. No threshold to configure. Just the patients who need a call and the reason why. For a clinic losing 30 patients annually at $400 per month, that is $144,000 in preventable revenue loss. Recovering three patients per month covers the entire cost of the platform. What distinguishes Adherenza is that DRIFT learns. The longer you use it, the more accurate it becomes to your specific patient population, your clinic's rhythms, and what actually works for your staff. It does not stay static. It compounds in accuracy, in specificity, in value, from the moment you begin. This is not an alert system. It is the operational intelligence layer your retention program has been missing.



**Who Is the Company Behind Adherenza?**

- **Seller:** [Nave Origyn](https://www.g2.com/sellers/nave-origyn)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)



### 15. [Affineon Health](https://www.g2.com/products/affineon-health/reviews)
  Affineon Health offers an AI-powered inbox solution designed to alleviate the administrative burdens faced by healthcare providers. By automating routine tasks such as lab result processing, prescription renewals, and patient communications, Affineon enables clinical teams to spend less time managing their inboxes and more time focusing on patient care. The platform seamlessly integrates with electronic health record (EHR) systems, ensuring a smooth workflow without the need for additional applications or significant changes to existing processes.



**Who Is the Company Behind Affineon Health?**

- **Seller:** [Affineon Health](https://www.g2.com/sellers/affineon-health)
- **HQ Location:** Denver, US
- **LinkedIn® Page:** https://www.linkedin.com/company/affineon (20 employees on LinkedIn®)



### 16. [AI copilot: FastTrack](https://www.g2.com/products/ai-copilot-fasttrack/reviews)
  FastTrack is an enterprise-ready AI copilot that enables employees to bypass payor IVR systems and hold times, so you can save time and serve more patients. Complete 25% more patient support tasks per employee per day including but not limited to claims, prior authorizations and benefit verifications.



**Who Is the Company Behind AI copilot: FastTrack?**

- **Seller:** [Infinitus Systems](https://www.g2.com/sellers/infinitus-systems)
- **Year Founded:** 2019
- **HQ Location:** San Francisco, US
- **Twitter:** @InfinitusAI (747 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/infinitusai/ (202 employees on LinkedIn®)



### 17. [Alaffia Health](https://www.g2.com/products/alaffia-health/reviews)
  Alaffia Health offers AI-powered solutions designed to enhance the efficiency and accuracy of health plan claims operations. Their flagship product, Autodor, serves as a clinical AI coworker that integrates seamlessly with existing systems to streamline claims processing. Key Features and Functionality: - Custom AI Agents: Tailored to specific workflows, these agents incorporate a health plan's unique data, policies, and procedures, acting as an extension of the team. - Intelligent Prioritization: Autodor processes vast amounts of medical records, prioritizing claims that require human review based on clinical criteria and policies. - Clinical Reasoning: The AI cross-references medical records against relevant guidelines, providing clear rationales and citations for each recommendation. - Human Validation: Users maintain control with intuitive tools that ensure accuracy and allow for continuous refinement of the AI's performance. Primary Value and Problem Solved: Alaffia Health addresses the significant issue of medical claim fraud, waste, and abuse, which costs the U.S. healthcare system approximately $300 billion annually. By proactively detecting and correcting errors in claims before payment, their solutions reduce healthcare and administrative costs, prevent overpayments, and minimize downstream friction between payers and providers. This proactive approach enhances transparency in healthcare payments, allowing providers and payers to focus on delivering optimal patient care at fair prices.



**Who Is the Company Behind Alaffia Health?**

- **Seller:** [Alaffia Health](https://www.g2.com/sellers/alaffia-health)
- **Year Founded:** 2020
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/alaffia-health/ (42 employees on LinkedIn®)



### 18. [Apoointly](https://www.g2.com/products/apoointly/reviews)
  Apoointly is an AI front desk and virtual medical receptionist built for healthcare clinics. It helps practices manage patient calls, appointment scheduling, follow-ups, and front desk communication without increasing staff workload. The platform answers calls 24/7, including after hours, helping clinics reduce missed patient inquiries and improve response times. Patients can schedule, reschedule, or cancel appointments through natural conversations while the clinic staff stays focused on in-office operations. Apoointly supports healthcare workflows with secure EMR integrations and HIPAA-aligned communication processes. It helps clinics handle high call volumes more efficiently, reduce front desk interruptions, and improve the overall patient experience. Designed for small to mid-sized healthcare practices, Apoointly gives clinics a reliable way to streamline front desk operations while maintaining consistent patient support throughout the day.



**Who Is the Company Behind Apoointly?**

- **Seller:** [Apoointly](https://www.g2.com/sellers/apoointly)
- **Year Founded:** 2025
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/apoointly/ (4 employees on LinkedIn®)



### 19. [Arini](https://www.g2.com/products/arini/reviews)
  Arini is an AI-powered receptionist designed specifically for dental practices, providing 24/7 management of patient communications, including phone calls and text messages. By seamlessly integrating with existing practice management software, Arini efficiently handles appointment scheduling, rescheduling, and cancellations, ensuring that dental offices can focus on delivering quality patient care without the administrative burden.



**Who Is the Company Behind Arini?**

- **Seller:** [Arini](https://www.g2.com/sellers/arini)
- **Year Founded:** 2024
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/ariniai (12 employees on LinkedIn®)



### 20. [Artera](https://www.g2.com/products/artera/reviews)
  Artera is the proven agentic healthcare company, leveraging a decade of deep expertise to support 2 billion patient communications annually. Our solutions empower humans and AI Agents to work together to fix patient communications across text, phone, and web, unifying the entire patient journey - from scheduling and intake to billing and more. Trusted by over 1,000 healthcare organizations (including specialty groups, FQHCs, large IDNs, and federal agencies), Artera directly increases staff efficiency, boosts patient engagement, and improves the provider bottom line, helping patients get the care they need with simplicity and speed. 2B+ Annual Comms. | 200M+ Patients | 10yrs Experience | FedRAMP High in Process | www.artera.io |


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 83

**Who Is the Company Behind Artera?**

- **Seller:** [Artera](https://www.g2.com/sellers/artera)
- **Company Website:** https://artera.io
- **Year Founded:** 2015
- **HQ Location:** Santa Barbara, US
- **Twitter:** @Artera_io (760 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9405895/ (300 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital & Health Care, Medical Practice
  - **Company Size:** 63% Mid-Market, 20% Enterprise


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

**Pros:**

- Communication (8 reviews)
- Ease of Use (8 reviews)
- Patient Communication (8 reviews)
- Texting Communication (5 reviews)
- Texting Feature (5 reviews)

**Cons:**

- Messaging Issues (6 reviews)
- Limited Features (3 reviews)
- Limited Messaging Features (3 reviews)
- Communication Issues (2 reviews)
- Difficult Navigation (2 reviews)

### 21. [Assort Health](https://www.g2.com/products/assort-health/reviews)
  Assort Health is a pioneering company that integrates generative AI into healthcare call centers to enhance operational efficiency and patient service. Their AI-driven platform autonomously manages tasks such as scheduling, canceling, and confirming appointments, answering frequently asked questions, and providing web chat assistance. Additionally, the system offers AI analytics for call center performance and AI routing and triage for efficient call handling. By leveraging AI and natural language processing, Assort Health enables healthcare providers to handle higher call volumes without increasing staff, thereby reducing burnout and turnover.



**Who Is the Company Behind Assort Health?**

- **Seller:** [Assort Health](https://www.g2.com/sellers/assort-health)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/assorthealth (61 employees on LinkedIn®)



### 22. [Axis](https://www.g2.com/products/axis-hq-axis/reviews)
  Axis is a digital front desk platform for independent outpatient clinics. The platform combines an AI voice agent and SMS automation in a single system that handles inbound patient calls, appointment booking, intake collection, insurance eligibility verification, reminders, and payment follow ups. Axis is built for dental practices, primary care offices, and medspas with 2 to 15 providers that need to capture every call and run a full patient communication workflow without expanding front desk headcount. Ava, the AI agent at the core of Axis, answers calls 24 hours a day, including after hours, weekends, and during peak load when reception is unavailable. Ava books and reschedules appointments, collects new patient intake information by voice and SMS, runs live insurance eligibility checks during the call, sends digital intake forms before the visit, and handles appointment reminders, no show recovery, and balance follow ups by text. When a request falls outside Ava's defined scope, the call routes to a designated team member with full context attached. The platform integrates directly with 16 or more dental practice management systems including Dentrix, Open Dental, Eaglesoft, Curve, and Denticon, syncing appointments, patient records, and insurance information in both directions. Front desk staff work from a single calendar without switching between Ava and their existing PMS. Every Ava call is transcribed, scored for confidence, and stored for review, giving clinic owners full audit visibility without listening to every recording. Axis is purpose built for outpatient front desk workflows, not a horizontal voice bot retrofitted for healthcare. The platform runs on HIPAA aligned architecture with audit logging, encryption at rest, and role based access controls. Onboarding is available for clinics in the United States, United Kingdom, and Australia. Core features include: Inbound call answering with AI voice agent and human escalation Appointment booking, rescheduling, and calendar sync with major practice management systems Live insurance eligibility verification during the patient call New patient intake collection across voice and SMS Automated appointment reminders, follow ups, and patient reactivation by text Call review dashboard with full transcripts, confidence scoring, and audit logs Clinics evaluating Axis typically also consider AI receptionist tools, virtual receptionist services, medical answering services, and patient communication add ons for their existing PMS. Axis differs by combining the voice agent, SMS workflows, eligibility verification, and PMS sync in a single platform built specifically for the operational needs of independent outpatient practices.



**Who Is the Company Behind Axis?**

- **Seller:** [Axis HQ](https://www.g2.com/sellers/axis-hq)
- **Year Founded:** 2025
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/use-axis/ (2 employees on LinkedIn®)



### 23. [Axis Patient Solutions](https://www.g2.com/products/axis-patient-solutions/reviews)
  Axis Patient Solutions is an AI-powered front desk platform built for healthcare clinics. Our AI agents answer every inbound call in under 2 seconds, book appointments, complete patient intake, and handle after-hours coverage — 24/7, without adding staff. Clinics using Axis reduce missed calls by 50%, recover 40 hours of staff time per week, and capture 34% more bookings after 6pm that their front desk would have missed. Built for medical, dental, veterinary, and physical therapy practices.



**Who Is the Company Behind Axis Patient Solutions?**

- **Seller:** [Axis Patient Solutions](https://www.g2.com/sellers/axis-patient-solutions)
- **Year Founded:** 2026
- **HQ Location:** Miami, US
- **LinkedIn® Page:** https://www.linkedin.com/company/axis-patient-solutions (1 employees on LinkedIn®)



### 24. [Blueshirt Media AI Call Answering & Admissions Support for Treatment](https://www.g2.com/products/blueshirt-media-ai-call-answering-admissions-support-for-treatment/reviews)
  HIPAA-compliant AI admissions and call answering platform built exclusively for addiction treatment centers. 24/7 U.S.-based coverage for inbound intake calls, outbound lead recovery, and alumni re-engagement. Never miss another admissio



**Who Is the Company Behind Blueshirt Media AI Call Answering & Admissions Support for Treatment?**

- **Seller:** [Blue Shirt Media](https://www.g2.com/sellers/blue-shirt-media)
- **Year Founded:** 2021
- **HQ Location:** Bensalem, US
- **LinkedIn® Page:** https://www.linkedin.com/company/blueshirt-media/ (1 employees on LinkedIn®)



### 25. [Calyxr](https://www.g2.com/products/calyxr/reviews)
  Calyxr is an AI-powered patient communication and engagement platform that enables healthcare providers to automate, manage, and personalize patient interactions across omnichannel communication channels including voice, SMS, and digital workflows within a single HIPAA-compliant system. Calyxr is designed for medical practices, dental practices, clinics, hospitals, and healthcare organizations seeking to streamline patient communication throughout the care journey, reduce administrative workload, and improve operational efficiency, patient responsiveness, and overall experience. Key features and benefits: - AI-driven patient communication: Automate routine outreach and follow-ups across voice calls, SMS, and digital messaging. - Omnichannel engagement: Centralize all patient interactions in one platform for consistent and personalized care delivery. - Workflow automation: Reduce manual tasks with automated scheduling, reminders, confirmations, and care coordination. - HIPAA-compliance and data security: Maintain industry-standard privacy and security safeguards for all patient communications. - Scalable for healthcare organizations: Built to support practices of all sizes from small clinics to large health systems. Calyxr helps healthcare teams enhance patient engagement, minimize no-shows, and improve care continuity while lowering administrative costs and staff burden.



**Who Is the Company Behind Calyxr?**

- **Seller:** [Calyxr](https://www.g2.com/sellers/calyxr)
- **Year Founded:** 2025
- **HQ Location:** HIlliard, US
- **LinkedIn® Page:** https://www.linkedin.com/company/calyxr/ (1 employees on LinkedIn®)




    ## What Is AI Patient Engagement & Operations Software?
  [Health Care Software](https://www.g2.com/categories/health-care)
  ## What Software Categories Are Similar to AI Patient Engagement & Operations Software?
    - [Patient Scheduling Software](https://www.g2.com/categories/patient-scheduling)
    - [Patient Engagement Software](https://www.g2.com/categories/patient-engagement)
    - [Patient Intake Software](https://www.g2.com/categories/patient-intake)