# Best Patient Engagement Software with Outreach / Marketing Capabilities

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

**Total Products under this Category:** 404

### Category Stats (Jul 2026)

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

_Last updated: July 26, 2026_

## How Does G2 Rank Patient Engagement Software Products?

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

- 30 Analysts and Data Experts
- 12,600+ Authentic Reviews
- 404+ Products
- Unbiased Rankings

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

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

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

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

### [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:** 312

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

- **Workflow Management:** 9.3/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 9.2/10 (Category avg: 8.5/10)
- **Patient Communications:** 9.4/10 (Category avg: 8.8/10)

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

- **Seller:** [Pabau](https://www.g2.com/sellers/pabau)
- **Year Founded:** 2012
- **HQ Location:** London, England
- **Twitter:** @PabauCRM  
653 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a1e62291661305829baabe76291111dfe0d0442e9aff3494b1e26cb6ab61abac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpabau-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
167 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Nicole F._

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

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

**Rating:** 5.0/5.0 stars

_— Verified User in Cosmetics_

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

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

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

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

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

**Average Rating:** 3.9/5.0

**Total Reviews:** 34

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Chintan S._

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

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

**Rating:** 4.5/5.0 stars

_— Vikas S._

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

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

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

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 105

#### How Do G2 Users Rate Klara?

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

#### Who Is the Company Behind Klara?

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

#### Who Uses This Product?

- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 72% Small, 21% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— KRUNAL P._

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

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

**Rating:** 5.0/5.0 stars

_— Abigail S._

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

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

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

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 93

#### How Do G2 Users Rate Artera?

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

#### Who Is the Company Behind Artera?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Daniel A._

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

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

**Rating:** 4.5/5.0 stars

_— Verified User in Hospital & Health Care_

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

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

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

### [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 value the **streamlined appointment scheduling** with Solutionreach, enhancing communication and user satisfaction for staff and patients.
- Users value the **streamlined patient communication** with Solutionreach, making scheduling effortless for both staff and patients.
- Users value the **efficient communication** capabilities of Solutionreach, ensuring quick and easy updates for all customers.
- Users find **communication easy** with Solutionreach, allowing quick updates to reach customers efficiently.
- Users value the **communication efficiency** of Solutionreach, finding it quick to send updates to customers.

##### Cons

- Users are frustrated by **frequent updates** that change the functionality of Conversations, leading to a less seamless experience.
- Users find the **browser dependency inconvenient** , as it complicates usage and leads to accidental closures.
- Users find the **inefficient updates** frustrating, as it complicates the user experience with unnecessary browser requirements.
- Users desire a **pay per use payments option** for greater flexibility with Solutionreach billing.
- Users are frustrated with the **update issues** in Solutionreach, particularly the unintended browser opening of Conversations.

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

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

**Rating:** 5.0/5.0 stars

_— Kelsey H._

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

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

**Rating:** 5.0/5.0 stars

_— Betsy C._

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

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

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

### [Raintree Systems](https://www.g2.com/products/raintree-systems/reviews)

Raintree is a comprehensive rehabilitation and physical therapy software solution designed to assist enterprise and large therapy provider organizations in managing patient care and business operations. With a focus on the unique needs of rehabilitation practices, Raintree supports over 50 million patient visits annually across more than 8,500 therapy clinics throughout the United States. The software integrates advanced technology, including artificial intelligence, to enhance the electronic health record (EHR) experience specifically for rehab therapy professionals. Targeted primarily at adult and pediatric therapy practices, Raintree caters to a wide range of users, including physical therapists, occupational therapists, and speech-language pathologists. The software's design is informed by best practices in rehabilitation, ensuring that therapy providers can deliver optimal care and achieve superior patient outcomes. Raintree’s commitment to innovation is evident through its strategic investments in AI technology, which streamline clinical documentation and enhance patient engagement. Key features of Raintree include its ONC-certified EHR, which is the first of its kind tailored specifically for rehabilitation therapy. This certification underscores the software's compliance with industry standards, ensuring that therapy organizations can operate securely and efficiently. Additionally, Raintree offers AI scribe technology that automates clinical documentation, allowing therapists to focus more on patient care rather than administrative tasks. The platform also includes robust patient engagement and communication tools, which facilitate better interactions between providers and patients, ultimately leading to improved satisfaction and outcomes. Furthermore, Raintree provides comprehensive revenue cycle management (RCM) solutions that help therapy practices optimize their financial processes. By integrating business intelligence and analytics, users can gain valuable insights into their operations, enabling them to make data-driven decisions that enhance efficiency and profitability. With a client base that includes 8 out of the 10 largest rehab therapy organizations and over 2,500 implementations nationwide, Raintree stands out as a leader in the industry, prioritizing compliance, security, and the specific needs of rehabilitation therapy providers.

**Average Rating:** 4.2/5.0

**Total Reviews:** 117

#### How Do G2 Users Rate Raintree Systems?

- **Workflow Management:** 8.3/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.4/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Raintree Systems?

- **Seller:** [Raintree Systems](https://www.g2.com/sellers/raintree-systems)
- **Company Website:** www.raintreeinc.com
- **Year Founded:** 1983
- **HQ Location:** Chandler, AZ
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7de253d6fdca9588dd0bf734db06c554ccced869cd687636063f1bae1ba6ef7a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F56783%2F&secure%5Burl_type%5D=linkedin_company_website)  
303 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 46% Medium, 40% Small

#### What Do G2 Reviewers Say About Raintree Systems?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **innovative features** of Raintree Systems, enhancing workflow efficiency and integrating modern technology seamlessly.
- Users love the **ease of use** of Raintree Systems, enjoying streamlined workflows and comprehensive features all in one place.
- Users appreciate the **efficiency** of Raintree Systems, enhancing workflows and simplifying billing processes effectively.
- Users value the **responsive customer support** and seamless documentation integration offered by Raintree Systems.
- Users value the **business efficiency** of Raintree Systems, praising its streamlined processes and effective support for clinic operations.

##### Cons

- Users find Raintree Systems **not user-friendly** due to its outdated interface and overwhelming complexity for new users.
- Users find **poor usability** challenging, with complex features that overwhelm and hinder effective use for ABA therapy.
- Users face a **steep learning curve** and find usability challenging without adequate support or training from Raintree Systems.
- Users often face **navigation difficulties** with Raintree Systems due to its outdated interface and overwhelming functions.
- Users struggle with **difficult navigation** due to an outdated interface and lack of intuitive design in Raintree Systems.

#### What Are Recent G2 Reviews of Raintree Systems?

**["Raintree Makes Therapy Documentation Fast and Effortless"](https://www.g2.com/survey_responses/raintree-systems-review-13068969)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/raintree-systems-review-13068969)

**["Strong Features but Room for Improvement"](https://www.g2.com/survey_responses/raintree-systems-review-11353838)**

**Rating:** 4.0/5.0 stars

_— Courtni D._

[Read full review](https://www.g2.com/survey_responses/raintree-systems-review-11353838)

#### What Are G2 Users Discussing About Raintree Systems?

- [What is Raintree Systems | Therapy & Rehab used for?](https://www.g2.com/discussions/what-is-raintree-systems-therapy-rehab-used-for) - 1 comment

### [Tebra (previously Kareo + PatientPop)](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews)

Tebra is an all-in-one EHR and practice management platform designed for independent healthcare practices. The platform includes certified electronic health records, clinical charting, electronic prescribing, lab ordering, scheduling, billing, and claims management, telehealth, and patient engagement tools within a single, integrated system. Rather than relying on disconnected add-ons, Tebra provides native workflows that support care delivery, operations, and patient experience in one platform. The solution is purpose-built to help small and mid-sized practices improve efficiency, reduce administrative complexity, and manage day-to-day operations within one system.

**Average Rating:** 4.1/5.0

**Total Reviews:** 255

#### How Do G2 Users Rate Tebra (previously Kareo + PatientPop)?

- **Workflow Management:** 8.1/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 8.2/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Tebra (previously Kareo + PatientPop)?

- **Seller:** [Tebra](https://www.g2.com/sellers/tebra)
- **Company Website:** www.tebra.com
- **HQ Location:** Corona del Mar, US
- **Twitter:** @TebraOfficial  
11,001 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f476671e845ed3354293255147e6bafac74615cda9f81109a1fb3513f1b106b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftebra%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,054 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Office Manager
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 86% Small, 11% Medium

#### What Do G2 Reviewers Say About Tebra (previously Kareo + PatientPop)?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of Tebra, highlighting ease of use and simple setup.
- Users praise the **responsive customer support** of Tebra, appreciating quick resolutions and personal assistance via video chat.
- Users value Tebra's **efficiency** in managing tasks and claims seamlessly, enhancing productivity and user experience significantly.
- Users appreciate the **user-friendly app and AI note feature** , enhancing convenience and efficiency in healthcare management.
- Users appreciate the **customizability** of Tebra, benefiting from multiple templates and easy report generation.

##### Cons

- Users find the **limited features** of Tebra hinder their efficiency, especially regarding sorting and billing capabilities.
- Users face **inadequate reporting** issues, requiring manual data manipulation and experiencing duplicate reports and refresh problems.
- Users find the **inefficiency** of Tebra due to excessive clicking and lengthy report generation processes frustrating.
- Users experience **billing issues** that hinder workflow, including slow claims, limited changes post-billing, and incorrect patient coupons.
- Users find Tebra's reporting to be **inefficient** , often requiring manual data exports to meet their needs.

#### What Are Recent G2 Reviews of Tebra (previously Kareo + PatientPop)?

**["Easy Charge Capture for Accurate Coding"](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-12731619)**

**Rating:** 5.0/5.0 stars

_— Belinda C._

[Read full review](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-12731619)

**["Easy to use!"](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-7710720)**

**Rating:** 5.0/5.0 stars

_— Dawn P._

[Read full review](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-7710720)

#### What Are G2 Users Discussing About Tebra (previously Kareo + PatientPop)?

- [How much is PatientPop monthly?](https://www.g2.com/discussions/how-much-is-patientpop-monthly)
- [Is kareo a clearinghouse?](https://www.g2.com/discussions/is-kareo-a-clearinghouse) - 1 comment
- [Is PatientPop a CRM?](https://www.g2.com/discussions/is-patientpop-a-crm)
- [How much does kareo cost?](https://www.g2.com/discussions/how-much-does-kareo-cost) - 1 comment
- [How is PatientPop different?](https://www.g2.com/discussions/how-is-patientpop-different)

### [DearDoc](https://www.g2.com/products/deardoc/reviews)

DearDoc provides over 2,500+ doctors, physicians, and health and wellness practitioners with a suite of cloud-based tools and services designed to help doctors get more patients, run their practices more efficiently, and improve patient experience. DearDoc offers solutions for every stage of the patient journey, including an AI Smartchat, Autodialer and Review Generator, testimonial displayer, text-to-pay software, and a telemedicine platform. DearDoc also provides creative and technical support services for enhanced patient acquisition and experience including website design, SEO services, Social Media Management, and Google Integration.

**Average Rating:** 4.2/5.0

**Total Reviews:** 46

#### How Do G2 Users Rate DearDoc?

- **Workflow Management:** 7.4/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 7.8/10 (Category avg: 8.5/10)
- **Patient Communications:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind DearDoc?

- **Seller:** [Deardoc](https://www.g2.com/sellers/deardoc)
- **Year Founded:** 2019
- **HQ Location:** New York, New York
- **Twitter:** @getDearDoc  
40 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7c0ee602d95a15fc9382e193762f4e9e4ac5d5e05a02150d73ef3e03822091e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetdeardoc%2F&secure%5Burl_type%5D=linkedin_company_website)  
125 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Medical Practice, Health, Wellness and Fitness
- **Company Size:** 91% Small, 9% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficient patient communication** of DearDoc, enhancing engagement and simplifying front desk tasks.
- Users find DearDoc to be **easy to use** , thanks to its efficient AI chat and seamless integration.
- Users value the **efficient appointment scheduling** by DearDoc, converting missed calls into real appointments seamlessly.
- Users appreciate the **instant response time** of DearDoc, enhancing patient engagement and increasing appointment requests significantly.
- Users appreciate the **efficient AI chat** that captures patient interest and answers questions seamlessly.

##### Cons

- Users express frustration over **misleading marketing** , claiming deceptive sales tactics and false guarantees contributed to their dissatisfaction.
- Users frequently face **payment issues** with DearDoc, including unexpected charges and inadequate support for cancellations.
- Users report severe issues with **poor customer support** , experiencing delays, miscommunication, and frustrating service delivery.
- Users experience significant **billing issues** with DearDoc, facing unfulfilled guarantees and unresponsive support during onboarding.
- Users find the **complex interface** of DearDoc overwhelming due to its multitude of customizable options.

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

**["Efficient Referral System with Outstanding Support"](https://www.g2.com/survey_responses/deardoc-review-13073114)**

**Rating:** 5.0/5.0 stars

_— Jen T._

[Read full review](https://www.g2.com/survey_responses/deardoc-review-13073114)

**["Reaching new clientele with excellent onboarding and support"](https://www.g2.com/survey_responses/deardoc-review-13156676)**

**Rating:** 4.5/5.0 stars

_— Verified User in Veterinary_

[Read full review](https://www.g2.com/survey_responses/deardoc-review-13156676)

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

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

### [DoctorLogic](https://www.g2.com/products/doctorlogic/reviews)

DoctorLogic is an all-in-one Website Marketing Platform created exclusively for healthcare providers. The DoctorLogic software was invented to power custom-designed websites for patient acquisition, retention marketing, and practice insights that help providers connect with more people. Privately funded and based in Plano, Texas, DoctorLogic has been named to Inc. 5000’s list of Fastest Growing Companies in the United States for two consecutive years and was recently awarded Gold for Best Website Visual Appeal and Silver for Website Branding by Davey’s Awards on behalf of the Academy of Interactive & Visual Arts. DoctorLogic works with more than 3,000 healthcare providers in the field of aesthetics, dentistry, surgery, and general medical and has helped customers acquire 100+ million new website visitors with their proven experience executing medical SEO strategies that resulted in improved organic results and exceeding average conversion rates. The company’s suite of additional managed services (Social Media, Google Ads (Pay-Per-Click), Content Marketing/Blog Services, Managed Chat, and Video Production) helps provide a turn-key online marketing solution for medical practices large and small.

**Average Rating:** 4.1/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate DoctorLogic?

- **Workflow Management:** 7.6/10 (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:** 6.7/10 (Category avg: 8.5/10)
- **Patient Communications:** 7.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind DoctorLogic?

- **Seller:** [DoctorLogic](https://www.g2.com/sellers/doctorlogic)
- **Year Founded:** 2013
- **HQ Location:** Plano, TX
- **Twitter:** @DoctorLogicUS  
327 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b0c67d50a51adeb31e7216f241bc8af2af9f534be40c9d8c308aa1f78ce749e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3290319%2F&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness
- **Company Size:** 74% Small, 26% Medium

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

_AI-generated summary from verified user reviews_

##### Cons

- Users report significant **billing issues** with DoctorLogic, including unauthorized auto-renewals and poor communication about contracts.
- Users report significant **payment issues** with DoctorLogic, including unexpected charges and poor communication about contracts.
- Users report **poor customer support** from DoctorLogic, facing communication issues and unaddressed contract concerns.

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

**["Amazing Under Pressure!"](https://www.g2.com/survey_responses/doctorlogic-review-4223712)**

**Rating:** 5.0/5.0 stars

_— Julie D._

[Read full review](https://www.g2.com/survey_responses/doctorlogic-review-4223712)

**["Doctor Logic has been a tremendous help, specifically through Covid"](https://www.g2.com/survey_responses/doctorlogic-review-4342417)**

**Rating:** 5.0/5.0 stars

_— Corinne H._

[Read full review](https://www.g2.com/survey_responses/doctorlogic-review-4342417)

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

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

### [HealthCloud](https://www.g2.com/products/healthcloud/reviews)

HealthCloud® by Veriday is a comprehensive, mobile-ready patient engagement platform designed to enhance communication between healthcare providers and patients. It streamlines internal and external communications, offering an integrated solution that replaces disparate back-office products, thereby improving patient engagement and operational efficiency. Key Features and Functionality: - Mobile-Ready Website Development: Create responsive websites accessible on various devices, ensuring patients can access information anytime, anywhere. - Search Engine Optimization : Enhance online visibility to attract and retain patients by optimizing website content for search engines. - Content Marketing: Develop and distribute relevant content to educate and engage patients, fostering stronger relationships. - Email Newsletter Marketing: Send personalized, HIPAA-compliant email communications to keep patients informed about health updates and services. - Social Media Management: Manage social media platforms to engage with patients and share valuable health information. - Brand Management: Maintain a consistent brand identity across all digital channels to build trust and recognition. - Analytics: Monitor and analyze patient engagement metrics to refine strategies and improve outcomes. - HIPAA-Compliant Messaging, Scheduling, and Payment: Securely communicate with patients, manage appointments, and process payments in compliance with HIPAA regulations. Primary Value and Solutions Provided: HealthCloud® empowers healthcare organizations to enhance patient engagement by providing a unified platform that simplifies communication and marketing efforts. By integrating various tools into a single solution, it reduces costs, ensures compliance with healthcare regulations, and enables providers to deliver personalized care. The platform's comprehensive suite of features addresses common challenges in patient engagement, such as fragmented communication channels and inefficient processes, ultimately leading to improved patient satisfaction and better health outcomes.

**Average Rating:** 4.0/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate HealthCloud?

- **Workflow Management:** 8.3/10 (Category avg: 8.9/10)
- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.7/10)
- **Patient Satisfaction Management:** 3.3/10 (Category avg: 8.5/10)
- **Patient Communications:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind HealthCloud?

- **Seller:** [Veriday](https://www.g2.com/sellers/veriday)
- **Year Founded:** 2012
- **HQ Location:** Mississauga
- **Twitter:** @VeridayHQ  
740 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=01c303a6a8db8d11404608be6e573297c7e5e340421cad49280cf2c447720db6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fveriday%2F&secure%5Burl_type%5D=linkedin_company_website)  
72 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Medium, 29% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **communication efficiency** of HealthCloud, enhancing collaboration and workflow management across healthcare teams.
- Users value the **ease of use** of HealthCloud for efficiently organizing and managing patient information and workflows.
- Users love the **time-saving organization** of HealthCloud, which enhances efficiency in case management and communication.
- Users value the **centralized system** of HealthCloud, enhancing organization, coordination, and overall workflow efficiency.
- Users appreciate the **streamlined communication** in HealthCloud, enhancing case management and team coordination effectively.

##### Cons

- Users find HealthCloud **not user-friendly** , as slow performance and confusing navigation hinder efficient task completion.
- Users experience **slow loading** times with HealthCloud, causing frustration and delays in completing tasks efficiently.
- Users find the **difficult navigation** of HealthCloud can slow down tasks and complicate the overall user experience.
- Users find the **slow performance and complexity** of HealthCloud frustrating, especially for newcomers navigating the system.

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

**["Good integrative platform"](https://www.g2.com/survey_responses/healthcloud-review-9043123)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/healthcloud-review-9043123)

**["Centralized Health Data for Seamless, Efficient Care"](https://www.g2.com/survey_responses/healthcloud-review-12107648)**

**Rating:** 5.0/5.0 stars

_— Ruby Ann G._

[Read full review](https://www.g2.com/survey_responses/healthcloud-review-12107648)

### [TeleVox](https://www.g2.com/products/televox/reviews)

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

**Average Rating:** 3.9/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate TeleVox?

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

#### Who Is the Company Behind TeleVox?

- **Seller:** [West Technology Group](https://www.g2.com/sellers/west-technology-group)
- **Year Founded:** 1986
- **HQ Location:** N/A
- **Twitter:** @Mosaicx\_  
1,747 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1474aa3e3425642484fdf39a8ecf673c248bc8c51f8fdb0c0f890d268dbf4e84&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwest-tg%2F&secure%5Burl_type%5D=linkedin_company_website)  
57 employees on LinkedIn®
- **Phone:** 1-920-954-2900

#### Who Uses This Product?

- **Company Size:** 67% Small, 17% Large

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

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

**Rating:** 4.0/5.0 stars

_— Jacob W._

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

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

**Rating:** 4.5/5.0 stars

_— Verified User in Hospital & Health Care_

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

### [4PatientCare](https://www.g2.com/products/4patientcare/reviews)

4PatientCare provides comprehensive patient engagement solutions via email, text, voice, web and social media.

**Average Rating:** 3.3/5.0

**Total Reviews:** 3

#### Who Is the Company Behind 4PatientCare?

- **Seller:** [4PatientCare](https://www.g2.com/sellers/4patientcare)
- **Year Founded:** 1999
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea96de8f2c6c922925ff259f08a0a6dcf32f1d1a0ed8912db3be72518f28f63f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4patientcare&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of 4PatientCare?

**["Simple and straightforward "](https://www.g2.com/survey_responses/4patientcare-review-1903895)**

**Rating:** 4.5/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/4patientcare-review-1903895)

**["Compatible with our software"](https://www.g2.com/survey_responses/4patientcare-review-5168097)**

**Rating:** 4.5/5.0 stars

_— Tammy F._

[Read full review](https://www.g2.com/survey_responses/4patientcare-review-5168097)

#### What Are G2 Users Discussing About 4PatientCare?

- [What is 4PatientCare used for?](https://www.g2.com/discussions/what-is-4patientcare-used-for)

### [WellWink](https://www.g2.com/products/wellwink/reviews)

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate WellWink?

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

#### Who Is the Company Behind WellWink?

- **Seller:** [WellWInk](https://www.g2.com/sellers/wellwink)
- **Year Founded:** 2018
- **HQ Location:** Hackensack , US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=20a67c764c450c6b56d061f1de00929f7a665c027209161f35319ee11d02d607&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwellwink&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 50% Medium

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

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

**Rating:** 5.0/5.0 stars

_— Arya H._

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

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

**Rating:** 4.5/5.0 stars

_— Andy M._

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

### [Crelio CRM](https://www.g2.com/products/crelio-crm/reviews)

Crelio Patient Engagement is a cloud-based patient management tool that helps you upscale your patient retention strategy for more enhanced outcomes. With Crelio Patient Engagement, you can leverage a wide range of advantages, such as 1. End-To-End Patient Scheduling & Order Management 2. Branded Patient Portal & Patient App 3. Enable Promotions To Build Your Lab's Online Presence 4. End-To-End Self-Testing Kit Management 5. White-labeling & Branding 6. Website & Social Media Integration 7. Transform Your Website Into An Online Store 8. Localization & Customization 9. Patient Feedback Management Crelio Patient Engagement offers an exceptional key to dedicated patient engagement with automated patient communication. So your patients are always notified about the status of their tests, payments, and reports on time, every time. The solution supports online delivery of reports quickly and easily over email, SMS, Fax, and WhatsApp. With Crelio Patient Engagement’s feedback management feature, you can receive patient ratings and feedback about their experience to use them as good advocates or to act upon and improve.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Crelio CRM?

- **Seller:** [CrelioHealth (formerly known as LiveHealth)](https://www.g2.com/sellers/creliohealth-formerly-known-as-livehealth)
- **Year Founded:** 2013
- **HQ Location:** 8865 Stanford Blvd 2nd floor Suite 202, Columbia, MD 21045, United States
- **Twitter:** @creliohealth  
448 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab20de38a4c0a5da70da5520df83ca83d6776600992d3177edc970629906d435&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3708285%2F&secure%5Burl_type%5D=linkedin_company_website)  
155 employees on LinkedIn®

#### What Do G2 Reviewers Say About Crelio CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **appointment scheduling** feature of Crelio CRM, making patient follow-ups seamless and efficient.
- Users value the **customizability** of Crelio CRM, enhancing efficiency and adapting to their specific operational needs.
- Users appreciate the **user-friendly interface** of Crelio CRM, making it easy for staff to learn and use effectively.
- Users value the **comprehensive educational resources** of Crelio CRM, enhancing understanding and easing software navigation for everyone.
- Users commend the **enhanced efficiency** of Crelio CRM, simplifying operations and improving task management in healthcare settings.

##### Cons

- Users experience **connectivity issues** with Crelio CRM, leading to performance challenges during slow internet connections.
- Users experience **slow loading** times with Crelio CRM, which affects performance during low internet connectivity.
- Users report experiencing **slow performance** with Crelio CRM, particularly during poor internet connectivity, impacting usability.

#### What Are Recent G2 Reviews of Crelio CRM?

**["Efficient CRM for Diagnostics with Superb Usability"](https://www.g2.com/survey_responses/crelio-crm-review-12025804)**

**Rating:** 4.0/5.0 stars

_— Arjun M._

[Read full review](https://www.g2.com/survey_responses/crelio-crm-review-12025804)

### [Remedo](https://www.g2.com/products/remedo/reviews)

Remedo is a specialized healthcare and dental marketing platform built to help clinics, hospitals, and medical practices grow their online visibility, attract high-quality patients, and increase appointment bookings. Designed exclusively for the healthcare industry, Remedo combines data-driven digital marketing, AI-powered optimization, and conversion-focused strategies to deliver consistent and measurable results. Unlike generic marketing agencies, Remedo understands the unique challenges of healthcare marketing—patient trust, compliance, and long decision cycles. Our solutions are tailored for dentists, orthodontists, cosmetic clinics, multi-location practices, and healthcare brands that want predictable growth without compromising credibility. At the core of Remedo’s offering is dental and healthcare marketing. We help practices rank higher on Google by optimizing websites, service pages, blogs, and structured data to capture high-intent patient searches. Every strategy is built to improve discoverability, authority, and conversions at a local and national level. Remedo also delivers strong results through performance marketing, including Google Ads and paid social campaigns focused on lead quality and return on investment. Campaigns are continuously optimized using real-time data, ensuring marketing spend drives actual patient enquiries rather than vanity metrics. What sets Remedo apart is its focus on AI engine optimization and advanced analytics. We align content and visibility strategies with evolving search behavior, including AI-driven answer engines, helping practices stay competitive as search continues to change. With detailed reporting, call tracking insights, and conversion analysis, Remedo provides complete transparency into what’s driving growth. Trusted by healthcare providers across the UK, US, and global markets, Remedo partners with practices to build long-term, scalable patient acquisition systems that deliver sustainable results.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Remedo?

- **Seller:** [Remedo](https://www.g2.com/sellers/remedo)
- **Year Founded:** 2016
- **HQ Location:** Fremont, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5fe7805fd158a420fa2eab19f9c1338d242b9ce972fff6d8a16a42774ca73753&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fremedo&secure%5Burl_type%5D=linkedin_company_website)  
92 employees on LinkedIn®

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

_AI-generated summary from verified user reviews_

##### Pros

- Users are pleased with Remedo's **expertise in lead generation** , finding the setup easy and overall satisfaction high.
- Users find the **initial setup easy** , enhancing their experience and satisfaction with Remedo for business growth.

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

**["Effortless Lead Generation with Remedo"](https://www.g2.com/survey_responses/remedo-review-12354175)**

**Rating:** 5.0/5.0 stars

_— Ram Kr S._

[Read full review](https://www.g2.com/survey_responses/remedo-review-12354175)

- &lsaquo; Prev‹ Prev
- 1
- [2](/categories/patient-engagement/f/outreach-marketing?filters%5BEngagement+Method%5D%5B%5D=217&order=g2_score&page=2#product-list)
- [3](/categories/patient-engagement/f/outreach-marketing?filters%5BEngagement+Method%5D%5B%5D=217&order=g2_score&page=3#product-list)
- [Next &rsaquo;Next ›](/categories/patient-engagement/f/outreach-marketing?filters%5BEngagement+Method%5D%5B%5D=217&order=g2_score&page=2#product-list)

Spotlight Categories

[Lead Intelligence Software](https://www.g2.com/categories/lead-intelligence)

[Managed File Transfer (MFT) Software](https://www.g2.com/categories/managed-file-transfer-mft)

[Employee Engagement Software](https://www.g2.com/categories/employee-engagement)

[Data Science and Machine Learning Platforms](https://www.g2.com/categories/data-science-and-machine-learning-platforms)

[Sales Engagement Software](https://www.g2.com/categories/sales-engagement)

Similar Categories

- [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 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)

Below are the top-rated Patient Engagement Software with Outreach / Marketing capabilities, as verified by G2’s Research team. Real users have identified Outreach / Marketing as an important function of Patient Engagement Software. Compare different products that offer this feature so you can decide which is best for your business needs.

Top Tools at a Glance

| 

 | 

Automated patient review solicitation with PM integration

 | 

User Review

"Reputation Management Life Saver!"

 |
| 

 | 

Two-way patient texting with EHR integration

 | 

User Review

"Real-Time Texting Transforms Office Communication"

 |
| 

 | 

Specialty EHR-integrated patient communication and recall

 | 

User Review

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

 |
| 

 | 

All-in-one clinical documentation with patient portal

 | 

User Review

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

 |
| 

 | 

Two-way texting with EMR-integrated appointment workflows

 | 

User Review

"Effortless Patient Communication, Needs Better Merging"

 |
| 

 | 

Two-way texting and automated appointment confirmations

 | 

User Review

"Adit is awesome!"

 |
| 

 | 

EMR-integrated appointment filling and digital intake

 | 

User Review

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

 |
| 

 | 

Automated patient journeys with digital consents

 | 

User Review

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

 |
| 

 | 

Pre-visit intake with EHR-integrated insurance verification

 | 

User Review

"Empowers Remote Work with Ease"

 |

* * *

Show More

* * *

## How Do You Choose the Right Patient Engagement Software?

### What You Should Know 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;