# Best Patient Relationship Management (PRM) Software for Small Business *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)* Products classified in the overall Patient Relationship Management (PRM) category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Patient Relationship Management (PRM) to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Patient Relationship Management (PRM) category. In addition to qualifying for inclusion in the Patient Relationship Management (PRM) Software category, to qualify for inclusion in the Small Business Patient Relationship Management (PRM) Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Top Patient Relationship Management (PRM) Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Weave](https://www.g2.com/products/weave-weave/reviews) | 4.6/5.0 (416 reviews) | Omnichannel patient communication with EHR-integrated automation | "[Real-Time Texting Transforms Office Communication](https://www.g2.com/survey_responses/weave-review-12181652)" | | 2 | [NexHealth](https://www.g2.com/products/nexhealth/reviews) | 4.8/5.0 (113 reviews) | PMS-integrated patient engagement and recall automation | "[Flexible Insurance, Credit Card, and Messaging Options in Nexhealth](https://www.g2.com/survey_responses/nexhealth-review-12954504)" | | 3 | [Adit](https://www.g2.com/products/adit/reviews) | 4.8/5.0 (90 reviews) | Dental PMS-integrated patient communication automation | "[Adit is awesome!](https://www.g2.com/survey_responses/adit-review-12921822)" | | 4 | [Practice by Numbers](https://www.g2.com/products/practice-by-numbers/reviews) | 4.9/5.0 (104 reviews) | All-in-one dental practice analytics and patient engagement | "[Practice by numbers by far best software out there.](https://www.g2.com/survey_responses/practice-by-numbers-review-11074936)" | | 5 | [Agentforce Health (formerly Salesforce Health Cloud)](https://www.g2.com/products/agentforce-health-formerly-salesforce-health-cloud/reviews) | 3.9/5.0 (33 reviews) | Salesforce-native Patient 360 care coordination | "[Salesforce Health Cloud Review](https://www.g2.com/survey_responses/agentforce-health-formerly-salesforce-health-cloud-review-9793294)" | | 6 | [Artera](https://www.g2.com/products/artera/reviews) | 4.8/5.0 (89 reviews) | Omnichannel patient communication with EMR-integrated automation | "[Artera: Simple, Fast Campaigns with Easy Message Duplication](https://www.g2.com/survey_responses/artera-review-13051576)" | | 7 | [Solutionreach](https://www.g2.com/products/solutionreach/reviews) | 4.3/5.0 (167 reviews) | Automated patient recall and appointment communication | "[Easy Texting for Payments, Reviews, and Paperwork](https://www.g2.com/survey_responses/solutionreach-review-12625716)" | | 8 | [MaxAssist](https://www.g2.com/products/maxassist/reviews) | 4.7/5.0 (223 reviews) | Dental recall and appointment-confirmation automation | "[Game-Changer with Exceptional Support](https://www.g2.com/survey_responses/maxassist-review-12101138)" | | 9 | [RevenueWell](https://www.g2.com/products/revenuewell/reviews) | 4.7/5.0 (134 reviews) | Dental PRM with Eaglesoft-native automation | "[Helpful Insights and Great Communication](https://www.g2.com/survey_responses/revenuewell-review-13068805)" | | 10 | [sterloCare](https://www.g2.com/products/sterlo-sterlocare/reviews) | 4.7/5.0 (21 reviews) | QR-based hospital patient request workflows | "[A very effective porter management system that improved our hospital operations](https://www.g2.com/survey_responses/sterlocare-review-11988847)" | ## G2 Grid® for Patient Relationship Management (PRM) Software ![G2 Grid® for Patient Relationship Management (PRM) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-relationship-management-prm/grids.png?focus%5B%5D=48097&focus%5B%5D=87629&focus%5B%5D=27950&focus%5B%5D=1243521&focus%5B%5D=42689&focus%5B%5D=43910&focus%5B%5D=99642&focus%5B%5D=13353) Highlighted products: Weave, NexHealth, Adit, Practice by Numbers, Solutionreach, RevenueWell, Updox, and WebPT. Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-relationship-management-prm/grids.json?focus%5B%5D=weave-weave&focus%5B%5D=nexhealth&focus%5B%5D=adit&focus%5B%5D=practice-by-numbers&focus%5B%5D=solutionreach&focus%5B%5D=revenuewell&focus%5B%5D=updox&focus%5B%5D=webpt&segment=small-business) ## How Many Patient Relationship Management (PRM) Software Products Does G2 Track? **Total Products under this Category:** 84 ### Category Stats (Jul 2026) - **Average Rating**: 4.54/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Adit (+0.29%) - Among all products in this category, Adit recorded the largest rating increase compared to last month *Last updated: July 12, 2026* ## How Does G2 Rank Patient Relationship Management (PRM) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,900+ Authentic Reviews - 84+ 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 Patient Relationship Management (PRM) Software Is Best for Your Use Case? - **Best for Small Businesses:** [Weave](https://www.g2.com/products/weave-weave/reviews) - **Best for Mid-Market:** [Artera](https://www.g2.com/products/artera/reviews) - **Highest User Satisfaction:** [Weave](https://www.g2.com/products/weave-weave/reviews) - **Best Free Software:** [MaxAssist](https://www.g2.com/products/maxassist/reviews) --- **Sponsored** ### NexHealth NexHealth is the patient experience platform that provides true practice automation. We help you eliminate the tedious tasks that slows your team down and keeps them tied to the front desk. Our proprietary Synchronizer technology syncs directly with your health record system in real-time, with updates appearing in seconds, not minutes or hours. This unique, reliable sync means you can actually automate every step of the patient journey from booking to payment without the errors and delays common on other platforms. Our patient booking software helps you fill the calendar without endless phone calls. Real-time online booking lets patients schedule 24/7 while our automated Waitlist fills last-minute cancellations in minutes. Bring patients back for the care they need with automated patient recall messages. Our unique 1-Click Booking links makes it easy for patients to schedule follow-ups via SMS or email without a patient portal, saving your team from hours of manual outreach and delighting patients with fewer steps to make an appointment. Handle your entire patient intake process with our HIPAA compliant digital forms software that eliminates the need for paperwork and manual data entry. We digitize your existing forms for you or you can easily create your own with the powerful form builder. Capture all the data you need - from consent, history, payments, and more. Patient information syncs automatically to their record in your EHR, saving you hours of time and reducing data mistakes. Stay on schedule with patients that show up with their intake forms already completed by sending the right forms automatically before each appointment. Next, NexHealth helps you eliminate phone tag with a comprehensive patient communication suite. Automate everything from customizable appointment reminder sequences that reduce no-shows to review requests after appointments that boost your online reputation using feedback from your happiest patients. Our HIPAA-compliant two-way messaging lets your team text directly with patients, ending the game of phone tag for good. Finally, get paid faster with in-office terminals and digital payment requests that sync with your EHR ledger. You can collect outstanding balances with simple text and email payment requests that make it convenient for patients to pay. Ledger Sync instantly shows who has a balance and automatically posts payments back to the patient record with correct provider and procedure attribution, saving hours valuable admin time every week. Free your team from repetitive tasks so they can focus on what matters most: the patients. Get started with flexible, month-to-month billing and no long-term contracts. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1581&secure%5Bchosen_at%5D=2026-07-12T22%3A57%3A20Z&secure%5Bdisplayable_resource_id%5D=1581&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1581&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=87629&secure%5Bresource_id%5D=1581&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-relationship-management-prm%2Fsmall-business&secure%5Btoken%5D=c07ba26f34af9e5ad39a181b1696ec1da82f5b23e8790043ed2d30dd651538e6&secure%5Burl%5D=https%3A%2F%2Fwww.nexhealth.com&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Patient Relationship Management (PRM) 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 **How Do G2 Users Rate Weave?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10) - **Records Management:** 8.4/10 (Category avg: 9.0/10) - **Patient Case Management:** 8.9/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.4/10 (Category avg: 9.3/10) **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 (2,008 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1271877/ (1,173 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Owner - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 91% Small-Business, 7% Mid-Market #### What Are Weave's Pros and Cons? **Pros:** - Ease of Use (87 reviews) - Communication (71 reviews) - Text Messaging (67 reviews) - Patient Communication (66 reviews) - Texting Communication (53 reviews) **Cons:** - Technical Issues (40 reviews) - Messaging Issues (22 reviews) - Communication Issues (21 reviews) - Connectivity Issues (21 reviews) - Limited Features (21 reviews) ### What Do G2 Reviewers Say About Weave? *AI-generated summary from verified user reviews* **Pros:** - Users find Weave's **ease of use** highly intuitive, making communication and setup straightforward and efficient. - Users value the **seamless communication** features of Weave, enhancing patient interaction and streamlining office processes. - Users value the **automated texting reminders** from Weave, enhancing communication and saving time in their practice. - Users value the **convenient patient communication** features of Weave, enhancing interactions and saving time effectively. - Users find Weave's **texting communication** highly convenient, streamlining patient interactions and enhancing overall efficiency. **Cons:** - Users experience **technical issues** with Weave, including failed message deliveries and difficulties with setup and support responsiveness. - Users report **messaging issues** like glitchy notifications and confusion with bulk messaging, impacting their overall experience. - Users experience **communication issues** with Weave, including email client problems and timing errors causing patient dissatisfaction. - Users often face **connectivity issues** with Weave, including lagging and syncing problems that disrupt their workflow. - Users feel the **limited features** of Weave hinder scheduling efficiency and restrict communication possibilities. #### What Are Recent G2 Reviews of Weave? **"[Real-Time Texting Transforms Office Communication](https://www.g2.com/survey_responses/weave-review-12181652)"** **Rating:** 5.0/5.0 stars *— Kelly .* [Read full review](https://www.g2.com/survey_responses/weave-review-12181652) --- **"[Excellent feature development; very useful and integral to our operations.](https://www.g2.com/survey_responses/weave-review-9471547)"** **Rating:** 4.0/5.0 stars *— Craig E.* [Read full review](https://www.g2.com/survey_responses/weave-review-9471547) --- #### What Are G2 Users Discussing About Weave? - [Is weave Hipaa compliant?](https://www.g2.com/discussions/is-weave-hipaa-compliant) - 2 comments - [How much is weave dental?](https://www.g2.com/discussions/how-much-is-weave-dental) - 2 comments - [What does the company weave do?](https://www.g2.com/discussions/weave-what-does-the-company-weave-do) - 2 comments - [What is weave dental?](https://www.g2.com/discussions/what-is-weave-dental) - 2 comments ### 2. [NexHealth](https://www.g2.com/products/nexhealth/reviews) NexHealth is the patient experience platform that provides true practice automation. We help you eliminate the tedious tasks that slows your team down and keeps them tied to the front desk. Our proprietary Synchronizer technology syncs directly with your health record system in real-time, with updates appearing in seconds, not minutes or hours. This unique, reliable sync means you can actually automate every step of the patient journey from booking to payment without the errors and delays common on other platforms. Our patient booking software helps you fill the calendar without endless phone calls. Real-time online booking lets patients schedule 24/7 while our automated Waitlist fills last-minute cancellations in minutes. Bring patients back for the care they need with automated patient recall messages. Our unique 1-Click Booking links makes it easy for patients to schedule follow-ups via SMS or email without a patient portal, saving your team from hours of manual outreach and delighting patients with fewer steps to make an appointment. Handle your entire patient intake process with our HIPAA compliant digital forms software that eliminates the need for paperwork and manual data entry. We digitize your existing forms for you or you can easily create your own with the powerful form builder. Capture all the data you need - from consent, history, payments, and more. Patient information syncs automatically to their record in your EHR, saving you hours of time and reducing data mistakes. Stay on schedule with patients that show up with their intake forms already completed by sending the right forms automatically before each appointment. Next, NexHealth helps you eliminate phone tag with a comprehensive patient communication suite. Automate everything from customizable appointment reminder sequences that reduce no-shows to review requests after appointments that boost your online reputation using feedback from your happiest patients. Our HIPAA-compliant two-way messaging lets your team text directly with patients, ending the game of phone tag for good. Finally, get paid faster with in-office terminals and digital payment requests that sync with your EHR ledger. You can collect outstanding balances with simple text and email payment requests that make it convenient for patients to pay. Ledger Sync instantly shows who has a balance and automatically posts payments back to the patient record with correct provider and procedure attribution, saving hours valuable admin time every week. Free your team from repetitive tasks so they can focus on what matters most: the patients. Get started with flexible, month-to-month billing and no long-term contracts. **Average Rating:** 4.8/5.0 **Total Reviews:** 113 **How Do G2 Users Rate NexHealth?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.3/10) - **Records Management:** 8.3/10 (Category avg: 9.0/10) - **Patient Case Management:** 8.9/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.6/10 (Category avg: 9.3/10) **Who Is the Company Behind NexHealth?** - **Seller:** [Nex Health](https://www.g2.com/sellers/nex-health) - **Company Website:** https://nexhealth.com - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @nexhealthHQ (2,139 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5366106/ (190 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Dentist - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 88% Small-Business, 10% Mid-Market #### What Are NexHealth's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Customer Support (14 reviews) - Communication (10 reviews) - Online Forms (10 reviews) - Patient Communication (10 reviews) **Cons:** - Messaging Issues (4 reviews) - Technical Issues (4 reviews) - Limited Features (3 reviews) - Appointment Management (2 reviews) - Calendar Syncing Issues (2 reviews) ### What Do G2 Reviewers Say About NexHealth? *AI-generated summary from verified user reviews* **Pros:** - Users find NexHealth to be **user-friendly and convenient** , streamlining patient communication and payment processes effectively. - Users commend the **outstanding customer support** of NexHealth, consistently providing helpful assistance when needed. - Users love the **effective communication tools** of NexHealth, which enhance patient interaction and streamline administrative tasks. - Users love the **ease of managing online forms** , enhancing patient communication and streamlined workflows. - Users appreciate the **ease of communication with patients** provided by NexHealth, enhancing their interaction and service delivery. **Cons:** - Users express frustration with **messaging issues** in NexHealth, noting inefficiencies and the need for multiple work-arounds. - Users often face **technical issues** like lag and syncing problems, impacting checkout efficiency and compatibility with Android. - Users face **limited features** that require multiple work-arounds, complicating usability and appointment management. - Users find the **appointment management cumbersome** , requiring multiple steps and workarounds for basic functions. - Users often face **calendar syncing issues** , affecting the visibility of important information and overall usability. #### What Are Recent G2 Reviews of NexHealth? **"[Flexible Insurance, Credit Card, and Messaging Options in Nexhealth](https://www.g2.com/survey_responses/nexhealth-review-12954504)"** **Rating:** 4.0/5.0 stars *— Shawn M.* [Read full review](https://www.g2.com/survey_responses/nexhealth-review-12954504) --- **"[Transforming Patient Communication and Scheduling Efficiency](https://www.g2.com/survey_responses/nexhealth-review-13034286)"** **Rating:** 5.0/5.0 stars *— Samir A.* [Read full review](https://www.g2.com/survey_responses/nexhealth-review-13034286) --- #### What Are G2 Users Discussing About NexHealth? - [How do you use Nexhealth?](https://www.g2.com/discussions/how-do-you-use-nexhealth) - [How many employees does NexHealth have?](https://www.g2.com/discussions/how-many-employees-does-nexhealth-have) - [Is NexHealth secure?](https://www.g2.com/discussions/is-nexhealth-secure) - [What does NexHealth do?](https://www.g2.com/discussions/what-does-nexhealth-do) ### 3. [Adit](https://www.g2.com/products/adit/reviews) Adit is a fully integrated practice management platform that simplifies operations, communication, and patient engagement across healthcare. With advanced VoIP features like Patient Caller ID, Mobile Access, Missed Call Texts, and One-Number Communication, teams stay connected. Adit’s smart Digital Forms sync with EHRs, auto-assign based on appointment type, and trigger medical history reminders. Payments are seamless with flexible plans, Text-to-Pay, and auto ledger posting. Patient recall is optimized with auto-reminders, mass texting, and email campaigns. Analytics reveal no-show trends, recall gaps, and revenue insights. Insurance verifications are automated, Adit pulls schedules, collects missing patient info, and syncs data into the patient file. With customizable workflows, call flows, and treatment acceptance tracking, Adit brings clarity to complexity and helps practices grow with confidence. It’s time to trade in all your practice management tools for one. **Average Rating:** 4.8/5.0 **Total Reviews:** 90 **How Do G2 Users Rate Adit?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.3/10) - **Records Management:** 10.0/10 (Category avg: 9.0/10) - **Patient Case Management:** 10.0/10 (Category avg: 9.0/10) - **Patient Experience Management:** 10.0/10 (Category avg: 9.3/10) **Who Is the Company Behind Adit?** - **Seller:** [Adit](https://www.g2.com/sellers/adit) - **Year Founded:** 2013 - **HQ Location:** Remote, US - **Twitter:** @aditadv (100 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9319466 (562 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Dentist - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness - **Company Size:** 82% Small-Business, 4% Mid-Market #### What Are Adit's Pros and Cons? **Pros:** - Ease of Use (33 reviews) - Customer Communication (19 reviews) - Communication (18 reviews) - Patient Communication (17 reviews) - Texting Communication (17 reviews) **Cons:** - Technical Issues (10 reviews) - Limited Features (5 reviews) - Messaging Issues (4 reviews) - System Usability (4 reviews) - Call Issues (3 reviews) ### What Do G2 Reviewers Say About Adit? *AI-generated summary from verified user reviews* **Pros:** - Users praise Adit for its **ease of use** , enhancing communication and streamlining appointment management effectively. - Users value Adit for its **excellent customer communication** , enhancing patient interactions and reducing missed appointments. - Users commend Adit for its **exceptional communication features** , effectively enhancing patient engagement and streamlining appointment management. - Users value Adit for its **centralized patient communication** , enhancing workflow and reducing missed appointments seamlessly. - Users value Adit for its **effective texting communication** , enhancing patient engagement and streamlining appointment management. **Cons:** - Users report several **technical issues** with Adit, including integration problems and occasional downtime impacting operations. - Users find Adit has **limited features** , lacking essential functionalities like appointment reminders and mass texting capabilities. - Users experience **messaging issues** with Adit, including accidental texts and occasional glitches disrupting communications. - Users report a need for **simplified navigation** in Adit due to inconsistent performance and non-intuitive features. - Users face occasional **call issues** that disrupt operations and patient communication, causing frustration during work hours. #### What Are Recent G2 Reviews of Adit? **"[Adit is awesome!](https://www.g2.com/survey_responses/adit-review-12921822)"** **Rating:** 5.0/5.0 stars *— Courtney L.* [Read full review](https://www.g2.com/survey_responses/adit-review-12921822) --- **"[Adit Software Streamlined Our Scheduling, Marketing, and Patient Communication](https://www.g2.com/survey_responses/adit-review-12494139)"** **Rating:** 5.0/5.0 stars *— Verified User in Medical Practice* [Read full review](https://www.g2.com/survey_responses/adit-review-12494139) --- #### What Are G2 Users Discussing About Adit? - [What is Adit used for?](https://www.g2.com/discussions/what-is-adit-used-for) ### 4. [Practice by Numbers](https://www.g2.com/products/practice-by-numbers/reviews) We are here to empower dental practices to streamline workflows, enhance patient communications, and drive sustainable growth. Practice by Numbers makes practice management easier, enabling dental teams to focus on delivering exceptional patient care while reducing stress in daily operations. With comprehensive analytics and robust tools, decisions become more informed, and performance improvements more consistent. **Average Rating:** 4.9/5.0 **Total Reviews:** 104 **How Do G2 Users Rate Practice by Numbers?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10) - **Records Management:** 9.1/10 (Category avg: 9.0/10) - **Patient Case Management:** 8.9/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.3/10 (Category avg: 9.3/10) **Who Is the Company Behind Practice by Numbers?** - **Seller:** [Practice by Numbers](https://www.g2.com/sellers/practice-by-numbers) - **Year Founded:** 2015 - **HQ Location:** Redmond, US - **LinkedIn® Page:** https://www.linkedin.com/company/practice-by-numbers/about/ (86 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Owner - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness - **Company Size:** 95% Small-Business, 5% Mid-Market #### What Are Practice by Numbers's Pros and Cons? **Pros:** - Features (27 reviews) - Customer Support (26 reviews) - Ease of Use (24 reviews) - Communication (22 reviews) - Efficiency (18 reviews) **Cons:** - Customer Service Issues (8 reviews) - Limited Features (5 reviews) - Connectivity Issues (3 reviews) - Limited Customization (3 reviews) - Not User-Friendly (3 reviews) ### What Do G2 Reviewers Say About Practice by Numbers? *AI-generated summary from verified user reviews* **Pros:** - Users love how Practice by Numbers offers **easy goal visualization and comprehensive tracking features** that enhance efficiency and clarity. - Users praise the **top-notch customer support** of Practice by Numbers, noting quick and thorough responses to inquiries. - Users value the **intuitive interface** of Practice by Numbers, which simplifies navigation and enhances workflow efficiency. - Users appreciate the **effective communication tools** in Practice by Numbers, enhancing workflow and patient interaction significantly. - Users value the **time-saving automation** of Practice by Numbers, enhancing productivity and reducing stress in management. **Cons:** - Users experience **spotty customer service** occasionally, complicating the management of treatment plans and scheduling effectiveness. - Users find the **limited features** of Practice by Numbers frustrating, wishing for more focus on quality and detail. - Users experience **connectivity issues** with Practice by Numbers, affecting the seamlessness of processes like patient form handling. - Users desire more **flexibility in customization** for dashboards and reports to better suit their unique practice needs. - Users find the software **not user-friendly** , as its overwhelming options and navigation difficulties hinder the experience. #### What Are Recent G2 Reviews of Practice by Numbers? **"[Practice by Numbers: Seamless Integration and Streamlined Workflow for Our Practice](https://www.g2.com/survey_responses/practice-by-numbers-review-11804212)"** **Rating:** 5.0/5.0 stars *— Marcia G.* [Read full review](https://www.g2.com/survey_responses/practice-by-numbers-review-11804212) --- **"[Practice by numbers by far best software out there.](https://www.g2.com/survey_responses/practice-by-numbers-review-11074936)"** **Rating:** 5.0/5.0 stars *— Krunal D.* [Read full review](https://www.g2.com/survey_responses/practice-by-numbers-review-11074936) --- ### 5. [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?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.3/10) - **Records Management:** 4.2/10 (Category avg: 9.0/10) - **Patient Case Management:** 5.0/10 (Category avg: 9.0/10) - **Patient Experience Management:** 8.3/10 (Category avg: 9.3/10) **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:** https://www.linkedin.com/company/2326749/ (309 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 88% Small-Business, 9% Mid-Market #### What Are Solutionreach's Pros and Cons? **Pros:** - Appointment Scheduling (1 reviews) - Client Management (1 reviews) - Communication (1 reviews) - Communication Ease (1 reviews) - Communication Efficiency (1 reviews) **Cons:** - Frequent Updates (1 reviews) - Inconvenience (1 reviews) - Inefficient Updates (1 reviews) - Payment Issues (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Solutionreach? *AI-generated summary from verified user reviews* **Pros:** - Users love the **easy patient scheduling** with Solutionreach, making communication streamlined and enjoyable for staff. - Users appreciate the **streamlined patient communication** of Solutionreach, making scheduling easy and enjoyable for staff and patients alike. - Users value the **efficient communication** capabilities of Solutionreach, enabling rapid updates to all customers. - Users value the **communication ease** of Solutionreach, allowing for quick and efficient updates to customers. - Users value the **communication efficiency** of Solutionreach, enabling quick and easy updates to all customers. **Cons:** - Users are frustrated with **frequent updates** that alter functionality, making Conversations less convenient than before. - Users find the **browser dependency inconvenient** , as it leads to accidental closures and disrupts workflow. - Users are frustrated with the **inefficient updates** that disrupt their workflow and lead to errors in usage. - Users desire a **pay per use payments option** for increased flexibility in managing costs with Solutionreach. - Users find the **update issues** frustrating as it disrupts accessibility and leads to accidental closures. #### 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) ### 6. [RevenueWell](https://www.g2.com/products/revenuewell/reviews) RevenueWell is a dental practice management and patient communication platform that helps dental practices attract new patients, automate administrative workflows, and strengthen relationships with existing patients throughout the care journey. Designed for solo practices, group practices, and dental specialists, the platform integrates marketing, communication, and front-office tools into a single solution built specifically for the dental industry. RevenueWell was founded in 2010 by dental professionals to address the operational and communication challenges unique to dental practices. The platform reduces manual front-desk work by automating outreach, appointment management, and patient follow-up — allowing staff to spend less time on administrative tasks and more time on patient care. Core platform capabilities include: Automated appointment reminders, post-op instructions, and treatment plan follow-ups via email, text, and phone Two-way texting and integrated phone (RevenueWell Phone) for flexible, real-time patient communication Online scheduling and digital patient intake forms (RevenueWell Forms) to reduce paperwork and streamline check-in Social media management and online reputation management tools to support patient acquisition Teledentistry support for remote patient consultations RevenueWell also offers add-on products for practices that want to extend their capabilities: AI Receptionist — An AI-powered virtual receptionist that handles inbound patient calls, answers common questions, and captures appointment requests around the clock, reducing missed calls and front-desk phone volume AI Insurance Verification — An automated insurance verification tool that checks patient eligibility in real time, reducing manual verification time and helping prevent claim errors before appointments For practices that prefer a fully managed approach to patient acquisition, RevenueWell offers digital marketing services, including website design, paid search advertising, and SEO — handled by a team with dental-specific marketing expertise. This allows practices to outsource their online marketing without managing agencies or building in-house capabilities. RevenueWell integrates with major dental practice management systems, making it compatible with existing clinical workflows without requiring practices to replace their current software infrastructure. **Average Rating:** 4.7/5.0 **Total Reviews:** 134 **How Do G2 Users Rate RevenueWell?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.3/10) - **Records Management:** 9.6/10 (Category avg: 9.0/10) - **Patient Case Management:** 9.6/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.6/10 (Category avg: 9.3/10) **Who Is the Company Behind RevenueWell?** - **Seller:** [RevenueWell](https://www.g2.com/sellers/revenuewell) - **Company Website:** https://www.revenuewell.com - **Year Founded:** 2010 - **HQ Location:** Chicago, Illinois - **Twitter:** @RevenueWell (1,154 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1183856/ (156 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 93% Small-Business, 6% Mid-Market #### What Are RevenueWell's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Patient Communication (8 reviews) - Reminders (8 reviews) - Confirmation Automation (7 reviews) - Efficiency (7 reviews) **Cons:** - Billing Issues (4 reviews) - Technical Issues (4 reviews) - Messaging Issues (3 reviews) - Connectivity Issues (2 reviews) - Customer Service Issues (2 reviews) ### What Do G2 Reviewers Say About RevenueWell? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of RevenueWell, enhancing patient connections and streamlining practice management. - Users value the **effective patient communication** features of RevenueWell, enhancing connections and appointment management with ease. - Users value the **automated reminders** of RevenueWell, appreciating how they save time and streamline appointment management. - Users appreciate the **confirmation automation** of RevenueWell, streamlining appointment management and enhancing patient communication. - Users value the **efficiency** of RevenueWell, appreciating time savings and smart support for managing communications. **Cons:** - Users often face **billing issues** with RevenueWell, experiencing delays even after cancellation and frustrating support responses. - Users face **technical issues** with RevenueWell, including glitches and poor email alerts during campaigns and transitions. - Users experience **messaging issues** with RevenueWell, citing problems with stability, alerts, and user-friendliness. - Users express concerns about **connectivity issues** , experiencing delays and instability with the mobile app's messaging functions. - Users report **customer service issues** with slow response times and difficulties during transitions, affecting overall satisfaction. #### What Are Recent G2 Reviews of RevenueWell? **"[Helpful Insights and Great Communication](https://www.g2.com/survey_responses/revenuewell-review-13068805)"** **Rating:** 4.5/5.0 stars *— Karen D.* [Read full review](https://www.g2.com/survey_responses/revenuewell-review-13068805) --- **"[RevenueWell is like having an extra person working for you.](https://www.g2.com/survey_responses/revenuewell-review-879108)"** **Rating:** 5.0/5.0 stars *— Lesley R.* [Read full review](https://www.g2.com/survey_responses/revenuewell-review-879108) --- #### What Are G2 Users Discussing About RevenueWell? - [What does RevenueWell do?](https://www.g2.com/discussions/what-does-revenuewell-do) - [Who owns RevenueWell?](https://www.g2.com/discussions/who-owns-revenuewell) - [How much does RevenueWell cost?](https://www.g2.com/discussions/how-much-does-revenuewell-cost) - [What is RevenueWell?](https://www.g2.com/discussions/what-is-revenuewell) ### 7. [Updox](https://www.g2.com/products/updox/reviews) With over 470k users, 68k physicians, 150 million patients and 150+ EHR integrations, Updox empowers physicians, pharmacists and other healthcare providers and staff to be more efficient and effective. We provide HIPAA-compliant electronic fax, secure text & SMS, video chat, patient reminders, broadcast messaging and so much more. **Average Rating:** 4.4/5.0 **Total Reviews:** 102 **How Do G2 Users Rate Updox?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.3/10) - **Records Management:** 9.6/10 (Category avg: 9.0/10) - **Patient Case Management:** 9.5/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.0/10 (Category avg: 9.3/10) **Who Is the Company Behind Updox?** - **Seller:** [EverPro](https://www.g2.com/sellers/everpro) - **Year Founded:** 2016 - **HQ Location:** Denver, US - **LinkedIn® Page:** https://www.linkedin.com/company/evercommerce/ (1,612 employees on LinkedIn®) - **Ownership:** NASDAQ: EVCM **Who Uses This Product?** - **Who Uses This:** Medical Assistant, Office Manager - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 85% Small-Business, 9% Mid-Market #### What Are Recent G2 Reviews of Updox? **"[Excellent software for online consultation](https://www.g2.com/survey_responses/updox-review-8941267)"** **Rating:** 5.0/5.0 stars *— Khushi P.* [Read full review](https://www.g2.com/survey_responses/updox-review-8941267) --- **"[Great Software!!](https://www.g2.com/survey_responses/updox-review-8966403)"** **Rating:** 5.0/5.0 stars *— Avinash A.* [Read full review](https://www.g2.com/survey_responses/updox-review-8966403) --- #### What Are G2 Users Discussing About Updox? - [What are the benefits and drawbacks of using Updox for patient communication?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-updox-for-patient-communication) - [How do I fax from Updox?](https://www.g2.com/discussions/how-do-i-fax-from-updox) - [How much does Updox cost per month?](https://www.g2.com/discussions/how-much-does-updox-cost-per-month) - 2 comments - [Does Updox have an app?](https://www.g2.com/discussions/does-updox-have-an-app) - 1 comment - [What is Updox used for?](https://www.g2.com/discussions/what-is-updox-used-for) - 5 comments ### 8. [WebPT](https://www.g2.com/products/webpt/reviews) WebPT empowers rehab therapists to better engage patients, improve care, and achieve scalable growth with solutions to help manage every aspect of their practice. As the industry’s most innovative, comprehensive, and secure Practice Experience Management (PXM) platform, WebPT unifies marketing, front office, clinical, billing, and administrative tools on one platform with one trusted partner. Regardless of practice size or specialty, WebPT can help: - Grow your patient roster and scale your business - Automate patient registration, referral management, benefits verification, and patient communication - Keep your staff happy with more intuitive and compliant documentation - Improve patient engagement and clinical outcomes - Get you paid more, faster - Optimize performance and give you the confidence to make data-backed decisions Above all, WebPT puts Members first. Our team of rehab therapy experts has supported over 20,000 clinics with a personalized implementation process and targeted training tailored to each clinic’s unique needs. Once onboarded, Members have access to free, unlimited support—available via live chat, email, and phone—to ensure their continued success. Serving over 150,000 rehab therapy professionals with 99% uptime reliability, WebPT is the #1 trusted partner in the industry. Learn how one platform can help you achieve greatness in practice at webpt.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 159 **How Do G2 Users Rate WebPT?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.3/10) - **Records Management:** 9.2/10 (Category avg: 9.0/10) - **Patient Case Management:** 8.8/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.4/10 (Category avg: 9.3/10) **Who Is the Company Behind WebPT?** - **Seller:** [WebPT](https://www.g2.com/sellers/webpt) - **Year Founded:** 2008 - **HQ Location:** Phoenix, AZ - **Twitter:** @WebPT (15,690 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1248743/ (887 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Physical Therapist, Office Manager - **Top Industries:** Medical Practice, Health, Wellness and Fitness - **Company Size:** 81% Small-Business, 17% Mid-Market #### What Are WebPT's Pros and Cons? **Pros:** - Documentation (1 reviews) - Document Management (1 reviews) - Efficiency (1 reviews) - Helpful (1 reviews) - Patient Care (1 reviews) **Cons:** - Expensive (1 reviews) - Integration Issues (1 reviews) - Not User-Friendly (1 reviews) ### What Do G2 Reviewers Say About WebPT? *AI-generated summary from verified user reviews* **Pros:** - Users value the **tailored documentation** of WebPT, designed specifically to meet physical therapists' needs effectively. - Users highlight the **effective documentation capabilities** of WebPT, tailored specifically for physical therapists' needs. - Users value the **efficient documentation capabilities** of WebPT, tailored specifically for physical therapists' needs. - Users find that WebPT is **specifically designed by physical therapists** , effectively addressing their documentation needs. - Users appreciate that WebPT is designed by physical therapists, effectively addressing their **documentation needs**. **Cons:** - Users find WebPT to be **very expensive** , especially with its a la carte pricing and integration challenges. - Users face **integration issues** with WebPT, particularly when incorporating other services like personal training and massage therapy. - Users find WebPT **not user-friendly** for integrating personal training and massage therapy, leading to a frustrating experience. #### What Are Recent G2 Reviews of WebPT? **"[WebPT has made me a better clinician !](https://www.g2.com/survey_responses/webpt-review-9748760)"** **Rating:** 5.0/5.0 stars *— Chelsea S.* [Read full review](https://www.g2.com/survey_responses/webpt-review-9748760) --- **"[webpt is great easy to use whithout outages](https://www.g2.com/survey_responses/webpt-review-9318124)"** **Rating:** 4.5/5.0 stars *— Irene C.* [Read full review](https://www.g2.com/survey_responses/webpt-review-9318124) --- #### What Are G2 Users Discussing About WebPT? - [What is WebPT used for?](https://www.g2.com/discussions/what-is-webpt-used-for) - [How do I download TheraOffice?](https://www.g2.com/discussions/how-do-i-download-theraoffice) - [Who owns WebPT?](https://www.g2.com/discussions/who-owns-webpt) - [Is WebPT Hipaa compliant?](https://www.g2.com/discussions/is-webpt-hipaa-compliant) - [What is WebPT reach?](https://www.g2.com/discussions/what-is-webpt-reach) ### 9. [MaxAssist](https://www.g2.com/products/maxassist/reviews) MaxAssist® is an AI-powered platform designed for dental practices to enhance patient engagement and streamline daily operations. Built by dental professionals, it integrates multiple features to support admin teams, office managers, and dentists in managing scheduling, communication, and administrative workflows. Unlike traditional software, MaxAssist® goes beyond sending reminders by also targeting patients who do not respond to automation. MaxAI, our actionable intelligence feature, uses over a decade of patient scheduling data to generate personalized daily plans. Each morning, dental teams receive guidance on which patients to contact and the most effective approach, helping practices stay ahead of gaps in their hygiene schedule while also identifying unscheduled treatment opportunities. MaxAI can forecast up to 30 days in advance, allowing practices to proactively address potential slowdowns and maximize patient visits. Max integrates with Mango Voice for seamless patient communication. Features like Call Pop and Patient Pop provide immediate visibility into who is calling, including appointment history and relevant patient details. Staff can engage patients in real time, book appointments directly from calls, and reduce manual note-taking, creating a more efficient admin team. MaxAssist® features a user-friendly interface and optimized workflows that reduce errors and simplify repetitive tasks. Staff can manage appointments, track performance, and optimize the entire patient journey with less effort. By combining AI-driven insights, integrated communication tools, and workflow optimization, MaxAssist® ensures dental teams can keep hygiene schedules full, capture previously missed treatment opportunities, and deliver a more productive, patient-focused practice environment. **Average Rating:** 4.7/5.0 **Total Reviews:** 223 **How Do G2 Users Rate MaxAssist?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.3/10) - **Records Management:** 8.2/10 (Category avg: 9.0/10) - **Patient Case Management:** 8.5/10 (Category avg: 9.0/10) - **Patient Experience Management:** 8.7/10 (Category avg: 9.3/10) **Who Is the Company Behind MaxAssist?** - **Seller:** [MaxAssist](https://www.g2.com/sellers/maxassist) - **Company Website:** https://www.maxassist.com - **Year Founded:** 2013 - **HQ Location:** Calgary, Alberta - **LinkedIn® Page:** https://www.linkedin.com/company/recallmax/ (66 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Dentist - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness - **Company Size:** 87% Small-Business, 7% Mid-Market #### What Are MaxAssist's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Patient Communication (19 reviews) - Setup Ease (14 reviews) - Time-saving (13 reviews) - Easy Setup (12 reviews) **Cons:** - Messaging Issues (7 reviews) - Limited Features (4 reviews) - System Usability (4 reviews) - Software Limitations (3 reviews) - Complex Navigation (2 reviews) ### What Do G2 Reviewers Say About MaxAssist? *AI-generated summary from verified user reviews* **Pros:** - Users find MaxAssist to be **extremely easy to use** , allowing efficient communication and multitasking with excellent support. - Users value the **easy patient communication** through MaxAssist, enhancing contact efficiency and tracking success effortlessly. - Users praise the **setup ease** of MaxAssist, highlighting its straightforward installation and excellent customer support. - Users value the **time-saving features** of MaxAssist, enhancing efficiency in communication and appointment management. - Users commend the **easy setup** of MaxAssist, enhancing communication and efficiency in managing patient appointments. **Cons:** - Users face **messaging issues** like unwanted reminders and a lack of targeted group messaging capabilities. - Users are disappointed by **limited features** , such as manual appointment entry that complicates scheduling processes. - Users find the **usability confusing** , particularly with note management and navigation, impacting their overall experience with MaxAssist. - Users face **software limitations** with confusing notes, unclear timelines, and integration issues affecting their experience. - Users find **navigation complex** in MaxAssist, often needing to switch to Dentrix for easier access to information. #### What Are Recent G2 Reviews of MaxAssist? **"[Game-Changer with Exceptional Support](https://www.g2.com/survey_responses/maxassist-review-12101138)"** **Rating:** 5.0/5.0 stars *— Lisa P.* [Read full review](https://www.g2.com/survey_responses/maxassist-review-12101138) --- **"[Time-Saving, User-Friendly, and Outstanding Support](https://www.g2.com/survey_responses/maxassist-review-12100359)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/maxassist-review-12100359) --- #### What Are G2 Users Discussing About MaxAssist? - [What is RecallMax used for?](https://www.g2.com/discussions/what-is-recallmax-used-for) - 1 comment ### 10. [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)?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.3/10) - **Records Management:** 9.7/10 (Category avg: 9.0/10) - **Patient Case Management:** 9.7/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.1/10 (Category avg: 9.3/10) **Who Is the Company Behind Tebra (previously Kareo + PatientPop)?** - **Seller:** [Tebra](https://www.g2.com/sellers/tebra) - **Company Website:** https://www.tebra.com/ - **HQ Location:** Corona del Mar, US - **Twitter:** @TebraOfficial (11,001 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/tebra/ (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-Business, 11% Mid-Market #### What Are Tebra (previously Kareo + PatientPop)'s Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Customer Support (4 reviews) - Efficiency (4 reviews) - Features (4 reviews) - Customizability (3 reviews) **Cons:** - Limited Features (5 reviews) - Inadequate Reporting (4 reviews) - Inefficiency (4 reviews) - Billing Issues (3 reviews) - Inefficient Reporting (3 reviews) ### 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, making tasks quick and simple to complete. - Users appreciate the **responsive customer support** of Tebra, with effective assistance and quick issue resolution. - Users value the **efficient management** capabilities of Tebra, simplifying tasks for seamless medical billing processes. - Users appreciate the **user-friendly app** of Tebra, benefiting from its AI notes and seamless integration. - Users value the **high customizability** of Tebra, appreciating the variety of templates and customizable reports available. **Cons:** - Users find the **limited features** of Tebra restrictive, particularly in filtering, sorting, and billing functionalities. - Users express concerns about **inadequate reporting** , needing to manually combine data and dealing with duplicate information. - Users find the **inefficiency** in Tebra due to excessive clicking and slow implementation of necessary changes. - Users face **billing issues** with Tebra, including slow claims processing and frustrations with patient case management. - Users find the **reporting inefficient** , requiring manual data exports and lacking necessary customization options. #### 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) ### 11. [OhMD](https://www.g2.com/products/ohmd/reviews) OhMD is a HIPAA-compliant omni-channel patient communication platform designed to reduce high inbound call volume for physician practices. OhMD brings AI-driven and human-led conversations together across phone, text, and web in a single unified inbox, allowing practices to deflect routine calls with AI while keeping staff in control when expertise is needed. Practices use OhMD to: • Deflect inbound patient calls into text and AI-assisted conversations • Answer calls, texts, and web chats from one unified inbox • Automate scheduling and routine requests without removing staff from the loop • Reduce front desk interruptions and staff burnout • Improve patient access without hiring or outsourcing Practices using OhMD report: • Fewer staff-handled calls • Lower communication costs • Improved patient access and growth Core capabilities include: • AI-assisted call answering and scheduling • Secure texting and call-to-text deflection • Unified inbox for calls, texts, and web chat • Smart routing and assignments based on patient intent • Human takeover of AI conversations when needed **Average Rating:** 4.8/5.0 **Total Reviews:** 170 **How Do G2 Users Rate OhMD?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10) - **Records Management:** 9.2/10 (Category avg: 9.0/10) - **Patient Case Management:** 9.7/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.7/10 (Category avg: 9.3/10) **Who Is the Company Behind OhMD?** - **Seller:** [OhMD](https://www.g2.com/sellers/ohmd) - **Company Website:** https://www.ohmd.com/ - **Year Founded:** 2016 - **HQ Location:** Burlington, Vermont - **LinkedIn® Page:** https://www.linkedin.com/company/3265568/ (47 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Medical Assistant - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 54% Small-Business, 45% Mid-Market #### What Are OhMD's Pros and Cons? **Pros:** - Communication (23 reviews) - Patient Communication (20 reviews) - Ease of Use (16 reviews) - Texting Feature (16 reviews) - Customer Communication (11 reviews) **Cons:** - Messaging Issues (8 reviews) - Limited Features (6 reviews) - Limited Messaging Features (6 reviews) - Missing Features (5 reviews) - Technical Issues (4 reviews) ### What Do G2 Reviewers Say About OhMD? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of communication** with patients via OhMD, enhancing connection without giving personal numbers. - Users appreciate the **convenient patient communication** with OhMD, enhancing connection without sharing personal contact information. - Users love the **ease of use** , appreciating the quick, bidirectional communication that enhances patient interaction. - Users value the **seamless patient communication** through OhMD's texting feature, reducing missed calls and enhancing connection. - Users appreciate the **efficient patient communication** of OhMD, making interactions seamless and convenient. **Cons:** - Users express concerns over **messaging issues** , including privacy limitations and the need to refresh for new messages. - Users find the **limited features** of OhMD hinder productivity and wish for more functionalities to be implemented. - Users express frustration over **limited messaging features** , hindering productivity and making patient communication cumbersome. - Users express a desire for **missing features** in OhMD, hoping for enhancements like better mobile functionality and reporting analytics. - Users face occasional **technical issues** , such as slow performance and temporary glitches, but they do not hinder usage significantly. #### What Are Recent G2 Reviews of OhMD? **"[Love OHMD](https://www.g2.com/survey_responses/ohmd-review-11664821)"** **Rating:** 5.0/5.0 stars *— Lisa S.* [Read full review](https://www.g2.com/survey_responses/ohmd-review-11664821) --- **"[OhMD easy to integrate](https://www.g2.com/survey_responses/ohmd-review-11680721)"** **Rating:** 5.0/5.0 stars *— Verified User in Medical Practice* [Read full review](https://www.g2.com/survey_responses/ohmd-review-11680721) --- #### What Are G2 Users Discussing About OhMD? - [What is OhMD used for?](https://www.g2.com/discussions/what-is-ohmd-used-for) ### 12. [Dental Intelligence](https://www.g2.com/products/dental-intelligence-dental-intelligence/reviews) Dental Intelligence delivers the only end-to-end practice performance solution in dentistry. By connecting real-time analytics with patient engagement tools, your team gains the clarity and confidence to fill schedules, boost case acceptance, and improve retention. The platform combines essential performance tracking (morning huddle reports, practice scorecards, insurance claims, collections, etc.) with integrated patient communication tools like automated appointment reminders, follow-ups, two-way texting, and online scheduling with digital forms. Everything syncs securely with your PMS through an intuitive interface that makes today easy, and tomorrow achievable. It’s the ultimate way to Practice Smarter.™ **Average Rating:** 4.4/5.0 **Total Reviews:** 56 **How Do G2 Users Rate Dental Intelligence?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.3/10) - **Patient Case Management:** 8.3/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.0/10 (Category avg: 9.3/10) **Who Is the Company Behind Dental Intelligence?** - **Seller:** [Dental Intelligence](https://www.g2.com/sellers/dental-intelligence) - **Company Website:** https://www.dentalintel.com - **Year Founded:** 2011 - **HQ Location:** Pleasant Grove, Utah - **Twitter:** @dental_intel (1,407 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dental-intelligence (5 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 66% Small-Business, 4% Mid-Market #### What Are Recent G2 Reviews of Dental Intelligence? **"[Dental Assistant](https://www.g2.com/survey_responses/dental-intelligence-review-13052539)"** **Rating:** 4.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/dental-intelligence-review-13052539) --- **"[GOOD](https://www.g2.com/survey_responses/dental-intelligence-review-13031175)"** **Rating:** 4.5/5.0 stars [Read full review](https://www.g2.com/survey_responses/dental-intelligence-review-13031175) --- #### What Are G2 Users Discussing About Dental Intelligence? - [What is Modento, by Dental Intelligence used for?](https://www.g2.com/discussions/what-is-modento-by-dental-intelligence-used-for) ### 13. [Intiveo](https://www.g2.com/products/intiveo/reviews) Intiveo's patient engagement software is designed to empower dental practices to enhance the patient experience. We facilitate open communication, reduce no-shows and cancellations, boost staff productivity, and increase revenue growth. Our platform improves patient engagement and loyalty through two-way chat, recall reminders, quality improvement surveys, and online review management tools. With comprehensive integrations across major PMS systems, Intiveo streamlines front-office workflows, centralizing patient engagement and communication management. Our dedicated team of experts offers personalized onboarding and ongoing support for seamless launch and scalability as your practice grows. Intiveo serves over 15,000 dental practices across North America, helping them improve their patients’ experience, streamline operations, and drive revenue growth while improving staff morale. Experience the Intiveo advantage – where dental practices flourish, and patients look forward to their visits with confidence and clarity. **Average Rating:** 4.8/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Intiveo?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10) - **Records Management:** 8.3/10 (Category avg: 9.0/10) - **Patient Case Management:** 7.5/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.3/10 (Category avg: 9.3/10) **Who Is the Company Behind Intiveo?** - **Seller:** [Intiveo](https://www.g2.com/sellers/intiveo) - **Year Founded:** 2010 - **HQ Location:** Vancouver, CA - **Twitter:** @Intiveo (183 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2642067/ (60 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 84% Small-Business, 13% Mid-Market #### What Are Intiveo's Pros and Cons? **Pros:** - Ease of Use (1 reviews) **Cons:** - Long Waiting Time (1 reviews) - Poor Call Functionality (1 reviews) - Unreliable Communication (1 reviews) ### What Do G2 Reviewers Say About Intiveo? *AI-generated summary from verified user reviews* **Pros:** - Users find Intiveo's **ease of use** exceptional, allowing for quick and accurate results during their checks. **Cons:** - Users express frustration with the **long waiting time** until 7am to check voice mails, affecting their efficiency. - Users express frustration with **poor call functionality** , citing delays in accessing important voicemails until 7am. - Users find the **unreliable communication** with Intiveo frustrating, especially due to delays in accessing voicemails. #### What Are Recent G2 Reviews of Intiveo? **"[Streamlined Patient Management, Exceptional Experience](https://www.g2.com/survey_responses/intiveo-review-9922852)"** **Rating:** 4.0/5.0 stars *— Dr. Hamza T.* [Read full review](https://www.g2.com/survey_responses/intiveo-review-9922852) --- **"[Very reliable and 100 %accurate when it come to verify cancel apts. love it.](https://www.g2.com/survey_responses/intiveo-review-7448524)"** **Rating:** 5.0/5.0 stars *— Verified User in Alternative Dispute Resolution* [Read full review](https://www.g2.com/survey_responses/intiveo-review-7448524) --- ### 14. [Lighthouse 360](https://www.g2.com/products/lighthouse-360/reviews) Lighthouse 360+™ is your all-in-one platform to enhance the patient experience that seamlessly integrates with any Practice Management System (PMS). Lighthouse 360+ enables dental practices of all sizes, including multi-site locations, to seamlessly integrate patient communication, reputation management, and overall practice functionality. The platform’s vendor-agnostic capabilities allows practices to benefit regardless of their PMS. **Average Rating:** 3.7/5.0 **Total Reviews:** 18 **How Do G2 Users Rate Lighthouse 360?** - **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 9.3/10) - **Records Management:** 10.0/10 (Category avg: 9.0/10) - **Patient Case Management:** 10.0/10 (Category avg: 9.0/10) - **Patient Experience Management:** 10.0/10 (Category avg: 9.3/10) **Who Is the Company Behind Lighthouse 360?** - **Seller:** [Henry Schein One](https://www.g2.com/sellers/henry-schein-one-c2b2b9e0-09c0-490c-9b70-33bd380468f0) - **Year Founded:** 2018 - **HQ Location:** American Fork, UTAH - **Twitter:** @Henryscheinone (157 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/henry-schein-one/ (1,388 employees on LinkedIn®) - **Ownership:** NASDAQ:HSIC **Who Uses This Product?** - **Top Industries:** Health, Wellness and Fitness - **Company Size:** 94% Small-Business, 6% Mid-Market #### What Are Lighthouse 360's Pros and Cons? **Pros:** - Customer Support (1 reviews) - Ease of Use (1 reviews) - Efficiency (1 reviews) - Integrations (1 reviews) - Product Satisfaction (1 reviews) **Cons:** - Limited Templates (1 reviews) ### What Do G2 Reviewers Say About Lighthouse 360? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **excellent customer support** of Lighthouse 360, making integration and user experience seamless. - Users value the **ease of use** of Lighthouse 360, finding it intuitive and quickly adopted by staff. - Users value the **efficiency** of Lighthouse 360, noting quick integration and reduced missed appointments for staff. - Users value the **easy integration** of Lighthouse 360 combined with outstanding customer support and user-friendly features. - Users love the **product satisfaction** with Lighthouse 360, noting its ease of use and excellent customer support. **Cons:** - Users desire more **customization options** for automated texts in Lighthouse 360 to enhance their experience. #### What Are Recent G2 Reviews of Lighthouse 360? **"[Easily intuitive](https://www.g2.com/survey_responses/lighthouse-360-review-6716655)"** **Rating:** 4.0/5.0 stars *— Nicholas R.* [Read full review](https://www.g2.com/survey_responses/lighthouse-360-review-6716655) --- **"[Easy to use, Reduces missed appointments!](https://www.g2.com/survey_responses/lighthouse-360-review-10764543)"** **Rating:** 4.0/5.0 stars *— Verified User in Medical Practice* [Read full review](https://www.g2.com/survey_responses/lighthouse-360-review-10764543) --- ### 15. [Rhinogram](https://www.g2.com/products/rhinogram-rhinogram/reviews) Rhinogram's digital communication & virtual care platform is designed for strategic healthcare facilities looking to reduce call volume, improve staff efficiency, and acquire new patients while providing empowered patient engagement and achieving high patient satisfaction. Healthcare facilities of all sizes are having to do more with less and less everyday. Rhinogram's complete engagement platform provides a market leading and innovative, AI powered, real-time communication platform, that empowers patient initiated communication and direct simple texts (SMS), multimedia texts (MMS) and live video messaging- giving healthcare facilities the ability to better engage with patients while streamlining workflows and consolidating disparate systems. **Average Rating:** 4.8/5.0 **Total Reviews:** 50 **How Do G2 Users Rate Rhinogram?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10) - **Records Management:** 9.2/10 (Category avg: 9.0/10) - **Patient Case Management:** 9.5/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.2/10 (Category avg: 9.3/10) **Who Is the Company Behind Rhinogram?** - **Seller:** [Rhinogram](https://www.g2.com/sellers/rhinogram) - **Year Founded:** 2015 - **HQ Location:** Chattanooga, US - **Twitter:** @rhinogram (613 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/rhinogram (20 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 91% Small-Business, 8% Mid-Market #### What Are Recent G2 Reviews of Rhinogram? **"[We love Rhinogram!](https://www.g2.com/survey_responses/rhinogram-review-8131645)"** **Rating:** 5.0/5.0 stars *— Ellyn P.* [Read full review](https://www.g2.com/survey_responses/rhinogram-review-8131645) --- **"[Rhinogram patient reminders.](https://www.g2.com/survey_responses/rhinogram-review-8109603)"** **Rating:** 4.5/5.0 stars *— Verified User in Medical Practice* [Read full review](https://www.g2.com/survey_responses/rhinogram-review-8109603) --- #### What Are G2 Users Discussing About Rhinogram? - [What is Rhinogram used for?](https://www.g2.com/discussions/what-is-rhinogram-used-for) ### 16. [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?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.3/10) - **Records Management:** 8.1/10 (Category avg: 9.0/10) - **Patient Case Management:** 8.0/10 (Category avg: 9.0/10) - **Patient Experience Management:** 7.4/10 (Category avg: 9.3/10) **Who Is the Company Behind Raintree Systems?** - **Seller:** [Raintree Systems](https://www.g2.com/sellers/raintree-systems) - **Company Website:** https://www.raintreeinc.com - **Year Founded:** 1983 - **HQ Location:** Chandler, AZ - **LinkedIn® Page:** https://www.linkedin.com/company/56783/ (303 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 46% Mid-Market, 40% Small-Business #### What Are Raintree Systems's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Features (17 reviews) - Efficiency (16 reviews) - Helpful (11 reviews) - Business Efficiency (8 reviews) **Cons:** - Not User-Friendly (14 reviews) - Poor Usability (13 reviews) - System Usability (11 reviews) - Navigation Difficulty (9 reviews) - Difficult Navigation (8 reviews) ### What Do G2 Reviewers Say About Raintree Systems? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Raintree Systems, enjoying the convenience of an all-in-one platform. - Users appreciate the **all-in-one system** of Raintree Systems, enhancing client management and workflow efficiency. - Users find Raintree Systems enhances **efficiency** in tracking and communication, streamlining office processes significantly. - Users value Raintree Systems for its **helpful features** that enhance tracking, communication, and therapy management. - Users praise Raintree Systems for its **enhanced business efficiency** , streamlining communication, documentation, and reporting processes. **Cons:** - Users find Raintree Systems **not user-friendly** , citing a confusing interface and insufficient training for new users. - Users find **poor usability** of Raintree Systems frustrating, especially for new users and lacking necessary support and training. - Users struggle with **system usability** in Raintree Systems, finding it complicated and unintuitive, especially for newcomers. - Users find the **navigation difficult** , especially newcomers who struggle with the outdated interface and overwhelming features. - Users find the **difficult navigation** overwhelming, especially due to numerous options and slow loading times. #### What Are Recent G2 Reviews of Raintree Systems? **"[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) --- **"[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) --- #### 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 ## What Is Patient Relationship Management (PRM) Software? [Patient Experience Software](https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675) ## What Software Categories Are Similar to Patient Relationship Management (PRM) 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) --- ## How Do You Choose the Right Patient Relationship Management (PRM) Software? ### What You Should Know About Patient Relationship Management (PRM) Software ### What is Patient Relationship Management (PRM) Software? Patient relationship management (PRM) software, also known as healthcare customer relationship management software, optimizes and supports the entire patient care journey, enables the effective flow of information within healthcare systems, and increases and nurtures patient engagement. PRM is more closely related to a healthcare version of customer journey analytics software—orchestrating and managing the patient experience from referral to advocate. PRM software enables patient-centric care by improving access and communication that ultimately improves patient outcomes, provider-patient relationships, and increases staff efficiency. PRM software enhances and centralizes the data and functionality of [electronic health records (EHR) software](https://www.g2.com/categories/ehr) and [patient engagement software](https://www.g2.com/categories/patient-engagement). Significant benefits of PRM software include the aggregation of all medical records and the encouragement and emphasis of active patient participation towards their health. By leveraging PRM software, health systems and organizations can better enforce value-based care, performance, and reimbursement efforts, without compromising their delivery of quality care.  ### What are the Common Features of Patient Relationship Management (PRM) Software? The following are some core features within PRM software that can help users engage with more patients and run a more efficient practice.  **Texting:** Texting is a preferred method of communication with many consumers. The PRM software should include a texting feature to reach patients wherever they are. Buyers should look for features like bulk texting, two-way texting, appointment reminders, and clinic review requests.  **Appointment reminders:** PRM software can prevent missed appointments with customized appointment reminders to reach patients via text, email, and phone. The solution may also provide flexibility to schedule reminders at a cadence that works for both the providers and the patients.  **Online scheduling:** Online scheduling is a preferred method of scheduling for many consumers. Medical practices can provide patients with easy scheduling options to allow patients to select the best appointment for their schedules. The PRM software can integrate with a practice scheduling system so users can accept, flag, or reschedule appointments.  **Digital check-in:** Contactless appointment check-in creates a safe environment for patients and medical practice staff. A digital check-in process includes appointment reminders, screening forms, text alerts, and allows patients to verify and make changes to their information.  **Patient portal:** A portal allows medical providers to easily engage with patients. A patient portal should include elements like appointment scheduling, secure messaging, online bill pay, patient registration, clinical summaries, test results, and patient education opportunities.  **Integrated social media:** Healthcare practices can continue to engage with current patients and attract new patients on social media. They can post practice updates, events, education information, and testimonials in the patient portal and then automatically share on social media to increase engagement.  **Email marketing:** It is important to remain relevant and top-of-mind to patients. Regular outreach through newsletters or focused campaigns can help a provider showcase achievements and deliver relevant messages to patients. The PRM software should offer email audience segmentation, complete history of campaigns, and email performance metrics.  **Recall messaging:** Inactive patients are a common concern for many medical practices. It’s a good strategy to re engage dormant patients through outreach. A PRM solution must support automated recall messaging to let patients know when to schedule annual check-ups or other appointments. Automated recall reminders sent via email, text, and phone are necessary to reconnect with disengaged patients. ### What are the Benefits of Patient Relationship Management (PRM) Software? **Leverage patient feedback:** Feedback from patients provides valuable information about what patients think about the healthcare services. Examining patient satisfaction rates will give insight into what is working well and what needs improvement in the way care is delivered and how the practice is managed.  **Track patient journey:** A patient journey is the process that patients go through when they undergo treatment. This consists of several stages (pre-, during, and post-visit), where each stage consists of one or more touchpoints. Patients may see multiple providers within the same network. A PRM will establish a streamlined approach to tracking or mapping the patient journey, which is a blueprint of the touchpoints a patient goes through in their healthcare journey.  **Improved patient outcomes:** A PRM software will allow patients to be more engaged in their care journey. Patients will have more open and consistent communication with providers, which will help them feel more comfortable and empowered.  **Improved patient communication:** A PRM solution provides multiple methods for communication with patients. The software helps to automate and centralize communications and reach patients through their preferred method--text, email, or phone.  **Reduce no-shows:** Providing a quick and courteous reminder to patients about upcoming appointments may help improve patient loyalty. Many patients rely on reminders because of convenience. The automatic reminders allow patients to confirm, cancel, or reschedule appointments. These messages will save the practice time and money. **Increased patient engagement:** A PRM system creates opportunities to connect with patients regularly. With the help of PRM tools, medical practices will be positioned to be patient forward and focused on personalized care. Through continuous communication, patients will be actively engaged in gathering information and making decisions about their treatment options. More engaged patients lead to higher patient retention. **Improved clinic reputation:** PRM tools allow users to find out what people are saying about their medical practice. The software helps prioritize the patient experience by distributing surveys, responding to negative reviews, committing to evaluation and analyzing patient outcomes, and building a strong social media presence.  **Eliminate administrative burden:** There are many admin tasks associated with patient relationship management. Utilizing a system will eliminate paperwork and the costly, time-consuming manual work typically associated with patient management, such as manually sending emails and making individual phone calls.  ### Who Uses Patient Relationship Management (PRM) Software? **Healthcare providers:** Healthcare providers can utilize PRM software to communicate with patients via secure messages, add post-visit notes, keep track of patients’ medications and medical issues, and monitor the patient journey.  **Medical office staff:** Healthcare support staff can utilize PRM software to manage appointments, prescriptions, notes, and other patient-related data. There should be an option to create and maintain a comprehensive and detailed patient profile that can be used for follow-ups and communication.  **Patients:** Patients can utilize the PRM to play an active role in their healthcare journey, including sending messages to their care team, scheduling appointments, reviewing test results, and updating their personal information.  #### Software Related to Patient Relationship Management (PRM) Software Related solutions that can be used together with patient relationship management include: [EHR software](https://www.g2.com/categories/ehr) **:** Electronic health records (EHR), also known as electronic medical records (EMR), are real-time digital versions of patient medical information. EHR software allows medical professionals across multiple healthcare organizations to access, input, and adjust patient data. It also allows patients to log on to their profiles so they can stay up to date on their medical records. Since EHR software is designed to share information with multiple healthcare providers, like pharmacies and laboratories, a patient’s profile can have information from all of the professionals involved in the patient’s care. When medical professionals use an EHR, they have a more holistic view of the patient’s health and will be able to more effectively serve their patients. [Patient engagement software](https://www.g2.com/categories/patient-engagement) **:** Patient engagement software facilitates the encouragement of a patient’s active participation in the maintenance of their health, the building of a collaborative patient-doctor relationship, and the improvement of the overall patient experience. Hospitals, medical practices, and other healthcare organizations are increasingly becoming subject to the same kinds of expectations that retail and hospitality industries deal with; as a result, patients expect compassion, acknowledgment, immediate communication, and easy access to information from their healthcare providers. [Patient scheduling software](https://www.g2.com/categories/patient-scheduling) **:** Hospitals and health centers require patient scheduling software to manage patient appointments, automate administrative workflows, and allocate medical staff accordingly. This type of software includes scheduling algorithms that are meant to reduce patient wait time. It also handles the communication between patients and the medical personnel to confirm scheduled examination and treatment sessions. [Patient intake software](https://www.g2.com/categories/patient-intake) **:** A patient intake software facilitates efficient and proactive capturing of patient data before a patient's medical appointment. Patient intake solutions minimize the time patients spend on registration, reduces any mistakes due to handwritten data, protects patient privacy, and simplifies the integration of patient data into the EHR. Both medical staff and patients, established and new, benefit from the software. With patient intake software, process bottlenecks are eased, satisfaction is raised, workload is reduced, and productivity is increased. [Interactive patient care software](https://www.g2.com/categories/interactive-patient-care-systems-ipc) **:** Interactive patient care (IPC) systems allow healthcare providers to engage, entertain, and educate patients across the care via tablets, multimedia devices, in-room TVs, and online patient portals. IPC solutions initially referred to the caregiver communications and resources provided to the patient at the physical bedside, but the solutions have evolved to include educational resources that the patient and their family could access even after discharge from the hospital. Patients benefit from IPC systems’ ability to diminish their isolation, loneliness, and confusion. In turn, IPC systems help hospitals and healthcare organizations improve patient outcomes and care quality, as well as diminish readmission rates. [Patient case management software](https://www.g2.com/categories/patient-case-management) **:** Patient case management software improves quality of care and, ultimately, patient experience by optimizing the coordination of care across a hospital, practice, or ancillary care clinic. Patient case management software centralizes aspects of patient care such as scheduling, charting, treatment planning, and medical billing to accurately determine the health status of a patient. Case managers can utilize patient case management software to facilitate clinical communication and collaboration, as well as deliver better post-discharge care. Therefore, patients too benefit from effective patient case management software, which can offer them personalized services tools similar to an IPC system that they would have had access to during treatment. ### Challenges with Patient Relationship Management (PRM) Software **Integrations:** Patient relationship management solutions often have integrations with a variety of other external applications. This option will save administrators time on manually transferring data back and forth through third-party applications. Vendors may also charge for additional integrations. **Data migration:** It can be difficult to move data from one product to another due to the exclusivity of the vendor’s hosted platform. Users may face difficulty in migrating their data successfully. Questions about data migration should be addressed in vendor demos and discussions.  **Security:** Healthcare organizations need to have a proactive approach to security because cybersecurity threats are real. People can be the greatest asset to preventing cybercrime. Leaders need to train all employees on security issues. Data breaches can cause serious issues for the reputation of an organization and result in fines due to HIPAA compliance failure.  **Training and onboarding:** Like any piece of technology, effective training courses and onboarding will speed up the adoption of the patient relationship management software. The quicker practitioners and administrators become comfortable with the software, the more empowered they will feel when utilizing and communicating about the solution. Regular training will also reduce any wrong use, insufficient documentation, or miscommunication. Training will benefit staff when it comes to professional development training courses, competency building, and maintaining compliance.  ### How to buy Patient Relationship Management (PRM) Software #### Requirements Gathering (RFI/RFP) for Patient Relationship Management (PRM) Software There are many issues to consider when choosing a patient relationship management software. There are unique needs to be considered when assessing software to purchase—size and team member count, onboarding process, software cost, vendor customer support options, mobile compatibility, and customization are some of them. Buyers must determine what set of features will help the users be more efficient and meet the needs of the claims management process.  #### Compare Patient Relationship Management (PRM) Products **Create a long list** An initial list of potential patient relationship management solutions should include any products that meet the basic feature requirements. At this point, buyers should be aiming to get a sense of the options that meet their essential needs. **Create a short list** After a long list has been created, it’s time to look at each product in more detail to determine if it will meet the needs of the healthcare providers interested in purchasing this software. This should include evaluating additional features of each product beyond the ones identified as essential to determine if additional functionality would provide more value, efficiencies, and compliance requirements. Scalability is particularly important and determining if new features can be added in the future, such as more users or more courses.  **Conduct demos** Demos are a great opportunity for buyers to see how the software works. Only the shortlisted vendors should be invited to demonstrate their solutions. Demos should be performed live, using the system, and not through slide decks and screenshots. All vendors should follow a predetermined scenario that simulates the business processes of the buyer. Buyers should request to see a walkthrough from the perspective of all users to understand how the interface looks for both sides and ensure it is user friendly for everyone.  When narrowing down the list of vendors, buyers should consider questions such as: - How does the pricing model for this product work? Are there capital and recurring costs? What are the annual licensing and maintenance costs?  - How well known is the vendor? Do they have a sizable amount of clientele in the healthcare industry? - Can specific user restrictions be assigned depending on user type? - How well does the patient relationship management software work on mobile devices? - How easily can the patient relationship management software be grown to support a larger number of users and content? - Is the software compliant with healthcare security and privacy protocols and regulations?  - Is there a disaster recovery plan? Where are the servers hosted? #### Selection of Patient Relationship Management (PRM) Software **Choose a selection team** To choose a selection team, decision makers need to involve subject matter experts from all teams that will use the system. For any organization, this will likely involve healthcare practitioners, office staff, claims management employees, and decision makers. An IT administrator should also be present to weigh in on technical concerns with the products. The selection team should be a representation of the people who will use the system.  **Negotiation** After narrowing in on the preferred product, it’s time to negotiate a pricing package. Buyers must consider the pricing model of the software such as, whether the seller charges a flat monthly fee or, more commonly, charges a fee based on how many user seats the buyer needs. Buyers should also note if they can negotiate to add more user seats to a package that would otherwise meet their needs. They might also consider negotiating a discount in exchange for signing a multi-year contract.  **Final decision** The final decision should rest with the primary users of the software, such as managers and their employees. All parties should consider whether the software is easy to use, easy to implement, improves operational efficiency, and allows for a better patient experience.