# Best Patient Relationship Management (PRM) Software - Page 2 *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)* Patient relationship management (PRM) software, also known as healthcare customer relationship management (CRM) software, optimizes and supports the entire patient care journey, enables the effective flow of information within healthcare systems, and increases and nurtures patient engagement. In general terms, PRM is CRM for healthcare; in actuality, PRM is more closely related to a healthcare version of [customer journey analytics software](https://www.g2.com/categories/customer-journey-analytics), 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 greater staff efficiency. PRM software enhances and centralizes the data and functionality of [electronic health records (EHRs) 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 aggregating 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. To qualify for inclusion in the Patient Relationship Management (PRM) category, a product must: - Capture, update, consolidate, and share or provide access to patient health information from a variety of patient information systems - Facilitate the patient information management, synchronization, and flow within a healthcare system - Enable meaningful patient-provider interactions, including the capture of patient feedback and sentiment regarding delivery of care - Track patient journeys through clinical documentation, records management, and case updates - Extend beyond the traditional offerings of a healthcare organization to support patients in between care episodes ## 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=25965&focus%5B%5D=101319&focus%5B%5D=42689&focus%5B%5D=97244) Highlighted products: Weave, NexHealth, Adit, Practice by Numbers, Agentforce Health (formerly Salesforce Health Cloud), Artera, Solutionreach, and MaxAssist. 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=agentforce-health-formerly-salesforce-health-cloud&focus%5B%5D=artera&focus%5B%5D=solutionreach&focus%5B%5D=maxassist) ## How Many Patient Relationship Management (PRM) Software Products Does G2 Track? **Total Products under this Category:** 84 ### Category Stats (Jul 2026) - **Average Rating**: 4.55/5 (↑0.01 vs Jun 2026) 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 15, 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? - **Leader:** [Weave](https://www.g2.com/products/weave-weave/reviews) - **Highest Performer:** [Practice by Numbers](https://www.g2.com/products/practice-by-numbers/reviews) - **Easiest to Use:** [Weave](https://www.g2.com/products/weave-weave/reviews) - **Top Trending:** [Weave](https://www.g2.com/products/weave-weave/reviews) - **Best Free Software:** [MaxAssist](https://www.g2.com/products/maxassist/reviews) --- **Sponsored** ### Omatic Software Omatic Cloud is the nonprofit integration and data platform, built for everyday nonprofit users by nonprofit professionals who understand your workflows. Nonprofits juggle more systems than ever, creating data inconsistencies across systems. By supporting workflows across fundraising, program management, and financial reporting, Omatic Cloud helps you unlock the power of data to inform decisions, engage supporters, and scale your mission. Omatic Cloud provides: - App connectors for nonprofit tools - Bulk data imports (flat files) into CRM & accounting tools - Data transformation - Data mapping & routing - Data validation & deduplication - And much more! Omatic is backed by a world-class support team, providing hands-on implementation & training to help you get integrations live. Founded in 2002 and headquartered in Charleston, SC, we serve more than 3k social impact customers across Healthcare, Cause & Cure, Higher Ed, K-12, Family & Human Services, Arts & Cultural, and Faith-Based Orgs. [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=2026-07-15T12%3A38%3A25Z&secure%5Bdisplayable_resource_id%5D=2838&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=42995&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=42995&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%3Fpage%3D2&secure%5Btoken%5D=ddbad27cd090eed814e00f4cbe22981ff1f769fbba7ced74b59017d75b1784d9&secure%5Burl%5D=https%3A%2F%2Fomaticsoftware.com%2F%3Futm_source%3Dreview-site%26utm_medium%3Dg2%26utm_campaign%3Dpaid&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Patient Relationship Management (PRM) Software Products in 2026? ### 1. [Phreesia](https://www.g2.com/products/phreesia/reviews) Phreesia’s award-winning, AI-powered platform helps practices and health systems expand capacity, streamline workflows, accelerate collections and deliver modern patient experiences—without adding staff. Trusted by 4,700 healthcare organizations: With 20+ years of experience, Phreesia powers 1 in 6 U.S. patient visits (180M+ annually) and is proven to drive measurable operational and financial improvements. Highly recommended: 9 in 10 clients would recommend Phreesia. With Phreesia, you can: • Let AI handle inbound and outbound calls so your staff doesn’t have to. Automate scheduling, prescription refills, recalls, payment outreach, referrals and more with Phreesia VoiceAI—your 24/7 AI agent. • Expand your capacity and streamline patient intake: Across our network, 85% of patients check themselves in, saving 5+ minutes of staff time per visit. Maximize front-office efficiency by digitally collecting patient information, consents and medical history and more before the visit. • Get paid more, faster with flexible payment options, including Apple Pay® and Google Pay™, online payments, payment plans, card on file and more. 80%+ of patients pay their copay at point of service with Phreesia. • Eliminate paper statements—Phreesia automatically sends patients itemized digital statements as soon as their EOB is ready, helping practices get paid 4x faster. • Make scheduling effortless by letting patients self-schedule appointments on their own time. Phreesia VoiceAI handles scheduling calls and outreach, while automated reminders reduce no-shows and Appointment Accelerator® automatically fills open slots. • Reduce denials and save staff time with automated, AI-enabled eligibility and benefits verification. Phreesia confirms coverage instantly, selects the correct copay, flags out-of-network status and gives patients visibility into their benefits—helping you prevent errors, collect sooner and improve the patient experience. Let’s face it, registration = revenue. • Acquire new patients at no added cost with MediFind—our free clinician finder helps your practice get discovered and enables patients to seamlessly book appointments through embedded self-scheduling. • Close gaps in care with our robust library of clinical screening tools and customizable patient outreach messaging options. Double the number of clinical screenings you conduct by administering them automatically with Phreesia. • Engage patients in their care and provide the modern, convenient experience they expect. Across our network, 96% of patients are satisfied with their Phreesia experience. You’ll also benefit from: Actionable analytics: Gain deeper insights into intake patterns, revenue cycle metrics, appointment workflows, clinical performance and more. Privacy and security: We’re honored to have our efforts recognized with many of the industry’s most well-known certifications, including: • HITRUST CSF Certification • Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider • Security Organization Control (SOC) 2 Type 2 • PCI Point-to-Point Encryption (P2PE) “Every Phreesia product helps the business do better and generate more revenue—it’s such a beautiful rhythm. Our patient population has grown tremendously, our staff is fully utilized, and we’re able to fully engage with our patients and meet them where they want to be met. We really couldn’t do it all without Phreesia.” -Liz Galvan, Practice Manager, MyOBGYN **Average Rating:** 3.9/5.0 **Total Reviews:** 44 **How Do G2 Users Rate Phreesia?** - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.3/10) **Who Is the Company Behind Phreesia?** - **Seller:** [Phreesia](https://www.g2.com/sellers/phreesia) - **Year Founded:** 2005 - **HQ Location:** Wilmington, DE - **Twitter:** @phreesia (1,542 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/64726/ (1,519 employees on LinkedIn®) - **Ownership:** NYSE: PHR **Who Uses This Product?** - **Who Uses This:** Office Manager - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 56% Small-Business, 38% Mid-Market #### What Are Phreesia's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Time-saving (6 reviews) - Customer Support (4 reviews) - Features (4 reviews) - Efficiency (3 reviews) **Cons:** - Learning Curve (3 reviews) - Technical Issues (3 reviews) - Training Deficiency (3 reviews) - Difficult Setup (2 reviews) - Insufficient Guidance (2 reviews) ### What Do G2 Reviewers Say About Phreesia? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Phreesia, noting its user-friendly design and efficient self-scheduling process. - Users appreciate the **time-saving features** of Phreesia, significantly reducing check-in times and enhancing efficiency. - Users praise the **exceptional customer support** from Phreesia, highlighting their responsiveness and expertise in optimizing the platform. - Users value the **intuitive customization** and robust support of Phreesia, enhancing patient intake and scheduling efficiency. - Users appreciate the **efficiency** of Phreesia, noting significant reductions in check-in times and streamlined workflows. **Cons:** - Users note a **steep learning curve** for new users, especially with advanced features and training organization in Phreesia. - Users often face **technical issues** with Phreesia, impacting workflow with inefficient integrations and problematic functions. - Users face a **training deficiency** with Phreesia, as the learning curve and organization of resources can be challenging. - Users find the **difficult setup** of Phreesia overwhelming, with complex workflows and challenges in managing intake forms. - Users face **insufficient guidance** in navigating Phreesia University, making the learning process more challenging than necessary. #### What Are Recent G2 Reviews of Phreesia? **"[Empowers Remote Work with Ease](https://www.g2.com/survey_responses/phreesia-review-12113577)"** **Rating:** 5.0/5.0 stars *— Maripat E.* [Read full review](https://www.g2.com/survey_responses/phreesia-review-12113577) --- **"[Streamlined Patient Process with Ease of Use](https://www.g2.com/survey_responses/phreesia-review-11700601)"** **Rating:** 5.0/5.0 stars *— Karen H.* [Read full review](https://www.g2.com/survey_responses/phreesia-review-11700601) --- #### What Are G2 Users Discussing About Phreesia? - [What is phreesia check-in system?](https://www.g2.com/discussions/what-is-phreesia-check-in-system) - [What is AR management phreesia?](https://www.g2.com/discussions/what-is-ar-management-phreesia) - [What is phreesia?](https://www.g2.com/discussions/what-is-phreesia) - [What is patient intake software?](https://www.g2.com/discussions/what-is-patient-intake-software) - 1 comment ### 2. [Keona CareDesk](https://www.g2.com/products/keona-caredesk/reviews) Healthcare call centers lose millions every year to abandoned calls, missed appointments, and inconsistent triage. Keona CareDesk fixes that. Built specifically for patient access teams at health systems, hospitals, and medical practices, CareDesk unifies nurse triage, call center operations, patient communication, online scheduling, and EHR workflows in a single platform -- so your team can handle more patients, faster, without adding headcount. Unlike generic CRMs retrofitted for healthcare, CareDesk was purpose-built from day one for the clinical realities of patient access. Evidence-based nurse triage protocols guide staff through every patient interaction consistently. Real-time EHR integration with Epic, Cerner, Athena, NextGen, eClinicalWorks, and other major platforms surfaces the right information at the right moment -- no tab-switching, no duplicate data entry. HIPAA-compliant multi-channel communication (phone, web, SMS, patient portal) meets patients where they are, and automated appointment reminders cut no-show rates measurably within the first 90 days. Keona Health, based in Chapel Hill, NC, has spent 15+ years helping healthcare organizations turn patient access from a cost center into a strategic advantage. CareDesk customers consistently report shorter call handle times, higher nurse productivity, lower after-hours call volume, and measurable improvements in patient satisfaction scores tied directly to CAHPS and reimbursement outcomes. Whether you are a community health center, a multi-specialty practice, or a large integrated health system, CareDesk scales with your patient volume and integrates with your existing tech stack -- with dedicated customer success support from implementation through daily operations. **Average Rating:** 5.0/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Keona CareDesk?** - **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 Keona CareDesk?** - **Seller:** [Keona Health](https://www.g2.com/sellers/keona-health) - **HQ Location:** Chapel Hill, US - **LinkedIn® Page:** https://www.linkedin.com/company/keona-health (22 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of Keona CareDesk? **"[Keona Streamlined Our Triage—Easy to Use with Responsive Support](https://www.g2.com/survey_responses/keona-caredesk-review-12654578)"** **Rating:** 5.0/5.0 stars *— Verified User in Medical Practice* [Read full review](https://www.g2.com/survey_responses/keona-caredesk-review-12654578) --- **"[Keona Standardized Our Workflows and Improved Patient Care](https://www.g2.com/survey_responses/keona-caredesk-review-12587753)"** **Rating:** 5.0/5.0 stars *— Jenn T.* [Read full review](https://www.g2.com/survey_responses/keona-caredesk-review-12587753) --- ### 3. [Remedico](https://www.g2.com/products/remedico/reviews) Remedico: A Patient Relationship Management Software for dental clinics, crafted to redefine the future of dental care and clinic operations. Key Features: Smart Appointments™: Efficient scheduling for enhanced clinic workflow. HyperRealistic 3D Dental Chart™: Detailed and interactive patient charting. Treatment Case & Plan Management: Tailored for individual patient needs. Patient Flow: Streamlines the patient journey, improving experience. Dentaverse™: Revolutionary VR application for vivid treatment visualization. Patient Quiz: A Modern Solution to Gather Patient Information through sending a Link from Remedico. Templates Builder: Customized Your Clinic's Consent Forms, Invoices, Prescription etc. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Remedico?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10) - **Records Management:** 8.3/10 (Category avg: 9.0/10) - **Patient Case Management:** 8.3/10 (Category avg: 9.0/10) - **Patient Experience Management:** 10.0/10 (Category avg: 9.3/10) **Who Is the Company Behind Remedico?** - **Seller:** [Remedico](https://www.g2.com/sellers/remedico) - **Year Founded:** 2022 - **HQ Location:** Dubai, AE - **LinkedIn® Page:** https://www.linkedin.com/company/remedicoapp (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Remedico? **"[My daily workflow has become a breeze](https://www.g2.com/survey_responses/remedico-review-8899416)"** **Rating:** 5.0/5.0 stars *— Dr. Ahmed K.* [Read full review](https://www.g2.com/survey_responses/remedico-review-8899416) --- **"[Remedico changing how you practice dentistry](https://www.g2.com/survey_responses/remedico-review-8899736)"** **Rating:** 5.0/5.0 stars *— Dr. Khalil K.* [Read full review](https://www.g2.com/survey_responses/remedico-review-8899736) --- ### 4. [Stride EMR](https://www.g2.com/products/stride-emr/reviews) StrideEMR is a modern, AI-powered electronic medical record (EMR) and practice management platform specifically designed for outpatient therapy clinics. This innovative solution addresses the unique needs of therapy practices by integrating essential functions such as digital patient intake, clinical documentation, online marketing, and comprehensive revenue cycle management (RCM) into a single, cohesive system. Unlike traditional EMR systems that often rely on disparate tools and manual processes, StrideEMR provides a unified experience that enhances operational efficiency and patient care. Our AI model is native to Stride, not just bolted on as an afterthought. This intelligence powers automation across the entire clinic lifecycle—eliminating redundant tasks, increasing efficiency, and helping teams make smarter, faster decisions. By structuring the system in this way, Stride is not only addressing your current needs but also creating a foundation for future advancements. This architecture allows us to seamlessly integrate AI and automation capabilities as they evolve, ensuring that your platform stays at the forefront of innovation. From AI assisted documentation and automated plan-of-care adherence to intelligent wait list and benefits verification, Stride streamlines front office, clinical, and billing operations. On the RCM side, Stride automates claim creation, coding assistance, and payment tracking—reducing denials and improving time to reimbursement. The AI Assistant can understand when a claim needs to be appealed and does the work for you ensuring the more complete payer collections and more revenue to your bottom line. The result? Personalized patient care, fewer manual steps for your team, and a platform that scales with your growth—delivering measurable ROI from day one. **Average Rating:** 4.8/5.0 **Total Reviews:** 8 **How Do G2 Users Rate Stride EMR?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.3/10) - **Records Management:** 9.2/10 (Category avg: 9.0/10) - **Patient Case Management:** 8.3/10 (Category avg: 9.0/10) - **Patient Experience Management:** 9.2/10 (Category avg: 9.3/10) **Who Is the Company Behind Stride EMR?** - **Seller:** [Stride EMR](https://www.g2.com/sellers/stride-emr) - **Company Website:** https://strideemr.ai - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Health, Wellness and Fitness - **Company Size:** 63% Small-Business, 38% Mid-Market #### What Are Stride EMR's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Customer Support (6 reviews) - Affordable (4 reviews) - Efficiency (4 reviews) - Features (4 reviews) **Cons:** - Data Management Issues (3 reviews) - Scheduling Issues (3 reviews) - Technical Issues (3 reviews) - Limited Features (2 reviews) - Appointment Management (1 reviews) ### What Do G2 Reviewers Say About Stride EMR? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Stride EMR, finding it simple and seamless for their practice. - Users value the **rapid and thorough customer support** of Stride EMR, enhancing their overall experience and ease of use. - Users value the **affordability** of Stride EMR, appreciating its low price and great support services. - Users value the **efficiency** of Stride EMR, highlighting fast documentation and seamless billing processes. - Users enjoy the **efficient documentation features** of Stride EMR, saving time and simplifying administrative tasks. **Cons:** - Users report **data management issues** with Stride EMR, particularly regarding appointment details and case evaluations. - Users experience **scheduling issues** with Stride EMR, impacting appointment management and patient follow-up processes. - Users experience **technical issues** with Stride EMR, including software bugs and minor complications in functionality. - Users find **limited features** in Stride EMR, particularly in tracking appointments and managing patient evaluations. - Users face challenges with **appointment management** due to limitations in transferring evaluations and canceling future bookings. #### What Are Recent G2 Reviews of Stride EMR? **"[Stride EMR review](https://www.g2.com/survey_responses/stride-emr-review-11485572)"** **Rating:** 5.0/5.0 stars *— Alicia C.* [Read full review](https://www.g2.com/survey_responses/stride-emr-review-11485572) --- **"[nothing but positive experiences](https://www.g2.com/survey_responses/stride-emr-review-11487993)"** **Rating:** 5.0/5.0 stars *— Ana M.* [Read full review](https://www.g2.com/survey_responses/stride-emr-review-11487993) --- ### 5. [Auditdata Manage](https://www.g2.com/products/auditdata-manage/reviews) Auditdata Manage is a cloud-based practice management system built for hearing care providers and audiology clinics. It’s designed to power day-to-day operations by bringing scheduling, clinical workflows, documentation, billing, and reporting into a single platform—helping teams reduce administrative work while delivering a more consistent patient experience across one or many locations. Auditdata positions Manage as a compliant, reliable solution and says it is trusted by over 30,000 hearing care professionals.  Core capabilities commonly emphasized across Auditdata materials include: • Guided, step-by-step workflows to standardize clinical processes across providers and locations and reduce variation in care delivery. • Centralized patient management, where history, tasks, and communication live in one record—useful when patients move between locations or see different staff members. • Smart scheduling for multi-clinic calendars, including automated reminders and waitlists to reduce no-shows and keep appointment books full. • AI-powered Notes Assistant support, designed to capture and organize appointment details so clinicians can focus on the patient while staying in control of the final documentation. • Performance reporting to track and compare results across locations and identify operational improvement opportunities. • Patient feedback tools, including paperless surveys that sync into the patient record for easier follow-up and experience improvement. • Integrations and connectivity, including best-in-class integrations plus options like Zapier and open API standards.  Overall, Auditdata Manage is best suited for hearing care organizations that want an all-in-one, data-driven operating system for clinical and business workflows—especially if they need multi-location visibility, standardized processes, and strong integrations that keep staff focused on patients rather than administration. Best suitable for multi-location hearing clinics from +5 locations to retail enterprises. We work with global customers. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Auditdata Manage?** - **Has the product been a good partner in doing business?:** 10.0/10 (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 Auditdata Manage?** - **Seller:** [Auditdata](https://www.g2.com/sellers/auditdata) - **Year Founded:** 1992 - **HQ Location:** Copenhagen, DK - **Twitter:** @AuditdataCom (285 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/auditdata/ (158 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Auditdata Manage? **"[Convenient, User-Friendly, and Backed by Highly Commendable Support](https://www.g2.com/survey_responses/auditdata-manage-review-12833877)"** **Rating:** 5.0/5.0 stars *— Verified User in Medical Devices* [Read full review](https://www.g2.com/survey_responses/auditdata-manage-review-12833877) --- ### 6. [Binary Spectrum Healthcare IT Solutions](https://www.g2.com/products/binary-spectrum-healthcare-it-solutions/reviews) Modular electronic medical records (EMR) software with integrated medical billing system for small and medium sized physician groups. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Who Is the Company Behind Binary Spectrum Healthcare IT Solutions?** - **Seller:** [Binary Spectrum](https://www.g2.com/sellers/binary-spectrum) - **Year Founded:** 2004 - **HQ Location:** Bangalore, IN - **Twitter:** @binaryspectrum (9 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/112210 (39 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are G2 Users Discussing About Binary Spectrum Healthcare IT Solutions? - [What is Binary Spectrum Healthcare IT Solutions used for?](https://www.g2.com/discussions/what-is-binary-spectrum-healthcare-it-solutions-used-for) ### 7. [Crelio CRM](https://www.g2.com/products/crelio-crm/reviews) Crelio Patient Engagement is a cloud-based patient management tool that helps you upscale your patient retention strategy for more enhanced outcomes. With Crelio Patient Engagement, you can leverage a wide range of advantages, such as 1. End-To-End Patient Scheduling & Order Management 2. Branded Patient Portal & Patient App 3. Enable Promotions To Build Your Lab's Online Presence 4. End-To-End Self-Testing Kit Management 5. White-labeling & Branding 6. Website & Social Media Integration 7. Transform Your Website Into An Online Store 8. Localization & Customization 9. Patient Feedback Management Crelio Patient Engagement offers an exceptional key to dedicated patient engagement with automated patient communication. So your patients are always notified about the status of their tests, payments, and reports on time, every time. The solution supports online delivery of reports quickly and easily over email, SMS, Fax, and WhatsApp. With Crelio Patient Engagement’s feedback management feature, you can receive patient ratings and feedback about their experience to use them as good advocates or to act upon and improve. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **Who Is the Company Behind Crelio CRM?** - **Seller:** [CrelioHealth (formerly known as LiveHealth)](https://www.g2.com/sellers/creliohealth-formerly-known-as-livehealth) - **Year Founded:** 2013 - **HQ Location:** 8865 Stanford Blvd 2nd floor Suite 202, Columbia, MD 21045, United States - **Twitter:** @creliohealth (448 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3708285/ (155 employees on LinkedIn®) #### What Are Crelio CRM's Pros and Cons? **Pros:** - Appointment Scheduling (1 reviews) - Customizability (1 reviews) - Ease of Use (1 reviews) - Educational Resources (1 reviews) - Efficiency (1 reviews) **Cons:** - Connectivity Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Crelio CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless appointment scheduling** of Crelio CRM, enhancing operational efficiency and preventing missed follow-ups. - Users value the **customizability** of Crelio CRM, which enhances operational efficiency and improves team collaboration. - Users appreciate the **user-friendly interface** of Crelio CRM, making it easy for staff to learn and use efficiently. - Users praise Crelio CRM for its **comprehensive educational resources** , including video tutorials that enhance learning and usability. - Users appreciate the **operational efficiency** of Crelio CRM, streamlining processes and enhancing management in their diagnostic centers. **Cons:** - Users experience **connectivity issues** with Crelio CRM, causing significant slowdowns during poor internet conditions. - Users experience **slow loading** times with Crelio CRM, particularly affecting performance during poor internet connectivity. - Users experience **slow performance** with Crelio CRM, particularly when internet connectivity is poor, hindering smooth operations. #### What Are Recent G2 Reviews of Crelio CRM? **"[Efficient CRM for Diagnostics with Superb Usability](https://www.g2.com/survey_responses/crelio-crm-review-12025804)"** **Rating:** 4.0/5.0 stars *— Arjun M.* [Read full review](https://www.g2.com/survey_responses/crelio-crm-review-12025804) --- ### 8. [Hello Patient](https://www.g2.com/products/hello-patient/reviews) Hello Patient is a healthcare AI company whose AI agents handle every patient conversation, inbound and outbound, across voice, text, and web chat. Multi-location practices and consumer health brands use Hello Patient's agents to handle more conversations without adding staff. What the agents do Agents answer calls, book appointments, run new-patient intake, answer insurance questions, take refill requests, follow up after visits, run recall outreach, convert referrals, and handle billing and collections, around the clock. When a conversation needs a human, the agent hands off with full context, never gives medical advice, and logs every interaction. Who it is for Multi-location medical groups and health systems across ENT, urgent care, primary care, dental, and multi-specialty care, plus veterinary practices. Hello Patient also serves consumer health and virtual care brands, including GLP-1 and subscription wellness, across the member journey from first touch to re-engagement. One brand saw a 140% lift over its prior static re-engagement program. Results Groups see around 20% more appointments booked, bills paid faster, lapsed patients brought back, fewer repeat calls, and hours back for their teams to focus on the patients in front of them. Integrations Hello Patient integrates with the EHR, practice management, and CRM systems healthcare already runs on, including ModMed, athenahealth, and eClinicalWorks. Security and compliance Hello Patient is HIPAA-compliant, SOC 2 Type 2 certified, and signs a BAA with every client. Founded in 2024 and based in Austin, Texas. FAQ Who is Hello Patient for? Multi-location medical groups, health systems, and consumer health and virtual care brands. What does it do? Its AI agents handle patient calls, texts, and web chat, inbound and outbound, from scheduling and intake to billing, recall, and follow-up. What does it integrate with? The EHR, practice management, and CRM systems healthcare already runs on, including ModMed, athenahealth, and eClinicalWorks. Is it secure? Yes. Hello Patient is HIPAA-compliant, SOC 2 Type 2 certified, and signs a BAA with every client. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Hello Patient?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.3/10) **Who Is the Company Behind Hello Patient?** - **Seller:** [Hello Patient](https://www.g2.com/sellers/hello-patient) - **Company Website:** https://www.hellopatient.com - **Year Founded:** 2024 - **HQ Location:** Austin, US - **LinkedIn® Page:** https://www.linkedin.com/company/hello-patient (22 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Hello Patient? **"[Hello Patient Streamlines Scheduling and Intake for a Smoother Patient Experience](https://www.g2.com/survey_responses/hello-patient-review-13090652)"** **Rating:** 5.0/5.0 stars *— Arman C.* [Read full review](https://www.g2.com/survey_responses/hello-patient-review-13090652) --- ### 9. [Luma Health](https://www.g2.com/products/luma-health/reviews) Luma was founded on the idea that healthcare should work better for all. Our solutions eliminate bottlenecks in the patient journey to make health systems more efficient – from scheduling and care coordination to AI fax processing. Headquartered in San Francisco, Luma serves more than 1,000 healthcare organizations in the United States, Canada, and the United Kingdom. Luma supports the care journeys of more than 100 million patients. **Average Rating:** 4.8/5.0 **Total Reviews:** 81 **How Do G2 Users Rate Luma Health?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.3/10) **Who Is the Company Behind Luma Health?** - **Seller:** [Luma Health](https://www.g2.com/sellers/luma-health) - **Year Founded:** 2015 - **HQ Location:** San Mateo, California - **Twitter:** @lumahealthhq (686 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6403362/ (198 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 57% Mid-Market, 38% Small-Business #### What Are Luma Health's Pros and Cons? **Pros:** - Automation (1 reviews) - Communication (1 reviews) - Comprehensive Features (1 reviews) - Customer Communication (1 reviews) - Customer Support (1 reviews) **Cons:** - Complex Interface (1 reviews) - Data Management (1 reviews) - Incomplete Data (1 reviews) - Not User-Friendly (1 reviews) - System Complexity (1 reviews) ### What Do G2 Reviewers Say About Luma Health? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation features** of Luma Health, enhancing patient engagement while reducing workload for healthcare teams. - Users value the **easy communication** with patients, allowing for seamless texts and responses. - Users value the **comprehensive features** of Luma Health for enhancing patient engagement and improving system performance. - Users value the **easy communication** with patients, allowing for seamless texting and replies. - Users praise the **exceptional customer support** from Luma Health, highlighting their innovative and compassionate team assistance. **Cons:** - Users find Luma's **complex interface** challenging, requiring familiarity with multiple products for effective use. - Users face challenges with **data management** in Luma Health, often struggling with incomplete or inaccurate system-level data. - Users often face **incomplete data** issues within Luma, impacting its overall functionality and user experience. - Users find Luma Health **not user-friendly** due to its complexity and requirement of prior knowledge for effective use. - Users find Luma Health's **system complexity** challenging, requiring prior familiarity with IT products and Epic for effective use. #### What Are Recent G2 Reviews of Luma Health? **"[Luma Leads The Way](https://www.g2.com/survey_responses/luma-health-review-9733505)"** **Rating:** 4.5/5.0 stars *— Vonda M.* [Read full review](https://www.g2.com/survey_responses/luma-health-review-9733505) --- **"[Effortless Patient Communication Made Easy](https://www.g2.com/survey_responses/luma-health-review-11980167)"** **Rating:** 5.0/5.0 stars *— Stephanie S.* [Read full review](https://www.g2.com/survey_responses/luma-health-review-11980167) --- #### What Are G2 Users Discussing About Luma Health? - [What is patient engagement platform?](https://www.g2.com/discussions/what-is-patient-engagement-platform) - 1 comment - [How do you use Luma health?](https://www.g2.com/discussions/how-do-you-use-luma-health) - 1 comment - [Is Luma Health legitimate?](https://www.g2.com/discussions/is-luma-health-legitimate) - [What does Luma Health do?](https://www.g2.com/discussions/what-does-luma-health-do) ### 10. [Prodoc](https://www.g2.com/products/prodoc-prodoc/reviews) Prodoc AI empowers healthcare providers to enhance patient engagement through our AI-powered patient engagement platform. Our vision is to enable zero wait time for all patient interactions, automating communication to ensure timely, efficient, and personalized experiences at every touchpoint. Prodoc AI implements autonomous agents using custom-built Specialized Language Models (SLMs), ensuring effective patient interactions and dynamic care journey generation. The platform seamlessly handles a wide range of tasks, from appointment scheduling and reminders to follow-ups and treatment adherence, improving both operational efficiency and patient satisfaction. Headquartered in Bangalore, India, Prodoc AI serves healthcare providers across private hospitals, multi-specialty clinics, telemedicine platforms, and insurance providers. Over 100+ healthcare organizations use our platform to automate patient communications and enhance engagement across voice, chat, SMS, and app ecosystems. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **Who Is the Company Behind Prodoc?** - **Seller:** [Prodoc](https://www.g2.com/sellers/prodoc) - **Year Founded:** 2022 - **HQ Location:** Bangalore, IN - **LinkedIn® Page:** https://www.linkedin.com/company/prodoc-ai/ (28 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Prodoc? **"[The best healthcare marketing platform.](https://www.g2.com/survey_responses/prodoc-review-9145067)"** **Rating:** 4.0/5.0 stars *— Dr. Pavitra N.* [Read full review](https://www.g2.com/survey_responses/prodoc-review-9145067) --- ### 11. [ReferralMD](https://www.g2.com/products/referralmd/reviews) ReferralMD is a comprehensive cloud-based care coordination platform designed to streamline the management of eConsults, referrals, and provider networks. This innovative solution integrates multiple functionalities into one platform, allowing healthcare organizations to efficiently handle referral management, patient access solutions, and analytics. By consolidating these essential tools, ReferralMD addresses the complex needs of healthcare providers and enhances the overall patient experience. Targeted primarily at healthcare organizations, including hospitals, clinics, and specialty practices, ReferralMD is particularly beneficial for those looking to optimize their referral processes and improve patient engagement. The platform is equipped with features such as online scheduling, provider directories, and patient engagement tools, which facilitate seamless communication between providers and patients. Additionally, the inclusion of marketing tools and market research capabilities allows organizations to better understand their patient demographics and tailor their services accordingly. Key features of ReferralMD include referral management, prior authorizations, pre-referral consults, and fax management, all designed to create a more efficient workflow. The platform's customizable workflow and decision support tools standardize the consult and referral process, ensuring compliance with best practices and defined service levels. Real-time analytics provide valuable insights into operational performance, enabling organizations to make data-driven decisions that enhance service delivery. The integration capabilities of ReferralMD further distinguish it from other solutions in the market. With a dedicated integrations team, the platform can seamlessly connect with existing EHR systems, data warehouses, business intelligence tools, and other legacy systems. This flexibility allows healthcare organizations to leverage their current technology investments while enhancing their referral management processes. By utilizing ReferralMD, organizations can expect to see a rapid return on investment through increased revenue, reduced patient leakage, and improved patient experiences. The platform's focus on closing the feedback loop with referral sources and driving operational efficiencies mitigates risk while fostering a collaborative environment among providers. Overall, ReferralMD stands out as a versatile solution that effectively addresses the challenges of modern healthcare coordination. **Average Rating:** 4.5/5.0 **Total Reviews:** 3 **How Do G2 Users Rate ReferralMD?** - **Has the product been a good partner in doing business?:** 10.0/10 (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:** 8.3/10 (Category avg: 9.3/10) **Who Is the Company Behind ReferralMD?** - **Seller:** [ReferralMD](https://www.g2.com/sellers/referralmd) - **Company Website:** https://www.referralmd.com - **Year Founded:** 2011 - **HQ Location:** Mount Pleasant, US - **Twitter:** @referralmd (2,871 Twitter followers) - **LinkedIn® Page:** https://linkedin.com/company/referralmd/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Enterprise, 33% Mid-Market #### What Are Recent G2 Reviews of ReferralMD? **"[Useful for clinics](https://www.g2.com/survey_responses/referralmd-review-1604875)"** **Rating:** 5.0/5.0 stars *— Sophia M.* [Read full review](https://www.g2.com/survey_responses/referralmd-review-1604875) --- **"[ReferralMD will identify referral patterns and improve marketing strategies](https://www.g2.com/survey_responses/referralmd-review-7873733)"** **Rating:** 4.5/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/referralmd-review-7873733) --- #### What Are G2 Users Discussing About ReferralMD? - [What is ReferralMD used for?](https://www.g2.com/discussions/what-is-referralmd-used-for) ### 12. [Solv](https://www.g2.com/products/solv/reviews) Solv is the AI company for on-demand care. We build AI agents that take on the work nobody wants to do, so your team can focus on the patient in front of them. Solv is used by thousands of provider sites across 48 states and has powered over 100 million patient visits. What makes Solv different: our agents don't sit outside your operation and hand work back to your front desk. They're powered by the Solv Experience OS, which powers a modern, end-to-end patient experience. We're EHR-agnostic and purpose-built for on-demand care, designed for the walk-in, high-volume, labor-constrained reality of the category. Solv Experience becomes the operating system for the front desk. Online scheduling and waitlist, digital registration and paperwork, insurance card capture (OCR), kiosk / QR / mobile check-in, AI-managed queue, 2-way patient messaging, NPS surveys, Google review generation, post-visit rebooking, and new-patient acquisition across the Solv consumer marketplace, Google Business Profile "Book Online," Apple Maps, and an embeddable website widget. Solv AI Agents reason and take action inside the Solv Experience OS, each purpose-built for a specific workflow to eliminate the admin work that nobody wants to do: Maya — Inbound voice agent. Answers every call 24/7, books visits, takes payments, and resolves the call. 650K+ patient calls handled, ~50% resolution rate without human transfer. ClearPay — Insurance and cost agent. AI OCR, AI payer selection, AI real-time eligibility, AI cost estimation against the clinic's own fee schedules. InboxAI — Patient comms triage. Reads every inbound message, tags it, and routes it to the right team member. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Solv?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10) **Who Is the Company Behind Solv?** - **Seller:** [Solv](https://www.g2.com/sellers/solv) - **Year Founded:** 2016 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/solvhealth (124 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Solv's Pros and Cons? **Cons:** - EMR Integration Issues (1 reviews) - Integration Issues (1 reviews) - Poor Integration (1 reviews) ### What Do G2 Reviewers Say About Solv? *AI-generated summary from verified user reviews* **Cons:** - Users report **EMR integration issues** that hinder seamless connectivity and disrupt their workflow efficiency. - Users often face **integration issues** with Solv, encountering obstacles when connecting to their EMR systems. - Users face **integration challenges** with EMR systems, leading to obstacles that hinder their overall experience with Solv. #### What Are Recent G2 Reviews of Solv? **"[Helpful Tool for Patient Access, But Beware of Hidden Costs](https://www.g2.com/survey_responses/solv-review-11443250)"** **Rating:** 5.0/5.0 stars *— Bree M.* [Read full review](https://www.g2.com/survey_responses/solv-review-11443250) --- **"[Overall Solv has been great for exposing our clinics to new markets, specifically virtual patients.](https://www.g2.com/survey_responses/solv-review-11471029)"** **Rating:** 4.0/5.0 stars *— Monique H.* [Read full review](https://www.g2.com/survey_responses/solv-review-11471029) --- ### 13. [SPRY](https://www.g2.com/products/spry-spry/reviews) SPRY: The Fastest-Growing AI-Powered EMR & Billing Platform for Rehab Therapy SPRY isn’t just an EMR—it’s your practice partner. Built specifically for physical therapy clinics, SPRY helps reduce admin costs, increase patient visits, and maximize reimbursements. Its AI-powered, fully integrated platform is designed to enhance efficiency, minimize administrative burdens, improve patient care, and support future-proofing your practice. Why SPRY? Whether you're a clinic owner, physical therapist, clinic manager, billing specialist, or front desk staff, SPRY provides an end-to-end solution that simplifies everything from patient scheduling to automated billing. Our customizable workflows, intuitive interface, and real-time automation empower clinics to operate with confidence and efficiency. Most PT platforms claim to be end-to-end but lack seamless module integration, leaving clinics to deal with inefficiencies and workarounds. With the vision to eliminate these gaps, SPRY provides a truly all-in-one solution that streamlines workflows and ensures everything works effortlessly together. Key Features ✔ AI-Powered Documentation – AI Scribe enables real-time note-taking and seamlessly converts notes into structured SOAP templates. ✔ Automated Billing & Claim Management – Pre-authorization, eligibility verification, claim scrubbing, & Medicare compliance ✔ Real-Time Business Intelligence (BI) Dashboard – Data-driven insights for revenue and performance tracking, with the ability to ask queries in simple language ✔ Seamless Patient Engagement – Online scheduling, digital onboarding, Kiosk check-in & HIPAA-compliant patient portal ✔ Operational Efficiency – AI Fax, automated alerts & co-sign functionality for compliance Powering the Future of Physical Therapy SPRY is backed by industry experts, innovative technology, and deep clinical insights, making it the go-to platform for rehab therapy clinics looking to grow, optimize operations, and improve patient outcomes. **Average Rating:** 4.6/5.0 **Total Reviews:** 78 **How Do G2 Users Rate SPRY?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.3/10) **Who Is the Company Behind SPRY?** - **Seller:** [SPRY](https://www.g2.com/sellers/spry) - **Year Founded:** 2021 - **HQ Location:** Wilmington, US - **LinkedIn® Page:** https://www.linkedin.com/company/sprypt/ (240 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Physical Therapist, Owner - **Top Industries:** Health, Wellness and Fitness, Medical Practice - **Company Size:** 84% Small-Business, 16% Mid-Market #### What Are SPRY's Pros and Cons? **Pros:** - Ease of Use (45 reviews) - Customer Support (28 reviews) - Efficiency (27 reviews) - Helpful (25 reviews) - Billing (19 reviews) **Cons:** - Technical Issues (10 reviews) - Slow Performance (9 reviews) - Data Management Issues (7 reviews) - Limited Features (7 reviews) - Software Bugs (7 reviews) ### What Do G2 Reviewers Say About SPRY? *AI-generated summary from verified user reviews* **Pros:** - Users praise Spry for its **ease of use** , enjoying a customizable platform that simplifies their practice management. - Users praise the **exceptional customer support** of Spry, highlighting its customizability and invaluable assistance for their practices. - Users highlight the **dramatic efficiency improvement** of SPRY, enabling seamless documentation during work hours. - Users value the **exceptional customer support** of Spry, enhancing efficiency and satisfaction in their practices. - Users value the **ease of automation and efficiency** in billing, enhancing their overall experience with Spry. **Cons:** - Users experience **technical issues** with SPRY, including slow AI generation and frequent system crashes that disrupt workflow. - Users experience **slow performance** with SPRY, as features can take a long time to load and process. - Users experience **data management issues** with SPRY, particularly concerning tracking and form population from kiosks. - Users express concerns about **limited features** , particularly in follow-up workflows and tracking authorizations effectively. - Users experience **occasional software bugs** in SPRY, but responsive support helps to address these issues promptly. #### What Are Recent G2 Reviews of SPRY? **"[Clean UI and Fast, Efficient Billing That Helps Close Claims Faster](https://www.g2.com/survey_responses/spry-review-12647308)"** **Rating:** 4.5/5.0 stars *— Brady J.* [Read full review](https://www.g2.com/survey_responses/spry-review-12647308) --- **"[Spry’s Intuitive Design and Hands-On Support Transformed Our Clinic Workflow](https://www.g2.com/survey_responses/spry-review-12543807)"** **Rating:** 5.0/5.0 stars *— Trina S.* [Read full review](https://www.g2.com/survey_responses/spry-review-12543807) --- ### 14. [WellWink](https://www.g2.com/products/wellwink/reviews) WellWink is a leading healthcare technology company that empowers medical practices with innovative solutions for patient engagement, care management, and practice growth. Our advanced platform seamlessly integrates technology and services to create a comprehensive ecosystem for healthcare providers. With features such as real-time scheduling, telehealth, patient communication, eNotes, clinical templates, chronic care management, and remote patient monitoring, WellWink revolutionizes the way medical offices deliver care. Backed by digital marketing expertise, website development, and resource augmentation services, WellWink enables healthcare stakeholders to enhance their online presence, attract new patients, and streamline operations. Our mission is to connect healthcare with technology and services, ensuring optimal patient outcomes and practice success. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate WellWink?** - **Has the product been a good partner in doing business?:** 10.0/10 (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 WellWink?** - **Seller:** [WellWInk](https://www.g2.com/sellers/wellwink) - **Year Founded:** 2018 - **HQ Location:** Hackensack , US - **LinkedIn® Page:** https://www.linkedin.com/company/wellwink (11 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 50% Mid-Market #### What Are Recent G2 Reviews of WellWink? **"[Empowering Healthcare Excellence: A Game-Changer for Patient Engagement](https://www.g2.com/survey_responses/wellwink-review-8437222)"** **Rating:** 5.0/5.0 stars *— Arya H.* [Read full review](https://www.g2.com/survey_responses/wellwink-review-8437222) --- **"[WellWink is best for Patient Engagement and Care Coordination](https://www.g2.com/survey_responses/wellwink-review-8422113)"** **Rating:** 4.5/5.0 stars *— Andy M.* [Read full review](https://www.g2.com/survey_responses/wellwink-review-8422113) --- ### 15. [4baseCare](https://www.g2.com/products/4basecare/reviews) We are an Onco-Tech company building a unified and patient centric ecosystem to study the evidence generated from real-world settings to get better understanding of cancer treatments thereby accelerating cancer research and improving clinical outcomes. **Who Is the Company Behind 4baseCare?** - **Seller:** [4baseCare](https://www.g2.com/sellers/4basecare) - **Year Founded:** 2018 - **HQ Location:** Bengaluru East, IN - **LinkedIn® Page:** https://www.linkedin.com/company/4basecare-genomics-private-limited/ (256 employees on LinkedIn®) ### 16. [AnodynePay](https://www.g2.com/products/anodynepay/reviews) AnodynePay is a product of Plutus Health Inc. AnodynePay is a software solution developed to cater to the US healthcare market. It is more inclined toward the patient payment software and offers better services and experiences to them. AnodynePay helps healthcare providers with analytics, online patient payments, tracking, patient engagement solutions, etc. You can learn more about AnodynePay from here. **Who Is the Company Behind AnodynePay?** - **Seller:** [Calpion](https://www.g2.com/sellers/calpion) - **Year Founded:** 2004 - **HQ Location:** Dallas, US - **LinkedIn® Page:** https://www.linkedin.com/company/calpion-inc- (833 employees on LinkedIn®) ### 17. [Arini](https://www.g2.com/products/arini/reviews) Arini is an AI-powered receptionist designed specifically for dental practices, providing 24/7 management of patient communications, including phone calls and text messages. By seamlessly integrating with existing practice management software, Arini efficiently handles appointment scheduling, rescheduling, and cancellations, ensuring that dental offices can focus on delivering quality patient care without the administrative burden. **Who Is the Company Behind Arini?** - **Seller:** [Arini](https://www.g2.com/sellers/arini) - **Year Founded:** 2024 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/ariniai (12 employees on LinkedIn®) ### 18. [Avie](https://www.g2.com/products/avie/reviews) Avie é uma plataforma de secretária com IA e CRM de WhatsApp para clínicas e consultórios médicos e odontológicos no Brasil. A Avie responde pacientes no WhatsApp com rapidez, explica valores, organiza a agenda e ajuda a converter conversas em consultas, com um inbox centralizado, contexto de atendimento por paciente, lista de espera, follow-up automático para quem pediu preço ou horário, e revisão humana configurável antes do envio de respostas. **Who Is the Company Behind Avie?** - **Seller:** [Avie](https://www.g2.com/sellers/avie) - **HQ Location:** São Paulo, BR - **LinkedIn® Page:** https://www.linkedin.com/company/avie-me (1 employees on LinkedIn®) ### 19. [BestDoc](https://www.g2.com/products/bestdoc/reviews) BestDoc is an intelligent Patient Relationship Management (PRM) for Hospitals. We believe in using technology and data to improve the patient’s experience of care. **Who Is the Company Behind BestDoc?** - **Seller:** [BestDoc](https://www.g2.com/sellers/bestdoc) - **Year Founded:** 2016 - **HQ Location:** Ernakulam, IN - **LinkedIn® Page:** https://www.linkedin.com/company/bestdoc-technology-private-limited (49 employees on LinkedIn®) ### 20. [BestDoc Practice](https://www.g2.com/products/bestdoc-practice/reviews) BestDoc Practice is an intelligent, Saas-Based Patient Relationship Management (PRM) solution that helps manage patient experience and engagement across the outpatient and inpatient care journeys. BestDoc Practice has helped healthcare providers reduce wait times by 50-65%, lower negative feedback by 40%, get front office efficiencies of 10-15%, and decrease advance appointment no-shows by 20%. **Who Is the Company Behind BestDoc Practice?** - **Seller:** [BestDoc](https://www.g2.com/sellers/bestdoc) - **Year Founded:** 2016 - **HQ Location:** Ernakulam, IN - **LinkedIn® Page:** https://www.linkedin.com/company/bestdoc-technology-private-limited (49 employees on LinkedIn®) ### 21. [Bestosys](https://www.g2.com/products/regency-cosmos-bestosys/reviews) Designed to boost your Practice and Patient-relationship.Affordable Practice Management Software. **Who Is the Company Behind Bestosys?** - **Seller:** [Regency Cosmos](https://www.g2.com/sellers/regency-cosmos) - **Year Founded:** 2013 - **HQ Location:** Pune, IN - **Twitter:** @BestoSys (64 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bestosys/ (8 employees on LinkedIn®) ### 22. [b.well Connected Health](https://www.g2.com/products/b-well-connected-health/reviews) b.well Connected Health provides a digital health engagement platform that simplifies communication and data management for hospitals, allowing the healthcare industry to improve reimbursement models as per compliance with information-blocking penalties in place. **Who Is the Company Behind b.well Connected Health?** - **Seller:** [b.well Connected Health](https://www.g2.com/sellers/b-well-connected-health) - **Year Founded:** 2015 - **HQ Location:** Baltimore, US - **Twitter:** @icanbwell (631 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/icanbwell/ (131 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are Recent G2 Reviews of b.well Connected Health? **"[B.Well Is Awesome!](https://www.g2.com/survey_responses/b-well-connected-health-review-11570137)"** **Rating:** 5.0/5.0 stars *— Angelina B.* [Read full review](https://www.g2.com/survey_responses/b-well-connected-health-review-11570137) --- ### 23. [Carebit](https://www.g2.com/products/carebit/reviews) Carebit is the preferred practice management system for the private medical sector, attracting more than a thousand private clinicians from a broad range of specialities - dermatology, urology, plastic surgery, cardiology, psychiatry, gynaecology, orthopaedics, and others, as well as practice management groups and admin teams. From solo practitioners to large clinics and hospitals, thousands of leading healthcare professionals and support teams use Carebit to grow their business, work faster, collaborate with colleagues, eliminate repetitive tasks, delight patients, and much more. With a comprehensive suite of features across five main categories - "Letters and dictation", "Financials and billing", "Bookings and calendar", "Workflows and automation", and "Patient experience & Portal", Carebit provides everything that private clinicians need to launch, automate, and grow their private practice on one digital platform. Our customer base has grown from just one to more than a thousand clinicians solely through word of mouth, with the quality of our product and customer support spearheading this growth. We have a zero churn rate, with the vast majority of our users more than happy to refer us on to colleagues and peers. We are driven by an ambition to develop practice management software that combines great functionality and user experience, with high levels of power and performance. Our focus is on value, and the ability to seamlessly integrate into any private practice and deliver benefits from day one. We understand the day-to-day operations of private practices well, and strive to reduce menial tasks, streamline operations, and free up our clinicians to focus on delivering exceptional services to their patients. **Who Is the Company Behind Carebit?** - **Seller:** [Carebit](https://www.g2.com/sellers/carebit) - **Year Founded:** 2018 - **HQ Location:** London, GB - **LinkedIn® Page:** https://uk.linkedin.com/company/carebithealth (12 employees on LinkedIn®) ### 24. [ClinicTracker](https://www.g2.com/products/clinictracker/reviews) A Behavioral Health EHR to Simplify Every Facet of Your Facility An EHR should make life easier for clinicians and administrators — and with ClinicTracker, it can. Built by clinicians and administrators, our behavioral health EHR software combines EHR, billing, and practice management into a single, fully integrated solution. Paired with an extraordinary degree of flexibility and lightning-fast support, we meet the needs of behavioral health providers in a way that other EHR software vendors can’t. One System To: Automate clinic routines Boost staff productivity Increase billing efficiency Enhance overall management **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate ClinicTracker?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.3/10) **Who Is the Company Behind ClinicTracker?** - **Seller:** [JAG Products](https://www.g2.com/sellers/jag-products) - **Year Founded:** 2000 - **HQ Location:** Fayetteville, US - **LinkedIn® Page:** https://www.linkedin.com/company/clinictracker/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are Recent G2 Reviews of ClinicTracker? **"[Great concept ](https://www.g2.com/survey_responses/clinictracker-review-3276409)"** **Rating:** 4.0/5.0 stars *— Samantha M.* [Read full review](https://www.g2.com/survey_responses/clinictracker-review-3276409) --- **"[Easy to use](https://www.g2.com/survey_responses/clinictracker-review-8913075)"** **Rating:** 4.5/5.0 stars *— Kajal Bhatia @ P.* [Read full review](https://www.g2.com/survey_responses/clinictracker-review-8913075) --- #### What Are G2 Users Discussing About ClinicTracker? - [What is ClinicTracker Connect used for?](https://www.g2.com/discussions/what-is-clinictracker-connect-used-for) ### 25. [CloudPital Practice Management](https://www.g2.com/products/cloudpital-practice-management/reviews) Cloudpital is a leader in Healthcare Technology solutions providers offering a wide range of products including Electronic Medical record ( EMR ) , Hospital Management Solutions, Radiology & Machine Interfacing , Doctor to Patient Communication , Lab Automation and 50+ custom made solutions resulting into smarter business and better patient care. **Who Is the Company Behind CloudPital Practice Management?** - **Seller:** [Bilytica](https://www.g2.com/sellers/bilytica) - **Year Founded:** 2012 - **HQ Location:** Melbourne, AU - **Twitter:** @BilyticapvtLtd (256 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2479555 (455 employees on LinkedIn®) ## 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.