Best patient engagement software: Top platforms in 2026
Patient engagement software plays a critical role in how healthcare providers deliver experiences and build their reputation both offline and online. The right platform can reduce administrative strain, strengthen patient relationships, and boost morale amongst patient-facing teams. The wrong one can quietly add friction, for staff and patients alike.
Let’s take a closer look at today’s leading patient engagement platforms, examining how they support automation, patient feedback, and overall experience. This analysis compares seven widely used solutions, breaking down their core capabilities, pricing approaches, and standout strengths, to help healthcare organizations understand which option best aligns with their operational goals and patient experience strategy.
We’ll take a closer look at:Â
AskNicely
Artera
TeleVox
Klara
NexHealth
Phreesia
Relatient
Let’s get started.Â
What are patient engagement software tools?
Patient engagement software tools help healthcare providers understand and improve how patients experience care across every touchpoint, from front-desk interactions to follow-up communication. The most effective platforms go beyond basic messaging or surveys by capturing real-time patient feedback after each visit, surfacing risks before they become negative reviews, and turning insights into clear actions for care teams.Â
Tools like AskNicely and others, which we’ll explore below, connect patient feedback directly to providers and staff, enabling timely recognition, practical coaching, and continuous improvement. When implemented effectively, patient engagement software strengthens relationships, enhances consistency and compassion in care delivery, and safeguards a practice’s reputation by facilitating easy listening, response, and action on what patients value most.
Why invest in patient engagement software tools?
Patient engagement software helps healthcare organizations deliver better care while improving operational efficiency. By capturing feedback at key points in the patient journey, these tools allow providers to identify issues early, streamline communication, and ensure patients feel heard and supported. The insights generated help drive staff performance, improve patient satisfaction, and increase retention. Over time, this leads to stronger patient relationships, higher loyalty, and a healthier reputation, all of which contribute to improved outcomes and sustainable growth for the practice or healthcare organization.
How to choose the best patient engagement software
The biggest threat to your patient engagement software investment isn't choosing the wrong features; it's selecting a platform that your frontline teams won't actually use. Consider these criteria to ensure long-term strategic value:
Ease of use for staff: A platform should be intuitive and simple enough for all team members to adopt quickly. Complex tools can slow workflows, reduce adoption, and ultimately limit the impact of your investment. Look for software that integrates smoothly into daily routines without requiring extensive training.
Real-time feedback and insights: The best tools capture feedback immediately after patient interactions and turn it into actionable insights. Real-time data allows staff to address issues promptly, recognize excellent performance, and continuously improve the patient experience.
Integration with existing systems: Software that connects with your EHR, practice management system, or other clinical tools ensures seamless data flow. Integration reduces manual work, prevents errors, and gives a complete picture of patient interactions across your organization.
Customizable surveys and communication: Every practice is unique, so your platform should allow for tailored surveys, messaging, and patient touchpoints. Customization ensures that feedback focuses on the aspects of care that matter most to your patients and your organization.
Actionable coaching and staff engagement: Feedback is only valuable if it drives behavior change. Look for software that empowers leadership to provide coaching, recognition, and guidance directly from the data. Engaged staff deliver more consistent, compassionate care that boosts patient satisfaction.
Scalability and long-term support: Choose a solution that can grow with your organization, whether that’s adding new locations, service lines, or reporting capabilities. Strong vendor support and ongoing updates ensure the platform continues to deliver value as your needs evolve.
Best patient engagement software: A comparison
Patient engagement software is now a core driver of healthcare efficiency and patient satisfaction. The right platform connects patients and providers, streamlines administrative work, and ensures every touchpoint is managed with speed and accuracy. It reduces no-shows, improves collections, and strengthens the patient-provider relationship.
Here's a quick breakdown of the best patient engagement software, outlining their features, use cases, and pricing so you can focus on what drives value for your organization:
AskNicely
Products
NiceAI, NPS/CSAT, analytics, case management, employee activation, EHR integrations
AskNicely is a patient feedback and experience platform that helps healthcare organizations capture, analyse, and act on patient feedback after clinical interactions. Using standard measures like NPS, CSAT, and 5‑star surveys, AskNicely connects real patient insights with the teams delivering care, helping providers understand what works, where improvements are needed, and how to drive better patient experiences and loyalty. While it does not replace core clinical systems like scheduling or billing, it complements patient engagement workflows by transforming feedback into actionable coaching and operational improvements.Â
AskNicely – key products and features
NiceAI – AI‑powered insights and summarization that detect themes and trends in patient feedback and help tailor survey questions dynamically for richer responses.
Feedback analytics – Central dashboards that track NPS and CSAT programmes across providers and locations, with text analysis to identify patterns and risks in patient comments.
Patient feedback management – Automated feedback collection and response handling that integrates with workflows and tools like Slack or Microsoft Teams.
Employee activation – Tools to motivate and coach care teams using feedback, including personalised dashboards, recognition systems, and mobile access.
Healthcare integrations – Connects with EHR and practice management systems to automatically trigger surveys after appointments and link results to individual providers.
AskNicely – key use cases
Patient experience tracking – Monitor patient satisfaction across visits and services to identify areas for improvement and support better care delivery.
Multi‑location performance consistency – Compare performance by clinic, team, or service line to ensure high‑quality experiences everywhere.
Frontline coaching – Use real feedback to guide training and reinforce positive behaviours among care teams.
Online reputation enhancement – Identify happy patients and prompt them to leave reviews, boosting star ratings across review sites.
AskNicely pricing
AskNicely offers tiered plans that grow with organisational needs. All plans include core survey capability and automated workflows, while higher‑tier plans add advanced analytics, real‑time dashboards, integration options, review and testimonial generation, in‑app and white‑label surveys, API access, and frontline coaching tools. Pricing scales based on survey response volume and feature set, and plans are typically quoted through AskNicely’s sales team. A personalised demo is available to help organisations choose the right plan.Â
Who AskNicely is ideal for
AskNicely suits healthcare organisations with multiple providers or locations that want to embed patient feedback into everyday workflows. It’s particularly valuable for teams looking to improve service delivery consistency, strengthen patient loyalty, and translate feedback into tangible actions rather than just collecting survey data.
Pros
Automated EHR integration – Surveys trigger automatically from clinical workflows, reducing manual administrative work.
Real‑time insights and responses – Teams see and can act on feedback quickly, helping resolve issues before they hurt patient satisfaction or reputation.
Intuitive interface with customisation – Easy survey design and robust analytics support meaningful measurement.
Team engagement tools – Incentivise performance with dashboards, alerts, and recognition features.
Cons
No free trial – Evaluation must be done through a demo instead of hands‑on trial access.
Annual contracts – Plans are generally sold on an annual basis, which may limit flexibility.
Volume‑based pricing – Costs scale with feedback volume, which may be significant for large patient populations
‍What customers are saying:Â
Schweiger Dermatology uses AskNicely’s customer experience management platform to evaluate patient feedback and coach their teams to improve the patient experience.
Using AskNicely, 50% of patient providers have improved their individual NPS scores by 12 points in one year.
Schweiger shares positive feedback with their providers and celebrates their wins to reinforce behaviors and earn their 4.5-star rating.
They provide real-time patient sentiment to help offer daily improvements for patients.
The results?Â
3x increase in positive reviews on Google
4.5 average star rating
“AskNicely is more than just a survey tool. It empowers your team, it gives the patient a voice, and it provides actionable data that you can utilize to enhance your practice." – Gianna Russo, Practice Manager, Schweiger Dermatology Group
What is Artera?
Artera is a SaaS digital health platform that improves patient communications for healthcare organizations. The platform provides comprehensive patient engagement solutions, including automated messaging, AI-powered virtual agents, digital intake and payments, and analytics to help healthcare providers improve patient experience and operational efficiency.
Artera - Key products and features
Artera Harmony platform: A comprehensive patient communication platform featuring multi-step workflow builders, a smart inbox for managing enterprise communications, and AI co-pilots for staff assistance. The platform includes native reporting tools and EMR integrations to automate patient communications throughout the patient journey.
AI virtual agents (voice and text): Flexible AI solutions including Co-Pilots for staff support, Flows Agents for rules-based automation, and autonomous AI agents. These tools help staff respond faster with features like automatic translation, text message shortening, and conversation summaries while maintaining SOC 2 Type 2, HITRUST, and HIPAA compliance.
Patient intake & payments solution: Digital solution providing insurance verification, cost estimates, and payment processing capabilities.
Artera ScheduleCare: Online self-scheduling and automated waitlist management system allowing patients to book appointments 24/7. The solution integrates with EHR systems for data updates and includes analytics to track patient engagement.
Artera Referrals: Automated referral management system that reduces in-system referral leakage through multi-channel communication. Features intelligent message configuration, conversation templates, throttling queues, and analytics dashboards to monitor referral conversions.
Analytics Plus: Advanced self-service analytics platform enabling custom report development and data visualization.
Artera - Key use cases
Reducing patient referral leakage: Automating referral outreach to guide patients directly to scheduling, helping healthcare organizations retain patients within their network. The system customizes outreach based on schedule, authorization, and priority status to maximize referral conversions.
Post-discharge communication: Managing follow-up care through automated messaging to ensure compliance with care plans and reduce readmissions.
Automated bulk patient messaging: Facilitating population health outreach for care gap closure, wellness visits, and medication adherence programs. Dynamic lists automatically refresh based on data cohorts with flexible integration to unlimited data sources including EMRs, population health systems, and payers.
Digital patient check-in and payments: Streamlining pre-visit processes including insurance verification, cost estimates, and payment collection. Organizations report $500k saved from going to collections through improved revenue capture and reduced manual processes.
Patient self-scheduling: Enabling 24/7 online scheduling to improve access to care while reducing staff burden. The system addresses the 61% of patients who skip appointments due to scheduling hassles and meets the 73% who expect online scheduling capabilities.
Artera pricing
Artera does not publish pricing on its website. Plans are quote-based and tailored to organization size, integration depth (EHRs, data sources), and module selection (e.g., Harmony, ScheduleCare, Referrals, Analytics Plus, AI Agents). Prospective customers must request a demo/quote directly from Artera.
Who they're ideal for
Artera is ideal for healthcare provider organizations, including hospitals, health systems, FQHCs, and academic medical centers serving over 1,000 provider organizations and federal agencies. The platform best serves organizations looking to modernize patient communications, reduce manual processes, improve operational efficiency, and enhance patient engagement.Â
Pros of Artera
Comprehensive communication features: The platform offers robust two-way SMS messaging, appointment reminders, and multi-channel communication options. These features significantly reduce no-shows and improve patient engagement rates.
Strong integration capabilities: Seamless integration with various EHR systems and third-party applications. This allows healthcare organizations to maintain their existing workflows while enhancing communication capabilities.
Time-saving automation: Automated messaging and workflow features dramatically reduce manual tasks for staff. Organizations report saving multiple hours per day on routine patient communication tasks.
Cons of Artera
Limited customization options: Some users find restrictions in customizing certain features or workflows to their specific needs. Organizations with unique requirements may encounter limitations in tailoring the platform.
Learning curve for advanced features: While basic functions are intuitive, mastering advanced features and analytics can require significant time investment. Some staff members need additional training to fully utilize all capabilities.
Occasional technical issues: Users report intermittent glitches or system slowdowns that can disrupt workflow. These technical challenges, while not frequent, can impact productivity when they occur.
Cost considerations: Some organizations find the pricing structure expensive, particularly smaller practices or those with limited budgets. The return on investment may take time to realize for resource-constrained facilities.
What is TeleVox?
TeleVox is a patient relationship management platform that provides automated patient engagement solutions for healthcare organizations. The company offers communication tools and workflows to help health systems, physician practices, and payers improve patient experience and operational efficiency.
TeleVox - Key products and features
TeleVox Enterprise Edition - A comprehensive patient relationship management platform for health systems that automates patient communications throughout the healthcare journey. It integrates with EHRs and provides tools for appointment management, care gap prevention, and readmission reduction campaigns.
HouseCalls Pro - A configurable platform that enables healthcare organizations to send automated reminders and customized messages without delays. It features self-service capabilities and on-demand broadcast messaging for efficient patient outreach.
SMART Agent (Powered by AI) - An AI-powered virtual agent that enables two-way text messaging and live chat capabilities where supported. It provides 24/7 patient access to information and appointment scheduling while reducing call volumes.
Patient Family Notifications - A workflow system that coordinates communication between patients and their families during care episodes. It helps with logistics like transportation arrangements and recovery status updates.
TeleVox Payer Edition - A member relationship management platform for health plans featuring omnichannel communication capabilities. It includes SMART SMS, live chat, email, phone, IVR, and postcard options with support for 80 different languages.
TeleVox - Key use cases
Reducing no-shows and appointment management - Automated appointment reminders and scheduling tools help decrease no-show rates. The system sends pre- and post-appointment communications and enables self-service scheduling.
Care coordination and transportation - Helps arrange transportation to and from appointments and coordinates care between providers. The platform connects patients with transportation providers and manages complex scheduling needs.
Staff time savings and burnout reduction - Automates routine communication tasks to save staff time for more valuable activities.
Revenue increase and financial impact - Drives appointment volume and improves revenue capture through automated outreach and follow-up programs. The platform helps identify care gaps and brings patients back for needed services.
Member engagement for health plans - Enables personalized outreach through preferred channels for member onboarding and care management. Supports condition-specific campaigns, preventive care reminders, and wellness visit scheduling.
TeleVox Pricing
TeleVox’s pricing is not publicly listed and is typically provided via a custom quote based on practice size, channels, and workflow scope..
Who they're ideal for
TeleVox is ideal for health systems, hospitals, physician practices, and health plans seeking to automate patient communications and improve operational efficiency. The platform is particularly suited for organizations looking to reduce no-shows, save staff time, increase revenue through better appointment management, and improve patient satisfaction through enhanced communication workflows.
Pros of TeleVox
Excellent customer service - The company provides strong account management support with responsive account managers who actively check in and help resolve issues. Support teams are praised for helping organizations work through implementation challenges and customization needs.
Platform flexibility and configurability - The HouseCalls Pro platform offers self-service capabilities and customizable workflows that can be adapted to different organizational needs. Users appreciate the framework and ability to implement automated workflows without waiting for vendor assistance.
Positive financial impact - The system delivers measurable ROI through reduced no-shows and improved appointment utilization. Organizations report significant cost savings from automated communications and improved revenue from follow-up programs.
Klara is a healthcare communication platform that enables medical practices to streamline patient engagement through text messaging, workflow automation, and provider collaboration tools. The platform centralizes all patient communications and automates administrative tasks to help healthcare teams focus on patient care.
Klara - Key products and features
Patient communication platform: Enables two-way text messaging, web chat, and call-to-text capabilities. Patients initiate conversations directly with their practice, while providers send automated messages and manage all communications from a centralized dashboard.
Workflow automation: Automates administrative touchpoints, including appointment reminders, digital intake forms, pre-visit instructions, and post-visit follow-ups. The system handles scheduling, insurance collection, and patient feedback surveys without manual intervention.
Provider collaboration hub: Centralizes patient calls, texts, voicemails, and web chat in one thread with workflow assignment capabilities. Teams use internal notes, @mentions, and shared department inboxes to coordinate care delivery efficiently.
Telemedicine integration: Provides video visit capabilities accessible on any device with virtual waiting rooms and screen sharing. The platform allows providers to exchange messages, images, and files during telehealth appointments.
AI-powered message routing: Automatically identifies and routes patient messages to the appropriate care team members. This reduces message triaging time and helps resolve patient inquiries faster.
EHR integration with Chrome extension: Enables staff to communicate with patients directly over their EHR screen without switching windows. The platform integrates with major EHR systems, including athenahealth, Veradigm, Nextech, and AdvancedMD.
Klara - Key use cases
Reducing no-show rates: Healthcare practices use automated appointment reminders and pre-visit instructions to keep appointments top-of-mind for patients. The system allows patients to confirm, cancel, or reschedule appointments instantly via text.
Streamlining front desk operations: Medical offices automate digital intake forms and insurance collection before visits to reduce wait times. This eliminates manual data entry and allows staff to focus on in-person patient interactions.
Managing high call volumes: Practices implement call-to-text options and voicemail transcriptions to reduce phone congestion. This provides patients with alternative communication channels while clearing phone lines for urgent matters.
Coordinating care team communication: Multi-provider practices use shared inboxes and internal messaging to collaborate on patient cases. Teams connect with pharmacies, labs, and other network providers without phone delays.
Scaling patient outreach: Healthcare organizations use broadcast messaging to communicate with thousands of patients simultaneously for office closures or important updates. Personalized message templates help maintain consistent communication at scale.
Klara Pricing
Klara does not publish pricing on its site; pricing is quote-based and depends on feature bundles (secure messaging, call-to-text, intake, telehealth) and the number of users/locations. Request a demo or pricing from Klara to receive an organization-specific quote.
Who they're ideal for
Klara is ideal for medical practices and healthcare organizations seeking to modernize patient communication while reducing administrative burden. The platform best serves multi-provider practices, specialty clinics, and healthcare teams that need to coordinate care across departments, manage high patient volumes, and integrate communication workflows with existing EHR systems.
Pros of Klara
Significant time savings: Users report dramatic efficiency improvements, with staff members no longer needing to focus on appointment prep full-time and front desk operations becoming much more streamlined.
Strong user ratings: The platform maintains a 4.7 App Store rating with 12.3K ratings and a 4.5 G2 rating, indicating high patient satisfaction.
Improved team communication: The platform streamlines communication among care teams, allowing patients to feel they have a direct line to practice staff without having to repeat their story multiple times.
Reduced paper usage: Practices experience less wait times, more streamlined workflows, and significantly reduced paper usage when new patients arrive for appointments.Â
Cons of Klara
Limited review data: With just over 100 G2 reviews despite having 55,000+ active staff users, there appears to be limited public feedback available relative to the user base size.
NexHealth is a patient engagement platform that automates administrative tasks and streamlines patient communications for healthcare practices. The platform synchronizes patient data between practice management systems and patient-facing features in real-time, enabling practices to automate scheduling, forms, payments, and communications.
NexHealth - Key products and features
NexHealth Synchronizer: Proprietary technology that automatically syncs patient data bi-directionally between practice management systems and NexHealth features. Enables real-time data updates within 10-15 seconds for most integrations without relying on health record system APIs.
Online booking & scheduling: Allows patients to book appointments 24/7 through the practice website or Google search results. Features include real-time availability sync, waitlist automation, and one-click recall messages for follow-up appointments.
Digital forms: HIPAA-compliant digital forms that patients complete online before appointments. Forms automatically sync to the health record system, eliminating manual data entry and scanning.
Communications suite: HIPAA-compliant messaging platform for text-based patient communications. Includes automated appointment reminders, marketing campaigns, recall messages, and review requests.
Payments platform: Enables practices to collect payments in-office via modern terminals or remotely through text/email links. Supports major credit cards, Apple Pay, Google Pay, and Affirm with automatic syncing to practice ledgers.
Insurance verification: Automatically verifies patient insurance coverage up to 7 days before appointments. Provides detailed eligibility information and supports over 1,200 payers.
NexHealth - Key Use Cases
Reducing no-shows and cancellations: Automated appointment reminders and confirmations help practices reduce missed appointments by sending timely notifications through patients' preferred channels.
Eliminating manual data entry: Digital forms and automated syncing save practices up to 960 hours per year by eliminating paperwork, scanning, and manual data entry tasks.
Filling schedule gaps: Waitlist automation and one-click recalls help practices quickly fill last-minute openings and bring patients back for follow-up care.
Accelerating payment collection: Text-to-pay links and automated payment reminders help practices collect outstanding balances faster while reducing manual billing work.
Streamlining patient intake: New patients automatically receive intake forms when booking online, completing them at home before arriving for appointments.
NexHealth Pricing
Billing options: Month-to-month or annual subscriptions available (annual requires full payment upfront)
Custom plans: Available based on practice needs
Included in all packages: Bi-directional health record syncing via NexHealth Synchronizer, HIPAA compliance and security, onboarding and support
Cancellation policy: No cancellation fees; monthly contracts require notice before next billing cycle, annual contracts require 90 days notice
Contract buyout: NexHealth offers to buy out existing vendor contracts (exclusions apply)
Who they're ideal for
Healthcare practices (dental and medical) that want to automate administrative workflows and reduce manual tasks. Best suited for practices using supported EHR/practice management systems that need to streamline patient communications, reduce no-shows, digitize paperwork, and accelerate payment collection while maintaining HIPAA compliance.
Pros of NexHealth
Seamless EHR integration: The platform integrates well with various practice management systems, automatically syncing patient data without requiring manual updates. This eliminates double-entry and keeps patient records current across all systems.
Time-saving automation: Users report significant time savings from automated features like appointment reminders, digital forms, and online booking. The automation reduces administrative burden on staff.
User-friendly interface: The platform is described as easy to use with an intuitive interface. Staff members can quickly learn the system without extensive training.
Improved patient communication: The messaging features and automated reminders help practices stay connected with patients effectively. Patients appreciate the convenience of text communications and online services.
Excellent customer support: Users praise the responsive and helpful customer service team. Support staff are knowledgeable and provide timely assistance with setup and ongoing questions.
Cons of NexHealth
Limited customization options: Some users find the platform lacks flexibility in customizing certain features to match their specific workflow needs. Template options may be restrictive for unique practice requirements.
Occasional technical issues: Users report intermittent glitches, sync delays, or system downtime that can disrupt operations. Some experience issues with specific features not working as expected.
Cost considerations: Some practices find the pricing high, especially smaller offices or those needing only basic features. Transaction fees for payment processing add to overall costs.
Phreesia is a digital patient engagement platform that helps healthcare organizations streamline workflows across registration, scheduling, and revenue cycle management. The comprehensive solution automates administrative tasks while enhancing the patient experience through self-service tools and intelligent outreach.
Phreesia - Key products and features
Digital patient intake: Automates check-in and registration, enabling patients to complete forms digitally before appointments. This eliminates paperwork while improving data accuracy and reducing staff burden.
Patient scheduling and appointment management: Provides self-scheduling capabilities, automated appointment reminders via text message and email, and intelligent scheduling tools.
Revenue cycle management: Delivers automated eligibility verification, copay collection, and payment processing. Supports multiple payment methods including credit cards, Apple Pay, Google Pay, and payment plans.
Clinical data collection: Captures patient-reported outcomes including clinical screenings and social determinants of health (SDOH). Enables clinicians to deliver personalized, value-based care.
Patient activation and gap closure: Closes care gaps through automated outreach for preventive care, immunizations, and follow-up visits. Measures patient activation to improve health outcomes.
Phreesia - Key use cases
Streamlining patient check-in: Healthcare providers save 5+ minutes per patient through self-service check-in, reducing manual data entry.
Reducing no-shows: Organizations achieve lower no-show rates when patients check in before arriving, leveraging automated reminders and engagement tools.
Enhancing patient satisfaction: Health systems report increased patient satisfaction scores and improved reputation management through better patient interactions.
Supporting telehealth visits: Behavioral health practices conduct most of their appointments via telehealth using digital consent and visit management tools.
Phreesia Pricing
Phreesia offers customizable packages for solo practices to large health systems. Pricing varies by organization size, location, and patient demographics. Contact Phreesia directly for quotes.
Who they're ideal for
Phreesia serves healthcare organizations of all sizes, including health systems, multispecialty groups, children's hospitals, CHCs/FQHCs, and individual practices. The patient engagement platform particularly benefits organizations seeking to reduce staff burden, optimize workflows, increase revenue collection, and enhance patient satisfaction while managing high volumes.
Pros of Phreesia
Excellent customer service: Phreesia provides proactive support that exceeds expectations, with responsive assistance that stands out among healthcare technology vendors.
Continuous product innovation: The platform updates frequently with new functionality, proactively developing patient engagement solutions before practices realize they need them.
User-friendly interface: The intuitive dashboard design reduces training time for staff and patients, improving adoption rates and implementation success.
Significant time savings: Dramatically reduces paperwork and administrative tasks, freeing staff to focus on patient care and improving care delivery efficiency.
Improved revenue collection: Significantly increases collection rates through automated payment features that give patients autonomy while eliminating uncomfortable financial conversations.
Cons of Phreesia
Technical issues & training gaps: Users flag technical snags affecting intake/eligibility and ask for more structured training.
Advertising/consent concerns: Phreesia’s own media guide confirms patients may be shown tailored life sciences content post-check-in if they opt in; reporting (STAT) has scrutinized the consent experience.
What is Relatient?
Relatient provides healthcare organizations with patient engagement software that streamlines patient communication, automates workflows, and enhances the healthcare experience. The Dash platform manages scheduling, messaging, patient intake, and financial processes through an all-in-one solution.
Relatient - Key products and features
Dash® Engage: Delivers multi-channel patient communication, including personalized messaging and automated reminders across SMS, email, and other channels to improve patient satisfaction.
Dash® Schedule (Intelligent scheduling): Offers rules-based appointment scheduling that matches new patients with appropriate providers while optimizing capacity through automated, guided experiences.
Dash® Chat with AI: Features HIPAA-compliant AI-powered chat handling routine patient inquiries 24/7, with seamless handoffs between virtual agents and live staff.
Digital registration & check-in: Eliminates paperwork through digital forms, enabling patients to complete registration from phones while reducing waiting room congestion.
Financial clearance tools: Automates insurance verification and payment collection with eligibility checks, payment reminders, and dashboard analytics for revenue cycle optimization.
Relatient - Key use cases
Reducing no-shows and improving appointment management: Healthcare practices send automated appointment reminders allowing patients to easily reschedule or cancel, maintaining full schedules and reducing lost revenue.
Streamlining patient intake and registration: Organizations digitize forms enabling pre-arrival registration, reducing wait times and improving the check-in experience.
Automating patient communications: Practices automate appointment confirmations, recall messages, and care reminders, freeing staff from phone calls while ensuring consistent patient engagement.
Accelerating revenue collection: Providers verify insurance automatically and send payment reminders, speeding payment processes and improving cash flow.
Managing high call volumes: AI-powered chat handles scheduling, prescription refills, and general questions, reducing phone traffic so staff can focus on complex patient needs.
Relatient Pricing
Relatient’s Dash® platform is priced by quote. Costs vary with modules selected, deployment scale, and EHR/PM integration needs. Contact Relatient for a customized proposal.
Who they're ideal for
Relatient serves healthcare organizations seeking to modernize patient engagement and reduce administrative burden. This includes medical practices, health systems, and specialty clinics wanting to improve operational efficiency, enhance patient satisfaction, and optimize revenue cycle management through automated digital patient engagement solutions.
Effective communication tools: Multi-channel messaging reaches patients through preferred methods, improving response rates and engagement.
Time-saving automation: Automated appointments, reminders, and outreach significantly reduce manual tasks, allowing staff to prioritize patient care.
Strong customer support: Responsive, helpful service supports implementation and ongoing platform use.
Cons of Relatient
Integration challenges: Some users experience difficulties integrating with certain practice management systems and EHR platforms, requiring additional technical support.
Occasional technical issues: Users report experiencing periodic glitches or slow performance during peak usage, which temporarily disrupts workflow efficiency.
The final verdictÂ
Choosing the right patient engagement software is less about finding the flashiest platform and more about selecting a solution that fits your organization’s workflows, staff capabilities, and patient needs. Each platform reviewed here offers tools to automate communication, reduce administrative burden, and capture actionable patient feedback, but they differ in flexibility, integration, scalability, and pricing models.
Healthcare organizations should weigh factors such as ease of use, real-time insights, system integration, and long-term support alongside features like AI-assisted communication, multi-channel messaging, and patient self-service options. The best platform is one that your team will actually use consistently, empowering them to deliver timely, compassionate, and efficient care while improving patient satisfaction and retention.
Ultimately, patient engagement software is an investment in both operational efficiency and patient experience. When implemented thoughtfully, it reduces no-shows, strengthens provider-patient relationships, and provides measurable benefits for staff, patients, and the organization as a whole. Selecting a platform that aligns with your goals—and that supports staff adoption—ensures your practice or health system can harness the full potential of digital patient engagement in 2026 and beyond.
With AskNicely, you get real-time feedback that drives real behavior change.Â
AskNicely connects the patient experience directly to those who deliver it. Your leadership gets insights into risks and trends aggregated from feedback, and your patient-facing staff gets immediate recognition and actionable coaching. The result? Patients who return, leave 5-star reviews, and boost your reputation to help bring in new patients to grow your business and its revenue.
