27 Best Patient Relationship Management Software For Better Care In 2024
10 Best Patient Relationship Management Software Shortlist
Here's my pick of the 10 best software from the 27 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
For those in the healthcare industry, a CRM system is more than just a way to manage contacts. It can also automate workflows, manage leads, run marketing campaigns, and streamline patient acquisition. With a cloud-based CRM tool, healthcare professionals of any size can gain a comprehensive view of patient demographics, track sales pipelines, and access medical CRM history. It's crucial to ensure that all sensitive data is managed securely and in compliance with HIPAA regulations.
Incorporating lead management features can help build strong relationships, empower managers and sales teams, and fuel business growth. Utilizing tools like marketing campaign templates and landing pages can also improve communication with your audience. Additionally, having a mobile app and API access is now essential for integration with other automation tools and flexible management.
What Is Patient Relationship Management Software?
Patient relationship management software is a specialized tool that healthcare providers and institutions use to enhance the quality of care they offer to their patients. Additionally, it streamlines the patient experience by facilitating easier scheduling appointments with old and new patients, reminding patients about upcoming visits or necessary tests, showing the patient’s medical history, sending targeted health campaigns, and offering secure communication channels.
This software creates a more organized and patient-centered approach to care by tracking patient history and preferences, improving satisfaction, a solution for healthcare and life sciences, and promoting better health outcomes.
Best Patient Relationship Management Software Summary
| Tools | Price | |
|---|---|---|
| Athenahealth | Pricing upon request | Website |
| Salesforce Health Cloud | From $300/user/month. | Website |
| LeadSquared | From $25/user/month | Website |
| Updox | From $15/user/month | Website |
| monday sales CRM | From $10/user/month (billed annually) | Website |
| Nexhealth | Pricing upon request | Website |
| Virtru | From $5/user/month, (billed annually). | Website |
| Weave | Pricing upon request | Website |
| RecallMax | From $199/month | Website |
| PowerDiary | From $27/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareBest Patient Relationship Management Software Reviews
Best for clinical workflow optimization and electronic health record management
Athena Health is a robust healthcare software that specializes in streamlining clinical workflows and managing electronic health records (EHR). By optimizing these aspects, Athena Health can significantly aid healthcare providers in improving patient care and operational efficiency.
Why I Picked Athena Health: I selected Athena Health for this list due to its strong emphasis on clinical workflow optimization and comprehensive EHR management. Its ability to streamline and manage numerous aspects of healthcare provision differentiates it from many other tools on the market. I also believe Athena Health is ideally suited for healthcare providers looking to optimize their clinical workflow and manage their electronic health records effectively.
Standout features & integrations:
Notable features of Athena Health include a patient portal, appointment scheduling, medical billing, medical records and EHR. These functionalities also help in improving healthcare service delivery. Moreover, it provides integrations with various third-party applications like epocrates for clinical references and PatientPop for growth services.
Pros and cons
Pros:
- Offers a suite of integrations with third-party applications
- Comprehensive EHR management
- Optimizes clinical workflows, improving efficiency
Cons:
- The interface can seem complex to first-time users
- May require training to fully utilize its features
- Can be expensive for smaller healthcare providers
Best for robust patient management and engagement through its adaptable CRM platform
Salesforce Health Cloud shines as a comprehensive patient management tool. It goes beyond a simple CRM by incorporating patient engagement, leading to improved patient experiences and practice efficiency.
Why I Picked Salesforce Health Cloud: I selected Salesforce Health Cloud for its proven reliability and flexibility in best healthcare CRM software. The software's adaptability, powered by a robust set of features, makes it stand out. In my judgment, it stands as the 'best for' practices seeking robust patient management and engagement tools on a customizable CRM platform.
Standout features & integrations:
Salesforce Health Cloud provides personalized patient journeys, care plan management, and advanced analytics. Furthermore, its integration with numerous third-party applications, including EHRs and billing software, enhances its versatility and usability.
Pros and cons
Pros:
- Advanced analytics for improved patient insights
- Wide array of integrations with third-party apps
- Customizable CRM to fit specific needs
Cons:
- Extra costs for advanced features and integrations
- Complexity may require a steep learning curve
- High starting price may be prohibitive for smaller practices
Best for a complete CRM solution that effectively tracks the patient lifecycle
LeadSquared is a CRM solution built to provide healthcare organizations with a unified platform to manage and track their patient lifecycle effectively. The tool also combines various functions from appointment scheduling to invoicing, making it an ideal choice for healthcare providers in search of an encompassing CRM solution that supports comprehensive patient lifecycle tracking.
Why I Picked LeadSquared: I selected LeadSquared primarily for its holistic approach towards patient lifecycle management. Unlike many CRM platforms, LeadSquared offers a diverse array of features that cater to different stages of the patient journey. The reason I consider it best for tracking patient lifecycle is its ability to handle everything from appointment scheduling to tracking patient interactions and managing invoices, all within a single platform.
Standout features & integrations:
LeadSquared offers features like appointment scheduling, lead scoring, and marketing automation, all of which contribute to effective patient lifecycle management. It also has a robust reporting system for performance tracking. Moreover, LeadSquared integrates well with various tools, including email marketing platforms, social media channels, and popular EHR systems, enhancing its utility and facilitating better data exchange.
Pros and cons
Pros:
- Robust reporting system for performance tracking
- Extensive integration capabilities
- Comprehensive CRM solution
Cons:
- Learning curve for some users due to comprehensive feature set
- May have more features than needed for smaller practices
- Annual billing may not be suitable for all practices
Updox
Best for comprehensive telehealth solutions ensuring seamless virtual consultations
Updox is a versatile Patient Relationship Management Software that focuses on creating efficient virtual consultation environments. Its comprehensive telehealth solutions make it an effective tool for healthcare providers looking to improve their virtual patient engagement and consultations.
Why I Picked Updox: In choosing Updox for this list, I was particularly drawn to its wide range of telehealth solutions. It also stands out for its ability to support virtual healthcare delivery, something of increasing relevance in the current healthcare landscape. This makes it the optimal tool for practices seeking to strengthen their virtual consultations, which aligns with its 'Best for...' use case.
Standout features & integrations:
Among Updox's standout features are video chat capabilities, secure messaging, and electronic faxing. Additionally, it offers appointment reminders and reputation management tools. It integrates well with several Electronic Health Records (EHR) systems and Practice Management (PM) software, making data management easier and more unified.
Pros and cons
Pros:
- Robust integration with various EHR and PM systems
- Secure messaging and electronic faxing feature
- Comprehensive telehealth capabilities
Cons:
- Limited features beyond telehealth as compared to other tools on the list
- The interface may have a steep learning curve for some
- Monthly pricing may be high for smaller practices
Best for enhancing patient relationships and sales management with a visually intuitive interface
Monday Sales CRM is a visually appealing and user-friendly platform that optimizes patient relationship and sales management for healthcare providers. Designed with a focus on usability, the tool empowers organizations to streamline their patient relationship management processes, making it especially useful for those aiming to improve patient interactions and sales tasks.
Why I Picked Monday Sales CRM: I picked Monday Sales CRM because it stands out with its visually intuitive interface which facilitates ease of use, particularly for users who prefer a more graphical representation of their patient and sales data. Given its strong patient relationship and sales management capabilities, I believe it's best suited for healthcare providers looking to improve their interactions with patients and streamline sales tasks.
Standout features & integrations:
Key features of Monday Sales CRM include patient management, pipeline visualization, task management, and advanced analytics. These features provide valuable insights into patient behavior and enhance sales management. Monday Sales CRM integrates with a range of tools, including Gmail, Google Calendar, and Excel, which helps in streamlining operations and maintaining seamless workflows.
Pros and cons
Pros:
- Wide range of integrations
- Strong patient management capabilities
- Visually intuitive interface
Cons:
- Interface may be overwhelming for first-time users
- Advanced features require higher-tier plans
- Pricing model can be complex
Best for integrated appointment scheduling and patient engagement in a single platform
NexHealth emerges as a powerful tool that integrates appointment scheduling and patient engagement into one platform. It's a comprehensive Patient Relationship Management solution, making healthcare management simpler and more efficient, especially for large practices.
Why I Picked NexHealth: I chose NexHealth because it seamlessly integrates two crucial components of healthcare management: appointment scheduling and patient engagement. The ability to manage these two functions on a single platform also makes it a unique addition to the list. I believe it stands as the 'best for' practices seeking an all-in-one solution for their scheduling and patient engagement needs.
Standout features & integrations:
NexHealth features an intuitive appointment scheduling system, automated reminders, patient recalls, and a secure messaging platform for effective patient communication. Moreover, it boasts of integrations with several EHR and practice management systems, allowing for seamless data synchronization across platforms.
Pros and cons
Pros:
- Pricing not based on user count, beneficial for larger practices
- Wide range of useful integrations with EHR and PM systems
- Integrated scheduling and engagement tools
Cons:
- Custom integrations may require extra costs
- Might offer more features than needed for some clinics
- May be expensive for small practices
Virtru is a tool that ensures the security of patient data by providing advanced email encryption. It is specifically designed for healthcare organizations that require robust security measures to safeguard sensitive information.
Why I Picked Virtru: In my opinion, Virtru was a clear choice for the list due to its emphasis on patient data security. Its superior email encryption technology distinguishes it from other tools. Hence, I think Virtru is best suited for healthcare providers who prioritize the security of patient data and wish to ensure its protection through enhanced email encryption.
Standout features & integrations:
Virtru boasts of features like automatic encryption, secure file sharing, and access control. Additionally, it integrates seamlessly with platforms such as Gmail, Zendesk and Microsoft Outlook, providing users with secure email options within familiar environments.
Pros and cons
Pros:
- Control over who can access sensitive information
- Seamless integrations with popular email platforms
- Advanced email encryption for secure communications
Cons:
- Requires training to understand and utilize all features effectively
- May not be suitable for small practices due to costs
- More comprehensive security features are available only at higher price points
Weave
Best for unifying patient communication, payments, and scheduling in one place
Weave is a healthcare software solution that consolidates patient communication, payments, and scheduling into one platform. This fusion of essential services is also advantageous for healthcare providers seeking to streamline their operations and offer more efficient patient services.
Why I Picked Weave: I chose Weave due to its integration of key healthcare services in one place. It's this unification of communication, payments, and scheduling that differentiates it from other tools. Given its unique approach, Also, i find Weave ideally suited for healthcare providers who desire a single platform that simplifies these crucial aspects of their operations.
Standout features & integrations:
Noteworthy features of Weave include its comprehensive patient communication tools, online payment options, and efficient appointment scheduling capabilities. Additionally, Weave integrates seamlessly with popular practice management software like Dentrix, Eaglesoft, and Open Dental, making it an even more powerful tool.
Pros and cons
Pros:
- Integrates with popular practice management software
- Offers robust patient communication tools
- Centralizes communication, payments, and scheduling
Cons:
- Some users may find the wealth of features overwhelming at first
- The setup process can be somewhat complex
- The price may be steep for smaller practices
RecallMax excels as a patient recall system designed specifically for the medical field. With its automation, healthcare practices can increase patient retention and, consequently, revenue.
Why I Picked RecallMax: I picked RecallMax due to its specialization in the patient recall process, a crucial aspect of patient retention that often gets overlooked. Its focus on this niche makes it unique among other patient relationship management software. Consequently, I believe it's the best tool for practices that seek to boost patient retention and revenue through a streamlined recall process.
Standout features & integrations:
RecallMax offers a range of features including automated reminders, revenue tracking, and reporting. Furthermore, it integrates well with most practice management systems, simplifying the process of keeping track of patients due for recall.
Pros and cons
Pros:
- Detailed reports to track success
- Simple integration with practice management systems
- Automated patient recall system
Cons:
- No free trial available
- Might not be cost-effective for smaller practices
- Lacks the breadth of features found in more general patient relationship management systems
PowerDiary
Best for handling bookings, invoicing, and client records with a feature-rich interface
PowerDiary is a comprehensive practice management system that allows health practitioners to manage bookings, invoicing, and client records with relative ease. It's tailored to address the core needs of medical practices, aligning with our 'best for' statement, particularly for those looking for an enriched and intuitive interface.
Why I Picked PowerDiary: I selected PowerDiary due to its emphasis on providing a wide range of necessary features in a single, user-friendly platform. It stands out because of its ability to handle various important elements of patient management without sacrificing usability. This distinct blend of simplicity and comprehensiveness is why I find PowerDiary best for handling bookings, invoicing, and client records in a feature-rich setting.
Standout features & integrations:
Some of the essential features of PowerDiary include online bookings, SMS & email reminders, client notes, and financial reporting tools. Furthermore, PowerDiary integrates well with significant payment platforms such as Stripe and Medipass, and telehealth platforms like Coviu, making it a versatile tool for modern healthcare practitioners.
Pros and cons
Pros:
- Integrates with popular payment and telehealth platforms
- User-friendly interface
- Provides a broad range of features
Cons:
- Some users might prefer dedicated tools for specific functions
- Pricing can increase with added features
- Some features may have a learning curve
Other Patient Relationship Management Software
Below is a list of additional patient relationship management software that I shortlisted, but did not make it to the top 10. Definitely worth checking them out.
- RepeatMD
Best for advanced marketing solutions and retaining patients with personalized communications
- Lighthouse 360
Best for streamlining patient communication through automated reminders
- WebPT
Good for physical therapists seeking comprehensive practice management
- Dental Intelligence
Good for dentists wanting actionable insights to improve practice performance
- SolutionReach
Good for enhancing communication and improving patient satisfaction
- Practice by Numbers
Good for dental practices needing real-time business analytics
- Artera
Good for providing comprehensive cancer care with personalized treatment plans
- TrackStat
Good for organizations requiring robust clinical trial management
- Crelio Health
Good for diagnostic labs aiming to enhance patient engagement
- Legwork
Good for dental practices looking for automated marketing and patient relationship management
- Intiveo
Good for automating patient communication and minimizing appointment no-shows
- RevenueWell
Good for dental practices aiming to optimize patient communication and marketing
- PatientPop
Good for boosting online presence and patient acquisition
- 4baseCare
Good for oncologists seeking a genomics-based approach to cancer care
- Nabla
Good for individual users seeking personalized healthcare advice
- Rhinogram
Good for enabling telehealth services and streamlining patient-provider interactions
- ReferralMD
Good for managing patient referrals and streamlining clinical collaboration
More Patient Relationship Management Software Reviews
- Patient Engagement Software
- Patient Intake Software Solutions
- Patient Care Systems
- Healthcare Compliance Software
- Patient Management Software
Selection Criteria For Patient Relationship Management Software
In my experience, researching and testing out different patient engagement tools, certain criteria consistently stand out as most significant. I have personally tried more than 30 tools, and have distilled down the most important factors to consider when selecting the right patient engagement software for your medical practice.
Core Functionality
A good patient engagement software should:
- Enable patient communication: This includes appointment reminders, follow-up messages, and general communication channels.
- Support telehealth services: The tool should facilitate virtual appointments, especially in the post-pandemic era.
- Provide patient education resources: The software should also have a repository of informational materials that can be shared with patients.
- Allow patient feedback collection: Gathering patient reviews and feedback is crucial for service improvement.
Key Features
When considering a patient engagement software, pay attention to these features:
- Personalized Communication: The tool should enable tailored messages based on individual patient profiles.
- Integration Capabilities: The software should integrate seamlessly with existing systems like EHRs (Electronic Health Records).
- Data Security: Given the sensitive nature of healthcare data, robust security features are a must.
- Analytics: Data-driven insights can help improve patient care and identify areas of improvement.
Usability
Usability is a key aspect to consider for patient engagement software:
- User-Friendly Interface: A tool that is easy to navigate is essential. Staff should be able to locate patient information, set reminders, and manage appointments without any hassle.
- Easy Onboarding: The tool should have clear instructions, tutorials, or demos to facilitate user understanding.
- Reliable Customer Support: Responsive customer service is crucial for addressing any technical issues that may arise.
- Mobile Capability: The tool should provide a mobile application, allowing patients to interact with the service from anywhere. This enhances patient convenience, a critical factor in patient engagement.
People Also Ask
What are the benefits of using Patient Relationship Management Software?
Using a patient relationship management software can significantly enhance the delivery of care and improve operational efficiency. Here are five key benefits:
- Improved Communication: These tools enable consistent and efficient communication with patients, from appointment reminders to health education resources.
- Enhanced Patient Engagement: By providing various communication channels and telehealth services, patients can also actively participate in their care process.
- Streamlined Workflow: Integrated with existing EHR systems, these tools can optimize administrative tasks like scheduling, billing, and patient record management.
- Data Security: These software solutions prioritize patient data security, ensuring compliance with regulations like HIPAA.
- Informed Decision Making: With robust analytics, healthcare providers can also gain insights into patient behavior and preferences, thereby driving service improvement.
How much do Patient Relationship Management tools typically cost?
The pricing of patient relationship management software can vary widely based on the features, the number of users, and the scale of operations. Some solutions offer pricing on a per-user basis, while others might charge a flat rate.
What are the pricing models for Patient Relationship Management Software?
The pricing models for these tools are usually subscription-based, with plans billed monthly or annually. Some tools also offer tiered pricing, where the cost depends on the number of features or the level of service access.
What is the typical range of pricing for these tools?
The pricing for patient relationship management tools can range from as low as $10/user/month to over $200/user/month. The cost generally correlates with the complexity and breadth of features offered by the software.
What are the cheapest and most expensive Patient Relationship Management Software?
Some of the most cost-effective options include Monday Sales CRM and LeadSquared, with starting prices around $10 and $25/user/month, respectively. On the more expensive end of the spectrum, solutions like Solutionreach and Rhinogram can exceed $200/user/month.
Are there any free options for Patient Relationship Management Software?
While completely free patient relationship management tools are rare, several software providers offer limited free trials or freemium versions of their products. However, these typically come with usage restrictions and limited feature access.
Summary
In conclusion, choosing the right Patient Relationship Management Software requires careful consideration of your healthcare organization's specific needs. These tools can significantly streamline communication, enhance patient engagement, and improve overall operational efficiency. The right software not only provides key features such as telehealth integration and HIPAA compliance but also aligns with your budget.
Here are my three takeaways:
- Define Your Needs: Understand your practice's unique needs. Are you looking for advanced communication features, robust data security, or comprehensive analytics? Identifying your priorities can narrow down your options significantly.
- Consider Usability: A tool might have all the features you need, but if it's not user-friendly, it may not be the best fit. Look for software that offers an intuitive interface and provides good customer support.
- Understand the Pricing Structure: Examine the pricing models of different tools. Does the software offer per-user pricing, or is it a flat rate? Are there additional costs for extra features? Ensure you select a software that fits your budget without compromising on essential features.
Remember, the best Patient Relationship Management Software is one that suits your organization's specific needs and seamlessly integrates into your existing workflow.
What Do You Think?
While I've done my best to present the most effective patient relationship management software options available, the technology landscape is vast and continually evolving. So, if you've used or come across a tool that you think deserves a spot on this list, I'd love to hear about it. Please feel free to share your suggestions or experiences, as your input can help other readers make more informed decisions. Thank you for your contribution to this valuable discussion.