Last Reviewed: November 13th, 2024

Best Patient Engagement Software Of 2024

What is Patient Engagement Software?

Patient engagement software bridges the gap between healthcare providers and patients. It tackles communication hurdles and empowers patients to be active participants in their health. By offering secure two-way communication, appointment reminders, educational resources, and self-management tools, this software improves patient satisfaction and adherence to treatment plans. This translates into better clinical outcomes, reduced readmission rates, and a more efficient healthcare system. Key functionalities include secure messaging, appointment scheduling, patient education tools, and medication reminders. Emerging features focus on telehealth integration and personalized health data dashboards. Patients, providers, and healthcare organizations across various specialties benefit from this technology, particularly those managing chronic conditions. While security and privacy are paramount concerns, patient engagement software offers a significant value proposition by fostering better communication, improving health outcomes, and reducing overall healthcare costs.

What Are The Key Benefits of Patient Engagement Software?

  • Improved Communication
  • Increased Patient Satisfaction
  • Better Adherence to Treatment
  • Reduced Readmission Rates
  • Empowered Patients
  • Streamlined Appointments
  • Enhanced Self-Management
  • Personalized Health Data
  • More Efficient Care Delivery
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Our Research Analysts evaluated 67 solutions and determined the following solutions are the best Patient Engagement Software overall:

Overall

  • 87 Tebra Engage
    Best Overall, Dashboards and Reporting, Patient Payments Management
  • 86 Luma Health
    Best for Platform Capabilities, Platform Security and Compliance
  • 84 Solutionreach
    Best for Patient Communication, Patient Payments Management, Reputation Management
  • 83 FollowMyHealth
    Best for Platform Security and Compliance
  • 83 athenahealth
    Best for Dashboards and Reporting, Patient Payments Management
  • 81 NextGen Enterprise
    Best for Dashboards and Reporting, Patient Payments Management, Platform Security and Compliance
  • 79 MyChart
    Best for Integrations and Extensibility, Schedule Management
  • 78 CipherHealth
    Best for Patient Communication, Platform Capabilities, Reputation Management
  • 78 Phreesia
    Best for Platform Security and Compliance
  • 76 Klara
    Best for Platform Capabilities, Schedule Management
Tebra Engage  Award
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Why We Picked Tebra Engage

Tebra Engage cuts through the clutter of Patient Engagement platforms with its laser focus on streamlining communication and boosting patient satisfaction. Users rave about its intuitive interface, praising its "drag-and-drop ease" and "learning curve that practically doesn't exist." This simplicity shines when contrasted with "clunky competitors" and "overly complex interfaces" mentioned in several reviews. But Tebra Engage isn't just about ease of use. Its powerful automation features are a game-changer, with one user calling it a "lifesaver for appointment reminders and medication adherence tracking." This frees up staff time for more personalized interactions, a stark contrast to the "robotic, impersonal feel" of other platforms. However, some reviewers mentioned limited reporting capabilities compared to "feature-rich behemoths" in the space. But for many, Tebra Engage's strengths outweigh this. As one user put it, "I'd rather have a platform that's actually used by patients than one with every bell and whistle gathering dust." Ultimately, Tebra Engage stands out for its user-centric approach, prioritizing clear communication and engagement over bells and whistles. In a world of complex healthcare software, its simplicity and focus on patient interaction make it a breath of fresh air, leaving users feeling "empowered" and "truly connected" to their patients.

Pros & Cons

  • Simple and intuitive: Easy for patients of all ages and technical abilities to navigate and use.
  • Centralized communication: Streamlines communication with providers through secure messaging, appointment scheduling, and updates.
  • Personalized care plans: Providers can create and track personalized care plans with reminders and educational resources, leading to better adherence and outcomes.
  • 24/7 access to records: Patients can access their medical records, lab results, and appointments anytime, anywhere, from the portal or mobile app.
  • Empowered patients: Patients feel more informed and involved in their care, leading to increased satisfaction and loyalty.
  • Limited flexibility: Difficulty customizing the platform to specific workflows or branding.
  • Occasional bugs: Users report occasional technical issues and bugs that can disrupt workflow.
  • Missing features: Lacks some advanced features compared to competitors, like population health management tools.
  • Integration hurdles: Integrating Tebra Engage with existing EHR systems can be complex and time-consuming.
  • Slow support: Users sometimes experience delays in receiving support from the Tebra Engage team.

Key Features

  • Comprehensive Dashboard: Physicians can access all the tools they need in one easily navigable location. They can check task lists, view the calendar and more with an intuitive layout. 
  • E-Prescribing: This feature allows your physicians to save time and reduce the number of phone calls related to prescriptions. Once a refill has been requested, a physician can send that information over electronically to a number of pharmacies. Potential drug-to-drug or drug-to-allergy interactions can be checked for automatically before sending out a prescription. 
  • Patient Portal: Physicians can connect with their patients, enabling them to share medical records and billing information. Physicians can securely communicate with patients at any given time through instant messaging or video chatting, while patients are able to view lab results, medical history, medications and more. 
  • Electronic Superbills: Create and submit superbills with just a few clicks while ensuring they are accurate and fully filled out. 
  • Secure Messaging: While using the portal allows physicians to exchange information with patients quickly and securely, the same goes for communicating with other health professionals. Clinicians can conveniently message anyone in their practice in addition to their organization’s billing team while keeping sensitive data secure. 
  • Flexible Calendar: Users can easily manage important patient communications and save time performing daily tasks. Schedules can be customized to your organization, giving users a comprehensive calendar for both patient appointments and staff scheduling. 
  • Agenda Overview: Physicians are provided with complete visibility of their day at a glance, highlighting any items or tasks that require their attention. 
Luma Health  Award
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Why We Picked Luma Health

Luma Health paints a mixed picture in user reviews. Praised for its streamlined communication, empowered patients, and workflow efficiency, it faces criticism for limited customization, occasional glitches, and higher price tags. "Luma transformed our patient engagement," one user raves. "Appointment reminders cut no-shows in half, and patients love the secure messaging and online bill pay." Others echo this sentiment, highlighting Luma's "intuitive interface" and "patient-centric approach" compared to "clunky alternatives." However, some users find Luma less flexible. "Customization options are limited," one reviewer complains. "I wish I could personalize certain features to better fit our practice's workflow." Others mention occasional technical hiccups, calling them "frustrating workflow disruptions." Cost also emerges as a concern. "Compared to other patient engagement platforms, Luma can be expensive, especially for smaller practices," one user notes. This price point, coupled with the onboarding effort required to get patients actively using the platform, can be a hurdle for some. Overall, Luma Health shines in its ease of use and patient-centric features, but its customization limitations, technical glitches, and higher price tag might deter some users. Ultimately, the decision seems to hinge on individual practice needs and budget constraints. As one user aptly summarizes, "Luma is a powerful tool, but it's not a one-size-fits-all solution."

Pros & Cons

  • Simplified communication: Streamlines interactions between patients and providers through secure messaging, appointment reminders, and feedback surveys.
  • Enhanced patient engagement: Empowers patients to take charge of their health with access to health records, health tracker integration, online appointment scheduling, and educational resources.
  • Improved workflow efficiency: Automates tasks like appointment reminders and waitlist management, freeing up staff time for more meaningful interactions.
  • Reduced no-shows and cancellations: Decreases missed appointments through proactive reminders and easy rescheduling options.
  • Boosted patient satisfaction: Enhances patient experiences with convenient communication channels, personalized care, and a sense of empowerment.
  • Positive impact on health outcomes: Contributes to better health outcomes through improved medication adherence, increased patient engagement, and timely interventions.
  • Limited customization options: Users report some difficulty tailoring certain features and workflows to perfectly fit specific practice needs.
  • Occasional technical glitches: Users have experienced occasional syncing delays and minor bugs, which can disrupt workflows and create frustration.
  • Cost concerns: Some users have expressed that the pricing structure can be expensive, especially for smaller practices.
  • Patient onboarding challenges: Getting patients to actively adopt and utilize the platform can require initial effort and guidance from staff.
  • Lack of integration with certain systems: Luma Health may not integrate with all desired practice management systems or third-party tools, requiring manual workarounds.

Key Features

  • Notifications and Reminders: Send patients automated appointment reminders in more than 20 languages. Update patients on the status of lab results with automated notifications. 
  • Secure Chat: Connect with patients without using a third-party app. Coordinate with team members internally to streamline communication and triage care. 
  • Telehealth: Treat patients remotely with secure video sessions. Send appointment reminders with a link to access telehealth calls without additional downloads. 
  • Patient Scheduling: Imbed a scheduling widget on any website to enable patients to self-schedule appointments in real time. Integrate with EHRs to utilize rules-based scheduling guides to point patients to the right slot. 
  • Smart Waitlist: Minimize patient wait times and cancellations by eliminating manual waitlist management. Contact waitlisted patients automatically to fill open appointment slots. 
  • Digital Forms: Reduce errors caused by manual data entry and poor handwriting with digital intake forms. Collect insurance information and store patient consent forms in the EHR. 
  • Analysis and Reporting: Utilize reporting analytics to determine if KPIs are met. Identify areas in need of improvement. 
Solutionreach  Award
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Why We Picked Solutionreach

Solutionreach user reviews paint a mixed picture. Many users praise its ease of use and effectiveness in boosting patient engagement: "It's made communication with patients much more streamlined—texting is huge for us!" However, some find the features inflexible and customization options limited, comparing it to competitors like Phreesia, which "feels more feature-rich and customizable." Technical glitches and integrations with other healthcare systems are recurring pain points. Some users report occasional system crashes and frustration with incompatible EHRs, noting, "Our scheduling software doesn't always sync smoothly with Solutionreach, which creates extra work." On the other hand, positive reviews highlight Solutionreach's automated workflows and patient feedback tools: "The automated appointment reminders have definitely reduced no-shows, and the surveys help us identify areas for improvement." Cost is a significant factor for some users, with larger practices finding it expensive compared to other options. Pricing transparency and clear breakdowns of additional fees are mentioned as areas for improvement. Overall, Solutionreach seems effective for practices prioritising communication and workflow automation, but potential users should weigh its strengths and weaknesses against competitors, considering their specific needs and technical environment.

Pros & Cons

  • Streamlined Communication: Two-way texting, email, and automated reminders improve patient engagement and reduce missed appointments.
  • Improved Scheduling: Online appointment booking 24/7 saves time for both patients and staff.
  • Enhanced Patient Satisfaction: Automated surveys and feedback collection help practices identify and address patient concerns.
  • Increased Efficiency: Automated workflows and reminders reduce manual tasks and free up staff time for patient care.
  • Data-Driven Insights: Patient feedback and appointment data provide valuable insights to improve practice operations and patient care.
  • Technical Glitches: Occasional bugs, slow loading times, or system downtime can disrupt workflows and frustrate users.
  • Limited Customization: Some users find the interface and features inflexible, with limited options to tailor the software to specific practice needs.
  • Cost Concerns: Subscription fees can be expensive for larger practices, especially those with many providers and patients.
  • Integration Challenges: Connecting Solutionreach with other healthcare systems can be complex and require technical expertise, sometimes leading to compatibility issues.
  • Customer Support Inconsistencies: Some users report slow response times, difficulty reaching knowledgeable support agents, or inconsistent resolution of issues.

Key Features

  • Action List:  Enhance productivity and tick-off pending tasks with a dynamic action list. Review appointment confirmations, trigger messages, respond to texts and more. 
  • ASAP Waitlist:  Maintain a waitlist of patients who require an early appointment. In case of cancellation, fill open appointment slots by pushing waitlist messages to patients on the list. 
  • Automated Appointment Reminders:  Reduce no-show rates by sending automated appointment reminders through text, email or phone, with options for patients to confirm, cancel or reschedule. Add appointment-specific details to ensure that patients come prepared and on-time. 
  • Automated Recare Messages:  Automate and customize reminders for preventive and follow-up care for patients with chronic conditions to build patient loyalty and increase recall revenue. 
  • Group Messages:  Send customized group messages to a specific set of patients with a specific diagnosis. 
  • Missed Appointment Messaging:  In case of missed appointments, send automated messages to patients for rescheduling. 
  • Marketing Campaigns:  Create and send individual emails or drip campaigns to specific sets of patients to deliver the right message to the right people at the right time. 
  • Net Promoter Score:  Track patient satisfaction through net promoter scores, submitted by patients after an appointment and visible on the dashboard. 
  • Patient Newsletters:  Maintain communication with patients between visits through personalized and customized newsletters, so that they contain information relevant to their diagnosis and treatment. 
  • Patient Referrals:  Set up a refer-a-friend button and link on all patient communications to facilitate referrals. 
  • Patient Surveys:  Send automated patient surveys after an appointment to track satisfaction levels and collect feedback on services. 
  • Product Notifications:  Send product notifications for patients to pick up products like contacts, glasses, supplements, cosmeceuticals and dental products. 
  • SR Conversations:  Stay HIPAA-compliant and facilitate real-time, two-way communication with patients. Enable landline for text messaging, track message history and prioritize messages for follow-ups. 
  • SR Huddle:  Create group communication channels for staff of specific patient groups to speed up communication and eliminate inefficiency or errors. 
  • SR Intake:  Manage and customize digital patient intake forms that patients can fill up prior to their appointment and share in advance to save time and ensure better services. 
  • SR Pay:  Get paid digitally and almost immediately through SR Pay by sending an electronic statement and secure payment link to patients via email and text. 
  • SR Smart Reviews:  Collect reviews and recommendations from satisfied patients with automated review requests and sync them to Facebook and Google to get more patients. 
  • SR Schedule:  Enable easy 24/7 online scheduling for patients on all channels such as website, social media pages, listing sites, texts and emails with SR Schedule. Sync existing patient data to determine if a patient is new or existing and adjust the required information to save time. 
  • SR Spotlight:  Identify inbound callers and get all relevant information, such as diagnosis, treatment, appointment history, balances and more by integrating SR Spotlight with the VoIP phone and practice management system. 
FollowMyHealth  Award
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Why We Picked FollowMyHealth

FollowMyHealth receives mixed reviews from businesses, with praise for its streamlined communication and patient empowerment features, but criticism for limited customization and occasional technical glitches. Users appreciate the platform's ease of use for both patients and staff. One doctor commented, "FollowMyHealth has been a game-changer for our practice. Patients love being able to schedule appointments and refill prescriptions online, and it's saved us so much time on administrative tasks." However, some businesses find FollowMyHealth lacks flexibility. A clinic manager remarked, "The interface feels generic and doesn't allow us to customize it much to match our brand or cater to specific patient needs. Compared to [competitor product], which offers tailored modules for different specialties, FollowMyHealth feels a bit one-size-fits-all." Integration with existing EHR systems can also be challenging, leading to data silos and frustrated staff. "Setting up FollowMyHealth with our EHR was a nightmare," shared a medical assistant. "The data transfer wasn't seamless, and we still have to manually update some things in both systems, which is inefficient." Despite these drawbacks, many businesses recognize FollowMyHealth's potential for improved patient engagement, citing it as a step up from basic patient portals. As one nurse put it, "While it's not perfect, FollowMyHealth is definitely better than just sending appointment reminders by email. Patients are more proactive about their health now, and we can track their progress more easily." Ultimately, the decision to use FollowMyHealth depends on individual business needs and priorities. Those seeking a user-friendly platform for basic patient engagement may find it a good fit, while those requiring extensive customization or seamless EHR integration might need to explore other options.

Pros & Cons

  • Improved Patient-Provider Communication: Streamlines communication through secure messaging, appointment scheduling, and test results sharing.
  • Enhanced Patient Engagement: Empowers patients with self-service tools like appointment booking, medication reminders, and personalized health education.
  • Reduced Administrative Burden: Automates tasks like appointment reminders and prescription refills, freeing up staff time for patient care.
  • Increased Care Coordination: Facilitates collaboration between providers through shared care plans and secure patient data exchange.
  • Improved Clinical Outcomes: Promotes preventive care, medication adherence, and early disease detection through patient engagement tools.
  • Limited Customization: Interface lacks flexibility for branding and tailoring to specific patient populations.
  • Integration Challenges: Can be difficult to integrate with existing EHR systems, leading to data silos.
  • Technical Glitches: Users report occasional bugs and technical issues that disrupt workflow.
  • Cost Concerns: Subscription fees can be perceived as high for some healthcare organizations.
  • Limited Adoption by Patients: Not all patients are comfortable using technology, hindering platform adoption.

Key Features

  • Patient portal: A secure online platform for patients to access their medical records, communicate with providers, schedule appointments, and manage their health data.
  • Secure messaging: Patients can securely message their providers with questions and concerns, and receive timely responses.
  • Appointment scheduling: Patients can easily schedule and reschedule appointments online, 24/7.
  • Medication management: Patients can view their medication lists, refill prescriptions, and receive medication reminders.
  • Health tracking tools: Patients can track their health data, such as blood pressure, weight, and blood sugar levels, and share this information with their providers.
  • Telehealth integration: Patients can connect with providers for virtual visits through the FollowMyHealth platform.
  • Patient education resources: Patients can access a library of educational resources on a variety of health topics.
  • Customizable care plans: Providers can create personalized care plans for their patients, which can be accessed and tracked through the FollowMyHealth platform.
  • Population health management tools: Healthcare organizations can use FollowMyHealth to track and manage the health of their patient populations.
athenahealth  Award
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Why We Picked athenahealth

User reviews paint a compelling picture of athenaOne's strengths and weaknesses. Many users laud its intuitiveness and efficiency, comparing it favorably to Epic in particular. "Charting a patient in athenaOne takes half the time compared to Epic," one user shared, highlighting the streamlined interface. Another user raved about the integrated functionalities, stating, "The way athenaOne links billing and scheduling saves us so much time compared to our previous system, which kept everything siloed."

However, some users expressed frustrations with limited customization options and occasional hiccups in customer support. "I wish athenaOne offered more granular control over customizing templates and workflows like you can in Epic," commented one user, seeking greater personalization. Another mentioned, "Customer support can be a mixed bag. While they're sometimes helpful and prompt, I've also had experiences with long wait times and inconsistent responses."

Overall, user reviews suggest athenaOne shines in user-friendliness, comprehensive features, and workflow efficiency, rivaling even industry giants like Epic in these aspects. While some limitations around customization and support exist, athenaOne remains a strong contender in the EHR market, offering a user-friendly and feature-rich experience for healthcare providers looking to optimize their practice operations.

Pros & Cons

  • Streamlined Workflow: Reduces manual data entry and automates tasks, saving time and improving efficiency.
  • Improved Patient Care: Enhances communication and collaboration between providers, leading to better patient outcomes.
  • Enhanced Reporting & Analytics: Provides real-time insights into practice performance and patient data, enabling data-driven decision making.
  • Mobile Accessibility: Offers mobile app for charting, scheduling, and patient communication, improving flexibility and accessibility.
  • Customizable Interface: Allows tailoring the platform to specific practice needs and workflows, improving user experience.
  • Positive User Reviews: Consistently praised for its ease of use, intuitive interface, and helpful support team.
  • Learning Curve: Initial setup and training can be time-consuming for some users.
  • Cost: Subscription fees may be higher compared to some basic EHR systems.
  • Glitches and Bugs: Occasional reports of technical issues and bugs in the platform.
  • Limited Customization Options: Some users wish for more granular control over customization features.
  • Integration Challenges: Integration with certain legacy systems can be complex.
  • Customer Support: Mixed experiences with customer support response times and quality.

Key Features

  • Patient Charting: Electronic medical records (EMR) with customizable templates, comprehensive charting tools, and integrated clinical decision support.
  • Scheduling: Online appointment scheduling, customizable appointment reminders, and patient wait time tracking.
  • Billing and Coding: Integrated billing and coding functionality, claims management, and revenue cycle reporting.
  • Patient Portal: Secure online access for patients to view medical records, schedule appointments, communicate with providers, and manage billing.
  • Telehealth: Integrated video conferencing capabilities for virtual patient visits.
  • Mobile App: Access to patient records, charting, and communication on mobile devices.
  • Reporting and Analytics: Robust reporting tools for clinical, financial, and operational performance.
  • Integration: Connectivity with labs, pharmacies, imaging centers, and other healthcare systems.
  • Security and Compliance: HIPAA-compliant security measures to protect patient data.
  • Customization: Ability to tailor the system to meet specific practice needs.
  • Support: Comprehensive training, support, and resources available.
NextGen Enterprise  Award
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Why We Picked NextGen Enterprise

Our research analysts, after evaluating several solutions, awarded NextGen Enterprise with best-in-class honors for Insurance Payments Management, Medical Coding, Medical Billing Services, Notes and Templates, and Deployment Options.

NextGen Enterprise provides EHR, practice management and patient experiene modules that support 2000 workflows and content for 30 specialties including cardiology, dental health, neurology, primary care and more.

Intutive EHR tools make it easy for doctors and nurses to document patient visits. You can even use AI for note-taking. And with the mobile app, you can access patient info and chart on the go.

The platform really shines when it comes to practice management. It automates a ton of time-consuming tasks like eligibility verification and billing, so your staff can focus on what really matters: patient care. Plus, the built-in analytics give practices valuable insights to improve efficiency and, ultimately, the bottom line.

Patient engagement is also a key focus, with the NextGen PxP patient portal empowering patients to actively participate in their healthcare journey. They can schedule appointments, request refills, view test results and even message their doctors securely.

One area that the system lacked was its integrative capabilities. It scored 77 in our analysis, lower than other popular products like athenahealth (93) and Cerner Ambulatory (88). That means you will need to connect barcode scanners, clinical decision support tools, prescription management systems and others via API.

Pros & Cons

  • Improve Patient Care: Get access to complete and up-to-date patient records, including medical histories, allergies, medications and test results for data-driven and informed decision-making.
  • Streamline Routine Workflows: Automate scheduling, billing and documentation processes to reduce administrative burdens and free up time for patient care.
  • Enhance Medication Safety: Set automated alerts to check for drug interactions, allergies and dosage errors to significantly reduce adverse drug event risks.
  • Complex Implementation: Demands time and resources for implementation, customization and staff training.
  • High Initial Costs: Requires significant investment in software, hardware and training.
  • Dependence on Technology: Creates reliance on technology, which can be problematic during system downtimes or technical failures.

Key Features

  • SOAP Notes: Record reasons to visit, social, family and diagnostic histories, vitals, physical exams, assessments/plans, and medications using the SOAP format. Use HPI (history of present illness) templates to document the patient's reason for visit, including onset, duration, severity, associated symptoms, and aggravating/relieving factors.
  • Templates: Use pre-built templates for patient visits, progress notes, procedures, patient intake, consent forms and letters. Tailor these or create new ones to perfectly fit your specific workflows.
  • Ambient Assist: Use smart AI technology to listen in on your patient conversations, capturing key information and automatically creating notes in your system.
  • Mobile App: Review and sign documents, view schedules and see high-level patient overviews (medications, allergies, past medical histories, etc.) Document patient visits using voice-to-text functionality. Save and prescribe frequently used medications with a few clicks.
  • Order Entry: Order labs, diagnostics and immunization from the CPOE bar on the patient’s chart. Click on order search to see your common orders.
  • Regulatory Reporting: Automate MIPS/MACRA data collection and reporting to demonstrate quality measures, improve outcomes and earn incentives. Collect and submit Uniform Data System (UDS) reports for FQHCs and eligible providers to track clinical quality measures and other HRSA-required data.
  • E-Prescribing: Launch the state-run Prescription Drug Monitoring Program (PDMP) database with a single click. Verify formulary coverage and benefits while writing the prescription. Initiate prior authorization requests directly from the prescribing window with pre-populated information. Securely transmit prescriptions to pharmacies nationwide through the Surescripts network.
  • Population Health: Collect patient data from EHRs, lab results, claims and health information exchanges. Use AGC, HCC or ASCVD risk algorithms to sort patients into different risk categories based on their health conditions, demographics and other factors. Analyze this data to look for anything that might be missing or doesn't quite add up. It could be a lab test that wasn't done, a prescription that wasn't filled or a recommended screening that was missed.
MyChart  Award
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Why We Picked MyChart

Business users paint a diverse picture of MyChart, revealing both opportunities and roadblocks. Clinicians appreciate its patient engagement benefits: "MyChart empowers patients to take ownership of their health, leading to better adherence and outcomes," one shares. Another highlights its communication platform: "Secure messaging reduces phone calls and frees up staff time for more complex care." Compared to competitors, MyChart's customizable features win praise: "We can tailor appointment reminders, educational materials, and questionnaires to specific patient needs," a user notes. This personalization fosters stronger patient-provider relationships. However, MyChart's implementation woes raise concerns. "The initial setup and integration with existing systems were quite complex," admits one user. Others lament the ongoing maintenance: "Keeping MyChart up-to-date with regulatory changes and new features requires dedicated IT resources." These challenges can strain smaller practices already strapped for time and budget. Despite the hurdles, MyChart offers unique advantages. Its robust reporting tools impress users: "We can track patient engagement metrics and identify areas for improvement," one states. This data-driven approach helps tailor interventions and optimize patient care. Additionally, MyChart's scalability is a plus: "It adapts to our growing patient base without needing major overhauls," one user appreciates. This flexibility is crucial for healthcare organizations navigating evolving needs. In conclusion, MyChart delivers valuable patient engagement tools and customization options, but its complexity and resource requirements can be daunting. Businesses seeking a user-friendly platform with minimal setup might explore alternatives. However, for organizations dedicated to data-driven, personalized patient care, MyChart's scalability and robust reporting make it a compelling choice.

Pros & Cons

  • Convenient access to records: View lab results, medications, immunizations, and other health data anytime, anywhere.
  • Proactive appointment scheduling: Schedule and manage appointments online, reducing phone calls and wait times.
  • Personalized health reminders: Get notified about upcoming appointments, screenings, and medication refills.
  • Track health goals and progress: Monitor vitals, weight, and other health metrics.
  • Empowerment and education: Access health information and educational resources to make informed decisions.
  • Learning curve: Navigating the interface and features can be challenging for some users, especially older adults or those with limited technical skills.
  • Limited functionality: Some users may find MyChart lacks features compared to other patient engagement platforms, particularly for managing complex chronic conditions.
  • Information overload: Managing notifications and accessing relevant information within MyChart can be overwhelming for some users.
  • Data privacy concerns: Some users may have concerns about the security and privacy of their health information within MyChart.

Key Features

  • Medical record access: View medical history, lab results, medications, allergies, immunizations, and more.
  • Secure messaging: Communicate with providers directly and securely.
  • Appointment scheduling: Request, schedule, or cancel appointments online.
  • Prescription refills: Request prescription refills from providers.
  • Bill pay: View and pay medical bills online.
  • Health education resources: Access a library of health education resources.
  • Personal health tracking: Track health metrics like blood pressure, weight, and blood sugar.
  • Mobile app: Access MyChart features on a smartphone or tablet.
CipherHealth  Award
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Why We Picked CipherHealth

CipherHealth users praise its robust features and ease of use, often comparing it favorably to similar products. "CipherHealth's comprehensive platform makes it stand out from the competition," one user noted. "It's user-friendly and intuitive, even for those who aren't tech-savvy." Users particularly appreciate its ability to streamline workflows and improve communication, as one reviewer shared: "CipherHealth has significantly reduced our documentation time and improved team collaboration."

However, some users have expressed concerns about system speed and occasional glitches. "There are times when the system can be slow, especially during peak hours," one user commented. Others have suggested that customization options could be expanded. "I'd like to see more flexibility in tailoring the platform to our specific needs," a user wrote.

Despite these minor drawbacks, users overwhelmingly agree that CipherHealth's strengths outweigh its weaknesses. "It's a powerful tool that has made a significant difference in our organization," a reviewer concluded. "We would definitely recommend it to others."

Pros & Cons

  • Improved Communication: Patients appreciate the ability to easily communicate with their care teams through various channels, including text, email, and secure messaging. This fosters timely responses to questions and concerns, leading to a more satisfying and proactive healthcare experience.
  • Enhanced Coordination: Patients often highlight CipherHealth's ability to streamline appointment scheduling, medication refills, and follow-up care. This reduces logistical hassles and ensures patients receive the care they need without unnecessary delays or miscommunications.
  • Personalized Care: Patients value the platform's ability to deliver tailored educational materials, reminders, and support resources based on their individual health needs and preferences. This personalized approach empowers patients to take a more active role in their healthcare journey.
  • Convenient Access: Patients appreciate the 24/7 accessibility of the CipherHealth platform, allowing them to engage with their health information and care teams anytime, anywhere, using their preferred devices. This convenience promotes better self-management and adherence to treatment plans.
  • Empowering Insights: Patients find value in the platform's ability to track their health data and provide meaningful insights into their progress and potential areas for improvement. This empowers them to make more informed decisions about their health and actively participate in care management.
  • Limited Customization: Some patients express frustration with the limited ability to customize certain aspects of the platform, such as the frequency of notifications or the types of health data tracked. This can lead to a less personalized experience for some individuals.
  • Technical Glitches: Occasional technical issues, such as slow loading times or app crashes, have been reported by some users. These glitches can disrupt the user experience and hinder effective engagement with the platform.
  • Unclear Navigation: Some patients find the platform's navigation and layout to be somewhat confusing or unintuitive, making it difficult to locate specific features or information. This can lead to frustration and decreased usage.
  • Limited Integration: While CipherHealth integrates with many popular EHR systems, some patients report challenges with integration in certain healthcare settings. This can result in incomplete or delayed data synchronization, potentially affecting care coordination.

Key Features

  • Patient surveys: Collects feedback on patient experiences and satisfaction to identify areas for improvement.
  • Appointment reminders: Reduces missed appointments through automated phone calls, text messages, and emails.
  • Secure messaging: Enables HIPAA-compliant communication between patients and providers.
  • Patient education materials: Provides access to health information and resources to support patient self-management.
  • Care coordination tools: Facilitates collaboration among care team members to ensure continuity of care.
  • Patient portal: Offers patients a secure online platform to view health records, schedule appointments, and communicate with providers.
  • Mobile app: Extends patient engagement to mobile devices for convenient access to health information and services.
  • Analytics and reporting: Tracks patient engagement metrics and outcomes to measure program effectiveness.
  • Integration with EHR systems: Streamlines data sharing between CipherHealth and electronic health records.
Phreesia  Award
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Why We Picked Phreesia

Phreesia's user reviews paint a mixed picture, highlighting both its strengths and potential drawbacks. On the positive side, users praise its efficiency and convenience: "Phreesia has been a game-changer for our practice. Check-in times are down, patients are happier, and our staff is freed up to focus on providing quality care." Users also appreciate its communication features: "Automated appointment reminders and post-visit instructions have significantly reduced our no-show rate and kept patients informed." However, some reviews mention user interface complexity, particularly for less tech-savvy patients: "The interface can be a bit confusing for older folks, especially if they're not comfortable with computers." Additionally, technical glitches and outages have been cited as drawbacks: "We've had a few system crashes that really disrupted our workflow and frustrated patients." Compared to similar products, Phreesia often receives praise for its data collection and integration capabilities: "We've gained valuable insights into patient preferences and interactions through Phreesia's data, which has helped us improve our workflow and personalize care." However, its cost can be a concern for smaller practices: "While Phreesia offers great features, the price tag can be steep for smaller practices like ours." Overall, Phreesia seems to be a powerful tool for enhancing patient engagement, but its success seems to depend on factors like practice size, patient demographics, and technical expertise. As one user aptly sums it up: "Phreesia can be a great investment, but it's important to weigh its strengths and weaknesses against your specific needs and budget."

Pros & Cons

  • Saves time and reduces paperwork: Patients can complete forms and update information electronically, freeing up staff time and reducing paper clutter.
  • Improves communication and engagement: Automated appointment reminders, post-visit instructions, and educational materials keep patients informed and involved in their care.
  • Streamlines billing and payments: Secure online payment options allow patients to pay bills easily and conveniently, reducing outstanding balances.
  • Enhances patient satisfaction: A more efficient and convenient experience leads to higher patient satisfaction and loyalty.
  • Provides valuable data and insights: Phreesia collects data on patient interactions and preferences, helping practices improve workflows and personalize care.
  • Technical glitches and outages: Occasional system downtime or technical issues can disrupt patient flow and workflow.
  • Complexity for some users: The interface may be overwhelming for some patients, particularly older adults or those with limited technical skills.
  • Potential for data errors: Data entry errors can occur if patients are not careful or unfamiliar with the system.
  • Limited customization options: Practices may have limited control over the look and feel of the patient experience.
  • Cost concerns: The cost of Phreesia, especially for smaller practices, can be a barrier to adoption.

Key Features

  • Digital Check-In: Enables patients to complete registration and medical history forms on their own devices, verify insurance, and sign consent forms electronically, reducing wait times and paperwork.
  • Patient Portal: Offers a secure online platform for patients to access health records, communicate with providers, schedule appointments, request prescription refills, and make payments.
  • Mobile App: Extends patient engagement capabilities to smartphones and tablets, allowing patients to check in, view upcoming appointments, access health information, and pay bills on the go.
  • Integrated Payments: Provides a secure and convenient way for patients to pay copays, deductibles, and outstanding balances online, at the kiosk, or through the mobile app, using various payment methods.
  • Reminders and Notifications: Sends automated appointment reminders, medication refill alerts, and other important notifications to patients via text, email, or voice calls, improving adherence and reducing no-shows.
  • Patient Satisfaction Surveys: Gathers feedback from patients about their experiences, enabling providers to identify areas for improvement and enhance patient satisfaction.
  • Analytics and Reporting: Provides insights into patient engagement metrics, practice performance, and revenue cycle trends, helping providers make data-driven decisions.
  • Customizable Workflows: Allows practices to tailor the software to their specific needs and workflows, ensuring a seamless fit with their existing processes.
  • Integration with EHR Systems: Integrates with most major electronic health record (EHR) systems, streamlining data exchange and reducing manual data entry.
Klara  Award
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Why We Picked Klara

Klara’s telemedicine solution is designed to streamline virtual care delivery. The user-friendly and customizable interface offers various features, such as mobile access, appointment reminders, video consultations and online patient intakes. Some user reviews mentioned that the customer service is not very responsive or helpful and requested improvements to third-party integrations.

Overall, users appreciate Klara's capabilities, especially its ability to facilitate communication between healthcare providers and patients.

Pros & Cons

  • Ease of Use: According to 90% of users who reviewed this aspect, the platform has an accessible interface and is easy to use.
  • Communication: About 80% of users who mentioned this feature said the platform facilitates timely and efficient communication.
  • Customer Service: Customer support options are limited and reps are unresponsive, according to 65% of users.
  • Integration: 60% of users who reviewed this component reported difficulties with the EHR integration.

Key Features

  • Consultation Requests: Allow patients to schedule appointments through mobile phones, tablets or laptops. Enable them to fill out insurance information and consent forms, provide reasons for visits and initiate conversations using web chat.
    • Appointment Reminders: Send automated appointment reminders to patients through emails or SMS. Personalize reminders with details like your address, parking instructions and landmarks.
    • Physician Scheduling: Allow physicians to confirm, cancel or reschedule appointments.
    • No-Show Engagement: Send a message to patients who miss appointments, and allow them to reschedule based on the provider’s availability through a phone link.
  • EHR Integration: Export relevant patient messages into your EHR to keep records updated and accurate. Connect with popular apps like Athenahealth, Veradigm, Nextech, Centricity and more.
  • Photo Capture Tool: Use the photo capture tool on the mobile app to document symptoms, record ID or insurance card information, or record evidence of an appointment for claiming insurance.
  • Video Visits: Send links to patients through SMS text messaging and enable access to video appointments without a login. Automated appointment messages include links to join, video visit consent forms and more. Share lab reports, educational documents, x-rays and important forms.
  • File Transfer: Allow providers to capture and add notes, screenshots, forms, photos, documents and videos during a visit to the patient chart, or share them electronically via the portal or email.
  • Messaging: Allow patients to initiate conversations through two-way messaging. Read messages, review chat histories and send quick, personalized responses. Access patient calls, texts, voicemails and web chat centrally.
    • Message Routing: Use AI-powered message identification to automatically route messages or manually assign them to the relevant team members.
    • Voicemail-To-Text: Automatically transcribe voicemails to help staff members check only relevant messages and respond to patients quickly.
  • Virtual Waiting Room: Allow patients to accept session invitations, fill out intake forms, review consents, make payments and wait for physicians to join in virtual appointments. Add or invite other care providers into a video session for specialist support.
  • Specialist Referral Services: Offer various referral services to telehealth specialists, such as teledermatology, telecardiology, teleradiology, and abuse evaluations.
  • Patient Feedback: Send post-appointment satisfaction surveys and collect online reviews to gather patient feedback and understand their experience.
  • Follow-Up: Provide post-visit care instructions and ask how a patient is feeling. Inform patients of a follow-up and deliver as promised.

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Buyer's Guide

Patient Engagement Software Is All About Facilitating Stronger Patient-Provider Relationships

Patient Engagement Software BG Intro

Today, patient engagement is emerging as the cornerstone for a successful medical practice. The software promotes better communication between doctors and patients to facilitate stronger collaborations. In addition, it also helps medical staff to automate mundane tasks and commit time to patient care. Further, it deals with anything and everything, from patient portals to appointment bookings. With the patient engagement software market growing fast, hospitals and clinics worldwide plan to get their hands on the one best suited for their needs.

The software helps hospitals and clinics practice reputation management by triggering reviews and reports evaluation based on feedback, improving overall experiences. Aware of the myriad of patient engagement software on the market, we have decided to put forth this detailed buyer’s guide to help you purchase the best software and provide insights into their features and benefits. Not only that, we will discuss the pricing and considerations you must make before starting your software selection journey.

Executive Summary

  • Patient engagement software fosters strong relationships and collaboration between doctors and patients.
  • It saves time by automating monotonous and mundane tasks of clinic workers and focusing on patient care closely.
  • It improves communication between providers and patients via messaging and email channels.

What This Guide Covers:

What is Patient Engagement Software?

Patient engagement software plays a vital role in communication between patients and the provider. The solutions improve patient satisfaction and pave the way for stronger doctor-patient relationships. They bear a great deal of resemblance to patient portals, which also engage the provider and patient. They provide users with many benefits, from distributing surveys to handling patient intake without a hassle. These applications integrate with health care providers’ electronic health records (EHR). They also provide features, including appointment reminders, patient messaging, surveys, patient education tools and self-care management.

Today, hospitals and clinics are actively probing software markets to avail solutions that will differentiate them in the highly competitive industry. That said, patient engagement software offers a unique opportunity as it boosts patient satisfaction while automating the mundane clerical work, saving precious time. Therefore, medical establishments are looking to purchase patient engagement software to bolster their bottom line and grow their business. It is essential to buy HIPAA-compliant patient engagement software to avoid hefty fines from authorities in the future.

Primary Benefits

Patient engagement software helps in establishing communication between providers and patients. An efficient engagement solution can take your practice to new heights and increase your bottom line. Having said that, it is essential that you educate yourself with the benefits the solution will bring to your clinic.

Benefits of a Patient Engagement Software

Enhanced Patient Satisfaction

Hospitals today are increasingly scoping for software to improve the process of patient care and increase satisfaction. Patient engagement software help medical professionals simplify reaching out to patients for marketing products and services. Features like HIPAA-compliant messaging makes talking to patients easy and increases their overall satisfaction manifold.

Improved Quality of Care and Automated Workflows

Focus all of your concentration on care delivery with billing, reporting and e-prescription processes streamlined. From sending educational materials electronically to updating patients with new services, a patient engagement soution streamlines it all. Videos, PDFs and files in any format can be sent to patients, boosting engagement and, therefore, your bottom line.

Better Decision-Making

What can be better than teamwork and collaboration to yield results? Patient engagement solutions enable interoperability between systems (integrating with EHR systems) and allow staff to keep up constant communication to stay up to date with every development. The constant communication can help in better decision-making when it comes to care.

Key Features & Functionality

Patient Portal

Allow patients to log in to the portal and update their medical histories. Ensure that patients can take an active role in their medical care. Patients can view records, past visit history, look at lab results and make changes to the information accordingly to keep doctors updated with their medical condition.

Patient Surveys

Feedback is the cornerstone of improvement for a medical establishment. Hospitals and medical clinics conduct several surveys to gather direct feedback from patients. Medical practitioners extract actionable insights from the feedback and improve their care delivery service. Most patient engagement solutions come with a built-in survey form to save professionals the hassle of sending them out.

Appointment Reminders

Leverage text messages and email notifications to send alerts to patients prior to an appointment. Alert medical staff about upcoming schedules and lay out their work for them. Allow them to spend more time with patients in person and take care of their every need.

Patient Education

Includes educational and medical resources for patient use. Encourage patients to access the documents for additional medical information. It can also be delivered online to patients through patient engagement solutions. Physicians can select and send reading materials to patients to give them a deeper understanding of a topic.

Billing

Allow patients to pay online to shorten the revenue cycle and provide more options for self-pay. Retire traditional payment systems and accelerate the payment process. Further, this helps in the express resolution of bills, and patients do not have to stand in a queue to pay their bills. Patients can also opt to pay from their homes.

Email Marketing

Send marketing brochures and campaigns to patients via messaging and email channels. Patients can stay updated with the new services and products through notifications and participate in the campaigns. Email marketing can further strengthen the patient-doctor relationship between appointments.

Patient Scheduling

Enable patients to schedule their appointments, freeing up time for staff to focus on more pressing matters such as care delivery. With apps and online portals becoming increasingly popular, patients look to book appointments without the hassle of making calls. Providing a portal for appointment bookings will not only increase satisfaction but will also drive revenue.

Secure Messaging

Allow patients and providers to engage in protected, encrypted two-way messaging. With HIPAA-compliant messaging solutions, providers can connect with patients any time of the day. Patients can also connect to medical professionals in case of emergency. Further, they can quickly contact the doctor and inquire about medicines and doses if required.

Software Comparison Strategy

An essential stop in the software purchasing journey is software comparison. It’s the key to locating the correct software that aligns with your needs without putting a hole in your pocket. That said, to make a comparison strategy, user reviews will be an excellent place to start. As reviews are unfiltered and directly from the users, that will give you valuable insights into the advantages and disadvantages of an application.

The first thing you should focus on is the underlying gaps and shortcomings of your current workflows and systems. Once that’s in the bag, move on to pinpoint the features of a patient engagement solution that will mitigate the predicaments. Not only that, the system needs to automate and accelerate processes further. Once you have insights about the features required in the solution, proceed to choose one.

With software solutions continuing to flood the market, it is a daunting task to compare each with the others. However, a well-planned strategy can mitigate this challenge. You can shortlist the solutions that align with the clinic’s needs, and that will thin out the herd. Further, budget considerations and the size of the organization will also help you select suitable options.

Cost & Pricing Considerations

According to Grand View Research’s Market Analysis Report, “The global patient engagement solutions market size was estimated at USD 15.1 billion in 2020 and is expected to expand at a compound annual growth rate (CAGR) of 21.4% from 2021 to 2028.” Considering the ever-increasing market size, it is of paramount importance to have a well thought out plan and strategy in place before approaching vendors.

Patient Engagement Software Market Rise

Now that you’ve decided on the features you need, time to shift focus to the budget. Bear in mind that investing in software is a long-term plan, so you need to be extra careful while purchasing one with the features you need. Approach vendors, clear out your queries, and ask them questions about their services and additional hidden costs.

The Most Popular Patient Engagement Software

Now that you have gone through the benefits, features, purchasing considerations and pricing, it’s time to delve into the most popular software available on the market. This list of the most popular patient engagement software will give you insight into choosing the most suitable software for your practice.

Optum

Optum aims at providing effective and simple solutions across the care continuum. The platform provides a comprehensive view of every aspect of health care to patients. Its features include scheduling, prescribing, billing and more. It streamlines clinical workflows and provides medical assistance to patients. It leverages local medical groups and ambulatory care systems to provide direct care to patients.

Optum

Optum EMR feature.

WebPT

A cloud-based rehab therapy platform, WebPT helps clinics to grow business and accelerate patient care. It offers integrated documents management that also handles clinic schedules, analytics reporting and billing. It equips staff with all the front office tools to handle clinical workflows perfectly. The solution is presently implemented at more than 43,000 rehabilitation centers and hospitals.

WebPT

WebPT’s referral management feature.

athenahealth

A cloud-based clinical and financial solution, athenahealth offers interoperability with its well-connected network that enables access to care anytime, anywhere. With automation and efficient back-office operations, the solution assumes control of administrative tasks and increases the clinic’s overall efficiency. Its features include medical billing, patient engagement, telehealth services and EHR.

WebPT

athenahealth’s EHR feature.

 

 

Questions to Ask

While selecting software, it is important to ask internal questions to get a clear idea of the requirements and gaps in your existing infrastructure. Scope your existing systems and workflows carefully to identify your exact needs. This will help you make the correct decision while choosing the accurate software. We have listed some questions that will help you begin an internal discussion.

  • Do I have enough budget to procure all the necessary features I require?
  • How will the new software fit in my existing infrastructure?
  • Do I have industry-specific requirements?
  • According to my needs, should I get a cloud or on-premise system?
  • Which are the primary features I’m looking for in the application?

Key Questions To Ask

Now that you have scoped all the gaps and requirements in your facility, it's time to enter the highly competitive software market to compare and purchase the perfect solution. We have shortlisted some questions that will help you strike up a conversation with software vendors.

  • Are integrated security measures available with the software?
  • Do you offer implementation and migration services?
  • Can multiple users access the solution at one time?
  • Is there a training manual for the software?
  • Have you worked with any provider before in my industry niche?

In Conclusion

Purchasing new software is always difficult. There are several factors and considerations that one needs to make before the investment. Patient engagement software not only helps you communicate with patients better but also increases your bottom line. It streamlines clinical processes and encourages patients to take part in their care plan regularly. Aware of the loopholes along the way towards a software purchase, we’ve put forth this buyer’s guide to help you in the quest of choosing the appropriate solution for your hospital or clinic. This data was unearthed with in-depth research into the patient engagement software market. We hope that it simplifies your software purchase endeavor.

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Technical Content Writer
As a technical writer and market analyst at SelectHub, Samikshan creates content for construction takeoff, medical EMR, EHR and ambulatory niches. He is a bibliophile and an ardent football fan with an unquenchable thirst for adventure. Outside business hours, one can find him on the football pitch or in his room, listening to metal music and patting his cat, Newton.
Technical Research By Dhanasri Yasam
Senior Analyst
As a Senior Research Analyst, Dhanasri Yasam works in key categories like EHR, EMR, business intelligence and HR. In her role, she conducts primary research, collects and analyzes empirical data, and draws evidence-based conclusions. She also has extensive experience gathering requirements for client projects. Dhanasri holds a B-tech in Computer Science and Engineering from Dr. M.G.R. Educational and Research Institute, Chennai and an MBA in Finance and Marketing from Aurora's Business School, Hyderabad.
Technical Review By Manan Roy
Principal Analyst
Manan is a native of Tezpur, Assam (India), who currently lives in Kolkata, West Bengal (India). At SelectHub, he works on categories like CRM, HR, PPM, BI, and EHR. He has a Bachelor of Technology in CSE from The Gandhi Institute of Engineering and Technology, a Master of Technology from The Institute of Engineering and Management IT, and an MBA in Finance from St. Xavier's College. He's published two research papers, one in a conference and the other in a journal, during his Master of Technology.
Edited By Ryan McElroy
Content Editor
Ryan McElroy is a Content Editor and Senior Market Analyst at SelectHub who writes and edits content on various software types, along with their broader concepts and the industries they serve, including medical, construction, CMMS, supply chain management and legal. He studied at the University of Missouri (Mizzou) and earned his BA in Journalism in 2016. During his free time, you’ll find Ryan playing video/card/board games, sipping coffee and reading speculative fiction, or listening to music his loved ones often describe as “headache-inducing.”