Phreesia vs Relatient

Klara

TuCalendi

Luma Health

Simple Interact

2Chat

charles

Compare Phreesia and Relatient based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Klara is a comprehensive conversational patient engagement solution that helps businesses centralize communication channels, increase provider collaboration, and automate outreach workflows. The platform enables healthcare practices to focus on patient outcomes by streamlining various aspects of patient care.

Luma Health offers a patient success platform designed to help businesses unify and automate patient journeys for healthcare organizations. The platform provides a comprehensive suite of tools to streamline patient access, retention, referrals, scheduling, waitlist management, and feedback. It can be integrated with all major electronic health record (EHR) systems, enabling bidirectional data exchange and a seamless patient experience.

Simple Interact is a deeply-integrated, highly-customizable patient engagement platform designed for physician groups, health centers, and hospitals. The platform helps these healthcare facilities run more efficiently and profitably by reducing the burden on staff while also improving patient experience.

With tools for intake, scheduling, payments and more, Phreesia makes care easier for patients, healthcare providers and staff. 

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Automated Responses

Automated Scheduling

Availability Management

Billing & Invoicing

Booking Management

Broadcast Messaging

Calendar Management

Calendar Sync

Call Reminders

Campaign Management

Cancellation Management

Check-in/Check-out

Communication Management

Confirmations/Reminders

Contact Database

Credit Card Processing

Customizable Branding

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Electronic Payments

Electronic Signature

Email Management

Email Marketing

Email Reminders

Forms Management

HIPAA Compliant

Historical Reporting

Insurance Eligibility Verification

Medical Billing

Messaging

Mobile Access

Mobile Alerts

Multi-Language

Multi-Location

Multi-Physician

Multiple Appointment Types

On Call Scheduling

Online Booking

Online Intake Forms

Online Payments

Online Scheduling

Patient Education

Patient Engagement

Patient Intake

Patient Questionnaires

Patient Records Management

Patient Scheduling

Payment Collection

Payment Processing

Payment Reminders

Physician Management

Physician Scheduling

Pre-Appointment Screening

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Real-Time Updates

Recurring Appointments

Registration Management

Reminders

Reporting & Statistics

Reporting/Analytics

Rescheduling

Revenue Management

Scheduling

SMS Messaging

SMS Reminders

Surveys & Feedback

Third-Party Integrations

Two-Way Communication

Wait List Management

Website Integration

Phreesia

Web-based

Planning prior to launch was good, the product itself is good. We are new so that is all I have for now.

Physician

I like the online booking system and customizable messaging. I like that all of my consent forms are online and allow for digital signing and integration into the chart.

Practice Administrator

The problem/case management is easy to utilize and the support team is highly responsive. My staff remain excited and engaged, and continue to love this product.

Clinical Operations Manager 

User friendly, nice staff very attentive to our practice, the eligibilty feture is one of the best ones we have used.

Clinic manager

The software has increased our collection of outstanding balances and co-pays for the date of service.

Superuser

Phreesia has been tremendous - it takes a large administrative load off of the front desk. The customer service is excellent, and definitely a great value.

Engineering

Used in offices with abusive compliance. There are  still many persons that are greatly inhibited by a computer or tablet.

Front Office Supervisor

We have had no push back from our parents on this feature and it has really improved our AR status. The self scheduling has been great as well.

Business Systems Coordinator 

Support is quick to respond and resolve concerns. The Phreesia team is undeniably helpful.

Phreesia also captures revenue swiftly and efficiently, and in one month we have seen a 6% increase in our Time of Service collections.

The ten minutes I have to sit there and train your stupid AI that I'm not a robot.

Office Manager

The clinical integration has reduced amount of time it requires to triage patients which is very helpful with keeping our providers on time.

SVP CRO

In summary, the tool is intuitive, with intelligent prompts that incorporating capture of pertinent demographic and insurance information - including clinical screens and necessary forms.

Billing Manager

Phreesia not only helped our practice save time for payment posters, but also for check in staff.

Business Integration Coordinator

Ease of use as well as access to ample support. Phreesia Support provides quick responses and is always available to troubleshoot any issues.

Admin Assistant

There were some bugs in the system and occasionally all tablets would stop working.

Hard getting the patients accustomed to using the check in board.

Director of Operations

Phreesia has many tools that saves my practice time, money and worry. Insurance eligibility, payment assurance and appointment all help our practice keep a full schedule and collect balances.

Phreesia screenshot: Phreesia makes care easier every day with tools for intake, access, payments and more. Patients use Phreesia on their own mobile device, a PhreesiaPadX, or an Arrivals kiosk to facilitate 150 million visits a year—that’s 1 in 10 visits across the U.S. 

Phreesia screenshot: Appointment Accelerator is an automated, text-based solution designed to fill open slots on your schedule in under 5 minutes—all without your staff needing to lift a finger or manage a time-consuming waitlist.  

Phreesia screenshot: Save staff five minutes per visit by letting patients check in for their visit anytime, anywhere on their own device. Ask the right questions at the right time by customizing intake for each visit based on appointment type, age, chief complaint and more. 

Phreesia screenshot: Get paid faster with automated insurance verification and online payment before, during and after the visit. Collect 3x more with flexible payment options, including automated charging, card on file and self-service payment plans.  

Phreesia screenshot: Collect feedback directly from patients and gain insights to improve your organization. Increase Google reviews by 50% by automatically prompting patients to share positive experiences and get real-time alerts to quickly remedy issues.  

Freelancers

Large Enterprises

Mid Size Business

Small Business

2Chat is an all-in-one programmable WhatsApp automation tool for small teams. It integrates with existing workflows while allowing users to continue using WhatsApp normally. Features include multi-device support, customizable bots, live chat, reporting tools, and more.

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

TuCalendi automates appointment scheduling for businesses and teams, helping eliminate back-and-forth emails. Integrates with popular tools like Google, Stripe, PayPal, HubSpot or  Zoom. Offers multilingual booking pages, Round Robin for team management, and advanced analytics with the Pro Plan.

Relatient is a web-based patient appointment reminder system, which helps hospitals and healthcare centers manage and send reminders for scheduled appointments with emails, texts & voice messages. Key features include data capture, configurable workflows, survey collection & reputation management.

Approval Process Control

Care Plan Management

Client Database

Client Portal

EMR/EHR

File Sharing

Group Scheduling

Live Chat

Mobile App

Monitoring

No-Show Tracking

Patient Communications

Patient Portal

Practice Management

Progress Tracking

Real-Time Chat

Real-time Consumer-facing Chat

Real-Time Monitoring

Self Service Portal

Transcripts/Chat History

Relatient

Android

Windows

iPad

iPhone

Director, Primary Care & Subspecialty

The outreach model has made a significant improvement in our no-show rates, it dropped from 11-12% to 5-6% improving access to care, physician productivity and revenue.

Medical Administrator

This is a fantastic software that is easy to use, and integrates with our EMR software to save time and removed unnecessary steps for our staff.

Manager Initial Care & Care Coordination

This helps them answer incoming calls more quickly and interact more personally with our patients. Above all though, the support team has all been extremely helpful and responsive.

Love how easy it is to use and I can always reach customer service if I need help with anything.

Office Administrator

It is fairly easy to use. I like that when someone confirms their appointment that the system automatically confirms the appointment in Modernizing Medicine.

This efficiency helps to maximize the time our providers spend taking care of our patients and helps our patients get into the office sooner.

Optical Manager

We really love Relatient. It does a great job at doing what it does.

Patient Services Manager

I am truly disappointed in the campaign product as we are still not using it because there does not seem to be anyone that can answer my questions.

Practice Manager

It was good for sending reminders and getting confirmations from patients with out having a person calling.

ownerdoctor

They were helpful in setup and anytime i have a question they return my call promptly.

Initially it was frustrating that you couldn't mark that someone only wanted a text or a call to their cell phone. This has been since added.

Manager

Have had some trouble getting a response from customer service to fix an issue.

IT Corrdinator

I love the ease of use and as stated above the Demand Messaging has been a life saver for cancelling clinics and even notifying employees of instructions for clinic closure etc.

Huge reduction in our no-show rates, cut them in half resulting in improving access and revenue.

Senior Credentialing Coordinator

My only dislike would be that it does not currently allow you to make changes in a group setting, you must make edits individually and this can be tedious.

Administrator

Love how it integrates with our system and the information is pulled directly over that is needed to perform the job that we no longer have to pay humans to do.

Relatient screenshot: Intelligent Patient Scheduling with Voice and Chat AI agents revolutionizes healthcare access. Visit https://relatient.com to learn more and transform your practice.

Relatient screenshot: Dash Schedule Voice AI Agents answer calls 24/7/365. They eliminate hold times, automate scheduling, cancellations, and rescheduling, greatly reducing staff workload for seamless patient interaction. Visit https://relatient.com for our full suite.

Relatient screenshot: Patient Self-Scheduling empowers individuals with 24/7 online access to book appointments conveniently from anywhere. This streamlines operations for healthcare providers by reducing inbound calls and administrative tasks. Visit https://relatient.com.

Relatient screenshot: Personalized Communication delivers targeted, relevant messages to patients via their preferred channels, including text, email, and voice. Visit https://relatient.com to learn more.

Relatient screenshot: Mobile Payments and more offers secure, convenient ways for patients to pay their balances anytime, anywhere. This simplifies collections, reduces administrative burden, and improves patient satisfaction. Visit https://relatient.com to learn more.

Relatient screenshot: Digital Registration and more streamlines patient intake, allowing patients to complete forms securely and conveniently before appointments. This reduces wait times, eliminates paperwork, and minimizes errors, enhancing efficiency for staff and patients.

Phreesia vs Relatient Comparison (2026)

Phreesia

Relatient

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives