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Patient Management Software

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Intiveo logo



Patient communication solution for dental practitioners

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Intiveo is a cloud-based communication management solution which helps dental practitioners engage with patients through personalized texts, emails, & voice messages, enabling users to receive automated notifications & send pre/post appointment alerts for patient forms, medication notes & more.

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EHR Solutions logo

EHR Solutions


Patient and practice management software

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Systemedx is an electronic health record (EHR) and practice management solution that helps healthcare providers improve collections and reduce A/R with efficiency. Its one-click navigable capabilities provide users with a tabbed-based interface.

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Klara logo



Patient engagement platform

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Klara helps manage patients across the entire care journey by consolidating all communications within one, intuitive platform.

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Mytonomy Cloud for Healthcare logo

Mytonomy Cloud for Healthcare


Video-based patient engagement tool for clinics and doctors

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Mytonomy Cloud for Healthcare enables clinics to offer patients flexible access to medical care or services and improve their interactions. Key attributes include a video library, e-learning, CRM, patient engagement & management, health & resource tracking, survey tools, email marketing, and more.

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MazikCare ProviderLink logo

MazikCare ProviderLink


Engage physicians for seamless care collaboration

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MazikCare Provider Link will help hospitals reduce leakage, provide better physician onboarding, and increase engagement and referrals from physicians. 

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Health Cloud logo

Health Cloud


Patient relationship management software in the Cloud

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Salesforce Health Cloud is a collaborative, all-round healthcare CRM and patient management software for healthcare providers, payers, and patients

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ER Express logo

ER Express


Virtual queues & intake for hospitals and vets

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Free up your staff by allowing patients to self check-in on arrival and keeping them informed via auto-texts and a digital lobby display

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Caspio logo



Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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Clear Arch Health logo

Clear Arch Health


Comprehensive remote patient monitoring platform

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Clear Arch Health provides the reliable solutions and industry expertise to help healthcare providers, hospitals, clinicians and others who serve patient populations to set up RPM programs that can add benefit along the full spectrum of chronic care.

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10to8 logo



Appointment Scheduling & Online Booking Tool With Reminders

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10to8 is an intelligent patient scheduling and management system trusted by thousands of healthcare professionals. Rid your practice of inefficiency, wasted time and costly no-shows. Join free today!

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EHRZip logo



EHR of Tomorrow Created by Doctor, Built for Doctor

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EHRZip is a cloud-based electronic health records management platform designed for small to medium clinics & hospitals, enabling professionals to manage and schedule appointments, record & access patient information & create SOAP notes & documents in few clicks using a single system

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LeadSquared logo



Marketing automation and sales execution platform

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Sales Execution Platform built to help you sell faster. Prioritize leads & tasks, recommend actions, and help your team execute them.

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Pabau logo



Clinic management, made easy

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Take your medical practice and patient management to the next level with Pabau.

Simplify your daily tasks — such as scheduling appointments, sending reminders, managing patient records, and more.

See why over 23,000 users trust Pabau. Book your personalized demo today.

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Weave logo



The all-in-one customer communication software

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Weave is the all-in-one customer communications and engagement platform for small business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey.

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vcita logo



vcita: Build a business you’re proud of.

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vcita is an all-in-one business management app designed with small businesses in mind, helping you manage your clients, schedule, billing and administration.

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NovoClinical logo



Electronic medical record solution for practices

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NovoClinical is a cloud-based electronic medical record (EMR) solution, which assists small to large medical practices with appointment scheduling and e-prescribing. Key features include compliance tracking, customized reporting, voice recognition, clinic interoperability, and timesheet management.

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BookingTimes logo



Clinic management for allied health

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BookingTimes helps Massage Therapy businesses gain new customers, reduce no shows, track clients & reduce administrative effort

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My Junna logo

My Junna


Client management software

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My Junna is a HIPAA compliant care management software to track clients, track tasks, organize community resources, share calendars and more.

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gGastro logo



Cloud-based gGastro® EHR for gastroenterologists.

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Integrated with gGastro® EHR, the gPM™ practice management system enables efficient scheduling, check-in, bills, claims and payments.

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SimplePractice logo



Private practice made simple

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Sign up for a free trial today to see why more than 100,000 health and wellness practitioners trust SimplePractice to run their business.

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Navix Health logo

Navix Health


Cloud-based medical scheduling software for healthcare

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Navix Health is a cloud-based platform designed to help mental health professionals streamline clinical documentation, management, and claim submission.

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ClinicSense logo



Manage and grow your health & wellness business.

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ClinicSense is a practice management solution designed to help practitioners manage appointment scheduling, email reminders, invoicing, and other administrative tasks on a unified interface.

ClinicSense also features industry best SOAP notes, marketing tools and more.

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TheraNest logo



Web-based mental health software for practitioners

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TheraNest Mental Health is a practice management and therapy notes tool that allows users to keep track of health records and manage payment processing

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Jane logo



Practice management software designed by real clinic owners.

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Jane is a cloud-based practice management software designed to help health and wellness practitioners manage online booking, scheduling, billing, and more.

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Mend logo



The #1 Telehealth, Patient Engagement, & Automated Payments

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Achieve single-digit no-show rates and 90+% patient engagement powered by A.I. AI no-show and cancellation predictors, reminders, telemedicine, automated patient payments, digital forms, and scheduling.

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Here's what we'll cover:

Buyers Guide

Patient Management

Patient management is a process of streamlining various tasks within a medical practice, such as managing appointments, sending reminders, handling patient check-ins, and verifying insurance eligibility. It also involves managing all patient-related details, including contact information, diagnoses, and prescriptions.

Patient management software can help automate administrative tasks and speed up communication to reduce the workload of employees to allow them to focus more on delivering quality patient care. The software can significantly reduce the amount of time spent on manual data entry and record keeping.

There is a wide range of patient management solutions available on the market. This buyers guide touches upon aspects you’ll need to know while evaluating software options. Here’s what we’ll cover:

What is patient management software?

Patient management software is a software tool that allows medical practices to automate repetitive administrative tasks, such as scheduling patient appointments, sending reminders, managing the allocation of hospital beds, and checking insurance eligibility.

The software can be used for general patient management as well as for specific processes such as inpatient tracking, blood testing, or capturing and storing information from wearable devices. The need and functionality of patient management software largely depend on the size and scale of a medical practice.

What are the deployment options for patient management software?

Most software solutions are deployed on the cloud or on-premise. We’ve listed the characteristics of each option below.

Cloud-based deployment: Cloud-based patient management software is hosted on either vendors’ servers or other third-party servers. It can be accessed from any web browser or mobile application. There are no setup charges, and users generally pay a monthly or annual subscription fee. Cloud-based software allows users the flexibility to scale up or down based on their overall usage and requirements.

On-premise deployment: On-premise patient management software deployment is hosted on users’ internal server; thus, it requires investment in network equipment and hardware. This model offers greater data protection than the cloud-based model because the entire software infrastructure, including servers, resides within users’ premises. However, it requires higher investment, including software license fees and a one-time setup cost. Post setup, users also need inhouse IT staff to support and manage any potential issues that may arise.

Key questions to ask a vendor before you buy

What are some common features of patient management software?

Understanding the common features of patient management software will help you select a software tool that caters to your practice needs.

Appointment scheduling: Allows physicians to book or reschedule patient appointments online. Some tools also offer the capability to set up recurring appointments.

Set recurring patient appointments using DocMeIn

Setting up recurring patient appointments in DocMeIn

Appointment reminders: Allows physicians to send appointment reminders to patients via email or text/voice message. Physicians can set up automated reminders and even customize the message template to add images, colored text, website link, and more. 

Send customized appointment reminders via email using IntakeQ software

Sending customized appointment reminders via email using IntakeQ 

Insurance eligibility check: Allows medical practices to check the insurance eligibility of patients and verify details such as co-insurance, copay, and deductible. This feature notifies practices of any charges that aren’t covered by patients’ healthcare plan.

Scan and verify patients insurance cards using Carbon Health software

Verifying patients' insurance eligibility in Dentrix Ascend

Patient check-in: Allows practices to manage the patient check-in or intake process. Patients can fill up and submit intake forms online, and the medical staff gets real-time notifications about all check-in activities.  

Manage patient check-in using Breeze software

Managing patient check-ins using Breeze 

Bed management: Allows practices to view the real-time status of the beds available at their medical facility. It helps manage the use and allocation of beds through proper coordination with staff and patients.

Checking patients' bed status in TiaMD NuMR

Checking patients' bed details in TiaMD NuMR

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Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.