Introduction
Let’s take a moment to think about this – U.S. patient engagement software market is estimated to see a boost from $7.40 billion to $25.21 billion by 2034? It is not just a stat but a wake-up call for healthcare providers.
Practices are not just adopting patient engagement software—they are relying on it. Why? Patient engagement is more important than ever today, shaping modern healthcare.
Let’s face it—patients today look for convenience, not waiting room chaos or unanswered calls. They want to book online appointments, receive reminders (that actually remind), and access health information without jumping through hoops.
And guess what? Patient Engagement software makes that happen.
For healthcare practices, it ensures that there will be no more endless manual follow-ups, staff burnout, or no-shows just because someone forgot.
Think about this – automated reminders, patient portals, smooth workflows, and reduced compliance headaches – all while keeping your team sane.
But let’s clarify: Patient engagement is not about spamming your patients’ inboxes.
It shouldn’t be “Hi, Patient.”
But “Hey Julia, your follow-up appointment is tomorrow. Need help?’
Simply put, it is all about sparking meaningful conversations, encouraging patients to act, and making them part of their care journey.
Today, patient engagement software offers customizable messaging, bulk messaging, patient portals, and more. To find the best patient engagement software and make the most of it, stay where you are; don’t leave this page.
Why Patient Engagement Matters in Healthcare

Enhanced Patient Outcomes
Imagine this – your patients actually sticking to their treatment plan. No missed meds, no forgotten follow-ups, and no more readmissions. It can become a reality!
It is doable, it requires patients to completely understand their treatment plan and feel confident to take charge of their health.
Things fall apart fast when patients don’t get clear, timely info.
There was a missed dose, a skipped appointment, and a “wait, what did the doctor say again?” moment.
And boom—back to square one.
That’s where patient engagement software comes in! The best tool not only sends out messages but also offers a way to connect patients, turns confusion into clarity, and makes patients feel supported so they want to follow their care plan.
Improved Team Collaboration
When your care teams are in sync, patients don’t just notice it—they feel it.
They are not bouncing from one provider to the next, repeating their story every time. Instead, they get a smooth, personalized experience that actually feels like everyone’s on the same page. That kind of consistency? It builds patient loyalty and trust, that keeps patients involved and showing up.
Patients get clarity when their treatment plans are aligned, and messages don’t contradict each other. And with clarity comes confidence—confidence to ask questions, stick to treatment, and play an active role in their care.
Behind the scenes, this kind of teamwork means faster decisions, fewer duplicate tests, and way fewer errors. But up front? It means happier, more engaged patients who know they are in good hands.
Because when your team works together, the whole care experience clicks.
Growth of Telemedicine
Guess what? Over 80% of healthcare providers are now using telemedicine—and patients? They’re all in.
Virtual visits for check-ups, prescriptions, follow-ups… it’s quickly becoming the go-to. Why? Because it’s care that doesn’t disrupt your day. No traffic. No waiting rooms. Just tap, talk, done.
But here’s where it gets interesting: telemedicine isn’t just convenient. It’s changing how patients engage. With tools like video calls, remote monitoring, and patient portals, people are finally taking control of their own health.
They are asking questions, tracking progress, and making decisions with their providers—not just nodding along. This is not “distant care.” It’s connected care, and it’s making patients feel seen, heard, and more involved than ever.
Error Reduction
Medical errors don’t just stress out your staff—they hit your bottom line hard.
But here’s the good news: innovative patient engagement tools can help prevent those mistakes before they happen. By digitizing everything from intake forms to insurance information and payments, you lighten your team’s manual load—and that means fewer errors, less burnout, and better patient safety.
No more guesswork from messy handwriting. No more missed follow-ups. With automated alerts and real-time updates, your team stays in the loop on claim rejections, missing info, and significant changes—before they become costly problems.
Engaged patients. Empowered staff. A healthier revenue cycle. That’s the power of patient engagement in healthcare.
Crisis management
In a crisis, one thing that matters just as much as medical care is communication.
When things get intense, patients and their families aren’t just looking for treatment—they are looking for answers, clarity, and reassurance. Real-time updates calm the panic, reduce the “what’s going on?” moments by keeping everyone informed.
On the other hand, seamless team communication ensures faster decision making and fewer mistakes. On the outside, it feels like someone’s got your back—and that builds trust fast.
When families get timely updates, and patients see their care team moving in sync, confidence soars. And that kind of trust? It keeps people engaged, even in the toughest moments.
You might also like to read: The 10 Best Patient Engagement Strategies to Improve Practice Efficiency and Outcomes
Benefits of Best Patient Engagement Software

Improved Operational Efficiency
Admin work shouldn’t drain your practice. Agreed?
With patient engagement software, it doesn’t have to. Automated workflows handle the nitty-gritty: reminders, follow-ups, notifications, and even promotions—all shared at the right step of the patient’s journey. That means no more endless calls to confirm appointments or chase down forms.
And here’s where it gets really smart—when a patient cancels, the system can automatically fill that slot from your waitlist or ASAP list. No gaps, no wasted time.
Plus, patients can self-schedule through the portal, cutting front-desk chaos and freeing up your staff for what matters most—caring for patients rather than chasing paperwork.
Enhanced Patient Experience
These days, patients expect more than care—they expect convenience, especially when it comes to routine tasks like prescription refills.
With patient engagement software, you are not just meeting expectations—you are exceeding them. From digital refills and telehealth access to having their health information right at their fingertips, patients stay connected and in control.
Even before the visit starts, they can complete registration, intake, check-in, and insurance forms online. No clipboards. No waiting room bottlenecks. Just a smooth patient experience that starts before they even walk through the door.
Financial Improvements
Are patient engagement tools just about sending reminders? Think again.
They are actually revenue boosters in disguise. When you engage patients at the right time—reminding them of appointments, treatment plans, or even pending payments—they are more likely to show up, stick with the plan, and pay on time.
Fewer no-shows. Less admin chaos. And smarter resource allocation, thanks to patient engagement software. All of that adds up to one thing: better financial health for your practice, not just your patients.
Data-Driven Decision Making
Here’s something most practices overlook—data is your secret weapon regarding patient engagement.
Today’s best patient engagement software doesn’t just automate messages; it tracks how patients respond. Who opens reminders? Who skips appointments? Who needs a nudge?
With smart analytics and reporting, you don’t just see what’s working—you know why it’s working. This helps you fine-tune engagement, streamline staffing, and spot scheduling trends before they become bottlenecks.
The result? Patients stay happy. Staff stay sane.
Best Patient Engagement Software: Must Have Features
Secure Communication
Wait—did you know data breaches are like monsters under the bed for healthcare practices? They are terrifying, expensive, and can tank your reputation before you can even say “HIPAA violation.”
Let’s be honest—you simply can’t afford to gamble with patient data. That’s why secure messaging for healthcare is not just a cool feature; it’s non-negotiable. The patient engagement software treats data like gold, locking it behind layers of digital armor.
Here’s what your software must-have:
- End-to-end encryption – like sending your messages in a top-secret code only your patient can read.
- Multi-factor authentication – an extra layer of protection, like multiple deadbolts on your digital front door.
- Role-based user controls – only the right people access the correct info.
Skip these, and you are basically leaving your practice’s front door wide open. Don’t do that. Choose security and smartness. Choose the patient engagement software that prioritizes protection as much as communication.
Regulatory Compliance
Jumping through regulatory hoops can feel like an Olympic sport—but it doesn’t have to be that hard.
A strong patient engagement system makes compliance second nature. From HIPAA-compliant text messaging to patients to airtight data handling, the right tools take the stress out of staying on the right side of regulations.
Here’s what that looks like in action:
- HIPAA adherence – because protecting patient privacy should be the priority.
- GDPR compliance – so even your international patients are covered.
- Secure messaging for healthcare – no leaks, no breaches, just peace of mind.
- Audit trails – every click, message, and update is tracked and stored.
When your patient experience management platform does all this in the background, you can focus on what matters—delivering outstanding care without the compliance headache.
EHR Integration
Let’s be real – dealing with disconnected tools in healthcare is confusing, chaotic, and inefficient.
That’s where the right patient outreach software steps in. It brings everything together, so your team isn’t stuck playing digital detective every day.
Here’s what it brings to the table:
- Seamless connection with existing EHRs: Information flows freely between systems.
- Automated data synchronization: Duplicate entries? A thing of the past!
- Integration with PMS: connect with patient management for a sooth workflow from appointment to billing.
- Support for various healthcare IT ecosystems: It plays well with others!
Going without EHR Integration to improve operational efficiency in healthcare is like trying to drive a car with square wheels—utterly pointless and needlessly bumpy!
Mobile Accessibility
In today’s world, everyone’s glued to their phones. Your patient outreach software should be compatible with mobile to meet them where they are mostly active:
- User-friendly mobile applications: For both providers and patients.
- On-the-go access: Critical information at your fingertips, no matter where you are.
- Push notifications: Keeping everyone informed without being annoying.
- Responsive design: Looks great on any device.
Neglecting mobile accessibility in your patient engagement strategy is like ignoring half of your patients!
Patient Self-Service Tools
Let’s clear something up – Patients want control over their healthcare journey, and they want it now! Give it to them with:
- Online appointment scheduling capabilities: Patients can book appointments at their convenience, 24/7.
- Digital check-in & registration: Your software should allow self-check-in via mobile.
- Access to health records & lab tests: patients can access medical records through portal and take charge of their health.
- Prescription refill requests: Making it easier for patients to manage their medications.
- Secure messaging: Direct communication with providers anytime, anywhere.
Forgetting self-service options in your patient experience management is like offering a horse and buggy in the age of self-driving cars!
Telemedicine Support
Guess what? Telemedicine is the future of healthcare, not just a trend. It should be effortless using your patient engagement software:
- High-quality video consultation features: Virtual visits that feel personal and engaging.
- Secure audio communication: Clear and reliable connections.
- Virtual waiting rooms: A smooth start to every appointment, even from home.
- Screen sharing: For easy education and explanations, making complex topics simple.
Skipping telemedicine support in your software for patient engagement is like ignoring the internet in the 21st century.
Analytics and Reporting
Here’s something many practices overlook: data is your secret weapon! A best patient engagement software not only brings you messaging features but insights into the patient engagement through reports & analytics:
- Patient satisfaction metrics: How do patients feel about their care experience?
- Engagement rate tracking: What’s working and what’s not?
- Response time measurement: Are you meeting patient needs promptly?
- Performance dashboards: Easy monitoring of key metrics, all in one place.
10 Best Patient Engagement Software Solutions
1. CERTIFY Health
CERTIFY Health’s patient engagement software – where your entire patient journey (from appointment scheduling, check-ins, insurance verification, payments, follow-ups to virtual check-ups) is streamlined without the headache.
What makes this healthcare communication platform even better? It’s got omnichannel superpowers. That means you can reach patients on their terms—be it text, email, or portal—and pick up every convo right where it left off. Not just that, the payment reminders improve collections, helping patients view their dues and pay easily. Seamless, simple, and seriously smart.
Features:
24/7 Self-Scheduling: Let patients schedule, reschedule, or cancel independently—no phone calls are needed.
Appointment Confirmations & Reminders: Send automated SMS or email reminders to reduce no-shows (and save your front desk some stress).
Two-way Texting: Our platforms enable patients to have direct contact with their provider with a two-way texting feature.
Omnichannel Communication: Reach patients via SMS, email, or portal through seamless omnichannel communication.
Secure, HIPAA-Compliant: The platform ensures HIPAA-compliant text messaging to patients, safeguarding patient information and maintaining confidentiality.
Broadcast Messaging: Need to share an update with many patients? One message, done.
On-Demand Form Distribution: Easily send out forms for consent, insurance, and more—no paper shuffle needed.
Integrated Payment Solutions: Collect co-pays and send gentle nudges for outstanding bills—all in one place.
Analytics & Feedback Collection: Collect data on patient engagement through feedback form or check analytics on message open rate, response rate, etc., and refine your engagement strategy.
2. Experity
With Experity’s patient engagement software solutions, everything—from texting patients to online booking—is smooth, simple, and smart. No more juggling phone calls or getting bogged down in paperwork. Its automated workflow saves your team hours and improves operational efficiency in healthcare without breaking a sweat.
Features:
Online Scheduling: Patients can pick the preferred day and time to book an appointment on their own – no need to play phone tags.
Digital Registration: Experity helps you to collect patients’ pre-registration forms electronically. Send it to them digitally before arrival and get their details ahead of time.
Automated Patient Communication: Set and forget – automated text reminders for appointments and follow-ups, reducing no shows.
2-Way Text Messaging: Connect with your patients directly over text & solve queries with HIPAA-compliant text messaging.
Broadcast Messaging: Send bulk messages for health alerts, holiday hours, or service changes.
3. HealthAsyst – CheckInAsyst
HealthAsyst’s CheckinAsyst puts patients at the center of care—where they belong. This all-in-one, best patient engagement platform that helps practices boost engagement, reduce staff workload, and spark honest, timely patient conversations. From easy scheduling to secure messaging, it’s built to elevate the entire patient experience.
Features:
Self-Scheduling: Patients can self-book their appointments, reschedule or cancel at anytime, anywhere.
Patient Appointment Reminders: Send automated reminder messages on text or email, confirm visit, or provide link for reschedule or cancelation.
Payment Reminders: Quit payment delays – send payment reminders with link to collect payments online.
Digital Check-In: Make check-in easier with digital forms that can be filled in from mobile or desktops.
Broadcast Messaging: Quickly and effectively provide customized messaging to particular patient groups.
Two-Way Messaging: HIPAA-compliant two-way messaging enabling patients to send their inquiries and get prompt responses from providers.
4. Health Catalyst
It’s not just engagement—it’s the best patient engagement platform. Using deep analytics, Health Catalyst personalizes every patient interaction and helps you connect more meaningfully. It’s a game-changer for healthcare digital transformation, offering automated patient communication platforms that drives operational efficiency in healthcare.
Features:
Personalized Messaging: Use personalized messages created using AI and send them through SMS, email, patient portals, or IVR systems.
Automated Outreach: Create outreach campaigns and engage patients throughout their medical journey. Send payment reminders, follow-up emails, or appointment reminders.
Patient Monitoring: Utilize real-time alerts to notify care teams when patients require intervention, enabling proactive support and improved outcomes.
Analytics & Feedback Collection: Gather patient feedback and engagement data to refine communication strategies and enhance the patient experience continuously.
5. AthenaOne
With built-in patient engagement software right inside its EHR, AthenaOne makes life easier for both patients and providers. From HIPAA-compliant text messaging to smart patient appointment reminders, it helps you stay connected, reduce no-shows, and deliver a smoother, more personalized care experience without skipping a beat.
Features:
Online Scheduling: Offer convenience of booking appointments on your own, reducing number of no-shows.
Automated Reminders: Send multiple reminders messages and encourage patients to act – confirm, reschedule or cancel booking with ease.
Secure Messaging: Athena’s automated patient communication platform is secure and allows patients to text and communicate.
Digital Bill Pay & Statements: Patients can view statements and pay securely online, improving collections and satisfaction in one go.
Outreach Campaigns: Athena makes it easy to send targeted health tips, reminders, and educational content based on patient history or demographics.
6. AdvancedMD
Forget clunky emails and voicemails that go unanswered. AdvancedMD lets you text your patients securely, right from your practice’s phone number. Patients can even easily send you images or insurance cards through chats and get their insurance eligibility verified. AdvancedMD’s smart dashboard tracks every conversation, lead, and appointment, so nothing falls through the cracks.
Features:
Patient Portal: Through its portal, patients may schedule appointments, make payments, communicate with physicians, and even pay bills.
Automated reminders: Practices can set and send automated reminders by text or email to reduce patient no-shows.
Telemedicine: Patients can easily book virtual visits, making it convenient to connect to their doctors.
Secure Messaging: this is a platform for cross-departmental communication and patient-provider communication, sending messages that comply with HIPAA.
Online Intake Forms: Patients complete forms from home before appointments, reducing staff overload and data errors.
Integrations: Connect with EHR or PMS for easy data flow and operations.
7. Solutionreach
With its personalized, automated patient outreach software, you can guide patients through every step of their journey—no manual effort is required. From appointment reminders to follow-ups, it keeps communication flowing, reduces staff workload, and boosts both care quality and patient satisfaction.
Features:
Two-Way Texting: Now chat with your patients like a pro – solve their inquiries or easily share reports.
Appointment Reminders: Remind your patients about their appointments – reduce no-shows.
Batch Messaging: Send bulk messages in batches to different patient groups – enhance your outreach strategy.
Online Scheduling: Easy schedule and manage patient appointment through patient portals.
Integrations: Seamlessly connect Solutionreach with your EHR systems for integrated workflow.
Telehealth: Through video conferencing, patients can digitally connect and seek medical attention.
8. Orion Health
Its intuitive platform brings all interactions into one place—making it easier for patients to connect and for providers to respond. With less admin work and more meaningful communication, Orion health boosts satisfaction on both sides of the care experience.
Features:
Patient portal: Patients can easily access their health information, schedule appointments, and chat with healthcare providers through the patient portal.
Patient Monitoring: it enables care teams to track and connect with patients outside clinical settings to monitor their care plans and guide them.
Forms & Surveys: Collect necessary patient info through digital forms and collect feedback after appointments online.
Integrations: Connect with your existing systems for smooth data flow across systems for workflow management.
Omni-channel: the platform is designed to support communication across various channels like email, texts, or SMS.
9. Fortunesoft
It’s built to streamline interactions, automate day-to-day workflows, and improve healthcare outcomes—without the extra effort. From virtual care tools to HIPAA-compliant text messaging to patients, Fortunesoft keeps communication smooth, secure, and smart at every step of the patient’s journey.
Features:
Telemedicine: Patients can benefit from virtual consultations and receive timely care.
AI-powered messaging: to ensure quick responses, use AI-driven chatbots that can assist in answering common queries.
Reports & analytics: AI-driven insights help you identify patient behavior and preferences, helping you optimize your patient engagement strategies.
HIPAA-compliant messaging: Patient conversations and data are secured to maintain compliance.
10. Phreesia
It’s built to deliver a smooth, personalized experience from check-in to follow-up. With tools to cut down no-shows, boost staff efficiency, and keep patients happy, Phreesia helps you make every interaction count.
Features:
Online Scheduling: Patients self-schedule or request appointments via any device.
Automated Appointment Reminders: Decrease the number of no-shows with email, text, or voice reminders.
Health Campaigns: Drive follow-ups and covert cancellations into reschedules or telehealth to reduce no-shows.
Two-way texting: Patient-provider communication facilitated with HIPAA-compliant text messaging features.
EHR/PM Integrations: Bidirectional sync with existing PMS or EHR systems for seamless workflows.
Analytics & Reporting: Track your click/open rates, generate reports, and check the performance of your outreach campaigns.
Conclusion
Patient engagement has become cornerstone of successful healthcare practices.
From improving patient outcomes and enhancing collaboration to powering telemedicine and cutting down errors, it’s what keeps your practice thriving.
And with the U.S. patient engagement software market expected to be hitting $25.21 billion by 2034, there’s no doubt that this patient engagement platform has become highly demanding for healthcare practices.
So, what should you look for? Think HIPAA-compliant security, seamless EHR integration, mobile-friendly access, self-service tools, telemedicine support, and smart analytics that actually help you grow.
Book a personalized demo today and discover the right solution for your healthcare practice.