Software advice
Best AI Patient Engagement Software in 2026
AI patient engagement software is a platform that handles the contact between a care practice and its patients outside the exam room: appointment reminders, two-way texting, digital intake forms, recall campaigns, review requests and, increasingly, AI agents that answer calls and book visits. It is not an electronic health record, a medical scribe or a billing system, although it connects to them.
Quick answer
Artera ranks first because it states that it does not train on identifiable patient data and prints its certifications. Luma Health fits health systems on Epic or Oracle Health. Weave fits small practices that want a published starting price near $199 per month.
A practice manager or clinic operations lead shopping for patient engagement software faces a crowded field. Nearly every vendor now sells an AI receptionist or voice agent next to the older reminder and recall tools, but the pages differ sharply on what is printed: prices, the EHR systems that are named, whether patient data trains a model, and which security certifications appear in the text rather than only in a logo strip. Most vendors here sell by quote or demo. This ranking weighs stated data practices, named integrations, how concrete the AI features are and whether any price is shown. We read vendor pages in November 2026 and ran none of the products, so every result figure is the vendor's own.
The 12 best AI patient engagement software in 2026, ranked
There is no score. Vendors can pay for more visibility on this website, for example a higher place in a ranking or more room on a page. Commercial relationships can also affect which products we feature and how prominently. How we rank.
| # | Tool | Best for | Free plan | Entry price |
|---|---|---|---|---|
| 1 | Artera | Health systems wanting agentic AI for scheduling, intake and referrals, with a stated no-training position | No | Quoted |
| 2 | Luma Health | Hospital groups on Epic, Oracle Health or MEDITECH that want AI for access, outreach and referrals | No | Quoted |
| 3 | Phreesia | Multi-site practices that want patient intake, copay collection and an AI phone agent tied to the visit | No | Quoted |
| 4 | Relatient (Dash by Relatient) | Groups wanting central scheduling, financial clearance and voice AI, with a named EHR list | No | Quoted |
| 5 | Notable | Large provider groups that want workflow-building tools and AI agents across patient access, revenue cycle and care operations | No | Quoted |
| 6 | Weave | Dental, optometry and medical offices that want phone, texting, reviews, payments and an AI receptionist in one system | No | Starting from $199 per month |
| 7 | Doctena | Practices in its European markets wanting a published monthly price, an online agenda and optional AI calls | No | 25 EUR per month (Basic) |
| 8 | Solutionreach | Multi-chair dental and medical practices that want reminders, recall, reputation tools and an AI receptionist on yearly plans | No | Quoted |
| 9 | Hello Patient | Practices wanting an AI assistant to take over texts and calls for scheduling, intake and recall | No | Quoted |
| 10 | Salesforce Health Cloud | Health systems and payers with Salesforce administrators who want to build engagement on a configurable CRM | No | $350 per user per month, billed annually |
| 11 | Curogram | Small practices that want two-way texting, reminders, forms and telemedicine on month-to-month terms, without AI features | No | Quoted |
| 12 | NexHealth | Dental practices wanting online booking, digital forms and insurance checks synced to Open Dental or Dentrix | No | Quoted |
- 1
Artera ranks first because it is the only vendor here that says in plain text that it does not use identifiable PHI or PII to train its models, and it prints SOC 2 Type 2, HITRUST, HIPAA and FedRAMP High claims. Its Harmony platform names five solution areas rather than vague AI. The cost is opacity on price and on which EHRs it connects to.
Strong on
- Homepage states that identifiable PHI and PII are not used to train its models.
- Certifications are printed in text: SOC 2 Type 2, HITRUST, HIPAA and FedRAMP High.
- Names five solution areas: scheduling, intake and payments, referrals, care gap closure and custom builds.
Weak on
- No prices or tiers published, so budgeting starts with a sales call.
- EHR integrations are described as major EHRs without naming any system.
- The 65% task completion figure covers one two-month window and is the vendor's own.
Skip it if: Small practices that need a published monthly price, or buyers who must see a named EHR integration list before a call. No price or tier is published; the homepage offers no plan prices and the Harmony platform is sold by quote.
- 2
Luma Health takes second place for its breadth of named integrations (nine EHRs) and a named agent set covering scheduling, intake, payment and referral work, plus fax-to-referral extraction. Certification badges include HITRUST, ISO 27001 and SOC. It sits below Artera because its homepage says nothing about training on patient data, shows no price and gives no company address.
Strong on
- Names nine EHR systems, including Epic, Oracle Health, MEDITECH and athenahealth.
- Fax Transform extracts and classifies referral data from incoming faxes.
- Badges shown for HITRUST, ISO 27001, SOC and TX RAMP certification.
Weak on
- Pricing requires a demo, and no named plans are published.
- Security and AI governance pages are linked but were not readable when we checked.
- Training on customer data and retention are not stated on the homepage.
Skip it if: Solo practices and small clinics that want to compare list prices and start a plan online without a sales process. Pricing appears only after a demo request; the vendor publishes no named tiers on its homepage.
- 3
Phreesia ranks third because intake and payments are its core business and VoiceAI extends it to inbound and outbound calls for appointments, refills, recall and collections. It states HITRUST CSF, SOC 2 Type 2 and PCI Level 1 certification. It trails the first two because the 16-plus PM and EHR integrations are not named and no prices appear.
Strong on
- VoiceAI covers inbound and outbound calls, including recall and collections.
- States HITRUST CSF, SOC 2 Type 2 and PCI Level 1 certification.
- Native integration with more than 16 PM and EHR systems is claimed.
Weak on
- The integrated PM and EHR systems are counted but not named on the pages we read.
- Results such as an 80% copay collection rate are unsourced vendor figures.
- No training, retention or hosting statement was found on the homepage.
Skip it if: Practices whose main need is reminders and two-way texting at a low fixed monthly cost. A Pricing Plans link exists, but no plan names or prices appeared on the pages we opened.
- 4
Relatient is fourth because it names eight EHRs (athenahealth, ModMed, Oracle Health, Greenway Health, eClinicalWorks, NextGen, Epic and Veradigm) and lists Scheduling APIs, which most rivals omit. Dash Voice AI, an AI virtual agent and AI chat cover access. It ranks below Phreesia since SOC 2 and HITRUST appear mostly as badges, with no body text.
Strong on
- Eight EHR systems are named, from Epic to Veradigm.
- Lists Scheduling APIs for teams that want to build on top of it.
- Offers central, self- and intelligent scheduling next to financial clearance and digital registration.
Weak on
- No price is shown; a demo is the only call to action.
- Vendor-cited results such as 97% fewer cancellations are unsourced.
- HIPAA and HITRUST claims appear as badges or links, not in body text.
Skip it if: Buyers who want transparent monthly pricing or a no-contact trial. No prices published; Request a Demo is the only path to a quote for the Dash platform.
- 5
Notable ranks fifth because its scope is broader than patient messaging: AI agents for access, revenue cycle, care operations and the contact center, built in a low-code flow tool, with 756-plus connectors. That breadth suits a health system with an operations team. A pure patient engagement buyer pays for more than needed, and no price or data policy is printed.
Strong on
- Flow Builder and Sidekick turn plain-language requests into workflow steps.
- Connector Hub lists more than 756 active integrations, including Epic and Oracle.
- Voice AI Agent gives patients their pre-procedure instructions by phone.
Weak on
- No prices, tiers or training statement published on the homepage.
- The 97% satisfaction and 14,000-plus no-shows avoided figures carry no method.
- The Trust and Security page linked from the homepage was unavailable when we checked.
Skip it if: Small practices that want reminders and texting without building or maintaining workflows. No prices or tiers are shown on the homepage; the pricing path returned an error when we checked.
- 6
Weave sits sixth because it is the one front-desk suite here with a printed starting price and a broad set of named AI tools: an AI Receptionist, Call Intelligence, review replies and an email assistant. It trails the enterprise platforms on data clarity, since it says it trains models on a decade of patient interactions without saying whose, and it names no PMS integrations.
Strong on
- Shows a starting price of $199 per month, unusual among these vendors.
- Five named AI features: receptionist, call analysis, review replies, email drafts and voicemail transcription.
- Built-in Text to Pay and CareCredit financing sit inside the same login.
Weak on
- The billing basis of the $199 figure is not stated.
- Whether individual customer data trains its models is not stated.
- Booking works with a qualified PMS, but no systems are named.
Skip it if: Buyers who need a stated no-training policy or a named EHR integration list before a first call. The lineup starts from $199 per month, billing basis not stated; Pro, Elite and Ultimate show Get Pricing.
- 7
Doctena ranks seventh because it prints the most readable price ladder in the category (25, 35 and 55 EUR per month) and states ISO 27001 certification. Its AI telesecretary is an extra 89 EUR a month, which makes the real cost clear. The scope is narrower, centered on the agenda and booking portal, and the products named are Doctena's own.
Strong on
- Prices for three plans are published, from 25 to 55 EUR per month.
- States ISO 27001 certification, with a trust center and imprint naming a Luxembourg legal entity.
- Virtual Assistant answers calls and books appointments, including when the practice is closed.
Weak on
- The AI assistant costs 89 EUR per month on top of any plan.
- EMR synchronization appears only on Premium and names no system.
- The billing period beyond per month is not stated.
Skip it if: US practices or health systems that need Epic-grade integrations and heavy outreach tooling. Basic is 25 EUR per month; the AI Virtual Assistant is a separate 89 EUR monthly add-on.
- 8
Solutionreach lands eighth. It is a mature reminder and recall tool that added an AI Receptionist named Stella for after-hours booking, and its four named plans make the structure visible even without prices. The pages do not map features to plans, name no PM or EHR system, and state only HIPAA-compliant communications as a security claim.
Strong on
- Four named plans (Patient Connect, Practice Efficiency, Practice Growth, Enterprise) show the buying structure.
- Covers reminders, recall, two-way texting, surveys and reputation management.
- AI Receptionist captures appointments after hours and at peak call times.
Weak on
- Plan prices are quote only and SMS allowances are not mapped to plans.
- PM and EHR integrations are described without naming a system.
- No SOC 2 or other certification is named on the pages we read.
Skip it if: Buyers who want to see features per plan or an integration list before talking to sales. Four plans are listed, each with a Request a Quote link; yearly contract options are offered and no prices appear.
- 9
Hello Patient is ninth. Its single AI assistant, Mia, covers scheduling, insurance verification, intake data, no-show rescheduling and recall, and nine named integrations (Epic, ModMed, athenahealth and others) are listed. The vendor says little about itself: no legal entity, no headquarters, no price, and only a HIPAA badge as a data statement, which keeps it below the better documented vendors.
Strong on
- Mia handles texts, calls and chats with scheduling, intake and recall use cases.
- Names nine integrations including Epic, ModMed, AdvancedMD, Zenoti and Braze.
- Offers insurance verification and a bill-pay assistant next to scheduling.
Weak on
- No pricing is published; a call or trial request is required.
- Legal name and headquarters are not stated on the page.
- The privacy statement is marketing wording without retention or training detail.
Skip it if: Buyers who must verify the vendor's legal entity, hosting and data terms from public pages before a conversation. No pricing published; the page offers Book a Call and Try It, whose terms we could not read.
- 10
Salesforce Health Cloud is tenth, not for weakness but for fit: it is a CRM platform with healthcare modules, not a packaged texting and recall product. Pricing is published per user, FHIR APIs are named, and compliance coverage is broad. A practice without Salesforce staff will spend heavily on configuration to match what Weave or Curogram do out of the box.
Strong on
- Edition prices are printed: $350, $525 and $700 per user per month, billed annually.
- FHIR APIs with bidirectional data flow and pre-built integrations are named.
- Page lists HIPAA, HITRUST, FedRAMP, GDPR and NHS DCB 0129 among standards.
Weak on
- Per-user pricing excludes Agentforce, Shield and Government Cloud add-ons.
- Legal entity and headquarters are not stated on the product page.
- Reminder and recall workflows must be configured, not switched on.
Skip it if: Small practices without a Salesforce administrator, or anyone who needs reminders live next week. Editions run from $350 to $700 per user per month, billed annually; Agentforce pricing is not shown.
- 11
Curogram ranks eleventh in an AI ranking because its homepage names no AI capability; it describes automation such as reminders, missed-call text-back and Google review requests. As a plain messaging tool it is attractive: month-to-month terms, HIPAA-compliant messaging and telemedicine included. Buyers focused on AI agents and voice answering will find the tools above more relevant.
Strong on
- Month-to-month terms with no long-term contract, per the homepage.
- Covers two-way texting, forms, text-to-pay, missed-call-to-text and telemedicine.
- Automated Google review requests go out after visits, with no separate tool.
Weak on
- No AI feature is named on the homepage.
- No prices published, and the EMR systems it works with are not named.
- Claims of 75% fewer no-shows have no source or method on the page.
Skip it if: Buyers who want an AI receptionist or voice agent, or a published price list. No prices are published; the homepage states month-to-month terms with no long-term contract requirement.
- 12
NexHealth is last in this ranking because the pages we read name no AI feature, so it does not meet the AI test of the category. As a scheduling and forms layer it is strong on integration, naming eight systems from Open Dental to Epic and describing a Synchronizer connecting about 150 systems. Pick it for syncing and booking, not for AI.
Strong on
- Names eight systems, including Open Dental, Dentrix, Eaglesoft and Epic.
- Combines scheduling, digital forms, texts and insurance verification.
- Insights analytics dashboard is listed on the homepage as new.
Weak on
- The pages opened use no AI wording and describe no AI feature.
- No prices are published, and only custom plans are offered after contact.
- Customer counts and review scores on the page are the vendor's own.
Skip it if: Buyers who need an AI receptionist, voice agent or published certifications. No prices are listed; the pricing page offers Get pricing and says custom plans are available.
How these AI patient engagement software were judged
Which AI features in patient engagement software are concrete?
The concrete ones are named agents with a stated job. Artera lists AI Agents across voice, rich text and email for scheduling, intake and care gap closure, and says they give no medical advice. Phreesia VoiceAI handles inbound and outbound calls for appointments, refills, recall and collections. Weave names an AI Receptionist, Call Intelligence and a review-reply assistant. Luma Health names Scheduling, Intake, Payment and Referral agents. Curogram and NexHealth name no AI at all, and their pages describe automation such as reminders. Result figures such as no-show reductions appear on most pages without a method, so treat them as marketing.
What does patient engagement software cost, and who prints a price?
Few vendors print one. Weave shows a lineup starting from $199 per month without stating the billing basis, and its Pro, Elite and Ultimate tiers differ by bulk texting allowance (1,500, 3,000 and 15,000 messages). Doctena prints the clearest ladder: Basic at 25 EUR, Smart at 35 EUR and Premium at 55 EUR per month, with its AI telesecretary as a separate 89 EUR add-on. Salesforce Health Cloud lists editions from $350 per user per month billed annually. Solutionreach shows four plans, each on a quote. Luma Health, Notable, Artera, Phreesia, Relatient, Hello Patient, Curogram and NexHealth are quote or demo only.
Do patient engagement tools train AI on patient data?
Only Artera answers directly: its homepage says it does not use identifiable PHI or PII to train its models. Weave says it trains large language models on more than a decade of patient interactions and does not say whether a given customer's data is included. Every other vendor in this ranking is silent on training on the pages we read. Certifications are easier to find: Luma Health shows HITRUST, ISO 27001 and SOC badges, Phreesia states HITRUST CSF, SOC 2 Type 2 and PCI Level 1, and Doctena states ISO 27001. Ask for a business associate agreement and a written training policy before signing.
How hard is it to leave a patient engagement platform?
Lock-in comes from three places: contract length, the phone number your patients text, and the integration with your practice system. Curogram states month-to-month terms with no long-term contract, and Solutionreach mentions yearly contract options. Most others do not publish terms. Messaging threads, recall lists and form templates live inside the vendor, so ask for an export of conversations and patient lists. Salesforce Health Cloud uses FHIR APIs and sits on a platform you configure yourself, which raises setup cost but keeps the data model under your control. Relatient lists Scheduling APIs.
Which patient engagement platform fits a small practice versus a health system?
Small practices usually fit Weave, Solutionreach or Curogram, which cover reminders, texting, reviews and payments in one login. Dental and specialty offices on Open Dental, Dentrix or Eaglesoft should check NexHealth, which names those systems. Multi-site groups on Epic, Oracle Health or athenahealth look at Luma Health, Relatient, Artera and Notable, where deployments are services-led. Phreesia fits groups that want intake and collections tied to the visit. Doctena suits practices in its markets that want a published monthly price and online agenda. Salesforce Health Cloud fits organizations with an administrator who can build workflows.
How to choose an AI patient engagement software in three steps
- List the jobs you want the AI to do. Write down the three tasks that cost your front desk the most time, for example after-hours calls, no-show rescheduling or collecting intake forms. Then check each vendor page for a named feature that does that task. Hello Patient and Phreesia name recall and collections for voice agents, Weave names call analysis and review replies, and Doctena names an AI telesecretary for overflow calls. A vendor that only says AI-powered without naming a task has told you little. Ask for a live call recording of the agent handling a real booking before you compare anything else.
- Verify your EHR or practice system is named. Several vendors count integrations without naming them. Phreesia says 16 or more, Solutionreach says integrated, Artera says major EHRs. Others print lists: Relatient names eight systems, Luma Health names nine, and NexHealth names Open Dental, Dentrix, Eaglesoft, Epic, athenaClinicals, eClinicalWorks, Cerner PowerChart and Curve Dental. Ask whether the connection reads and writes appointments in real time or syncs on a schedule, and whether a fee applies for your system. A named logo on a website does not prove your version is supported.
- Get the data terms in writing. Ask each shortlisted vendor four questions: does patient data train any model, where is data hosted, how long are call recordings and text threads kept, and will you sign a business associate agreement. Only Artera states a no-training position on its homepage, and none of the vendors printed retention or hosting regions on the pages we read. Request the security report the vendor cites, such as SOC 2 Type 2 or HITRUST, and check its date. Add a clause that returns your patient lists and message history when the contract ends.
Frequently asked questions
What is the best AI patient engagement software in 2026?
Artera ranks first in this list because it states that it does not train on identifiable patient data, prints SOC 2 Type 2, HITRUST and HIPAA claims, and describes named AI agents for scheduling, intake and referrals. Luma Health ranks second for health systems on major EHRs, and Phreesia third for intake and voice AI. Pricing is by quote for all three.
Is there patient engagement software with a published price?
Yes, a few. Doctena prints Basic at 25 EUR, Smart at 35 EUR and Premium at 55 EUR per month. Weave shows a lineup starting from $199 per month. Salesforce Health Cloud lists editions from $350 per user per month billed annually. Solutionreach shows four plans, each on request. The rest, including Artera, Luma Health and Phreesia, are quote only as of November 2026.
Which patient engagement tools have an AI receptionist for phone calls?
Weave offers an AI Receptionist that answers calls and texts, and Solutionreach has one introduced as Stella. Phreesia VoiceAI, Relatient Dash Voice AI, Doctena's Virtual Assistant, Hello Patient's Mia and Notable's Voice AI Agent also cover calls. Artera's agents work across voice, text and email. Curogram and NexHealth name no AI feature on the pages we read.
Do patient engagement platforms work with my EHR?
Check the named list. Luma Health names Epic, Oracle Health, MEDITECH, athenahealth and eClinicalWorks among nine. Relatient names eight, including Veradigm and ModMed. NexHealth names Open Dental, Dentrix and Eaglesoft for dental. Phreesia, Solutionreach and Artera cite integrations without naming systems on the pages we read, so ask for the supported-versions list for your exact EHR.
Can AI agents in patient engagement software give medical advice?
Artera states that its AI Agents do not provide medical advice, diagnosis or treatment. Most other vendors describe administrative jobs: scheduling, intake, reminders, payments, recall and procedure prep instructions. Notable's Voice AI Agent gives pre-procedure instructions that the practice defines. A clinical question still needs routing to staff, so ask each vendor how the agent hands off.
How is patient engagement software different from a medical scribe or EHR?
Patient engagement software manages contact before and after the visit: texts, reminders, forms, recall and payments. An EHR stores the clinical record, and an AI medical scribe writes visit notes. ATC covers those in separate categories. Patient engagement tools read appointment data from the EHR and write confirmations back, so they depend on it rather than replace it.
Which patient engagement software suits a dental practice?
NexHealth names Open Dental, Dentrix, Eaglesoft and Curve Dental among its integrations and covers scheduling, forms, texting and insurance verification, but names no AI feature. Weave publishes a starting price and has AI call and review tools. Solutionreach lists reminders, recall and reputation management. See the AI dental practice management category if you also need the practice system.
What should I ask about security before buying?
Ask whether the vendor signs a business associate agreement, whether patient data trains any model, where data is hosted and how long call recordings and texts are kept. Request the current SOC 2 Type 2 or HITRUST report. Artera, Luma Health, Phreesia and Doctena state certifications in text or badges, while several vendors state only HIPAA compliance in marketing wording.