Quick Overview
- 1#1: Luma Health - Automates patient reminders, follow-up surveys, and communications to boost engagement and retention.
- 2#2: Solutionreach - Streamlines patient communication with automated follow-ups, reminders, and online review management.
- 3#3: Weave - Provides all-in-one texting, calling, and scheduling for efficient patient follow-ups and payments.
- 4#4: Klara - Offers AI-powered messaging and automation for seamless patient follow-up and coordination.
- 5#5: RevenueWell - Enhances patient retention through personalized reminders, surveys, and targeted follow-up campaigns.
- 6#6: OhMD - Delivers secure texting and video for quick patient follow-ups integrated with EHR systems.
- 7#7: Emitrr - Automates two-way texting and review requests to maintain ongoing patient follow-up.
- 8#8: Memora Health - Uses AI-driven conversations for proactive patient monitoring and follow-up care guidance.
- 9#9: Healthie - Supports telehealth and client portals with tools for scheduling and follow-up messaging.
- 10#10: SimplePractice - Manages therapy practices with secure client portals and automated follow-up communications.
We evaluated tools based on functionality, user experience, EHR integration, and value, ensuring the top 10 deliver robust, practical solutions tailored to varied clinical and practice needs.
Comparison Table
Patient follow-up software is critical for effective care continuity, and this comparison table profiles key tools like Luma Health, Solutionreach, Weave, Klara, RevenueWell, and more. Readers will discover differences in features, integration options, and usability to make informed choices for their practice.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Luma Health Automates patient reminders, follow-up surveys, and communications to boost engagement and retention. | specialized | 9.7/10 | 9.8/10 | 9.4/10 | 9.5/10 |
| 2 | Solutionreach Streamlines patient communication with automated follow-ups, reminders, and online review management. | specialized | 9.2/10 | 9.4/10 | 8.7/10 | 9.0/10 |
| 3 | Weave Provides all-in-one texting, calling, and scheduling for efficient patient follow-ups and payments. | specialized | 8.4/10 | 8.7/10 | 8.2/10 | 7.9/10 |
| 4 | Klara Offers AI-powered messaging and automation for seamless patient follow-up and coordination. | specialized | 8.4/10 | 8.7/10 | 9.1/10 | 7.8/10 |
| 5 | RevenueWell Enhances patient retention through personalized reminders, surveys, and targeted follow-up campaigns. | specialized | 8.2/10 | 8.5/10 | 8.4/10 | 7.9/10 |
| 6 | OhMD Delivers secure texting and video for quick patient follow-ups integrated with EHR systems. | specialized | 8.2/10 | 8.4/10 | 9.1/10 | 8.0/10 |
| 7 | Emitrr Automates two-way texting and review requests to maintain ongoing patient follow-up. | specialized | 7.6/10 | 8.0/10 | 7.7/10 | 7.2/10 |
| 8 | Memora Health Uses AI-driven conversations for proactive patient monitoring and follow-up care guidance. | specialized | 8.2/10 | 8.7/10 | 7.9/10 | 7.8/10 |
| 9 | Healthie Supports telehealth and client portals with tools for scheduling and follow-up messaging. | specialized | 8.2/10 | 8.5/10 | 8.4/10 | 7.9/10 |
| 10 | SimplePractice Manages therapy practices with secure client portals and automated follow-up communications. | specialized | 7.6/10 | 7.8/10 | 8.4/10 | 7.0/10 |
Automates patient reminders, follow-up surveys, and communications to boost engagement and retention.
Streamlines patient communication with automated follow-ups, reminders, and online review management.
Provides all-in-one texting, calling, and scheduling for efficient patient follow-ups and payments.
Offers AI-powered messaging and automation for seamless patient follow-up and coordination.
Enhances patient retention through personalized reminders, surveys, and targeted follow-up campaigns.
Delivers secure texting and video for quick patient follow-ups integrated with EHR systems.
Automates two-way texting and review requests to maintain ongoing patient follow-up.
Uses AI-driven conversations for proactive patient monitoring and follow-up care guidance.
Supports telehealth and client portals with tools for scheduling and follow-up messaging.
Manages therapy practices with secure client portals and automated follow-up communications.
Luma Health
specializedAutomates patient reminders, follow-up surveys, and communications to boost engagement and retention.
AI-powered Automation Engine that intelligently schedules and personalizes follow-up touchpoints based on patient behavior and clinical data
Luma Health is an AI-driven patient engagement platform specializing in automated follow-up communications for healthcare providers. It streamlines post-visit outreach by sending personalized reminders, surveys, educational content, and medication adherence checks via SMS, email, or patient portals. The software integrates deeply with major EHR systems like Epic and Cerner, enabling seamless workflows that boost patient retention, satisfaction, and clinical outcomes.
Pros
- Robust AI automation for personalized patient follow-ups and surveys
- Seamless EHR integrations reducing manual data entry
- Advanced analytics tracking engagement and ROI
Cons
- Higher pricing tier may challenge very small practices
- Initial setup requires IT coordination for integrations
- Limited free tier or trial options
Best For
Mid-to-large healthcare practices seeking scalable, automated patient follow-up to improve retention and outcomes.
Pricing
Custom enterprise pricing, typically starting at $299 per provider/month with volume discounts.
Solutionreach
specializedStreamlines patient communication with automated follow-ups, reminders, and online review management.
Two-way SMS texting integrated with automated workflows for real-time patient-provider communication
Solutionreach is a leading patient engagement platform tailored for healthcare providers, specializing in automated follow-up communications to improve patient retention and satisfaction. It enables practices to send personalized reminders, post-visit surveys, recall campaigns, and two-way texts via SMS, email, or voice. The software integrates seamlessly with EHR systems to streamline workflows and track patient adherence to care plans.
Pros
- Comprehensive automation for reminders, surveys, and recalls with high message deliverability
- Seamless EHR integrations and customizable messaging templates
- Robust analytics for tracking patient engagement and ROI
Cons
- Higher pricing tiers may strain small practices
- Initial setup and customization can require support
- Limited advanced AI features compared to newer competitors
Best For
Mid-sized to large healthcare practices seeking scalable, automated patient follow-up to boost retention and compliance.
Pricing
Custom pricing based on providers and features; typically $300-$1,000+ per month for small to mid-sized practices.
Weave
specializedProvides all-in-one texting, calling, and scheduling for efficient patient follow-ups and payments.
AI-powered missed call text-back that automatically sends personalized follow-up messages with appointment details
Weave is an all-in-one patient communication platform tailored for healthcare practices like dentistry and veterinary clinics, specializing in automated follow-up tools such as two-way texting, appointment reminders, and review requests. It enables post-visit check-ins, surveys, and personalized messaging to boost patient retention and satisfaction. With seamless integrations to practice management systems, Weave streamlines workflows while centralizing patient interactions in a single dashboard.
Pros
- Powerful two-way SMS for direct patient follow-ups and quick responses
- Automated reminders and review requests that save time and improve engagement
- Strong integrations with popular PMS/EHR systems like Dentrix and Eaglesoft
Cons
- Pricing can be expensive for smaller practices with per-provider costs
- Some advanced features require additional modules or fees
- Reporting and analytics for follow-ups could be more customizable
Best For
Small to mid-sized healthcare practices seeking an integrated communication hub for efficient patient follow-ups and retention.
Pricing
Custom pricing starting at ~$299/month per provider, plus add-ons; scales with users and features.
Klara
specializedOffers AI-powered messaging and automation for seamless patient follow-up and coordination.
HIPAA-compliant two-way texting with AI-powered automation for personalized, real-time patient follow-ups
Klara is an all-in-one patient communication platform primarily designed for dental practices, offering robust tools for patient follow-up through automated SMS reminders, recall campaigns, and two-way texting. It enables post-visit check-ins, appointment confirmations, and re-engagement to improve retention and no-show rates. The software integrates scheduling, digital forms, and payments, creating a streamlined workflow for ongoing patient interactions.
Pros
- Highly effective two-way SMS for direct patient follow-up
- Automated reminders and recall management with high engagement
- User-friendly interface with quick setup and PMS integrations
Cons
- Primarily optimized for dental practices, less ideal for other specialties
- Pricing can be steep for very small practices
- Advanced AI features locked behind higher tiers
Best For
Mid-sized dental practices aiming to automate patient follow-ups and enhance retention through SMS communication.
Pricing
Starts at $299/month for Essentials plan (1 location), with Pro at $399/month and custom enterprise pricing available.
RevenueWell
specializedEnhances patient retention through personalized reminders, surveys, and targeted follow-up campaigns.
AI-driven two-way texting for real-time, personalized patient interactions and automated responses
RevenueWell is a patient communication platform tailored for dental practices, specializing in automated follow-up tools like appointment reminders, hygiene recalls, unscheduled treatment nudges, and post-visit check-ins via text, email, and voice. It integrates with leading practice management systems to streamline workflows and boost patient retention while reducing no-shows. The software emphasizes revenue growth through data-driven engagement and analytics on communication effectiveness.
Pros
- Robust automation for recalls and reminders with high open rates
- Seamless PMS integrations for dental practices
- Actionable analytics to track follow-up ROI
Cons
- Primarily dental-focused, less versatile for other specialties
- Pricing scales quickly for multi-location practices
- Limited advanced customization without add-ons
Best For
Mid-sized dental practices seeking automated, integrated patient follow-up to improve retention and revenue.
Pricing
Custom quotes starting at ~$300/month per provider, with tiers based on practice size and features.
OhMD
specializedDelivers secure texting and video for quick patient follow-ups integrated with EHR systems.
Secure, SMS-like texting with 'text-to-join' for instant patient onboarding and follow-ups
OhMD is a HIPAA-compliant telehealth platform focused on secure patient communication, offering features like texting, video calls, and a patient portal for efficient follow-ups. It enables practices to send automated reminders, conduct post-visit surveys, and schedule appointments directly via text or app. Designed for streamlined patient engagement, it bridges the gap between visits with mobile-first tools that mimic everyday messaging.
Pros
- HIPAA-compliant secure texting that feels like regular SMS
- Quick setup and intuitive mobile app for patients and providers
- Automated reminders and follow-up surveys reduce no-shows
Cons
- Limited advanced analytics and reporting compared to enterprise tools
- Fewer EHR integrations than competitors
- Video features are basic without advanced customization
Best For
Small to mid-sized practices seeking simple, text-based patient follow-up without steep learning curves.
Pricing
Starts at $99 per provider per month; scales with add-ons like video ($149+) and enterprise plans.
Emitrr
specializedAutomates two-way texting and review requests to maintain ongoing patient follow-up.
AI-powered voice drops for personalized, automated follow-up calls
Emitrr is a multi-channel patient communication platform designed for healthcare providers to automate follow-ups, appointment reminders, satisfaction surveys, and review requests via SMS, voice calls, email, and WhatsApp. It streamlines post-visit engagement to boost patient retention and satisfaction with HIPAA-compliant messaging. As a versatile tool, it integrates basic automation workflows suitable for small to mid-sized practices.
Pros
- Multi-channel delivery (SMS, voice, email, WhatsApp)
- HIPAA-compliant for secure patient communication
- Easy automation for reminders and surveys
Cons
- Credit-based pricing can add up for high volume
- Limited deep integrations with major EHR systems
- Analytics are basic compared to specialized tools
Best For
Small to medium-sized clinics needing straightforward, multi-channel patient follow-up automation without complex setup.
Pricing
Starts at $49/month for basic plans; scales with credit-based usage for messages/calls (e.g., $99/month for 1,000 credits).
Memora Health
specializedUses AI-driven conversations for proactive patient monitoring and follow-up care guidance.
Intelligent conversational AI that mimics human interaction for personalized, multi-modal patient check-ins
Memora Health is an AI-powered digital care platform designed for automated patient follow-up, symptom monitoring, and care pathway management via SMS, voice calls, and mobile app. It enables care teams to engage patients conversationally, triage symptoms in real-time, and integrate seamlessly with EHR systems like Epic and Cerner. The solution focuses on improving adherence, reducing readmissions, and scaling remote monitoring for chronic and post-acute care.
Pros
- AI-driven conversational engagement for high patient response rates (over 80%)
- Proven clinical outcomes like 50% reduction in readmissions
- Robust EHR integrations and customizable care pathways
Cons
- Enterprise-focused with complex initial setup
- Custom pricing lacks transparency for smaller practices
- Limited self-service options for non-technical users
Best For
Mid-to-large health systems and hospitals seeking scalable, automated remote patient monitoring and follow-up.
Pricing
Custom enterprise pricing, typically $10-30 per patient per month or annual contracts starting at $50K+ based on volume and features.
Healthie
specializedSupports telehealth and client portals with tools for scheduling and follow-up messaging.
Visual habit and goal-tracking dashboards shared directly in the client portal for real-time progress monitoring
Healthie is a HIPAA-compliant telehealth platform tailored for nutritionists, therapists, and health coaches, offering robust patient follow-up capabilities through secure messaging, automated reminders, and a self-service client portal. It enables providers to track patient progress with customizable goals, habit trackers, forms, and shared notes, fostering ongoing engagement between sessions. The software integrates scheduling, charting, and billing to streamline holistic patient management and adherence.
Pros
- Intuitive client portal for patients to view notes, log progress, and complete tasks independently
- Automated reminders and secure messaging reduce no-shows and improve follow-up adherence
- Customizable goals, forms, and habit trackers tailored for behavioral health coaching
Cons
- Limited customization for non-nutrition/therapy workflows compared to general EHRs
- Higher pricing tiers required for advanced team features and integrations
- Occasional reports of mobile app glitches affecting patient access
Best For
Nutritionists, health coaches, and therapists seeking an all-in-one platform for telehealth and patient engagement.
Pricing
Starts at $99/month for solo Pro plan (billed annually), with Team plans from $199/month and custom Enterprise pricing.
SimplePractice
specializedManages therapy practices with secure client portals and automated follow-up communications.
The secure, mobile-friendly client portal that allows patients to complete outcome measures, update information, and communicate asynchronously without scheduling calls.
SimplePractice is an all-in-one practice management platform tailored for behavioral health professionals, offering tools for patient follow-up through secure client portals, automated appointment reminders, and integrated messaging. It enables providers to send secure communications, track client progress with customizable forms, and manage asynchronous follow-ups efficiently. While robust for mental health practices, its follow-up features are embedded within a broader EHR system rather than being standalone.
Pros
- Secure client portal for patient self-service forms, statements, and messaging
- Automated email/SMS reminders to reduce no-shows and facilitate follow-ups
- HIPAA-compliant tools integrated seamlessly for behavioral health workflows
Cons
- Pricing is higher for users not needing full EHR features
- Limited customization for non-mental health follow-up workflows
- Occasional reports of slower support response times
Best For
Solo or small mental health practices seeking integrated scheduling, billing, and patient engagement for efficient follow-ups.
Pricing
Starts at $29/month per user (Essentials plan) up to $99/month (Professional), with annual billing discounts and add-ons for telehealth ($65+/month).
Conclusion
Evaluating the top 10 patient follow-up software solutions reveals Luma Health as the leading choice, with its strong automation of reminders, surveys, and communications to drive engagement and retention. Solutionreach and Weave, though excellent in their own right—offering streamlined communication and all-in-one tools respectively—stand as viable alternatives, each suited to specific practice needs. Ultimately, the right software balances features like automation, integration, and usability, and Luma Health emerges as the top performer for comprehensive, results-focused follow-up support.
Don’t let follow-up tasks fall through the cracks—experience Luma Health’s transformative tools firsthand to boost patient engagement, retention, and satisfaction today.
Tools Reviewed
All tools were independently evaluated for this comparison
