Customer Relationship Management (CRM)
Systems that manage patients' contact data by organizing and managing current patients and potential/acquired patients, much like sales organizations do. These tools are also used for improving care collaboration.

Recent Insights
Key Findings:
- Organizations Focused on Patient Access to Increase Patient Volumes and Loyalty
- Future Plans Mirror Current Areas of Lowest Adoption; Press Ganey, NRC Health, Salesforce, Kyruus among Non-EHR Vendors Adopted Most Broadly Today
- Despite Third Parties’ Increased Capabilities, EHR Vendors—Led by Epic—Remain Most Aligned with Organizations’ Patient Engagement Goals
- Majority of Respondents Planning to Consolidate Patient Engagement Tech Stack, Especially Communications & Virtual Care Solutions
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Performance Data
Overall Score by Product
Overall Score by Question Topic
Provider Facility Size by Product
Provider Facility Type by Product
Reducing Filters
Unlike sizing filters, reducing filters DO NOT recalculate scores based on the evaluations that meet these requirements. They narrow the list of solutions to show the vendors and solutions that can meet a specific need.
This data is based on interviews with a sample of the firms' recent clients. As a result, it is not necessarily comprehensive of all work a firm may do in this segment.
We require a minimum of 2 confirmations of a service performed in the last 3 years for a solution to qualify.