HIPAA-compliant Patient Engagement Software

Fewer gaps in care. A schedule that stays full.

  • Automated reminders that bring patients back before gaps become dropouts
  • Post-visit surveys that catch problems before they reach Google Reviews
  • Referral tracking that closes the loop between your physicians and their specialists

Request a demo to see how we help you improve patient experiences.

100% Results

Trusted by 300+ Leading Brands

Our clients report a 47% improvement in treatment adherence, a 35% reduction in no-shows, and higher patient retention.

Amazon
AMN Healthcare
Constant Contact
Hiscox
Direct Energy
Just Energy
Patient communication software for appointment reminders, secure messaging, and multi-channel patient engagement
Key Features
  • Automated Alerts
  • Direct Messaging
  • Instant Confirmations
  • Multi-Channel Reach
  • No-Show Prevention
  • Secure Document Sharing
Solution Tailored to Your Needs

Keep every patient on track with automated prompts for medications, pre-visit prep, and follow-up care that go out at the right moment, with no manual work from your team.

Send HIPAA-secure, personalized messages - specific to their care situation - directly to any patient, without the hold times and voicemail chains that frustrate staff and patients.

Patients confirm or reschedule appointments with one tap. The change reflects in your schedule immediately - no phone call, no staff intervention, no double-booking.

Some patients respond to texts. Others check email. A few need a push notification. Our patient communication module learns which channel works best for each patient and automatically prioritizes it.

Create patient reminder sequences: send 72 hours out, 24 hours out, and 2 hours before the appointment. Reduce your no-show rate without a single staff member having to make a call.

Patient intake forms, lab results, and pre-visit records move through an encrypted, HIPAA-compliant channel. No fax. No unsecured email. Nothing for your staff to chase.
Patient survey and healthcare reputation management software
Key Features
  • Real-time Feedback
  • Clinical Templates
  • Smart Triggers
  • Sentiment Tracking
  • Proactive Follow-ups
  • Positive Reviews
Solution Tailored to Your Needs

With our healthcare reputation management system, patient feedback arrives within minutes of discharge when patients are most candid - when your team still has time to respond and recover the relationship.

Use pre-built, specialty-specific patient survey templates to measure what actually matters to your clinical teams, not just general patient satisfaction scores.

Patient surveys fire automatically when a visit ends, a prescription is written, or a procedure is completed. This means no scheduling, no manual sends, and no patients slipping through without feedback.

Low sentiment scores trigger an immediate, private alert to the right person on your team. You can address issues before a frustrated patient opens Yelp and your patient retention numbers take a hit.

Every poor response triggers an automatic patient follow-up prompt. Reach out before the patient disengages so you can turn a bad visit into a reason they come back.

Happy patients are guided to share their experience on Google and Healthgrades with one tap, so you can build a positive reputation for your medical practice and bring your next patient through the door.
Patient portal software with records, care guides, daily challenges, and health goal tracking
Key Features
  • On-Demand Records
  • Education Library
  • Daily Challenges
  • Milestone Rewards
  • Care Guides
  • Goal Setting
Solution Tailored to Your Needs

Patients can pull their own health history, lab results, and immunization records any time, from any device, and share them with doctors.

Each patient sees resources matched to their condition and treatment, not generic health content they'll ignore. Patient self-management develops better-informed patients who ask better questions and follow instructions more carefully.

Small, daily wellness tasks keep patients thinking about their health between visits, building the habits that reduce your chronic care burden over time.

Our points-based recognition system acknowledges medication adherence, completed patient check-ins, and progress on care plans. Your patients get a reason to stay on track between appointments.

Post-procedure recovery and complex treatment protocols are broken into step-by-step digital guides that patients can reference any time.

Patients track their own blood pressure readings, step counts, or weight targets. They can easily share treatment progress directly with their care team.
Patient referral management software for specialist matching and referral tracking
Key Features
  • Smart Routing
  • Dynamic Intake
  • Trend Forecasting
  • Flexible Workflows
  • Status Tracking
Solution Tailored to Your Needs

Each referral is automatically routed to the right specialist and matched based on clinical expertise, in-network status, and proximity.

Intake forms adjust based on what the patient tells you so you can collect exactly what the referral requires, without the back-and-forth of asking for information you already have.

Referral volume history tells you where demand is building before it shows up in your schedule, so you're staffed for upcoming appointments.

You can configure referral rules by specialty, payer, and care type, built around your clinical protocols rather than a generic template your team has to work around.

Every referral's status - from the moment it's created to the patient's first specialist appointment - is visible in real time. No more patients falling through the gap between your office and the specialist's.
Patient engagement analytics dashboard for treatment compliance, outreach campaigns, and patient lifecycle insights
Key Features
  • Visual Reporting
  • Referral ROI
  • Population Segmentation
  • Communication Testing
  • Unified View
  • Built-in Compliance
Solution Tailored to Your Needs

View detailed patient engagement data as clean, readable charts your operations team can act on - by provider, by specialty, by care program - without needing an analyst.

See which specialist relationships are generating the most return and where patients are being referred but never actually booking an appointment.

Group patients by diagnosis, risk level, or care gap status for targeted automated patient outreach so you can reach the patients who actually need it.

Test patient reminder timing, communication channel, and message phrasing against real response data. Your patient engagement automation is built on what your patients actually respond to.

Clinical records and patient engagement data come together in a single view, so your leadership team has all the finer-grained data and can start making decisions.

Every report, export, and data view runs inside a fully HIPAA patient engagement environment that is auditable at every step, with nothing for your compliance team to configure separately.
Healthcare CRM integrations with EHR, scheduling, billing, and patient engagement systems
Key Features
  • EHR Sync
  • Scheduling Connectivity
  • CRM Alignment
  • Billing Connectivity
  • Protected Transfers
  • Custom APIs
Solution Tailored to Your Needs

Two-way integration with Epic, Cerner, athenahealth, eClinicalWorks, and Greenway means your clinical record and your patient communication software always reflect the same truth.

NextBee connects with the scheduling platforms your practice already runs - including Zocdoc, athenahealth, and Kareo, so your patient engagement automation wraps around your existing booking workflow. No migration. Your schedule stays where it is; we handle everything around the appointment.

Your healthcare CRM and clinical systems stay in sync. This allows your front office and clinical teams to always work from the same current patient record, with no version conflicts between departments.

Co-pay reminders, balance alerts, and payment confirmations connect directly to the patient's billing record. We help you reduce AR days without adding a staff member to the collections team.

All data movement between your systems is encrypted, logged, and auditable - built to satisfy your IT and compliance team's requirements before they ask.

Need a connection we don't have out of the box? Our open APIs give your IT team the building blocks to integrate NextBee with any system in your infrastructure.

Our Practice Leaders

We offer a unique delivery ownership model through our integrated software and service support that guarantees ROI. We align our pricing with your success, tying it to revenue milestones set in coordination with our practice leadership team. Meet our practice leaders who specialize in the Patient Engagement Platform.

Rohit Singh - Director of Patient Engagement
Rohit Singh

Director of Patient Engagement

With over 15 years of experience in healthcare strategy, Rohit Singh is a seasoned professional based in Vancouver, Canada. He has a proven track record in developing patient engagement solutions that enhance healthcare outcomes. His deep understanding of patient needs and system dynamics makes him an invaluable asset to the Patient Engagement Software.

Brent Jackson - Healthcare Analytics Specialist
Brent Jackson

Healthcare Analytics Specialist

Brent Jackson brings more than 20 years of experience in healthcare analytics and data management. Based in Charleston, South Carolina, Brent has worked closely with healthcare organizations to analyze patient data and drive strategic decisions. His ability to turn complex data into actionable insights is critical for the success of the Patient Engagement Software.

SJ Kim - Communications Lead
SJ Kim

Communications Lead

With over a decade of experience in healthcare communications, SJ Kim is a dynamic professional based in Houston, Texas. He excels at crafting effective communication strategies that improve patient outreach and education. His expertise is vital for promoting the Patient Engagement Software and ensuring clear messaging to both patients and healthcare providers.

Justin Cappozzo - User Experience Designer
Justin Cappozzo

User Experience Designer

With a rich background in user experience design and customer engagement from his tenure at organizations like Marriott, Justin Cappozzo specializes in creating intuitive interfaces that enhance user satisfaction. Based in Apollo Beach, Florida, Justin's expertise in UX design is essential for ensuring the Patient Engagement Software is user-friendly and meets the needs of both patients and healthcare providers.

Client Testimonial
quote

"NextBee has been tremendous in putting in place all the variables for us to be successful!”

Mary Veloske Vice President

Real-world Use Cases

See how medical practices and healthcare brands use our patient engagement software to drive patient retention.

MPre-visit Preparation icon
Pre-visit Preparation

Send personalized instructions and required forms before appointments, reducing day-of paperwork.

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Telehealth Integration icon
Telehealth Integration

Streamline virtual visits with automated check-in, payment collection, and post-visit instructions all in one flow.

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Capacity Optimization icon
Capacity Optimization

Fill unexpected schedule gaps with waitlisted patients through automated notifications, increasing daily appointments.

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Custom templates icon
Custom Templates

Create personalized messaging templates for different patient segments.

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Dynamic content icon
Dynamic Content

Generate dynamic message content based on patient data and behavior.

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Multi-channel delivery icon
Multi-Channel Delivery

Deliver messages via email, SMS, in-app notifications, and more.

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Service Recovery icon
Service Recovery

Urgent care center catches low satisfaction score post-visit, alerts manager instantly, and resolves complaint privately before it hits online reviews.

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Virtual Care icon
Virtual Care

Telehealth provider surveys patients after each video session, uses insights to refine platform usability, and channels positive responses to boost ratings.

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Discharge Experience icon
Discharge Experience

Send an automated survey 48 hours after discharge, identify pain-point trends, and encourage happy patients to leave patient feedback.

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Challenges and Quizzes

Engage patients with interactive challenges and educational quizzes.

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Points and Rewards

Incentivize patient participation with a points and rewards system.

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Leaderboards icon
Leaderboards

Foster healthy competition among patients with leaderboards.

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Financial Clearance icon
Financial Clearance

Verify insurance coverage and patient responsibility before appointments, reducing claim rejections.

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Time-of-Service Payments icon
Time-of-Service Payments

Collect co-pays automatically through pre-appointment text links, increasing same-day collections.

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Recurring Billing icon
Recurring Billing

Establish automated payment schedules for high-cost procedures, improving large balance collection.

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Dynamic routing icon
Dynamic Routing

Automatically route referrals based on predefined rules and criteria.

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Adaptive forms icon
Adaptive Forms

Present patients with personalized forms based on their responses.

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Intelligent validation icon
Intelligent Validation

Validate patient input in real-time to ensure data accuracy.

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Customizable Reports

Generate tailored reports to track key referral metrics and trends.

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Referral Source ROI

Measure the return on investment from each patient referral source.

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Patient segmentation icon
Patient Segmentation

Segment patients based on demographics, health conditions, and behaviors.

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A/B Testing Tools

Test and optimize referral program elements for better engagement.

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EHR integration icon
EHR Integration

Integrate with electronic health records for seamless data exchange.

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HIPAA-Compliant Data

Ensure patient data privacy and security with HIPAA compliance.

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Badges and Achievements

Recognize patient milestones and accomplishments with badges.

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Social Sharing

Allow patients to share their progress and achievements with others.

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Personalized goals icon
Personalized Goals

Set customized health goals for each patient based on their needs.

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Appointment reminders icon
Appointment Reminders

Send automated appointment reminders to reduce no-shows.

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Secure document exchange icon
Secure Document Exchange

Enable secure sharing of patient documents and medical records.

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Performance analytics icon
Performance Analytics

Track and analyze messaging campaign performance metrics.

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Predictive Analytics

Use predictive models to anticipate patient needs and preferences.

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Automated Patient Scheduling

Allows patients to book, reschedule, or cancel appointments online, reducing no-shows.

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Real-Time Monitoring

Monitor referral processes in real-time to identify bottlenecks.

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Analytics Dashboard

Integrate with analytics tools for comprehensive reporting.

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Secure data transfer icon
Secure Data Transfer

Ensure secure and encrypted data transfer between systems.

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Customizable APIs icon
Customizable APIs

Provide customizable APIs for seamless integration with other systems.

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Accessibility Compliance icon
Accessibility Compliance

Provide multilingual forms and ADA-compliant interfaces, expanding care access for traditionally underserved populations.

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Insurance Verification icon
Insurance Verification

Validate coverage details before appointments, reducing claim denials and front-desk workload by 35%.

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Kiosk Check-in

Offer tablet-based check-in for patients who need assistance or prefer in-office registration with minimal staff interaction.

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Debt Prevention icon
Debt Prevention

Identify financial assistance needs early and offer appropriate payment options, reducing bad debt.

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Payer Management icon
Payer Management

Track claim status and reimbursement patterns by payer, accelerating payment cycles by 8-12 days.

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Revenue Forecasting icon
Revenue Forecasting

Analyze payment trends and predict cash flow based on scheduled appointments and historical collection rates.

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Provider Coaching icon
Provider Coaching

Multi-location dermatology group tracks survey scores per physician monthly, shares personalized reports, and raises average provider ratings.

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Local Visibility icon
Local Visibility

Independent pediatric practices can automate review prompts for delighted families, increase Google reviews, and dominate local search results.

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Frequently Asked Questions

Most EHR reminder tools send a single message through a single channel and stop there. NextBee runs tiered sequences - 72 hours, 24 hours, 2 hours out - across SMS, email, and push, and learns which channel each patient actually responds to. When a patient reschedules through a reminder, their appointment updates in your EHR in real time with no staff involved. Beyond reminders, the platform handles post-visit surveys, referral tracking, care plan follow-up, patient portal engagement, and reputation management - none of which your EHR's notification module touches. Most clients run NextBee alongside their EHR rather than replacing anything.

Bidirectional and real-time. When a patient confirms, reschedules, or cancels through any NextBee touchpoint, that change writes back to your EHR immediately - no batch processing, no overnight sync, no staff re-keying it the next morning. We'll assess your specific setup on the discovery call and give you a straight answer on integration complexity before you commit.

Every patient interaction in NextBee is consent-gated. A patient who opts out is automatically suppressed from all outreach the moment the opt-out is recorded - no manual list management required on your end. We maintain a full audit trail of consent status for every patient record, which satisfies HIPAA communication requirements and protects your practice in the event of a complaint or audit. For patients without digital access or who prefer phone contact, your staff can document and manage their communication manually through the same platform. No patient receives an automated message without a valid consent record in the system.

Your patient data belongs to you - at all times, without condition. On termination, we provide a complete export of all engagement records, survey responses, referral history, and communication logs in standard formats your team or next vendor can work with directly. We do not retain, sell, analyze, or reference your patient data after the relationship ends. Data deletion timelines and export specifications are defined in our standard BAA and service agreement. There are no exit fees associated with data retrieval.

No. Our implementation team handles EHR integration, workflow configuration, and technical setup end to end. Your IT team's typical involvement is limited to credential provisioning and a one-time security review - both guided by us. Day-to-day platform management runs through a no-code dashboard that your operations and front desk staff can handle without any IT support. For organizations with a dedicated IT team that wants deeper control, our open API and custom configuration options are fully available.

The distinction matters. NextBee is built to complete the full workflow - not hand it to a staff member to finish. When a reminder goes out, the patient's response updates the schedule in your EHR automatically. When a post-visit survey comes back negative, the right manager receives an alert without anyone checking a dashboard. When a referral is created, it routes, tracks, and follows up without a coordinator making calls. Your staff configures the rules. The platform executes them.

Yes. Our patient communication tools support multilingual outreach - reminders, surveys, portal content, and care instructions can be configured in the primary languages your patient population speaks. ADA-compliant interfaces ensure the platform is accessible to patients with visual or motor impairments. For patients without smartphones or reliable internet access, SMS-based interactions require only a text-capable phone - no app download, no portal login, no password.

Proactive outreach is core to what the platform does. Beyond appointment reminders, NextBee identifies patients who are overdue for follow-up care, at risk of disengaging from a care plan, or eligible for a preventive visit - and reaches out to them automatically based on rules your clinical team defines. Practices use this for chronic disease management, post-discharge follow-up, recall campaigns, and care gap closure. The platform also fills schedule gaps by automatically notifying waitlisted patients when a slot opens - turning cancellations into filled appointments without a staff member making a single call. Reactive tools wait for patients to come to you. This one goes to them first.

We track the metrics that connect to your practice's clinical and operational goals - no-show rates, treatment adherence, survey response rates, referral conversion, and patient retention - and report on them by provider, specialty, and care program. You'll see the numbers move or you'll know why they haven't. Because our pricing is tied to defined performance milestones rather than a flat monthly fee, we have as much reason to care about your results as you do.

NextBee is built on a two-tier model for exactly this reason. Your operations leadership sets the organization-wide standards: brand voice, approved message templates, compliance rules, and communication cadence. Those apply automatically across every site without anyone at the site level touching them. Within those guardrails, individual practice managers configure what's specific to their site - specialty-appropriate surveys, local provider preferences, and site-specific scheduling rules.