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Patient Engagement Software

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Reminders
Surveys
Patient Portal
Referrals
Analytics
Integrations

Trusted by Leading Brands

Proud to Deliver 40%+ Boost in Treatment Adherence and Patient Retention Rates
Amazon
AMN Healthcare
Constant Contact
Netflix
NCR
Berkley
Hiscox
Direct Energy
Just Energy
NRG
Jackson Hewitt
RE/MAX
Canalta Hotels
Wyndham Hotels
Supreme Golf
HASA
Aruba
Dr. Hauschka
Pure Life
frank body
UMass
American Eagle
LexisNexis
American Eagle

Reminders
Surveys
Patient Portal
Referrals
Analytics
Integrations
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Illustration showcasing personalized patient messaging features in a healthcare referral program
Key Features
  • Automated Alerts
  • Direct Messaging
  • Instant Confirmations
  • Multi-Channel Reach
  • No-Show Prevention
  • Secure Document Sharing
Solution Tailored to Your Needs

Our patient recall solution keeps patients on track with automated prompts for medications, prep instructions, and follow-up care.

Send secure, personalized notes to address specific patient needs without the back-and-forth of phone tag.

Allow your patients to confirm or reschedule appointments with a single tap, syncing directly with your calendar.

Connect with patients where they actually look - whether that’s via SMS, email, or push notifications.

Send timely, friendly reminders to ensure patients show up prepared and on time.

Exchange labs, intake forms, and records safely through an encrypted, HIPAA-compliant channel.
See 25+ Use Cases

Illustration showcasing personalized patient messaging features in a healthcare referral program
Key Features
  • Real-Time Feedback
  • Clinical Templates
  • Smart Triggers
  • Sentiment Tracking
  • Proactive Follow-ups
  • Review Growth
Solution Tailored to Your Needs

Gather honest insights immediately after an appointment while the experience is fresh.

Use ready-made, healthcare-specific forms to measure satisfaction and clinical outcomes.

Automatically send surveys based on specific actions, like a completed visit or a new prescription.

Identify unhappy patients early so you can address concerns before they escalate.

Close the loop by reaching out to patients who reported a less-than-ideal experience.

Make it easy for happy patients to share their stories and build your medical practice's online presence.
See 25+ Use Cases

Illustration showcasing gamification features in a healthcare referral program
Key Features
  • On-Demand Records
  • Education Library
  • Daily Challenges
  • Milestone Rewards
  • Care Guides
  • Goal Setting
Solution Tailored to Your Needs

Give patients 24/7 access to their health history, lab results, and immunization records.

Provide clear, easy-to-digest resources tailored to a patient’s specific condition or treatment.

Gamify wellness with small, achievable tasks that encourage healthier habits and daily engagement.

Use a points-based system to celebrate health wins and keep patients motivated.

Walk patients through complex recovery steps with interactive, step-by-step digital handbooks.

Let patients track their progress against personal health targets, from step counts to blood pressure.
See 25+ Use Cases

Illustration showcasing AI-powered smart configurations for healthcare referral automation
Key Features
  • Smart Routing
  • Dynamic Intake
  • Data Validation
  • Trend Forecasting
  • Flexible Workflows
  • Status Tracking
Solution Tailored to Your Needs

Ensure referrals go to the right specialist based on expertise, location, and insurance.

Use forms that adapt based on patient responses, so you collect only the data you actually need.

Automatically check for missing or incorrect information at the start to prevent delays in care.

Use historical data to anticipate volume shifts and staff your clinic more effectively.

Customize your referral rules to match how your team actually works.

See exactly where a referral stands in real-time, from the initial request to the first appointment.
See 25+ Use Cases

Illustration showcasing advanced analytics features for healthcare referral programs
Key Features
  • Visual Reporting
  • Referral ROI
  • Population Segments
  • Communication Testing
  • Unified View
  • Built-in Compliance
Solution Tailored to Your Needs

Turn complex data into clean, easy-to-read charts that show exactly how your practice is performing.

See which partners are driving the most value and where your marketing budget is best spent.

Group patients by condition or risk level to deliver more targeted, effective outreach.

Run simple A/B tests to see which message styles get the best response from your patients.

Connect your clinical and engagement data to see the big picture of patient health.

Rest easy knowing that all your data analysis runs in a secure, HIPAA-protected environment.
See 25+ Use Cases

Illustration showcasing seamless integration of healthcare referral program with various systems
Key Features
  • EHR Sync
  • CRM Alignment
  • Billing Connectivity
  • Centralized Dashboard
  • Protected Transfers
  • Custom APIs
Solution Tailored to Your Needs

Bridge the gap between your records and your engagement tools with deep, two-way integration.

Ensure your front office and clinical teams are always looking at the same, up-to-date patient info.

Link payments and financial alerts directly to the patient’s mobile experience.

Monitor every touchpoint - from first click to final payment - in one single window.

Move sensitive data between systems using enterprise-grade encryption.

Need something specific? Build your own connections using our flexible developer tools.
See 25+ Use Cases

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

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 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

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

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.

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Client Testimonial

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

Mary Veloske Vice President

Highlighted Use Cases

Tailor the Program to Your Custom Needs to Get Best Results

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 icon
Challenges & Quizzes

Engage patients with interactive challenges and educational quizzes.

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Points and rewards icon
Points & 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 icon
Customizable Reports

Generate tailored reports to track key referral metrics and trends.

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Referral source ROI icon
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 icon
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 icon
HIPAA-Compliant Data

Ensure patient data privacy and security with HIPAA compliance.

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Badges and achievements icon
Badges & Achievements

Recognize patient milestones and accomplishments with badges.

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Social sharing icon
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 icon
Predictive Analytics

Use predictive models to anticipate patient needs and preferences.

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Customizable rules icon
Automated Patient Scheduling

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

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Real-time monitoring icon
Real-Time Monitoring

Monitor referral processes in real-time to identify bottlenecks.

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Analytics dashboard icon
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 icon
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

Our solution enhances patient-provider communication and streamlines patient care management. We offer personalized healthcare mobile marketing and gamification features that boost patient engagement and motivation, leading to better adherence to treatment plans and improved health outcomes.

Our clients typically see a 40%+ boost in patient engagement and a double-digit ROI. By automating communications, optimizing workflows, and improving patient experiences, our solution helps you reduce costs while increasing revenue and patient satisfaction.

Our solution is designed to seamlessly integrate with your existing IT infrastructure, including EHR, CRM, billing, and analytics systems. We use secure APIs and data transfer protocols to ensure smooth data exchange and protect patient privacy.

Data security and compliance are top priorities for us. Our platform is built with industry-standard encryption, access controls, and audit trails to safeguard patient data. We also provide tools and guidance to help you stay compliant with HIPAA and other relevant regulations.

We start by understanding your unique business needs, patient populations, and existing processes. Our team then works closely with you to configure the platform, set up customized workflows and rules, and integrate with your systems. We also provide training and support to ensure a smooth rollout.

Our dedicated implementation team will guide you through the setup process, providing project management, technical expertise, and best practices. We also offer comprehensive training for your staff, as well as ongoing support and resources to ensure your success.

Our platform is flexible and can handle various types of referrals, including specialist referrals, community resources, and social services. You can set up custom referral templates, forms, and workflows to match your specific needs and protocols.

Our solution provides a robust analytics dashboard with real-time insights into referral trends, patient engagement, and program performance. You can access standard reports or create custom ones to track the metrics that matter most to your organization.

Our platform uses intelligent algorithms and real-time monitoring to detect any bottlenecks or delays in your referral workflows. We provide actionable insights and recommendations to help you optimize your processes, reduce wait times, and improve patient experiences.

Our solution is designed to grow with you. As your needs evolve, you can easily add new features, workflows, or integrations to the platform. We also continuously update and enhance our product based on client feedback and industry trends, so you can always stay ahead of the curve.

Ready to improve patient experience?

Schedule a one-on-one session with our healthcare communication and experience specialists to discuss your requirements today!