Patient Engagement Software that Humanizes Healthcare

Goodbye, tedious tasks. Hello, happier patients and staff. Promptly covers all patient engagement needs, from personal outreach to payments.

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Over 400 practices in all 50 states trust Promptly

The all-in-one patient engagement software your practice needs

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Digital payment processing

Stop chasing down payments. Give patients the easy, modern options they want, from text-to-pay to virtual wallet support. The bottom line is you’ll get paid faster, with way less work.





Facts don’t lie: For Promptly clients, 94.2% of texted balances were collected within three months. 

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Custom messaging

Connect with patients like a human, not a robot. Send personalized appointment confirmations, reminders, and secure two-way texts that patients actually read and respond to without a character count limit. While you're at it, automatically capture glowing feedback and funnel 5-star reviews right to public platforms.

Did you know? Personalized messages also elicit an average response within 4–6 minutes, which is twice as fast as the average time of 8–12 minutes for a standard message.

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Patient reactivation

Don't let patients slip through the cracks. Promptly's automated patient reactivation system intelligently finds and contacts overdue patients via text, email, or Interactive Voice Response (IVR). Fill your schedule and get patients the care they need—without your staff lifting a finger.


No, really: Practices can anticipate a 15% increase in patient appointments from reactivations, with the majority requiring no staff action.

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Seamless digital intake

End the waiting room clipboard chaos. Give patients the freedom to securely check in and complete all necessary registration tasks and pending forms remotely on their own device before their visit. This eliminates manual paperwork upon arrival, allowing them to skip the tedious process of filling out the same forms repeatedly.

Don’t just take our word for it: Practices leveraging Promptly's intuitive pre-registration workflow anticipate a 44.4% increase in patients completing all registration tasks before their visit.

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Actionable practice analytics

Raw data isn't helpful until it's easy to read. Promptly makes your practice’s financial health become crystal-clear with dashboards that highlight bottlenecks and progress. It gives your leadership the exact insights needed to make confident, data-driven decisions that actually scale your business.

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Automatic insurance verification

Hours spent on hold with insurance providers are finally a thing of the past. Promptly verifies active coverage, copays, and deductibles in the background before the patient even walks through your doors. The result? A drastic drop in surprise claim denials—and much happier patients and front desk team members.

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Online reputation management

Your practice’s digital footprint drives your growth, and managing it should be easy. This tool automatically routes patients with constructive feedback to a private form for service recovery, while seamlessly prompting your thrilled patients to post a 5-star review on Google. It's the easiest way to watch your local search rankings soar without adding to your marketing to-do list.

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Patient surveys and feedback

Promptly’s frictionless, post-visit digital surveys give you direct insight into your performance. Because patients can complete them in seconds right from their phones, you get a much higher volume of honest feedback. This allows you to spot issues quickly, improve care, and build lifelong patient loyalty based on real data.

Specialty software for specialty practices


No matter your niche, Promptly has your back. Learn about how specialty practices take their operations to the next level with our software.

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Don't see your specialty?

Promptly has custom solutions for any health practice!

See our tools in action

Promptly vs. the competition

Feature / Capability
General Software
Promptly Suite
The Promptly Advantage
App-Free "Smart Link" Delivery
Bypasses app downloads entirely, driving 80-90% patient adoption and a 155% boost in form completion.
AI Fax & Document Extraction
AI instantly reads faxes and separates multi-page stacks, recovering the 50% of referrals typically lost to manual sorting.
Pre-Visit Financial Clearance
Automatically calculates precise patient responsibility upfront, driving an 85% increase in pre-surgery collections.
Automated Prior Authorizations
Automatically flag and initiate auth requirements before the visit, preventing costly back-end denials.
Proactive CareCredit Screening
Runs automated Quick Screens 48 hours before an appointment to identify pre-approved financing options for patients.
Zero-Touch Waitlist Automation

Partial
Auto-detects cancellations and texts waitlisted patients to instantly fills schedule gaps without front-desk phone calls.
Apple Pay & Google Pay Integration

Partial
Allows patients to pay balances in seconds directly from mobile wallets, collecting an average of $6.84 per text sent.
OCR License & Card Scanning

Partial
Extracts text directly from photos of IDs and insurance cards, instantly populating demographic data to eliminate typos.
Bi-Directional EHR Write-Backs
Securely writes discrete data directly into the chart to streamline patient relationship management.

Patient engagement software that both staff and patients will love

Built for specialty practices like yours, our patient engagement software consolidates and automates … well, pretty much everything. Check out our full range of capabilities below.

(And then set up a demo with us—we’ll help create a custom plan, just for your practice.)

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Create a fully personalized patient and team experience

A one-size-fits-all solution just won't cut it. Your practice is unique, and your software should be the perfect fit. Promptly’s customizable features empower you to create a personal experience prescribed just for your patients and staff.

See our tools in action

“I don’t think we could get to where we want to be without Promptly. I couldn’t be more grateful for their ability to figure out systems, be patient with us, and give us the opportunity to become a better clinic.”

Jessica Kissinger
Practice Administrator, Eastern Oklahoma ENT

“As a large management services organization serving 100+ providers across different states, we need solutions that can adapt to meet our needs. The Promptly team has been a true partner to us, working to ensure their solutions work well for us.”

Jonathan Lujan, M.S., M.B.A.
CEO of Sight Growth Partners

“Promptly has significantly enhanced our efficiency and patient satisfaction—the streamlined workflows and real-time eligibility checks have saved my team countless hours.”

Carrie Jacobs, COE, CPSS, OCS

“Using Promptly to automate processes to meet patient demand has been a game-changer for our business—we’ve accelerated payment collections while reducing costs from redundant tasks.”

James Smith, CPA JD
CEO, Utah Eye Center

Real-time integrations with leading healthcare practice management and electronic health record systems

(and many more)

Patient engagement software FAQ

See how Promptly can work for you

Streamline your specialty practice with customizable patient experience software.

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