Patient Engagement Solutions: 5 Best Software Options Today

DAP Notes

Engaged patients are empowered patients, who take a more involved, informed, and active role in their own wellbeing. Often, for better results. With this in mind, patient engagement has become an essential goal for healthcare practitioners around the world, and this article will explore exactly why.

We’ll consider the basics of engaging clients in therapy, all the reasons why a client engagement strategy is always worth implementing, and some of the top patient engagement solutions that can help you boost engagement in your practice. Read on for some of our best tips and the different features that you should be looking out for.

Before you begin, we think you’ll enjoy our 30-day trial of Quenza, the patient engagement solution for healthcare professionals. Our specialized blended care software is uniquely designed to help you cultivate engagement through more client-centered wellness journeys, and will give you everything you need to run successful patient engagement campaigns online.

How To Engage Clients In Therapy: The Basics

Driving patient engagement in therapy takes time and commitment from both sides and an understanding of how multi-faceted patient engagement truly is. According to researchers, it involves continued attention to four key elements of the patient engagement construct.

Therapy is more relevant and understandable to clients who are involved in information search and decision-making, important methods of patient empowerment within engagement frameworks.

We’ve summarized these in the table below, along with a little peek at how each looks in practice when done right.[1]

Patient Engagement Attribute

How It Looks



Personalized healthcare and therapy correspond with a clients’ unique needs, capabilities, context, and interests through personalized interventions.

Individualized treatment experiences have been linked to greater adherence to healthcare advice and improved self-management.[2]


This covers making it easy for clients to consistently obtain the information, guidance, and resources that are required for a high standard of effective care.Accessible knowledge and tools drive higher patient awareness, more informed decisions, and a higher likelihood that they will engage in proactive health-related behaviors.[3]


Building commitment means equipping patients to take a more active role in their own healthcare, by providing what they need to participate and feel confident of
their status in a healthcare system.
Therapy has found to be more relevant and understandable to clients who are involved in information search, an important method of patient empowerment within engagement frameworks.[4] Empowered patients have also demonstrated improved medication adherence in studies, along with potentially enhanced clinical outcomes in the treatment of chronic conditions.[5]

Therapeutic Alliance

Establishing a strong therapeutic alliance involves good communication, empathy, and trust.Good client-therapist relationships are linked to more positive clinical outcomes, independent of the treatment type and measures used to assess results.[6]

It’s one thing to initiate an engagement campaign, but the most positive therapy experiences – and the best chance at improved patient results – mean ongoing evaluation and management.

If you’ve got an idea of the patient engagement strategies you’d like to implement, the good news is that there are many software solutions that can help you action them successfully.

5 Best Patient Engagement Solutions & Software

The following are some great examples of healthcare and private practice software that practitioners can use to build and maintain patient engagement.



Vcita Patient Engagement StrategiesVCita comes with a range of client relationship management (CRM) features that can be handy when implementing engagement strategies in small- to medium-sized practices. Some examples include customizable templates for patient re-engagement, such as coupons, and the capabilities for running a marketing campaign.

While the platform allows only a limited amount of customizability with regard to campaign content, providers can design strategies using Vcita’s free app, and the software integrates with various social media platforms.

Price$12+ monthly
Good ForCustomer Relationship Management, Online Coaching, Health Engagement



Quenza Patient Engagement SolutionsQuenza is an easy-to-use patient engagement solution with a wealth of online tools that help your practice implement strategies and manage client engagement. Homework and assessments, for example, can be quickly created using the platform’s Activity Builder, which allows counselors, therapists, and other practitioners to send out correspondence under their own practice brand.

Activities, exercises, and outreach material can also be personalized with client names, titles, and more, allowing practitioners to roll out more targeted campaigns. Quenza comes with free client-facing smartphone apps and sends reminders, invitations, and more to involve patients in their treatment. The software comes with a $1, 30-day trial.

Price$1+ monthly
Good ForHealth Engagement, Patient Engagement, Customer Relationship Management, E-Therapy, Online Coaching, Mental Health Apps



TherapyNotes Patient Engagement SolutionsTherapy Notes, another client and practice management solution, comes with useful features that can be used for patient engagement campaigns. These include interactive calendars that allow clients to book their own appointments, automated reminders for sessions, bills, and more, and a personalizable Client Portal for sharing forms, surveys, and other materials.

The software comes with telehealth support for private and secure video therapy sessions between in-person appointments, and allows practitioners to message clients with updates and other information.

NameTherapy Notes
Price$49+ monthly
Good ForPatient Engagement, Client Relationship Management, E-Therapy, Mental Health Apps



Kareo Patient Engagement SolutionsSelf-scheduling, payment processing, and automated reminders are a few of the convenient patient engagement features that Kareo offers, along with a fully digital client intake process to make therapy a smoother experience.

This practice management solution comes with an online directory manager that syncs your practice location data on a range of healthcare sites, search engines, mobile apps, and other places where your practice has a virtual presence. To further streamline practice admin and enhance the patient experience, Kareo comes with a Patient Kiosk that is compatible with iOS and Android devices.

Price$80+ monthly
Good ForHealth Engagement, Patient Engagement, Customer Relationship Management, E-Therapy, Online Coaching, Mental Health Apps



10to8 Patient Engagement Solutions10 to 8 is a helpful patient engagement tool for smaller healthcare organizations that want a little help with scheduling, feedback capture, personalization, and other finer details of an online engagement strategy.

Its very simple online calendar gives clients the flexibility to book their own appointments, edit and update their bookings, and receive reminders when a session is upcoming. The software also integrates with other digital survey tools, making it easy for practitioners to capture data on satisfaction, then use it to inform their campaign.

Name10 to 8
PriceFree+ monthly
Good ForPractice Management, Physical Therapists, Occupational Therapists, Speech Therapists, Mental Health Coaches, Wellness Coaches, Counselors

Improving Treatment Engagement: 5 Tips

Patient engagement solutions are valuable tools for healthcare practitioners, but enhancing your clients’ experiences of therapy can be a little tricky in practice.

With this in mind, here are a few basic tips to help you overcome the most common obstacles faced by therapists who want to build engagement.

  1. Choose a patient engagement solution with a Client Portal. Many good psychology tools, including most of the software we’ve reviewed, help practitioners make information more accessible with these private client ‘gateways’. Simply by logging into the Client Portal, patients can share important details about their treatment, or engage with information and activities shared by their professional. By facilitating a two-way information flow and patient-provider communication, Client Portals have the potential to play an invaluable role in enhancing treatment engagement.
  2. Use HIPAA-compliant patient engagement solutions. Where patients and providers are sharing confidential information such as contact details, medical histories, or survey responses, therapists have a duty to ensure all data remains private and secure. HIPAA-compliant client engagement tools come with many of the technological safeguards that help you ensure compliance with the official regulation in this regard.
  3. Invite participation. Researchers studying engagement in healthcare have shown that “passive information delivery” – or one-way information flow – is among the least effective ways to engage clients in therapy.[7] By soliciting feedback, reflection, and opinions from those you help, practitioners stimulate active co-creation, communication, and cooperation, all vital components of treatment engagement.
  4. Collect feedback. Sending out Session Rating Scales, Feedback Surveys, and similar materials are some of the easiest ways to start involving your clients as active participants in their treatment. The insights from these questionnaires and quizzes can be a great way to make your services more client-centered.
  5. Notify and remind. In a busy day and age, notifications, updates, and reminders can be essential to improving client retention rates and treatment adherence. With a good patient engagement solution, practitioners can make use of automated reminders to trigger positive behavior change between sessions for better results and engagement.

Final Thoughts

Armed with a well-thought-out strategy and the right tools, there’s no good excuse not to start involving your patients in their own healthcare. By empowering patients to take a more active role in their wellbeing, your practice can help others make healthier decisions and support them as they make positive changes for the long term.

Which of these patient engagement software solutions have you tried?

We hope you enjoyed this article. To improve your client experience and drive better health outcomes, don’t forget to activate your $1 trial of Quenza, our own professional patient engagement software solution.

Quenza’s simple yet powerful tools are designed to help you inform, involve, and support your patients on their wellbeing journeys, and will give you all you need to build and share professional, personalized, and successful engagement campaigns online to make an impact.


  1. ^ Higgins, T., Larson, E., & Schnall, R. (2017). Unraveling the meaning of patient engagement: a concept analysis. Patient Education and Counseling, 100(1), 30.
  2. ^ Simmons, L. A., Wolever, R. Q., Bechard, E. M., & Snyderman, R. (2014). Patient engagement as a risk factor in personalized health care: a systematic review of the literature on chronic disease. Genome Medicine, 6(2), 1.
  3. ^ Graffigna, G., & Barello, S. (2018). Spotlight on the Patient Health Engagement model (PHE model): a psychosocial theory to understand people’s meaningful engagement in their own health care. Patient Preference and Adherence, 12, 1261.
  4. ^ Nilsen, E. S., Myrhaug, H. T., Johansen, M., Oliver, S., & Oxman, A. D. (2006). Methods of consumer involvement in developing healthcare policy and research, clinical practice guidelines and patient information material. Cochrane Database of Systematic Reviews, (3).
  5. ^ Nafradi, L., Nakamoto, K., & Schulz, P. J. (2017). Is patient empowerment the key to promote adherence? A systematic review of the relationship between self-efficacy, health locus of control and medication adherence. PloS One, 12(10), e0186458.
  6. ^ Ardito, R. B., & Rabellino, D. (2011). Therapeutic alliance and outcome of psychotherapy: historical excursus, measurements, and prospects for research. Frontiers in Psychology, 2, 270.
  7. ^ Grande, S. W., Faber, M. J., Durand, M. A., Thompson, R., & Elwyn, G. (2014). A classification model of patient engagement methods and assessment of their feasibility in real-world settings. Patient Education and Counseling, 95(2), 281.

About the author

Catherine specializes in Organizational and Positive Psychology, helping entrepreneurs, clinical psychologists and OD specialists grow their businesses by simplifying their digital journeys.

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