Relatient

Dash® is a comprehensive patient access platform that supports appointment scheduling across contact centers and digital self‑service channels, enabling staff to manage appointments efficiently through guided workflows while giving patients flexible options to schedule and manage care online or by phone. Having supported approximately 150 million appointments for 50,000 providers and their patients, the platform is proven to perform reliably at scale. Built‑in automation, including Voice AI, helps handle routine requests and reduce call volume, allowing teams to focus on more complex patient needs while improving access and operational efficiency.

Dash^® is a comprehensive patient access platform designed to support appointment management across contact centers and digital self‑service channels. The platform enables scheduling teams to work from a single system with guided workflows that reflect organizational and provider preferences, helping ensure appointments are booked accurately and consistently. Patients benefit from modern, easy‑to‑use digital options that allow them to schedule and manage care independently, including outside normal business hours.

Having supported approximately 150 million appointments for 50,000 providers and their patients, the platform is proven to perform reliably at scale. For contact center teams, Dash^® centralizes access to providers, locations, visit types, and availability, reducing staff training time and shortening call durations. Built‑in automation and intelligent call handling through agentic AI assist with routine requests such as new appointments, cancellations, and reschedules, helping reduce call volume and freeing staff to focus on more complex patient needs.

Across specialties, organizations using Dash^® see measurable improvements in access and efficiency, including increased physician utilization, reduced call abandonment, and higher adoption of digital scheduling. By bringing contact center workflows, digital self‑service, and supportive automation together in one platform, Dash® helps healthcare organizations modernize patient access without adding operational complexity.

Solution Features

• Voice AI agents for inbound call handling and intelligent routing
• Voice AI support for routine scheduling requests
• AI-enabled live chat
• AI-powered virtual chat agents
• Automated text, email, and voice patient reminders
• Population messaging
• Targeted health campaigns
• Two-way HIPAA-compliant chat
• Surveys
• Unified scheduling dashboard across multi-locations
• Real-time Greenway Health integration
• Provider, location, visit-type, and chief complaint configuration
• 24/7 digital scheduling access
• Appointment management
• Automated waitlist management
• Sequential scheduling
• Referral activation
• Insurance eligibility verification
• Reporting and analytics
• HIPAA, HITRUST, and SOC 2 compliant
• Internal team chat and messaging
• Digital registration, consent forms, and check-in
• Insurance and ID capture
• Pre-visit cost estimates
• Digital payment experience
• Pre-visit balance collection

Videos

Dash Schedule Explainer Video
Dash Voice AI Explainer Video
Raleigh Orthopaedics Customer Video

Documents

Dash Overview One Pager

Dash Voice AI One Pager

Dash Schedule Analytics 

Testimonials

Customer Testimonial Sheet

Relatient is an industry recognized and award-winning, SaaS-based patient-centered engagement company that utilizes modern and mobile modalities to improve patient and provider communication.

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Custom outreach based on clinical data. Targeted patient campaigns to improve compliance, educate, and close gaps in care using automated text, email, and voice outreach. Patients may be out of sight, but not out of mind. 

Relatient Health Campaigns solution is a cost effective way to expand your communication with thousands of patients about their care, more efficiently driving healthy behaviors and achieving better quality scores. Patients are eager to interact with their providers and welcome outreach on topics important to personal health. Our Health Campaigns tool offers easy access to reporting, including date and time-stamped records of your outreach, important to MIPS, Accountable Care Organizations, and Patient Centered Medical Homes (PCMH).

In today’s busy world, patients value prompts and suggestions from providers they trust. While patients are becoming more involved in care, they also look to healthcare organizations to help them stay on top of their health. Encouraging patient engagement is possible with the latest technology and digital practices to meet today’s expectations.

While your patients may be out of sight, they’re never out of mind. Leverage unlimited texts, email, and voice calls to deliver
timely, actionable messages to your patients, including:

key benefits

• Wellness visit scheduling
• Prebuilt campaigns based on clinical triggers
• Vaccine campaigns
• Disease-specific campaigns
• Lab results 
• Post-discharge follow-up

“Relatient is so easy to use that it has revolutionized our practice. We heavily utilize Health Campaign Manager to keep our patients and their caregivers informed of overdue wellness exams and of vaccination schedules that need to be completed. Relatient allows us to quickly segment our patient population for critical health outreach campaigns that allow us to meet our PCMH requirements while maintaining an engaged and healthy patient population.”

Jeff Corbitt, Practice Manager at Greenvale Pediatrics

Relatient is an industry recognized and award-winning, SaaS-based patient-centered engagement company that utilizes modern and mobile modalities to improve patient and provider communication.

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Mobile payment options and balance notifications. MDpay is the easiest way for patients to pay and practices to collect more money, faster. Relatient’s MDpay solution with Patient Balance Messaging is an easy and secure way to get paid and accept 24/7 patient medical payments, which means less work for staff and faster billing activities. You can collect balances anytime of day and make it easy on patients to stay up-to-date. MDpay is an integrated solution that accesses your PM data and captures patient payments. The MDpay engine automatically notifies patients when their bills are ready, displays balances, collects payments, and updates your PM system. Prompting patients digitally is less costly and more timely than paper statements. Secure and HIPAA compliant.

Key Benefits

• Text and email digital statements
• Mobile, web, and office payments; auto-posts payments to PM
• Easy auto draft payment plans
• Card-on-file technology

Relatient is an industry recognized and award-winning, SaaS-based patient-centered engagement company that utilizes modern and mobile modalities to improve patient and provider communication.

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Patients book open appointment slots through mobile devices from anywhere, anytime. Relatient understands the need to innovate the patient experience using digital technology and keeping up with the 64% of patients wanting to self-schedule, doubling the use of their phones or devices to get appointments.

Offering your patients self-scheduling and automated waitlist reduces phone calls and relieves staff to focus on other priorities. Automating the scheduling process may seem a little unsettling, but the staff maintains control. With Relatient, you have the option to manually approve or auto-approve requests. Patients will be more loyal knowing they have access to schedule an appointment no matter their location or time of day. Relatient streamlines the scheduling process by working with your EHR/PM to keep your schedule full and patients happy.

key benefits

• Online/mobile, 24/7 access for patients with no password or login required
• Patients self-schedule open appointments and select by provider, location, and visit type
• Ability for staff to auto-approve or manually-approve requested times
• Integrates with PM and simultaneously updates schedule     
• Waitlist product automatically contacts patients on your waitlist until appointment fills

Relatient is an industry recognized and award-winning, SaaS-based patient-centered engagement company that utilizes modern and mobile modalities to improve patient and provider communication.

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Mobile first registration and check-in for patient intake. Save time, reduce costs, improve the patient experience, and reduce errors. Relatient enables the front office to be more productive with tools that delight both patients and staff.

Reduce the bottleneck caused by point-of-service registration and check-in, Relatient allows patients to pre-register for appointments on their preferred device. The practice receives updated patient data, forms, and insurance coverage prior to appointments. Early registration helps to gain financial clearance in advance and reduce bad debt risks. Our eRegistration solution helps staff and patients by offering this option before appointment arrival, automating more manual tasks, and speeding the time to see providers. Solution works with your unique workflow and helps practices improve and digitize patient intake.

key benefits

• Custom forms design and flexible to your workflow and patient experience goals
• Pre-registration link sent to prompt patients for digital review, forms and signature 
• Enables scan of insurance cards and driver’s license and uploads completed forms to PM system (PDF)
• Dashboard to monitor pre-registration and check-in status

“Every new patient has upwards of six pages of paperwork to complete before their first visit, this can add approximately 20 minutes in the waiting room before we can get them seen by a provider. Relatient eliminates this in-office paperwork and saves patients that time so we can get them seen and back to their busy lives faster.”

Dana E, Practice Inegrations

Relatient is an industry recognized and award-winning, SaaS-based patient-centered engagement company that utilizes modern and mobile modalities to improve patient and provider communication.

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Turn your patients into advocates and manage your reputation. Ready-made surveys sent to patients via text and email automatically.

key benefits

• Reputation Management
  Turn patients into advocates and give them the ability to provide valuable feedback. At the end of the survey, patients are sent to a review site (healthgrades, zocdoc, etc).
• Visit Survey
  The perfect survey to get actionable patient feedback and coordinate service recovery. Give patients an easy way to provide you negative feedback and they’re less likely to do it publicly.
• Practice CAHPS
  In depth survey that was built to mimic CG-CAHPS results so you can prepare or take a deep dive into the patient experience. Six categories of practice management covered with 38 questions.

Patient satisfaction has grown increasingly important over the last 10 years with platforms such as Facebook, Twitter, etc. Relatient’s survey feature is an amazing tool that allows me to know exactly where, if any, our pain points are within the practice in relation to the patient experience. Relatient is a tremendous product that I fully endorse if you plan to give your patients the best experience possible.”

Office manager, Pulmonary Associates