What Relatient does

Relatient is a privately held U.S. healthcare technology company founded in 2012 and headquartered in Atlanta, Georgia, that builds the Dash® patient access platform for hospitals, health systems, specialty medical groups, and federally qualified health centers (FQHCs). The platform unifies intelligent rules-based scheduling, omnichannel patient communications (SMS, email, chat), digital registration, financial clearance, and an agentic voice AI product (Dash Voice AI) into a single system that coordinates patient interactions across call centers, web/mobile self-service, and messaging channels.

The underlying technology is anchored by a rules-based scheduling engine that matches patients to providers based on provider preferences, visit types, location, and real-time availability; this same engine is used by staff workflows and by Dash Voice AI, ensuring consistency across channels. Dash Voice AI adds conversational Natural Language Understanding and Large Language Model capabilities to automate routine booking, cancellation, rescheduling, and confirmation calls 24/7. Relatient maintains native integrations with 15+ EHR and practice management systems (athenahealth, Epic, Oracle Health, eClinicalWorks, NextGen, Veradigm, ModMed, Greenway Health, MEDITECH, AdvancedMD, Qualifacts, Compulink, Nextech, Azalea Health, Unlimited Systems) and is certified for HIPAA, SOC 2 Type 2, and HITRUST i1.

Relatient operates a SaaS subscription revenue model with annual billing and quote-based pricing tied to provider count and module selection. Go-to-market combines a direct enterprise field-sales motion (led by SVP Robbie Abt) with inside sales for mid-market customers, supplemented by EHR marketplace distribution channels (athenahealth Marketplace, Epic App Orchard, Oracle Health App Gallery, Veradigm App Expo). The platform serves 50,000+ providers and orchestrates approximately 100-150 million patient appointments annually. The company has been recognized as Best in KLAS 2024 for Patient Self-Scheduling and 2020 KLAS Category Leader for Patient Outreach, and has been designated an athenahealth Preferred Solution Partner for Intelligent Scheduling in April 2026.

Name

Relatient

Legal name

Relatient, Inc.

Website

https://relatient.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

251–500 employees

Short description

Relatient is a U.S. healthcare SaaS company founded in 2012 that provides the Dash® patient access platform — combining rules-based scheduling, omnichannel communications, digital intake, and agentic voice AI — to hospitals, health systems, specialty practices, and FQHCs serving 50,000+ providers.

Ownership category

akta.pro rank

Product category

Healthcare Patient Engagement Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ)

akta.pro secondary industries

Care Navigation, Referral & Digital Front Door Platforms (HLALABAH), Patient Relationship Management (PRM) & CRM for Provider Growth (Marketing/Outreach) (HLACAEAO), Adherence, Reminders & Engagement Automation (Medication/Follow-up) (HLACAEAJ)

Keywords

• Patient scheduling software
• Patient engagement platform
• Healthcare communication
• Appointment management
• Medical scheduling software

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Platform Subscription: Relatient operates as a SaaS-based patient engagement platform, charging healthcare organizations subscription fees for access to the Dash platform including scheduling, communications, voice AI, and other modules. The subscription model is evidenced by enterprise sales motion, 'Request a Demo' CTAs, and platform-based delivery.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels8 records

Core offering

Relatient provides the Dash® intelligent patient access platform, a SaaS solution that combines rules-based intelligent scheduling, agentic voice AI for call center automation, online self-scheduling, AI-driven chat, omnichannel patient communications, digital registration, and financial clearance. The platform is sold to healthcare organizations including hospitals, health systems, specialty practices, and FQHCs to automate patient scheduling, reduce call volume, and improve patient access.

Product overview

Relatient, founded in 2012, offers the Dash® intelligent patient access platform serving 50,000+ providers and managing approximately 150 million appointments annually. The platform is a unified system combining intelligent scheduling, automated messaging, AI-powered voice technology, and patient engagement tools. The core platform integrates with leading EHR and PM systems (athenahealth, Epic, Oracle Health, eClinicalWorks, NextGen, Veradigm, ModMed, Greenway Health, MEDITECH, and others) to coordinate patient interactions across call centers, online scheduling, messaging, and voice AI. The product portfolio includes: Intelligent Scheduling (rules-based appointment booking), Dash Voice AI (agentic voice automation for 24/7 call handling), Digital Patient Scheduling (web/mobile self-service), Dash Chat (AI-driven online chat), Dash Engage (omnichannel communications and outreach), Digital Registration (intake automation), Financial Clearance (payment workflow), and Dash Direct (open scheduling APIs). Dash Voice AI achieves 60% call deflection and 70% resolution without human intervention, while self-scheduling drives 97% fewer cancellations and 70% of online bookings from new patients.

Differentiator

Problem solved

Functional benefit

Brands

• Dash®: Intelligent patient access platform that integrates scheduling, communication, and AI-powered automation into a unified system for healthcare organizations. Dash® includes intelligent scheduling, automated messaging, and AI-powered voice technology to simplify patient access.

Products and services

• Dash by Relatient
• Intelligent Scheduling (Dash Schedule)

Quantifiable outcome

• 60% of calls deflected through automation
• +13 more outcomes

Named customers15 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability8 records

Feature7 records

Partnerships

Five partnerships are on record, tiered flagship and core.

• athenahealthflagshipTechnology or Integration · 7 April 2026athenahealth named Relatient a Preferred Solution Partner for Intelligent Scheduling in April 2026, recognizing over 10 years of partnership. Relatient orchestrates nearly 50 million patient appointments annually for athenahealth providers through Dash. The designation reflects Relatient's 4.9/5 star rating on the athenahealth Marketplace and strategic importance of patient scheduling in healthcare operations. Available through athenahealth Marketplace.
• HealthpaccoreStrategic or Co-development Partner · 23 January 2020Partner agreement announced January 2020 to offer Relatient's patient engagement platform to Healthpac's third-party billing and medical office customers. Healthpac serves 30,000+ providers in 45 states. Partnership provides expanded offering for revenue cycle management, combining Relatient's scheduling, chat, intake, payments, and messaging with Healthpac's billing solutions.
• VeradigmcoreTechnology or IntegrationRelatient is a certified member of the Veradigm Connect program, listed on Veradigm App Expo. Leverages APIs and HL7 to exchange data with Veradigm EHR systems. Partnership enables intelligent scheduling and patient engagement for Veradigm customers including Franklin Healthcare Associates, Colorado Mountain Medical, and others.
• Epic (App Orchard)coreTechnology or IntegrationRelatient joined the Epic App Orchard for integrated patient engagement platform, allowing Epic customers to use Relatient's technology for scheduling and patient access integration.
• Oracle Health (formerly Cerner)coreTechnology or IntegrationRelatient joined the Oracle Health (formerly Cerner) App Gallery with mobile-first self-scheduling and waitlist capabilities, providing integrated patient engagement to Oracle Health customers.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Solutionreach: Long-standing patient relationship management and engagement platform serving dental, optometry, and medical practices with scheduling, reminders, and communication tools. Historical incumbent in the same patient engagement category.
• Phreesia: Public healthcare technology company specializing in patient intake, registration, scheduling, and engagement workflows. Closely comparable as a patient access platform serving providers and health systems with similar intake, self-scheduling, and communication capabilities.
• DocASAP (part of Optum): Patient scheduling and provider matching platform focused on health systems and payers. Comparable online self-scheduling and digital front door capabilities targeting similar enterprise healthcare buyers.
• Artera (formerly WELL Health): Patient communication platform unifying messaging, reminders, and two-way conversations across SMS, email, and voice for healthcare providers. Direct competitor in the patient engagement and omnichannel messaging category.
• Luma Health: Patient engagement platform offering self-scheduling, waitlist management, automated reminders, and broadcast messaging for specialty groups and health systems. Overlaps with Relatient's Dash scheduling and Dash Engage modules.
• Kyruus (acquired by R1 RCM): Provider search, scheduling, and care access platform for health systems, offering online provider directories and appointment booking. Direct overlap in intelligent scheduling and digital front door capabilities.

Emerging players

• Upfront Healthcare: Patient engagement and communication platform for healthcare providers focused on visit preparation, reminders, and outreach. Partial overlap with Relatient's patient engagement and messaging modules.
• Cedar: Patient financial engagement and billing platform serving health systems and digital health companies. Adjacent overlap through Relatient's Financial Clearance module and shared health system buyers.

Broad incumbents

• athenahealth: Major EHR and practice management vendor with over a decade of partnership with Relatient, naming it Preferred Solution Partner for Intelligent Scheduling in 2026. Both a flagship channel partner and potential competitive risk as athenahealth expands native patient engagement features.
• Epic Systems: Largest EHR vendor in the US, progressively expanding its own patient self-scheduling, MyChart-based messaging, and patient engagement capabilities. A core integration partner for Relatient but also a long-term competitive threat in patient access.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Relatient
• Facebookfacebook.com/relatient
• LinkedInlinkedin.com/company/relatient

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds3 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Relatient