Patient Engagement Advisors
Patient Engagement Advisors is a Birmingham, Alabama-based healthcare technology and services firm that provides patient navigation, care coordination, and population health solutions to over 100 health systems, employers, payers, and clinically integrated networks across the United States.
- Company typePrivate
- Founded2008
- HeadquartersBirmingham, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Patient Engagement Advisors does
Patient Engagement Advisors (PEA) is a Birmingham, Alabama-based private healthcare services and technology company founded in 2008 that builds patient engagement, care navigation, and population health solutions for health systems, employers, payers, hospitalists, post-acute providers, and clinically integrated networks. The company originated from a Cleveland Clinic research project and has worked with more than 100 healthcare organizations across the United States. Its core offering, the Patient Navigation System, guides patients and families across the care continuum from primary care, specialty clinics, ER, observation, and acute care through post-discharge, supported by an integrated Fulfillment & Logistics platform and a 37,000+ resource Assistance & Community network mapped to social determinants of health.
PEA delivers services through embedded operating teams, including transition specialists, mobile logistics teams, virtual teams, and a performance team, which operate inside client environments to coordinate care, balance workload, and provide real-time KPI monitoring. The platform was an early mobile healthcare innovator (developed with Apple following the iPad's 2010 launch), pioneered clinically built post-discharge meal and medication delivery programs, and launched the Generosity Program in 2014 as an early social-determinants initiative. Recent product emphasis has shifted toward automation and AI-driven workforce optimization to address labor shortages and throughput bottlenecks in emergency departments and across the enterprise.
The company generates revenue through service contracts and subscription-style managed services engagements sold via direct enterprise sales to healthcare organizations. No external funding rounds, venture capital, or private equity backing have been disclosed, and the firm remains founder-led by CEO and Chief Patient Officer Jeff L. Moreland, BSN. Recognition includes the American Business Awards for Technology Innovation (Patient Navigation System) and a first-place American College of Cardiology research award for a 14.8% AMI readmission reduction study.
Patient Engagement Advisors firmographics
Firmographics- Name
- Patient Engagement Advisors
- Legal name
- Patient Engagement Advisors
- Website
- https://patientengagementadvisors.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Patient Engagement Advisors is a Birmingham, Alabama-based healthcare technology and services firm that provides patient navigation, care coordination, and population health solutions to over 100 health systems, employers, payers, and clinically integrated networks across the United States.
- Ownership category
- akta.pro rank
Patient Engagement Advisors industry classification
Industry- Product category
- Healthcare Patient Engagement & Care Navigation Services
- NAICS
- Services for the Elderly and Persons with Disabilities (624120)
- SIC
- Services-Health Services (8000)
- akta.pro primary industry
- Care Navigation, Referral & Care Coordination Engagement (HLACAEAD)
- akta.pro secondary industries
- Patient Community, Peer Support & Social Engagement (HLACAEAK), Care Management & Coordination Platforms (case/disease management workflows) (HLACAHAD), Adherence, Reminders & Engagement Automation (Medication/Follow-up) (HLACAEAJ), Patient Financial Engagement (Estimates, Billing Presentment, Payments) (HLACAEAI)
Keywords
Where Patient Engagement Advisors is headquartered
LocationHeadquarters
- HQ city
- Birmingham
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Patient Engagement Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Healthcare Services and Technology Platform: PEA provides patient engagement, care navigation, and population health solutions to health systems, employers, payers, and other healthcare entities. The company generates revenue through service contracts with healthcare organizations, likely on a subscription or managed services basis.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Patient Engagement Advisors product offering
Product offeringCore offering
Patient Engagement Advisors provides technology-enabled patient engagement, care navigation, and population health management services to health systems, employers, payers, and provider networks. Its offerings span the Patient Navigation System, Care Navigation, Fulfillment & Logistics, Assistance & Community, and Workforce Optimization, augmented by embedded transition specialists, mobile logistics, virtual, and performance teams. The company operates a healthcare patient navigation and care coordination platform with mobile, automation, and AI capabilities.
Product overview
Patient Engagement Advisors (PEA) offers a unified healthcare technology platform focused on patient engagement, care navigation, and population health management. The core product is the Patient Navigation System, complemented by service offerings including Care Navigation, Fulfillment & Logistics, Assistance & Community, and Workforce Optimization. The company also offers the Generosity Program for social determinant resources. Specialized teams including Transition Specialists, Mobile Logistics Team, Virtual Team, and Performance Team support the technology-enabled care coordination. PEA serves health systems, employers, payers, hospitalists, post-acute providers, and clinically integrated networks, having worked with over 100 organizations to optimize patient transition and financial viability.
Differentiator
Problem solved
Functional benefit
Products and services
- Patient Navigation System A comprehensive patient navigation platform that guides patients and families from one care encounter to the next, including inbound/outbound coordination and scheduling across primary care, specialty clinics, ER, observation, acute care, and post-discharge appointments. Awarded Best App in the business/Government category by the American Business Awards for Technology Innovation.
- Care Navigation Guides patients and families from one care encounter to the next, including inbound and outbound coordination and scheduling from primary care, specialty clinics, ER, observation, acute care, and post-discharge appointments.
- Fulfillment & Logistics Ensures patients and families have what they need for successful health plans, including medications, nutrition, transportation, or clinical products and kits. Includes automation for eligibility, prior authorization, payment processing and collections, signatures, inventory management, and supply distribution.
- Assistance & Community Provides patients and families access to local community and national manufacturer and foundation resources aligned to their specific social care needs, including access to over 37,000 programs ranging from local senior centers and food pantries to national manufacturers and foundations.
- Workforce Optimization Tech-enabled labor model that alleviates staffing concerns and saves on agency nurses through task distribution, load balancing work effort, and enhanced delivery across the enterprise, enabling caregivers to practice at top of licensure.
- Generosity Program Program launched in 2014 connecting thousands of manufacturers, foundations, philanthropic organizations, legacy funds, and community/social programs to target specific social responsibility and health equity topics; early adopter of social determinant programs mapping requirements to community resources.
Quantifiable outcome
- AMI readmission reduction of 14.8%
- +3 more outcomes
Companies that use Patient Engagement Advisors
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles3 records
Patient Engagement Advisors technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature7 records
Patient Engagement Advisors partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights4 records
Patient Engagement Advisors competitors and assessment
Company assessmentDirect peers
- CipherHealth: CipherHealth provides patient engagement, outreach, and care navigation software to health systems, with comparable focus on automated post-discharge follow-up, readmission reduction, and value-based contract support — directly overlapping with PEA's Patient Navigation System and Transition Specialist model.
- GetWellNetwork: GetWellNetwork offers a patient engagement platform spanning care navigation, education, and post-discharge workflows for health systems, mirroring PEA's enterprise health system GTM and navigation-led value proposition.
- Wellbe: Wellbe provides patient navigation and care coordination solutions (notably for joint replacement and procedural episodes), competing directly with PEA in guided care pathways and value-based episode management for hospitals.
- Bamboo Health (formerly PatientPing + Collective Medical): Bamboo Health offers real-time care coordination, event notification, and care navigation across health systems, payers, and post-acute providers — overlapping with PEA's care coordination, transition management, and multi-stakeholder network offerings.
Emerging players
- Lumeon: Lumeon provides automated care pathway orchestration and care navigation workflow software for health systems, addressing similar throughput, care coordination, and operational automation problems as PEA's Patient Navigation System.
- Unite Us: Unite Us operates a closed-loop social care coordination network connecting health systems and community-based organizations for SDOH referrals — directly comparable to PEA's Generosity Program and 37,000+ community resource network, though with stronger payer/government contract focus.
Broad incumbents
- Health Catalyst: Health Catalyst is a broader healthcare analytics and population health management platform serving health systems and payers, competing in adjacent territory around value-based contract analytics, care management, and SDOH — areas where PEA also operates.
- Salesforce Health Cloud: Salesforce Health Cloud is a broad CRM and patient engagement platform for providers and payers, overlapping with PEA's patient/community engagement, care coordination workflows, and SDOH resource matching functionality at the enterprise CRM layer.
- Epic MyChart / Epic Care Everywhere: Epic's MyChart and Care Everywhere platforms are the dominant EHR-native patient engagement and care coordination solutions used by most large US health systems — the primary competitive incumbent PEA must displace or integrate alongside in enterprise deals.
- NaviHealth (Optum): NaviHealth, owned by Optum, provides post-acute care management and care transitions services for health systems and payers — directly comparable to PEA's post-discharge care coordination, readmission reduction, and transition specialist offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Patient Engagement Advisors social profiles
Digital presencePatient Engagement Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Patient Engagement Advisors leadership team
Management profileNumber of profiles
Profiles1 record
Patient Engagement Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Patient Engagement Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Patient Engagement Advisors
What does Patient Engagement Advisors do?
Patient Engagement Advisors provides technology-enabled patient engagement, care navigation, and population health management services to health systems, employers, payers, and provider networks. Its offerings span the Patient Navigation System, Care Navigation, Fulfillment & Logistics, Assistance & Community, and Workforce Optimization, augmented by embedded transition specialists, mobile logistics, virtual, and performance teams. The company operates a healthcare patient navigation and care coordination platform with mobile, automation, and AI capabilities.
Is Patient Engagement Advisors a public or private company?
Patient Engagement Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Patient Engagement Advisors founded?
Patient Engagement Advisors was founded in 2008. It employs 51 to 100 people.
Where is Patient Engagement Advisors based?
Patient Engagement Advisors is headquartered in Birmingham, United States, in the North America region.
How does Patient Engagement Advisors make money?
One revenue line is on record: healthcare Services and Technology Platform.
Who are Patient Engagement Advisors's main competitors?
Direct peers on record are CipherHealth, GetWellNetwork, Wellbe and Bamboo Health (formerly PatientPing + Collective Medical). Emerging players are Lumeon and Unite Us. Broad incumbents are Health Catalyst, Salesforce Health Cloud, Epic MyChart / Epic Care Everywhere and NaviHealth (Optum).
Does Patient Engagement Advisors have an API?
No public API is recorded for Patient Engagement Advisors.
What industry is Patient Engagement Advisors in?
Patient Engagement Advisors's product category is Healthcare Patient Engagement & Care Navigation Services. Its primary akta.pro industry code is HLACAEAD, Care Navigation, Referral & Care Coordination Engagement, with a secondary code of HLACAEAK, Patient Community, Peer Support & Social Engagement. Its NAICS code is 624120 and its SIC code is 8000.