Patient Engagement Advisors

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.

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

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

• Patient engagement services
• Care coordination solutions
• Population health management
• Healthcare navigation platform
• Social determinants programs

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. 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

Core 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

Named customers6 records

Segments6 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature7 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct 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

• LinkedInlinkedin.com/company/patient-engagement-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Patient Engagement Advisors