Who Relatient is best for
Relatient, founded in 2012 and based in Atlanta, sells its patient access software under the Dash brand. Dash sits on top of an existing EHR and handles booking, reminders, calls, chat and registration. Its customers are health systems, specialty groups and FQHCs, and it says it serves more than 50,000 providers.
Best for
- Specialty groups and health systems with many providers, locations and provider-specific booking rules
- Call centers that want an AI voice agent to handle routine confirmations, reschedules and cancellations
- FQHCs that need text, email and voice outreach for recalls and campaigns
Not ideal for
- Solo or very small practices that only need simple appointment reminders
- Practices looking for an all-in-one EHR or billing system
- Buyers who want published, self-serve pricing
Relatient pros and cons
Pros
- Rules-based scheduling (Dash Schedule) applies provider and visit-type rules to patient self-scheduling and staff booking
- Dash Voice AI handles inbound scheduling calls; the vendor says it completed more than 60% of appointment cancellation calls within weeks of its 2025 launch
- Omnichannel reminders, two-way messaging, recalls, broadcasts and surveys through Dash Engage
- Integrates with a long list of EHRs through FHIR APIs, HL7 v2.x, vendor APIs and direct database links
- HITRUST i1 certification (recertified in 2026) and a SOC 2 Type 2 examination
- Dash was ranked Best in KLAS for patient self-scheduling in 2024
Cons
- No public pricing; every deployment is quoted
- Implementation runs through design, data backfill, configuration and testing phases
- Relatient's security page does not publicly name its hosting provider or BAA terms
Relatient pricing
Relatient does not publish pricing as of October 2026; Dash is quoted per organization. Price typically depends on provider and location count, which modules you license and the EHR integration required. Implementation fees and contract terms are not listed on the vendor site.
Key features
Dash is organized into named modules:
- Dash Schedule: rules-based intelligent scheduling that matches patients to the right provider, location and slot
- Dash Patient Self-Scheduling: online booking for new and existing patients that follows the same rules
- Dash Voice AI: an AI agent, launched in April 2025, that answers scheduling calls and handles confirmations, reschedules and cancellations
- Dash Chat: AI-enabled web chat
- Dash Engage: reminders by text, email or voice, two-way secure messaging, broadcasts, recalls, health campaigns and surveys
- Digital Registration and Financial Clearance: intake forms and pre-visit financial steps
- Scheduling APIs and Centralized Scheduling for call centers
HIPAA, security and integrations
Relatient's security page says Dash holds HITRUST i1 certification and has completed an AICPA SOC 2 Type 2 examination, and describes "HIPAA-aligned safeguards." The company announced its 2026 HITRUST recertification in September 2026; Dash was first HITRUST certified in 2022. The security page does not name a cloud host or describe its BAA, so request the BAA during procurement. Relatient lists integrations with Epic, athenahealth, Oracle Health, eClinicalWorks, NextGen, Greenway, Veradigm, ModMed, MEDITECH and others, connecting through vendor APIs, FHIR, HL7 v2.x and direct database links, with CSV for unlisted systems.
Relatient alternatives
- Luma Health — a patient access platform with similar scheduling, messaging and intake scope, often compared head to head with Dash.
- Solutionreach — reminders, recall and texting aimed more at small and mid-sized practices.
- Weave — combines phones, texting, reminders and payments, suited to smaller single-location offices.
- Phreesia — stronger on patient intake, check-in and payments than on scheduling rules.
- Televox — automated reminders and outreach for larger organizations.






