Relatient Patient Engagement API
Relatient patient engagement REST API for automated appointment reminders, patient scheduling, care gap outreach, and multi-channel patient communication. Enables AI agents to manage omnichannel appointment reminder automation (text, email, voice, chat) for patient show-rate improvement, handle patient self-scheduling and real-time slot booking for access management automation, access care gap identification and preventive care outreach for population health automation, retrieve appointment confirmation and cancellation management for scheduling workflow, manage patient recall and chronic care outreach campaigns for care management automation, handle digital patient registration and pre-visit check-in for paperless intake, access broadcast messaging and campaign management for patient population outreach, retrieve analytics and engagement reporting for patient access performance, manage waitlist management and slot optimization for capacity utilization, and integrate Relatient with major EHR/PM systems (Epic, Cerner, Allscripts, NextGen, eClinicalWorks) for unified patient engagement.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Patient engagement. HIPAA, SOC2. OAuth2 with scopes. US. PHI and patient data.
⚡ Reliability
Best When
A health system, multi-specialty group, or physician practice using Relatient wanting AI agents to automate appointment reminders, patient self-scheduling, care gap outreach, recall campaigns, and population health engagement across multiple EHR systems.
Avoid When
HIPAA PATIENT COMMUNICATION PHI: Relatient processes PHI in patient outreach; HIPAA Business Associate Agreement required before deployment; automated outreach containing PHI beyond minimum necessary creates HIPAA violation. TCPA HEALTHCARE EXEMPTION BOUNDARY: Automated appointment reminder texts qualify for TCPA healthcare exemption; automated marketing, recall for elective services, and commercial texts require prior express written consent; automated outreach beyond treatment scope creates TCPA class action risk. A2P 10DLC REGISTRATION: Automated text campaigns require 10DLC registration and carrier vetting; unregistered A2P SMS faces carrier filtering and delivery failure for large-scale automated outreach. CMS STAR RATING OUTREACH: Automated care gap outreach for Medicare Advantage STAR rating performance must accurately reflect current HEDIS measure specifications; automated outreach on incorrect care gap data creates patient confusion and STAR measurement inaccuracy.
Use Cases
- • Sending appointment reminders from patient access agents
- • Booking self-scheduled appointments from scheduling agents
- • Reaching patients with care gaps from population health agents
- • Running recall campaigns from chronic care agents
Not For
- • Hospital inpatient without ambulatory outreach focus
- • Non-clinical engagement without EHR integration
- • Pharmacy-only without physician practice engagement
Interface
Authentication
Relatient uses OAuth 2.0 with scopes. REST API with JSON. Atlanta, Georgia HQ. Founded 2013. Private (Thoma Bravo PE, acquired 2021). Patient engagement and scheduling platform. 1,000+ healthcare organization customers. Health system and large practice focus. EHR integration (Epic, Cerner, 30+ systems). Merged with Dash by CliqueMedia. Competes with Phreesia, NexHealth, and Klara for patient engagement.
Pricing
Atlanta, Georgia. Thoma Bravo PE (acquired 2021). Founded 2013. 1,000+ healthcare organizations. Health system focus. Epic, Cerner integration.
Agent Metadata
Known Gotchas
- ⚠ HIPAA MINIMUM NECESSARY FOR OUTREACH: Automated patient outreach must contain only minimum necessary PHI; appointment reminders should not include diagnosis, insurance, or financial information beyond what's needed for the reminder; PHI excess creates HIPAA minimum necessary violation
- ⚠ TCPA scope per communication type — maintain separate consent tracking for each automated communication type; appointment reminders (treatment) vs. recall for elective services (marketing) vs. billing texts (mixed) require different consent levels
- ⚠ A2P 10DLC mandatory registration — automated SMS at health system scale requires 10DLC campaign registration per use case (appointment reminders, care gap, recall); unregistered campaigns fail at carrier level for major US carriers
- ⚠ EHR sync timing for care gap accuracy — automated care gap identification based on EHR data has sync latency; outreach to patients who recently completed care gaps creates patient experience harm; implement care gap completion verification before outreach
- ⚠ Self-scheduling real-time availability sync — automated self-scheduling must reflect real-time provider availability; stale calendar sync creates double-booking and patient disappointment
- ⚠ Thoma Bravo PE acquisition evolution — Relatient acquired by Thoma Bravo (2021) and merged with Dash; verify current API product structure and roadmap in combined platform
Alternatives
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Scores are editorial opinions as of 2026-03-07.